Tax Assets

topic on 1 show · 1 statements across 1 episodes

Capital Allocators

1 statements about Tax Assets, every show

Public equity investors fail to properly value corporate tax assets
“It's primarily a function of the fact that public equity investors oftentimes don't ascribe much, if any, value to tax assets. If you think about a business, they might look at it on a revenue growth basis or an EBITDA multiple, both of which don't capture the…”
Andy Lee Mar 30, 2023 ▶ 6:09 Andy Lee – Empty Rooms: Investing in Tax Assets at Parallaxes Capital (Capital Allocators, EP.305)

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