Podcast Episodes
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Superman and Stocks: It's not the cape (CAPE), it's the kryptonite (Cash Flow)
Robert Shiller's variant on PE (CAPE) has become the most commonly used device that those who believe that the market is in bubble territory use to j…
1 month, 3 weeks ago
A Tesla Revisit: Story Twists and Turns with Value Consequences
If valuation is a craft, there is no better company to hone that craft on than Tesla. I have valued Tesla almost every year since 2013, and while I h…
1 month, 3 weeks ago
The Bonfire of Venture Capital: The Good, Bad and Ugly side of Cash Burn
Cash burn refers to the phenomenon of companies, usually young start ups, burning through cash balances and new capital, as they lose money and reinv…
1 month, 3 weeks ago
Country Equity Risk Premiums: Dataset support
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1 month, 3 weeks ago
Introduction to Class
This is a really short video (two and a half minutes) introducing the valuation class and laying out its broad themes.
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1 month, 3 weeks ago
Implied ERP: Dataset Support
In this session, designed to support the implied ERP that I compute every month on my webpage, for the S&P 500.
Spreadsheet:
1. https://pages.stern.nyu…
1 month, 4 weeks ago
The Ride Sharing Business: Is this a Bar Mitzvah Moment?
The ride sharing business has succeeded in disrupting the car service business, growing on almost every front. As it has grown, though, the business …
1 month, 4 weeks ago
Cost of Capital: Dataset Support
In this session, designed to back up my dataset on costs of capital, I explain the basis for cost of capital, as well as the process that I use to es…
1 month, 4 weeks ago
Brunelleschi's Dome
My vacation this year was spent partly in Florence and here are some investing lessons I learned from the Renaissance Masters: have faith, learn from…
1 month, 4 weeks ago
Total Beta: Dataset Support
In this session, backing up the dataset on total betas, I explain the basis for the total beta approach, and when it can be used to estimate the cost…
1 month, 4 weeks ago