January 2022 Vidcast / Improving segment information
The growing problem of information asymmetry
More and more, contemporary companies have the unfortunate tendency to publish only incomplete economic information, thus creating an information asymmetry that complicates the work of analysts.
Professor Jacquet examines this very contemporary problem, in the midst of valuations that are more and more centered on stock market value alone, excluding the concept of basic profitability.
He analyzes here 4 business models: Unilever, the Cloud industries, Orsted and Avery Dennison.