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Class 18 Valuation - Pricing Deconstructed
Low P/E doesn't mean cheap; Growth is the underlying key factor in high multiples.
Sep 8
•
Jason Poh
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Class 3 Valuation: Groundwork for intrinsic valuation
Apr 12, 2023
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Jason Poh
2
Mastering corporate finance & valuation from the master
Mar 23, 2023
•
Jason Poh
1
Class 2 Valuation: Bias, Uncertainty & Complexity
Mar 28, 2023
•
Jason Poh
1
Class 13 Valuation: More on stories & first valuation
Feb 15, 2024
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Jason Poh
1
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Class 17 Valuation - Pricing 101
As Oscar Wilde says: "A cynic is a man that knows the price of everything but the value of nothing"
Jan 3
•
Jason Poh
Class 16 Valuation: Tying Up Intrinsic Value
From finance opaqueness to oil price tantrums - how to value Volatility, Uncertainty, Complexity and Ambiguity.
Aug 21, 2024
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Jason Poh
Class 15 Valuation: More excursions on the dark side of valuation
Rather than "emerging markets", could it be "submerging markets"?
Jun 23, 2024
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Jason Poh
Class 14 Valuation: Valuing the market & young companies
Paradigm shifts & lessons learned on valuing Amazon.com as a young company
Apr 27, 2024
•
Jason Poh
3
Class 13 Valuation: More on stories & first valuation
Theranos, Wework & Oompa Loompa of unlimited chocolates from nowhere...
Feb 15, 2024
•
Jason Poh
1
Class 12 Valuation: Last loose ends & first steps on Storytelling
Keep it simple, in running business, in doing valuation & in storytelling.
Dec 23, 2023
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Jason Poh
Class 11 Valuation: Terminal Value Closure & First Steps on Loose Ends
Terminal, growth & ROIC are all linked. But what to do with all that cash?
Dec 10, 2023
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Jason Poh
Class 10(b) Valuation: Growth & Terminal Value
To infinity & beyond in growth rate but please, come back to earth!
Oct 13, 2023
•
Jason Poh
Class 10(a) Valuation: Growth & Terminal Value
Is there such thing as sustainable growth?
Sep 18, 2023
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Jason Poh
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Lecture Notes from Aswath Damodaran's Corporate Finance & Valuation Classes in Stern Business School, NYU, and more...
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