My Valuation for Microsoft (Tech Strategy – Podcast 148)

Delve into Jeff Towson’s Podcast 148, where he provides a comprehensive valuation for Microsoft and its tech strategy. This episode offers expert insights into the tech giant’s future, making it a must-listen for tech enthusiasts and investors alike. Tune in to understand Microsoft’s position in the market and potential growth opportunities.

Why DCF Sucks for Digital Valuation. (Tech Strategy – Podcast 101)

Discounted cash flow (DCF) is a common method for valuing businesses. However, DCF is a poor method for valuing digital businesses. This is because digital businesses are characterized by rapid growth, unpredictable cash flows, and network effects. As a result, the assumptions underlying DCF are not met, and the resulting valuations are often inaccurate.