Episode 30: Modeling Traditional Growth | Value of Growth Lecture Series

In this video, I use 5 simple examples, each with a different growth rate, to illustrate the impact NOPAT growth has on valuation. I show that a company creates significant value when it grows NOPAT faster than its discount rate, which is the true definition of hypergrowth. I use the five examples from this video to create a visual DCF to demonstrate the impact different stages of growth have on a company’s valuation in the next video. #pauljohnson, #valueofgrowth, #valueinvesting, #growthinvesting, #columbiabusinessschool, #fordhamuniversity, #gabellischoolofbusiness, #valuation, #competition, #excessreturns, #ROIC

Episode 31: Modeling a Company with a 5-stage growth model | Value of Growth Lecture Series
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Episode 31: Modeling a Company with a 5-stage growth model | Value of Growth Lecture Series

Defining the Compounder: A Framework for Long Duration Investing
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Defining the Compounder: A Framework for Long Duration Investing

Episode 32: Using the "Italian Cookie" to Evaluate 9 Scenarios | Value of Growth Lecture Series
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Episode 32: Using the "Italian Cookie" to Evaluate 9 Scenarios | Value of Growth Lecture Series

TypeScript in Express – TypeScript Tutorial
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TypeScript in Express – TypeScript Tutorial

Episode 1: What is Value Investing | Value of Growth Lecture Series
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Episode 1: What is Value Investing | Value of Growth Lecture Series

Jon Stewart on Trump's "Meritocracy" & Desi Lydic on MAGA Moving Iran Goalposts | The Daily Show
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Jon Stewart on Trump's "Meritocracy" & Desi Lydic on MAGA Moving Iran Goalposts | The Daily Show

How To Think SO Clearly People Assume You're Brilliant
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How To Think SO Clearly People Assume You're Brilliant

Understanding Buffett's $80 Billion Apple Windfall | Wharton Online Lecture
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Understanding Buffett's $80 Billion Apple Windfall | Wharton Online Lecture

The Big Short (2015): The Jenga Scene – Explaining the Financial Collapse
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The Big Short (2015): The Jenga Scene – Explaining the Financial Collapse

The French Do Not Care About Work
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The French Do Not Care About Work

How To Learn So Fast It’s Almost Unfair
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How To Learn So Fast It’s Almost Unfair

Your Phone Is Destroying Your Sense of Meaning | Arthur Brooks [ARC 2026]
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Your Phone Is Destroying Your Sense of Meaning | Arthur Brooks [ARC 2026]

Nobody Explained Maxwell's Equations Like THIS!
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Nobody Explained Maxwell's Equations Like THIS!

Give me 17 minutes and I'll ELIMINATE your self-sabotage forever
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Give me 17 minutes and I'll ELIMINATE your self-sabotage forever

What Life Is All About - Bishop Barron's Sunday Sermon
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What Life Is All About - Bishop Barron's Sunday Sermon

1986: How to Spot the Upper Class | That's Life! | BBC Archive
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1986: How to Spot the Upper Class | That's Life! | BBC Archive

Stanford MS&E435 Economics of the AI Supercycle | Spring 2026 | Economics of Generative AI
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Stanford MS&E435 Economics of the AI Supercycle | Spring 2026 | Economics of Generative AI

木野内栄治【ミニデッドクロスはブラックマンデー類似 続落ならシートベルト着用『押し目。8月SQか秋か年末か』次の3割高は8万8千-9万4千円】スズキノチャンネル♯49ゲスト:木野内栄治 7/24配信
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木野内栄治【ミニデッドクロスはブラックマンデー類似 続落ならシートベルト着用『押し目。8月SQか秋か年末か』次の3割高は8万8千-9万4千円】スズキノチャンネル♯49ゲスト:木野内栄治 7/24配信

How to Restore a Broken Relationship
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How to Restore a Broken Relationship

Last Lecture Series: “How to Win Without Crushing Your Soul” - Graham Weaver
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Last Lecture Series: “How to Win Without Crushing Your Soul” - Graham Weaver