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The Violent Earnings Season: Price and Value Perspectives
Every three months, as companies go through the ritual of reporting earnings and the market goes through its own ritual of comparing actual to expect…
2 months, 4 weeks ago
Chapter 9: Doomsday - Declining and Distressed firms
Description: Support session to accompany chapter 9 of the updated version of the Little Book of Valuation, published in March 2024.
Publisher: John W…
2 months, 4 weeks ago
Session 4 (Undergraduate): Conflicts of Interest and Corporate Objectives
This class extended the discussion of everything that can wrong in the real world. Lenders, left unprotected, will be exploited. Information can be n…
2 months, 4 weeks ago
Chapter 10: Bank on it - Financial Service firm valuation
Description: Support session to accompany chapter 10 of the updated version of the Little Book of Valuation, published in March 2024.
Publisher: John …
2 months, 4 weeks ago
Session 2 (MBA): The Objective in Corporate Finance
In today's class, we started on what the objective in running a business should be. While corporate finance states it to be maximizing firm value, it…
2 months, 4 weeks ago
Chapter 11: Roller Coaster Investing - Cyclical and Commodity firms
Description: Support session to accompany chapter 11 of the updated version of the Little Book of Valuation, published in March 2024.
Publisher: John …
2 months, 4 weeks ago
Session 3 (Undergraduate): Corporate Governance
In this class, we started to look at the what can wrong with the Utopian world that allows us to focus on stock price maximization. In particular, we…
2 months, 4 weeks ago
Chapter 12: Rules for the Road
Description: Support session to accompany chapter 12 of the updated version of the Little Book of Valuation, published in March 2024.
Publisher: John …
2 months, 4 weeks ago
Session 1 (MBA): The Foundations of Corporate Finance
In this session, I laid out the structure for the class and an agenda of what I hope to accomplish during the next 15 weeks. In addition to describin…
2 months, 4 weeks ago
Session 14: Equity analysis, acquisitions as projects and NPV vs IRR
We started this session by looking at to how taking an equity perspective can alter how you measure returns and cash flows, and alter the hurdle rat…
3 months ago