Topic
5 facts from 1 episode, in date order. These are what speakers said on the shows, each linked to the moment it was said. They aren't independently verified.
Undated
Sean Brown says the book Valuation, co-authored by Tim Koller, is about 800 pages, in its eighth edition, and has sold more than a million copies.
“Tim, you know, you're one of the authors of valuation. It's 800 page book now in its eighth edition with more than a million copies sold.”
Undated
Tim Koller says the value of any investment is driven by its cash flows discounted at its cost of capital.
“the value of any investment is driven by its cash flows discounted at its cost of capital.”
Undated
Tim Koller says consumer packaged goods companies often grow modestly but earn high returns on capital and create a lot of value.
“There are some companies that grow modestly but have high return on capital, like consumer packaged goods companies that create a lot of value.”
Undated
Tim Koller cites an unnamed high-tech company that chased about ten percent EPS growth while core markets were flat and missed investing in a novel technology that peers profited from.
“a high-tech company that, uh, saw a novel technology and had plenty of opportunity to invest in it. But at the same time, they were trying to achieve a ten EPS growth”
Undated
Tim Koller cites an unnamed retailer that cut its frontline sales force and de-skilled staff to boost profits.
“a retailer, uh, that, uh, in order to boost profits, uh, cut the frontline sales force and de-skilled the people, right?”
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