Our economy is changing. Gone are the days where the biggest companies require substantial physical assets to operate and grow their businesses. Most of the companies that dominate our economy today rely on assets like technology, brand value, and patents to power their businesses. In this episode, we look at the impact of intangible assets on value investing and investment strategies that rely on fundamentals. We discuss the challenges of valuing intangible assets, and the different approaches that can be used to do it. We also tackle the debate over whether intangible assets should be included on standard financial statements.
We hope you enjoy the discussion.
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