Good story about Van Halen, Sammy Hagar, and brands/branding from @trengriffin's 25iq archives...
25iq.com/2018/01/06/sam…
25iq.com/2018/01/06/sam…
... reminds me that "Brand" (in the financial sense) is the dark matter of financial modeling and valuation
... if no other quantitative measure can explain an asset's relative premium, then we often simply drop that premium in the intangible goodwill bucket
#brands #branding
... if no other quantitative measure can explain an asset's relative premium, then we often simply drop that premium in the intangible goodwill bucket
#brands #branding
... which reminds me that we should be reporting CAC and eLTV, while capitalizing most R&D!
https://twitter.com/AnthPB/status/1325076551298404353?s=20
... capitalize R&D ftw:
https://twitter.com/AnthPB/status/1309311677695959040?s=20
... theoretical IRRs and distribution of returns (kurtosis) for capex vs R&D:
https://twitter.com/AnthPB/status/1330199559184715782?s=19
... I am dead 🤩🥳🥲🤤:
"EBITDARD [is a] new term [for] EBITDA with R&D treated as if it were capex. Incoherent to exclude capex depreciation expense from an earnings measure but then allow R&D expense to be included. Should be expensed alike."
"EBITDARD [is a] new term [for] EBITDA with R&D treated as if it were capex. Incoherent to exclude capex depreciation expense from an earnings measure but then allow R&D expense to be included. Should be expensed alike."
https://twitter.com/Jesse_Livermore/status/1339038736508706816?s=19
... value of intangible vs tangible assets in the S&P 500 $spx:
https://twitter.com/LibertyRPF/status/1346903496570892295?s=19
... soooo, @trengriffin, what's good my man?
https://twitter.com/danprimack/status/1368655323788115971?s=19
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