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Session 14: Valuing the Market and Young Companies
We started class today with a, model to value an index (the S&P 500). If you are interested in an updated version, where you can change the numbers t…
9 hours ago
Data 2017 Update 2: The US Markets in 2016
If there is a word to describe US markets in 2016, it is that they were resilient. Not only did they weather the concerns about the Fed raising rates…
15 hours ago
Session 16: Valuing companies across the life cycle
We started class today with a, model to value an index (the S&P 500). If you are interested in an updated version, where you can change the numbers t…
21 hours ago
Narrative and Numbers: A number cruncher learns to tell stories!
My newest book, Narrative and Numbers: The Value of Stories in Business is now out in bookstores. I explain what I try to do in the book and I hope t…
1 day, 3 hours ago
Session 15: More excursions on the dark side of valuation
In this session, we continued on the dark side of valuation with a look at mature companies on the verge of transitions, and how you have to value th…
1 day, 9 hours ago
Data 2017 Update 1: The Promise and Perils of Data
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1 day, 15 hours ago
Session 17: More excursions on the Dark Side of Valuation
In today’s session, we continued on the dark side of valuation with a look at mature companies on the verge of transitions, and how you have to value…
1 day, 21 hours ago
Session 15: The Tesla Bot Case and Side Benefits/Costs in Projects
The bulk of this session was spent discussing the Tesla Bot case (see below for the case) and the broader implications for investment and valuation.…
2 days, 3 hours ago
Active Investing: Rest in Peace or Resurgent Force?
When Jack Bogle started the Vanguard 500 Index fund in 1975, I am sure that he never visualized how successful he would be. In the last few decades, …
2 days, 9 hours ago
Session 16: Closure on Investment Analysis
In this quiz shortened session, after the quiz, we looked at the final pieces on investment analysis, starting with side benefits from projects (from…
2 days, 15 hours ago