In this session, Aswath Damodaran completed the discussion of loose ends (debt and employee options). We then looked at linking stories to numbers and closed off with our first valuation (of Con Ed).
Aswath Damodaran: Last loose ends, narrative + numbers and first valuation
From earnings to time-weighted incremental cash flows
In this session, we move from earnings to time-weighted incremental cash flow returns on an investment (Rio Disney)
At this year's Sohn Investment Conference, Dan Sundheim, the founder and CIO of D1 Capital Partners, spoke with John Collison, the co-founder of Stripe. Q1 2021 hedge fund letters, conferences and more D1 manages $20 billion. Of this, $10 billion is invested in fast-growing private businesses such as Stripe. Stripe is currently valued at around Read More