TIP725: First Principles of Valuation w/ Tim Koller
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Overview
Tim Koller decodes business valuation fundamentals, emphasizing real value creation, return on capital, and sustainable long-term strategies for shareholders and managers.
Takeaways
- •Tim Koller asserts that real shareholder value arises when companies invest capital at returns exceeding the cost of capital, focusing on cash flow and long-term growth, not accounting gimmicks.
- •Effective management involves understanding true drivers of value—return on invested capital and granular business unit analysis—while educating boards and investors about realistic timelines for returns.
- •Koller highlights common misconceptions, the impact of new technologies, and urges corporate leaders to ignore short-term market noise, prioritizing economic value creation over superficial financial metrics.
Mind Map
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Chapters
- This is a chapter‘s title.The Fragility of Society and the Pendulum of ChangeThe Fragility of Society and the Pendulum of ChangeThe Fragility of Society and the Pendulum of ChangeThe Fragility of Society and the Pendulum of Change
- This is a chapter‘s title.The Fragility of Society and the Pendulum of ChangeThe Fragility of Society and the Pendulum of ChangeThe Fragility of Society and the Pendulum of ChangeThe Fragility of Society and the Pendulum of Change
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