Тайм-теги: - Start (00:00) - Process of valuation (01:17) - Step 1: Survey the landscape (04:35) - Step 2: Create a narrative for the future (11:02) - Step 3: Check the narrative against history, economic first principles & common sense (11:31) - Step 4: Connect your narrative to key drivers of value (15:02) - Step 5: Keep the feedback loop (17:52) - Step 6: Be ready to modify the narrative as events unfold (23:05) - Q&A Session (33:05)