Research has shown that value investing needs to change. Our economy has transitioned from one dominated by tangible assets like buildings and equipment to one dominated by intangible assets such…
Tag: Brands
Value Investing Redefined By Way of Shift to Intangible Assets
Over the last 40 years, there has been a shift in the composition of assets in U.S. companies towards intangible assets, with latest estimates indicating that the level has reached…
Jorge Paulo Lemann Says "Era of Disruption" Surprised 3G Capital
At this year’s Milken Institute Global Conference, 3G Capital co-founder Jorge Paulo Lemann described himself as a “terrified dinosaur” with respect to the “craft brand-driven changes in tastes and in…