Podcast Episodes
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Information Timing and Release: The Debate over Quarterly Reporting and Fed Guidance!
In this session, I talk about two long-running stories in markets, the first relating to a SEC proposal to replace quarterly with semi-annual reporti…
1 month, 2 weeks ago
Session 36: Closing Thoughts
Wrapping up the final pieces of Corporate Finance
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1 month, 2 weeks ago
Lessons from Leo: The Dark Side of Investment Conviction!
If you have been reading the financial press or tracing social media, the story of Leo Aschenbrenner and the rise and fall of his hedge fund, Situati…
1 month, 2 weeks ago
Session 4 (Val Undergrads): The Architecture of DCFs and Riskfree Rates
I started this class by completing a big picture perspective on discounted cash flow models, noting that while the way we get cash flows, growth rat…
1 month, 2 weeks ago
Session 1: Corporate Finance: What is it?
Introduction to Corporate Finance
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1 month, 2 weeks ago
AI's Bar Mitzvah Moment? From Hype and Hope to Business Questions!
It is undeniable that AI has taken over business and investing conversations since ChatGPT's debut on November 30, 2022. In addition to pushing up th…
1 month, 2 weeks ago
Session 19 (MBA): APV and Relative Assessment - Optimal Financing Mix
In this class, we continued our discussion of the cost of capital approach to optimizing debt ratios by looking at the determinants of the optimal. I…
1 month, 2 weeks ago
Data Update 5 for 2024: Profitability - The End Game for Business?
Following up on my previous data updates, where I looked at the ingredients that moved hurdle rates in 2023, I look at profitability at companies. I …
1 month, 2 weeks ago
Valeant: Information Vacuums, Management Credibility and Investment Value
In this session, I take a follow-up look at Valeant, after six months of information blackout, management confusion and legal jeopardy. While the com…
1 month, 2 weeks ago
Session 20 (Undergraduate): The Cost of Capital and Financing Mix
In this session, we continued our discussion of the cost of capital approach to deriving an optimal financing mix: the optimal one is the debt ratio…
1 month, 2 weeks ago