Season 1, Episode 39
The Discounted Cash Flow
Another long episode!
WIth talk about why we sold Apollo Tourism again.
Ray Dalio and the “Great Sag”.
Tony explains how to calculate a Discounted Cash Flow in detail (here’s Tony’s spreadsheet so you can play along at home).
We talk about our friend Torsten’s new bitcoin film “Cryptopia” and what we think about bitcoin as an investment.
Tony reveals his drink of the week.
And our analysis this week is Tap Oil.
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Bill Liao was one of Australia’s original tech entrepreneurs. Today he’s a Partner at SOS Ventures in Ireland where it manages their investments in life science startups. He’s also a passionate social entrepreneur who has founded a number of important charities. We invited him on to chat about how a VC values a tech startup.
This week we talk about why volatility and risk are not the same thing and why we embrace volatility in our portfolio. We also discuss how the ATO treats “investors” versus “traders”, the HAW dividend / capital return, and more!