My name is Kanat from Bangkok. First of all , I have been listening your podcast for quite a while now and I think this is really good course. But I am wondering if you will ever talking about things such as how to make valuation in some company or how to evaluate total addressable market ?
I am a big fan of your chinese and asian stock kompetences, thanks !
I guess you know:
06-04-2021
SoftBank makes $2.8bn automation investment. The Japanese conglomerate will take a 40% stake in Norwegian warehouse automation company AutoStore. The investment will give the robotics company an enterprise value of $7.7bn and will accelerate its continued global expansion, with a focus on Asia Pacific. THL will remain AutoStore’s majority shareholder.
Great pod you do.
I guess you are an investor yourself.
Even that you do all the disclaimers you are supposed to. You probably had this question before, but would you share your own portfolio with us?
Thanks.
My expertise is in digital strategy (business models, competitive strength, etc.). So I focus on that dimension of company and investment analysis. But I don’t talk about specific investments, as that is a bigger question and I am not a seasoned portfolio manager. I don’t release what I buy. But it’s nothing terribly interesting. Just long-term holding of high quality companies.
Kanat Rattnaniyompan
July 10, 2020 at 2:47pmHello Jeff,
My name is Kanat from Bangkok. First of all , I have been listening your podcast for quite a while now and I think this is really good course. But I am wondering if you will ever talking about things such as how to make valuation in some company or how to evaluate total addressable market ?
Thank you
Kanat
TUNEVIT
April 6, 2021 at 8:42pmHi Jeffrey
I am a big fan of your chinese and asian stock kompetences, thanks !
I guess you know:
06-04-2021
SoftBank makes $2.8bn automation investment. The Japanese conglomerate will take a 40% stake in Norwegian warehouse automation company AutoStore. The investment will give the robotics company an enterprise value of $7.7bn and will accelerate its continued global expansion, with a focus on Asia Pacific. THL will remain AutoStore’s majority shareholder.
Best regards
Tune Vitnes
Twitter: @TuneVitnes
Kurt Godsk Andersen
October 26, 2021 at 4:49pmHej Jeff
Great pod you do.
I guess you are an investor yourself.
Even that you do all the disclaimers you are supposed to. You probably had this question before, but would you share your own portfolio with us?
Vkr
Kurt
jtowson
October 26, 2021 at 5:50pmThanks.
My expertise is in digital strategy (business models, competitive strength, etc.). So I focus on that dimension of company and investment analysis. But I don’t talk about specific investments, as that is a bigger question and I am not a seasoned portfolio manager. I don’t release what I buy. But it’s nothing terribly interesting. Just long-term holding of high quality companies.