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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
Session 5: Implied Equity Risk Premium (audio fixed)
I had posted the video for this session a day ago (Sept 21) but the audio was missing from the last 20 minutes. Since I could not recover that audio,…
1 month, 3 weeks ago
Investor Resilience or In Denial: A Look Back at the First Half of 2023
At the start the 2023, the conventional wisdom was that 2023 would be trying year for stocks and bonds, not only because both asset classes were comi…
1 month, 3 weeks ago
Session 5: Implied Equity Risk Premiums
In this session, we started by looking at the implied equity risk premium as of September 21 and I am attaching the implied premium spreadsheet for y…
1 month, 3 weeks ago
Country Risk: A 2023 Mid-year Update
The question of how and why business and investing risk varies across countries is one that has be answered, if you are either a business making inve…
1 month, 3 weeks ago
Inauguration of Association of Israeli Appraisers
A Short Message!
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1 month, 3 weeks ago
The Price of Risk: With Equity Risk Premiums, Caveat Emptor!
The equity risk premium (ERP) is the price of risk in the equity market, set by demand and supply, but determined by economic and market fundamentals…
1 month, 3 weeks ago
Session 4: More on risk free rates and first steps on equity risk premiums
In this session, we started by continuing the risk free rate discussion, establishing why risk free rates vary across currencies and what to do (or n…
1 month, 3 weeks ago
In Search of Safe Havens: The Trust Deficit and Risk-free Investments!
Every introductory finance class starts by introducing a "risk-free" investment, and the return on that investment becomes an ingredient in almost ev…
1 month, 3 weeks ago
Session 3: The Building Blocks for Intrinsic Value and Risk Free Rates
This session started with a look at a major investment banking valuation of a target company in an acquisition and why having a big name on a valuati…
1 month, 3 weeks ago