Re:Twitter’s User Growth Goes Nowhere as It Meets Revenue Ex...
by mistermann on Thursday February 11, 2016 @12:15AM
(#11078366)
You wouldn't happen to know of a book or website where one could learn some of these theories and formulas in a very condensed/quick way?
[ Parent
| on HN ]
Re:Twitter’s User Growth Goes Nowhere as It Meets Revenue Ex...
by kgwgk on Thursday February 11, 2016 @02:13AM
(#11078676)
The Little Boook of Valuation, by Aswath Damodaran, is nice.
You can find lot of things at his website, including a draft version of the book.
http://pages.stern.nyu.edu/~adamodar/
http://pages.stern.nyu.edu/~adamodar/pdfiles/papers/littlebo...
Re:Twitter’s User Growth Goes Nowhere as It Meets Revenue Ex...
by dharmon on Friday February 12, 2016 @11:44AM
(#11088463)
If you literally just want the technical stuff, then anything by Damodaran is good. His Valuations book is awesome, but does not qualify as "condensed / quick". You can also watch his valuation course on YouTube.
I have not read it, but if his "Little Book" is indeed a condensed version of his main book, then its a good start. I think he also gives out a PDF for free on his website.
I would advise against blindly applying DCFs, or at least making real investment decisions from blindly running one. When I first got started I looked for some grand "insert and crank" method of valuation, but now I am convinced there is no shortcut aside of thoroughly understanding a business and its financials.