Sorry professor, but I have objection with one of your calculation. When you take change in investment (presentation time: 15:25), you are taking change in investment = change in revenue/(sales/cap). But I think you need to also consider customer churn and life time value in consideration. Am I missing something? (We can not assume that the revenue of previous year will be same for next year without any Capex cost.) Or does it mean that you need this much of Capex to support this much of revenue?
Full respect to Professor Aswath!
Sorry professor, but I have objection with one of your calculation. When you take change in investment (presentation time: 15:25), you are taking change in investment = change in revenue/(sales/cap). But I think you need to also consider customer churn and life time value in consideration. Am I missing something? (We can not assume that the revenue of previous year will be same for next year without any Capex cost.)
Or does it mean that you need this much of Capex to support this much of revenue?
Yes
34:40 how did professor value amazon's operating assets??
Tesla has had a pretty decent growth rate the last 10 years. Feeling pretty confident that they will have >3 more years of spectacular growth rates.
I can't download the Slide presentation. Can someone help me?????
It should work now. Sorry! My mistake!
I love that we can hear the students' questions. Usually I have similar questions.
Lecture content starts at 11:11
Professor i'm loading up on puts after this fake rally.