For Episode 5 of the Valuation for Startup series we take a look at the Blue Ex listing on PSX GEM Board.
If you were evaluating the opportunity as an investor, what questions would you ask, what data would you seek?
In 18 minutes, we walk through the core thesis behind Blue Ex valuation (the projected growth of the e-commerce market and its impact on the 3PL space in Pakistan), good hard primary data that can help us size the underlying market, the impact of optionality in valuation models and the case for and against the valuation.
This video lecture is supplemented by a more detailed blog post at [ Ссылка ]
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Sourced from 30 years of building models on 4 different continents across banking, mergers, and acquisitions, consulting, risk, fundraising, portfolio optimization, and diligence.
