Podcast Episodes
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Implied ERP: Dataset Support
In this session, designed to support the implied ERP that I compute every month on my webpage, for the S&P 500.
Spreadsheet:
1. https://pages.stern.nyu…
4 weeks, 1 day ago
The Ride Sharing Business: Is this a Bar Mitzvah Moment?
The ride sharing business has succeeded in disrupting the car service business, growing on almost every front. As it has grown, though, the business …
4 weeks, 1 day ago
Cost of Capital: Dataset Support
In this session, designed to back up my dataset on costs of capital, I explain the basis for cost of capital, as well as the process that I use to es…
4 weeks, 1 day ago
Brunelleschi's Dome
My vacation this year was spent partly in Florence and here are some investing lessons I learned from the Renaissance Masters: have faith, learn from…
1 month ago
Total Beta: Dataset Support
In this session, backing up the dataset on total betas, I explain the basis for the total beta approach, and when it can be used to estimate the cost…
1 month ago
Tesla: A Story Stock but what's the story?
Tesla is a story stock, i.e., a stock whose value and price are driven more by the story told about the stock and changes to that story than the numb…
1 month ago
Sustainable Growth in Operating Income: Dataset Support
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1 month ago
Brexit: The Signals amidst the Noise
Is Brexit the next Lehman? What are the lessons for investing from Brexit? In this webcast, I look at Brexit, reading the tea leaves from how markets…
1 month ago
Sustainable Growth in Equity Earnings: Dataset Support
In this session, designed to back up the dataset on sustainable growth rates in equity earnings, I explain the basis for a sustainable equity earning…
1 month ago
Icahn exits, Buffett enters, Whither Apple? The Big Name Investor Effect
As investors, you are supposed to value companies, compare these values to prices and make your own valuation judgments. That said, you are exposed t…
1 month ago