Vanessa Cheung: Impact Investor at Accys

Ever wondered how top investors truly value a company in the fast-evolving world of cleantech and sustainable investing? This episode is a masterclass in modern valuation, featuring Vanessa Chung.

We move beyond the buzzwords of ESG and dive into the hard numbers, breaking down the essential tools every investor needs. Vanessa guides us through the core methodologies—from discounted cash flow (DCF) models to comparables analysis—using a relatable case study: Apple. She demystifies complex concepts like forecasting free cash flow, calculating WACC, and performing sensitivity analysis to stress-test your assumptions.

But this isn't just a theory lesson. Vanessa connects these financial fundamentals directly to the cleantech landscape and the circular economy, showing how to spot long-term value in a sector defined by innovation and impact. Get ready for actionable insights, powerful workflows, and a clear framework for evaluating your next investment.

Key Takeaways:

• Valuation Decoded: A step-by-step walkthrough of DCF and multiples valuation, making complex models accessible and practical.
• The Apple Case Study: See the principles in action as we forecast cash flows, calculate terminal value, and derive a share price for the tech giant.
• Cleantech & ESG Analysis: Learn how to apply these valuation techniques to sustainable investing and assess companies driving the circular economy.
• Power Tools for Investors: Discover how platforms like Koyfin can streamline your public company research and due diligence process.
• Building Your Own Model: Key adjustments, sensitivity analysis, and tips for building a robust financial model to inform your investment and exit decisions.