Wonderful video from the guru of valuation. I think SHOP has it to become the next big thing in tech with all it's SMB as well as enterprise level merchants. This is one of those rare gems that doesn't get talked often due to their existence away from silicon valley.
@@mcfadden139 Thanks. I still think Shopify is on the path to become one of the largest publicly traded companies over the coming decade. Although the path won't be that easy as it was over the past 5 years.
Aswath, what about the user value for their data itself? Do you price in the user information sold to marketers or industry specialists as predictive information?
Mr. Damodaran, I don´t understand why, in Backing into OperatingExpenses, youadd Net Revenues to Operating losses. Could you please explain me?. Thanks in advance
Mr. Aswath Damodaran got it all prioritized wrong. The real value of users/subscribers in the new age or 21st century is of data! We don't even know how much useful information we will be able to extract from that much data in future, and it's not that we are realizing our potential regarding that, even at present!
It can never happen as the uber itself does not own any vehicle so, the person who owns it has the power to automate the vehicle or not .as for automation in general for car sector it might possible that in future car become totally automated but the uber is not in car service business but it is car ride service business so automated car will no use to the uber . The revenue would be depend on no. Of users and on no. Of drivers as the cut for drivers are same of high as the automated car could have more maintenance charge than present one.
Exactly why the stock is so trading much higher than his evaluation: Many people think that a driverless car taking you from point A to point B is somehow going to happen in reality.
Strange, SAC/LTV/NFX is nothing new yet he never mentions those terms and peddles this as novel research after talking to an old friend, yet every concept he mentions is exactly that and reworded.
