Topics covered include the trifecta of illusions that go with pure numbers-based models (illusion of precision, illusion of objectivity, and illusion of control) and how to avoid the creation of businesses that exist only in spreadsheet nirvana, appropriate narratives for valuing business and how to test the narrative against history, experience, and common sense, and examples of converting the narratives into key drivers of value and connecting these key drivers to a company's valuation.

This is an archived recording of a live broadcast that took place on 20 November 2014.