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Weekly Kaizen – September 15th – Porsche vs Tesla & valuing Growth companies.

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Weekly Kaizen – September 15th – Porsche vs Tesla & valuing Growth companies.

KaizenBlog.co
Sep 15, 2019
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Weekly Kaizen – September 15th – Porsche vs Tesla & valuing Growth companies.

kaizenblogco.substack.com

It took Porsche almost 5 years to release their first fully electric sports car after their announcement back in 2015. Is it enough to take on Tesla? No, I don’t think so. It will mainly appeal to current Porsche owners who are looking to get a fully electric car.

Not a single day goes by without a new WeWork article, and after this weeks news that they are going to half their IPO valuation (still not enough) an analysis by Aswath Damodaran, NYU Finance Professor, and his process on valuing growth.

Don’t forget to check the links in the Further reading section.

Have a great week ahead!


Porsche vs Tesla

Last week Porsche released their new fully electric car, the Taycan. It was first unveiled at the 2015 Frankfurt Motor Show, does it have what it takes to take on Tesla?

  • UP CLOSE WITH THE TAYCAN, PORSCHE’S FIRST ELECTRIC CAR (The Verge)

  • Porsche Taycan vs Tesla Model S | How they compare on paper (Autoblog)

Aswath Damodaran – WeWork & Growth

More on WeWork, this time from Aswath Damodaran analysis on his blog and YouTube channel, interesting slides are slide 20 on growth and margin expectations (24min) and slide 23 (26min) The Runaway story.

Slides: http://www.stern.nyu.edu/~adamodar/pd… Blog Post: https://bit.ly/2lHFlVY

Pitchbook published an article on WeWork’s acquisitions (20+) over the last 4 years.

Growth

Growth is one of the main narratives and drivers for valuations at startups/ Unicorn’s. How do you determine a reasonable growth rate and deal with negative earnings?Aswath on growth: http://people.stern.nyu.edu/adamodar/podcasts/valfall16/valsession9.pdf

  • Growth (Part 1): The Limits of Growth

  • Growth (Part 2): Scaling up Growth

  • Growth (Part 3): The Value of Growth

  • Growth (Part 4): Growth and Management Credibility

  • Explaining a Paradox: Why Good (Bad) Companies can be Bad (Good) Investments!

Further Reading:

  • Takedown by Elliott’s Paul Singer of AT&T is on the money

  • A Plan for a Stronger AT&T (Elliot’s Management on AT&T)

  • Letter to AT&T

  • Unlocking Value in European Conglomerates (podcast)

  • The Glorious, Almost-Disconnected Boredom of My Walk in Japan

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Weekly Kaizen – September 15th – Porsche vs Tesla & valuing Growth companies.

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