November 5, 2020· 43 min

Michael Mauboussin On Valuing Intangible Assets

Orality
Model
78%
Oral-dominant (speeches, podcasts, storytelling)

Speaker Breakdown

HostTracy Alloway(1,286 words)
M:28%
HostJoe Weisenthal(1,818 words)
M:29%
GuestMichael Mauboussin(5,144 words)
M:28%

Oral Indicators

Agonistic36%
obviously, extremely, very
Engagement72%
you, our, your
Memory Aids100%
listen, now, so
Repetition100%
know (88x), about (75x), like (68x)
Parallelism100%
And I'm Tracy Alloway...., So, Tracy, obviously, we've ha..., And a lot of different sectors...
Sound Patterns98%
87 question(s), alliteration: "markets move", alliteration: "barclays brief"
Formulaic Phrases7%
you know what, i mean, the bottom line

Literate Indicators

Hedging11%
appear, maybe, could
Passive Voice8%
were considered, are even, were allowed
Abstract Nouns18%
investment, question, judgment
Subordination7%
because, however, while
Sentence Length47%
Avg: 16.9 words/sentence
Word Complexity48%
investment, analyze, anticipate
Academic Markers0%
Impersonal Style28%
638 personal pronouns found
Descriptive Style82%
obviously, really, extremely

Description

Measuring a company's book value is a classic practice among investors seeking to understand how much a firm's actual assets are worth. But what happens when a firm's assets are not things like buildings, factories, and land, but intangible assets, such as intellectual property and brand value? How does that change the task of analyzing a company's intrinsic worth? On this episode, we speak with Michael Mauboussin, Head of Consilient Research at Counterpoint Global (part of Morgan Stanley) about valuing these assets, and how investors can use this information to get a better read on their investments. See omnystudio.com/listener for privacy information.