36: How investment banks evaluate tech companies, a bull market for ads, and 2024 market outlook with ROTH MKM’s Rohit Kulkarni

In this episode of the Taking Inventory Podcast, Rohit Kulkarni, Managing Director at ROTH MKM, an investment bank, explains the process and game theory involved in evaluating public tech companies. He breaks down everything that goes into good analysis from financial models, buyer and supplier interviews, and even “battle testing” tech. We cover all of that and much more in this week’s episode. And make sure to listen as James finally gets his answer for why The Trade Desk is worth so much; his take may surprise you.

 

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Where to find Rohit

• Linkedin: https://www.linkedin.com/in/rohitkulkarnilnkd
• Learn more about ROTH MKM: https://www.roth.com/

Where to find James and Daniel:

• LinkedIn:
  • James: https://www.linkedin.com/in/jamesborow/ 
  • Daniel: https://www.linkedin.com/in/danieldruger/ 
• Twitter: 
  • James: https://twitter.com/jamesborow 
  • Daniel: https://twitter.com/ddruger

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