1 1998 the chasm group update 4 6 98 living on fault line managing for shareholder value in new economy geoffrey moore chairman venture partner mohr davidow ventures 2 5 agenda core versus context rethinking outsourcing 3 valuing a company share of stock entitles you to future profits if own all shares are entitled what would that be worth formula total is equal present its discounted risk visualizing market valuation time returns increasing forecast 7 capitalization investors make green area bigger 8