NPV

topic on 1 show · 1 statements across 1 episodes

Capital Allocators

1 statements about NPV, every show

Mauboussin: Accounting losses often mask highly profitable investments in intangible growth
“So saying this slightly differently, you might have two companies They're both losing money, but one where the economics are fantastic, and you want them to lose money because they're engaging in NPV positive investments. Another company losing money that's ac…”
Michael Mauboussin Mar 23, 2020 ▶ 40:36 Michael Mauboussin – Consilient Observations in a Crisis (Capital Allocators, EP.127)

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