Value & Strategy

Home » About



The objective of this blog is to share knowledge and ideas regarding: Valuation and Strategy.

Why is valuation so interesting?

  • Price and value often differ
  • You can’t see value, but you can try to approximate it
  • To understand the value is to understand strategic positioning, the downside risks and the upside potential of a business
  • The spread between valuation and pricing is always a topic of debate due to information assymetry, behavioral biases
  • Inputs in standard valuation models are based on the efficient market hypothesis. This hypothesis has been proven not applicable in many cases.

Feel free to connect!

Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )


Connecting to %s