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Session 25: Acquisitions (continued) and Value Enhancement
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1 month, 2 weeks ago
Session 9: Analyst Estimates of Growth and Fundamental Growth first steps
The good news is that the first quiz is over and I will let you know as soon as it is ready to be picked up. If you were able to hang in there menta…
1 month, 2 weeks ago
Breach of Trust: Decoding the 2023 Banking Crisis
It has been an eventful year for banking, with large banks (SVB, Signature and First Republic) all falling like dominos, leaving investors unsettled …
1 month, 2 weeks ago
Deutsche Bank: A Greek Tragedy at a German Institution?
Deutsche Bank, in addition to having a long and storied history, is a German bank, and the Germans, with their reputation for precision, are viewed a…
1 month, 2 weeks ago
Good (Bad) Banks and Good (Bad) Investments: At the right price...
Following up on my last session, where I drew a contract between good and bed banks, in this one, I look at the contrast between a good banking inves…
1 month, 2 weeks ago
Venture Capital: It is a pricing, not a value, game!
Vas price companies, they don't value them, and that is exactly what you should expect them to do, given how success is measured in the business. Tha…
1 month, 2 weeks ago
Session 26: Closing the sale!
We started this final session for the class by looking at the project findings from your company analysis, from intrinsic value to pricing to recomme…
1 month, 2 weeks ago
Session 7: Cost of Debt and Accounting Earnings
In this class, we started with computing costs of debt for companies without the usual crutches (traded bonds and ratings) and talked about synthetic…
1 month, 3 weeks ago
Session 6: Measuring Relative Risk and first steps on cost of debt
This class represented a continuation of the discount rate discussion. We started by reviewing the pitfalls of regression betas and went on to talk …
1 month, 3 weeks ago
AI Winners, Losers and Wannabes: Valuing AI's Boost to NVIDIA's Value!
It is undeniable that AI has boosted stock prices across the board, and specifically so for companies that are core beneficiaries. I look at one of t…
1 month, 3 weeks ago