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intangible assets

3 statements across 2 episodes · 1 bullish · 2 bearish · 2 people on the record · first statement Jul 20, 2020 by Taimur Hyat · across every show →

Everything said about intangible assets, oldest first

Jul 20, 2020 bullish
Assertion Supported
Intangible assets now drive 85% of S&P 500 value
“85% of the value of the S&P 500 is now driven by intangible assets, according to some studies, up from about 20, 25% of a few decades ago.”
Taimur Hyat Jul 20, 2020 ▶ 29:37 Taimur Hyat – After the Great Lockdown (Capital Allocators, EP.149)
Jul 20, 2020 negative
Opinion
Classic credit rating models undervalue intangible assets and cost variabilization
“For one, we believe some of the classic credit rating models undervalue intangible assets and the variabilization of costs of intangible models versus ones where you have factories and machineries and equipment.”
Taimur Hyat Jul 20, 2020 ▶ 30:43 Taimur Hyat – After the Great Lockdown (Capital Allocators, EP.149)
Jul 17, 2023 negative
Disclosure
Klarman: 'Margin of Safety' failed to understand the value of intangible assets
“There are some things in it I wouldn't write today. Some things I think are just wrong. I didn't really do a good job on understanding the value of intangible assets, for example.”
Seth Klarman Jul 17, 2023 ▶ 1:22:58 Seth Klarman – Timeless Value Investing (EP.328)
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