They provide a guide to strategic and financial analysis to help investors assess the probability of revisions to these expectations. The authors argue that investors should begin with a company’s stock price and ask what it implies for future financial results. Other changes in the investment world addressed in this update include a shift from active to passive investing, the rise of intangible investments, and a redirection of capital from public to private equity. For example, the new edition displays an increased focus on disruption and the value it creates and destroys as well as expanded attention to user / subscriber platforms, which are exploitable for profit and provide optionality. The current version reflects the many changes in accounting and the business landscape since the original was published.
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