I have written before about the problems value investors face when dealing with companies with lots of intangible assets.
Just randomnly choosing this one article of yours to tell you how much I enjoy reading your articles blending investing, sociology and psychology.
Thank you very much :-)
+1
Is it possible that we in the West just bullshit more?
George Santos says that's not funny.
I have some interest in valuation of marketing services businesses and this resonates.
In advertising conglomerates, for example, there is a very high level of intangibles.
They're also hard to value and often walk out the door.
Just randomnly choosing this one article of yours to tell you how much I enjoy reading your articles blending investing, sociology and psychology.
Thank you very much :-)
+1
Is it possible that we in the West just bullshit more?
George Santos says that's not funny.
I have some interest in valuation of marketing services businesses and this resonates.
In advertising conglomerates, for example, there is a very high level of intangibles.
They're also hard to value and often walk out the door.