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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 …
3 months 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…
3 months 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 …
3 months 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…
3 months 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
Session 2 (Undergraduate): More themes in corporate finance and introducing its objective
In this class, we began by looking at two other themes that animate corporate finance: that it is universal and that no one can violate its first pri…
3 months ago
Session 14 (Val MBAs): Story Closure and First DCFs
We started class today by finishing up the discussion of connecting stories to numbers, and how critical it is to keep the feedback loop open. We als…
3 months ago
Session 1 (Undergraduate): Introduction to Class
In this class, 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 describing …
3 months ago
Session 16 (Val Undergrad): DCF Valuations (finally)
We started class today by valuing a simple company (Con Ed) with a simple model (stable growth DDM) and how a market crisis can change value (with 3…
3 months ago
Data Update 2016
Each year, I update industry averages for corporate financial and valuation metrics across global companies and my estimates of risk premiums (for th…
3 months ago