tax assets

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Mar 30, 2023 by Andy Lee · across every show →

Everything said about tax assets, oldest first

Mar 30, 2023 neutral
Insight
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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