Undiscounted

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

January 2025

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

August 2024

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 • 

Jason Poh

June 2024

Class 15 Valuation: More excursions on the dark side of valuation

Rather than "emerging markets", could it be "submerging markets"?

Jun 23, 2024 • 

Jason Poh

April 2024

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

February 2024

Class 13 Valuation: More on stories & first valuation

Theranos, Wework & Oompa Loompa of unlimited chocolates from nowhere...

Feb 15, 2024 • 

Jason Poh

1

December 2023

Class 12 Valuation: Last loose ends & first steps on Storytelling

Keep it simple, in running business, in doing valuation & in storytelling.

Dec 23, 2023 • 

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 • 

Jason Poh

October 2023

Class 10(b) Valuation: Growth & Terminal Value

To infinity & beyond in growth rate but please, come back to earth!

Oct 13, 2023 • 

Jason Poh

September 2023

Class 10(a) Valuation: Growth & Terminal Value

Is there such thing as sustainable growth?

Sep 18, 2023 • 

Jason Poh

August 2023

Class 9 Valuation: Growth rates

Higgledy Piggledy Growth

Aug 14, 2023 • 

Jason Poh

July 2023

Class 8 Valuation: FCFF & FCFE

Everything you need to know about cash flow

Jul 16, 2023 • 

Jason Poh