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Session 31: Cash Flows and Growth Rates
Cash flows and growth rates, for valuation
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1 month, 2 weeks 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, 2 weeks ago
Session 32: Terminal Value
Rules on keeping terminal value in check
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1 month, 2 weeks 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, 2 weeks ago
Session 33: Valuation Loose Ends
Dealing with the loose ends in valuation
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1 month, 2 weeks ago
The Indexing Question: Should SpaceX, OpenAI and Anthropic be in the SandP 500?
As debate has raged about whether SpaceX is worth $ 2 trillion plus, and how much Anthropic and OpenAI will be priced at, there is a parallel questio…
1 month, 2 weeks ago
Quiz 3: Review Webcast
This webcast covers the material for the third quiz, all of capital structure, starting with the trade off, working through ways of optimizing the mi…
1 month, 2 weeks ago
Session 34: The Value of Control
A corporate finance view of the value of control
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1 month, 2 weeks ago
Country Risk: Determinants, Measures and Implications - The 2026 Edition
Since 2008, every year, in addition to posting updated data on equity risk premiums, I have done two update papers each year. I write the first, on e…
1 month, 2 weeks ago
Session 35: Relative Valuation
Relative valuation
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1 month, 2 weeks ago