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.