The Investor With Joel Palathinkal
The Investor with Joel Palathinkal is a global omni channel show which highlights institutional investors from all walks of life and supports the continuing education for the next generation of allocators
Vanessa Cheung: Impact Investor at Accys
In this episode, Vanessa Chung explores valuation methodologies, sustainability, and cleantech trends. She shares insights into the evolving cleantech landscape and the circular economy. The discussion covers equity research fundamentals, sustainable and ESG investing, and valuation methods like multiple and discounted cash flow (DCF) approaches, using Apple as a case study. Vanessa examines forecasting Apple's free cash flows, terminal value, discount rate, and WACC. The episode also discusses enterprise and equity value calculations, model adjustments, sensitivity analysis, and comparables. Vanessa highlights using Koyfin for public company research and shares workflows for evaluating investments and exits.
Key Points
- Sustainable investing incorporates both financial returns and positive societal impact, often using ESG factors to guide investment decisions.
- Equity research analysts use both multiple approaches and discounted cash flow (DCF) methodologies to evaluate company valuations, each with its own set of pros and cons.
- Tools like Koyfin provide essential data and user-friendly interfaces for retail investors to conduct thorough company and sector analyses, similar to institutional platforms like Bloomberg and Thomson Reuters.
Chapters
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| 1:13 | |
| 3:42 | |
| 5:29 | |
| 10:06 | |
| 12:24 | |
| 16:06 | |
| 22:41 | |
| 27:44 | |
| 32:03 | |
| 34:03 | |
| 35:23 | |
| 38:37 | |
| 40:26 | |
| 43:49 | |
| 46:10 | |
| 47:52 |
Transcript
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