CUSTOMER BASED CORPORATE VALUATION TO GUIDE SEARCH
Does anyone have strong thoughts about customer-based corporate valuation? (more info here: https://knowledge.wharton.upenn.edu/article/game-changing-method-valuing-companies/
https://papers.ssrn.com/sol3/papers.cfm?abstract_id=[redacted], https://www.thetaequity.com/). Has anyone used it to guide their search? If so, how useful has it been as a filtering mechanism? If not, why do you think it may not be useful? It's biggest applications thus far have been in e-commerce, digital businesses but seems like a valuable framework across all businesses.