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Session 15: More on story telling and first valuations
In this class, we continued our discussion of stories, and how critical it is to keep the feedback loop open, so that you can make your stories bette…
6 hours ago
Session 14: Equity Analysis, Acquisition Valuation and NPV vs IRR
We started this session by looking at to how taking an equity perspective can alter how you measure returns and cash flows, and alter the hurdle rat…
18 hours ago
Data 2017 Update 3: Cracking the Currency Code
When valuing a company, especially one with operations in many countries, you are faced with the challenge of what to do about currency. Which curren…
1 day ago
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…
1 day, 6 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…
1 day, 12 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…
1 day, 18 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…
2 days 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…
2 days, 6 hours ago
Data 2017 Update 1: The Promise and Perils of Data
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2 days, 12 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…
2 days, 18 hours ago