
Ep. 24 - Customer Based Corporate Valuation with Dan McCarthy and Peter Fader
From How I Wrote This by Brett Gordon and Karen Winterich
December 14, 2025 · 47 min
About this episode
This episode explores customer-based corporate valuation and how individual buying behavior ultimately drives firm value.
To figure out how much a company is worth, start with its customers. This episode explores customer-based corporate valuation and how individual buying behavior ultimately drives firm value. Join JMR Co-Editor Brett Gordon as he speaks with Dan McCarthy (University of Maryland) and Peter Fader (University of Pennsylvania) about their paper, “Customer-Based Corporate Valuation for Publicly Traded Noncontractual Firms,” and how they used publicly disclosed customer metrics to value companies like Wayfair—work that even caught the attention of Wall Street.
People in this episode
Host: Brett Gordon
Guests: Dan McCarthy, Peter Fader
Topics covered
- customer valuation
- firm value
- buying behavior
- publicly traded firms
- customer metrics
Keywords
- customer-based valuation
- firm value
- buying behavior
- publicly traded firms
- customer metrics
Mentioned in this episode
Organizations: University of Maryland, University of Pennsylvania, Wayfair
More episodes of How I Wrote This
- Eps. 29 — The Sendoff · June 9, 2026 · 56 min
- Ep. 28 - The Open Design Effect with Martin Schreier and Darren Dahl · April 16, 2026 · 1h 3m
- Ep. 27 - The No Hunger Games with Sylvia Hristakeva, Jura Liaukonyte and Leo Feler · March 11, 2026 · 59 min
- Ep. 26 - AI, Authorship, and the Editorial Process · February 9, 2026 · 46 min
- Ep. 25 - Persevering from the “Idea Nugget” to Publication with Yuechen Wu, Jared Watson, and Ali Faraji-Rad · January 11, 2026 · 47 min
- Ep. 23 - How Fatal School Shootings Impact Local Economies · November 16, 2025 · 52 min
Explore listener stats, chart rankings, contacts and more on the How I Wrote This podcast page.