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Finding your Investing Lodestar: In Search of an Investment Philosophy!
An investment philosophy is a coherent set of beliefs about how markets work (and sometimes don't work) that underpins your investment strategies and…
1 month, 1 week ago
Session 3: The Objective in Corporate Finance - Reality
Looks at the real world issues with maximizing stock prices.
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1 month, 1 week ago
The Market's Narrative: How Investors are pricing in the Iran War!
The month of March 2026 was dominated by one story - the war in Iran and how it would play out. The month started with questions about how long the w…
1 month, 1 week ago
Session 2: The Objective in Corporate Finance
Sets up the objective in corporate finance decision making
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1 month, 1 week ago
To Trillion(s) and Beyond: The SpaceX IPO Odyssey
In a world where so many companies claim to be unique and futuristic, SpaceX is the real deal, a package of spaceships, satellites and AI. When he fo…
1 month, 1 week ago
Session 3 (Val Undergrads):: First Steps on Intrinsic Valuation
We started class by completing the discussion of pricing and real options, at least in a big picture sense. We then began our intrinsic value discuss…
1 month, 1 week ago
Session 31: Cash Flows and Growth Rates
Cash flows and growth rates, for valuation
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1 month, 1 week ago
An Ode to Restraint: Lessons from the Tim Cook Legacy!
I have been a user of Apple products since the first Mac came out in the early 1980s, and I have been an investor off and on in the company for much …
1 month, 1 week ago
Session 32: Terminal Value
Rules on keeping terminal value in check
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1 month, 1 week ago
The Numbers are in: A Post-Prospectus SpaceX Valuation!
I value SpaceX a few weeks ago, using piecemeal information and entirely on narrative, and promised to return to the valuation when the prospectus wa…
1 month, 1 week ago