Valuing Intangibles
Aswath highlights the current state of consumer discretionary companies, suggesting that larger firms may offer better investment opportunities despite recent market downturns. He delves into the complexities of valuing intangible assets, using Birkenstock as a prime example where intangibles significantly contribute to its overall value, challenging traditional accounting methods that often overlook these critical elements.In this clip
From this podcast
The Prof G Pod with Scott Galloway
Prof G Markets: Third Quarter Review — with Aswath Damodaran
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