Book Value

topic on 1 show · 1 statements across 1 episodes

Capital Allocators

1 statements about Book Value, every show

Inker: Stated Earnings and Book Value Are Poor Metrics for Business Models
“When we are analyzing these companies, we realize it's not just that we don't care about their book value anymore, but even their stated earnings turn out to be a lousy test of whether this is a good business model.”
Ben Inker Mar 30, 2020 ▶ 24:43 Ben Inker – Value Investing at GMO (First Meeting, EP.17)

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