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Musings on Markets: META Lesson 3: Tell me a story!

CFO News Room

As someone who has spent the last four decades talking, teaching and doing valuation that we have lost our way in valuation. Even as data has become more accessible and our tools have become more powerful, it is my belief that the quality of valuations has degraded over time.

Marketing 130
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Musings on Markets: Data Update 1 for 2022: It is Moneyball Time!

CFO News Room

Without hundreds of thousands of dollars to spend on databases, I started my journey spending about a thousand dollars a year, already hitting budget constraints, subscribing to a Value Line database that was mailed to me on a CD every year. Over time, that list has grown, and now includes more than a hundred variables.

Marketing 130
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META Lesson 3: Tell me a story!

Musings on Markets

Narrative and Value As someone who has spent the last four decades talking, teaching and doing valuation that we have lost our way in valuation. Even as data has become more accessible and our tools have become more powerful, it is my belief that the quality of valuations has degraded over time.

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Data Update 1 for 2022: It is Moneyball Time!

Musings on Markets

Without hundreds of thousands of dollars to spend on databases, I started my journey spending about a thousand dollars a year, already hitting budget constraints, subscribing to a Value Line database that was mailed to me on a CD every year. Over time, that list has grown, and now includes more than a hundred variables.

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The Curious Case Of Digital Video Game Prices

PYMNTS

It took video games two decades to go from a brand new form of niche entertainment to a mainstream, multi-billion dollar global industry. Since games can stay up on Steam for years, this subjects them to a number of spikes and dips according to finicky currency valuations. However, at the moment a developer in the U.S.

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Transcript: Ted Seides

Barry Ritholtz

And what’s their budget like a fraction of it, right? What’s the valuation? It’s just entertainment. What’s keeping you entertained during lockdown? SEIDES: This has, you know, it has Mike Tyson on it, it has all these incredible athletes and entertainers that get involved with this guy.

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Transcript: Jonathan Miller

Barry Ritholtz

And we’d sort of turn that into a valuation business. MILLER: Well actually I thought, leading up to the great financial crisis, I thought to myself, we’re going to be out of business within a couple of years because nobody wanted an independent valuation. What’s keeping you entertained? RITHOLTZ: Is it not?

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