Musings on Markets

DECEMBER 2, 2020

Setting the Table As with any valuation, the first step in valuing Airbnb is trying to understand its history and its business model, including how it has navigated the economic consequences of the COVID. In addition, growth in the experiences business will also push this metric upwards, since Airbnb keeps a 20% share of those revenues.

Profit and Loss 52

Profit and Loss Valuation Investments Numbers 52

CFO News Room

FEBRUARY 5, 2023

Valuation and Investment Judgment I know that your intent in reading this thesis might be a more pragmatic one, where you wonder whether the Adani companies were over valued at the start of this year, when they hit their all time high, and whether they are a bargain, at half that price today.

Marketing 130

Marketing Investments Auditing Restructuring 130

Musings on Markets

FEBRUARY 4, 2023

Download data Again, the steep drop off in invested capital that you see in 2015 is just a reflection of the restructuring of the company that year, as the invested capital in Adani Ports and Power was removed from the mix.

Investments 100

Investments Valuation Auditing Restructuring 100

Barry Ritholtz

JUNE 13, 2023

And so we go back to the basics of what our job should be, risk underwriting, risk assessment, asset prices are different from asset valuation. I mean the valuation is the future cash flow discounted at a risk-free rate plus a risk premium. So as the market and the industry restructure, we’ll certainly be very opportunistic.

Investments 56

Investments Banking Entertainment Valuation 56