Valuing Tech's Titans

Are we basing companies' valuations on the right criteria? In this long-form conversation, Scott and NYU Stern colleague Aswath Damodaran discuss what the top digital companies are really worth.

(2:07) Source: “International Netflix Subscriptions Surpass U.S.,” Statista, July 2017. http://bit.ly/2v3FLIK
(2:38) Source: RBC Capital Markets, June 2016.
(3:33) Source: “How Many Users Does Twitter Have?” The Motley Fool, April 2017. http://bit.ly/2w4qIfg
(4:11) Source: “How Much Time Do People Spend On Social Media?” Mediakix, December 2016. http://bit.ly/2oFfwWJ
(5:13) Source: “Amazon Inc Form 10-K,” Amazon, February 2017. http://bit.ly/2u31VXs
(9:16) Source: “Letter To Shareholders,” Amazon, 1997. http://bit.ly/1yx8xhu
(11:44) Source: “Amazon’s Long-Term Growth,” Business Insider, 2016. http://read.bi/20c5FVd
(12:25) Source: “Form S-1,” Snap, Inc., February 2017. http://bit.ly/2kmGKwj
(16:04) Source: “About Us,” Airbnb, 2017. http://bit.ly/18TOxV1
(16:31) Source: “RANKED: The 18 Companies Most Likely to Get Self-Driving Cars On The Road First,” Business Insider, April 2017. http://read.bi/2v3paVu
(20:16) Source: “Google and Facebook Devour the Ad and Data Pie. Scraps For Everyone Else,” Digital Content Next, June 2016. http://bit.ly/28JbGA9
(20:53) Source: “Number of Monthly Active WhatsApp Users Worldwide From April 2013 to January 2017 (in millions),” Statista, 2017. http://bit.ly/2j0uHH6
(21:39) Source: “Chart: Here’s How 5 Tech Giants Make Their Billions,” Visual Capitalist, May 2017. http://bit.ly/2qgkaIE
(23:09) Source: “Chart: Here’s How 5 Tech Giants Make Their Billions,” Visual Capitalist, May 2017. http://bit.ly/2qgkaIE
(23:31) Source: Google Finance, July 2017.
(24:56) Source: Google Finance, July 2017.
(25:36) Source: “Netflix Missed Its Q1 Subscriber Numbers But Q2 Looks Better,” recode, April 2017. http://bit.ly/2oFhtzW

More on Aswath Damodaran's research: damodaran.com

Episode 134