Podcast Episodes
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Debt Ratios: Dataset support
In this session, I look at the choice between debt and equity that every business has to make through the data lens. I explain how I scale debt to ca…
1 month, 1 week ago
Session 25(MBA): Valuation Agonistes
In this class, we looked at valuation as the place where all of the pieces of corporate finance come together - the end game for your investment, fin…
1 month, 1 week ago
Historical Returns: Dataset Support
In this session, I explain why we compute historical returns as well as the process of computing these returns for the different asset classes that I…
1 month, 1 week ago
The Margin of Safety: Tool for Action or Excuse for Inaction
In this session, I look at the margin of safety as a tool for dealing with uncertainty. While it is intuitive, there are serious misconceptions that …
1 month, 1 week ago
Data Update 1 for 2024: The data speaks, but what is it saying?
Every year, I start by updating data on my webpage on industry averages on variables that I find myself using in my corporate financial analysis and …
1 month, 1 week ago
Session 26 (Undergraduate): Dividend Closing and Valuation Opening
In today's class, we put the closing touched on dividend policy analysis by going through the possess of estimating FCFE, the cash flow left over aft…
1 month, 1 week ago
The School bell rings: Time for class!
I teach in the spring of each year, and ahead of my Spring 2024 classes (two sections of valuation for the MBAs and one for the undergraduates), I wo…
1 month, 1 week ago
Session 24 (MBA): Dividend Analysis and First Steps on Valuation
In this class, we put the closing touched on dividend policy analysis by going through the possess of estimating FCFE, the cash flow left over after …
1 month, 1 week ago
Data Update 2 for 2024: A Comeback Year for Stocks!
As we start on 2024, it is worth noting how much the mood has shifted in the last year. At the start of 2023, dark clouds were gathering. Inflation w…
1 month, 1 week ago
Journeying to the Dark Side: Coping with Uncertainty
In this webcast, I look at why we feel that we are in the age of uncertainty and the natural responses (mostly unhealthy) that we have to its presenc…
1 month, 1 week ago