Podcast Episodes
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Session 22 (Val MBAs): Introduction to options
After we got the third quiz done, we moved on to looking at real options in corporate finance and valuation. We started by looking at the basic optio…
3 months ago
Session 14: More valuations on the dark side
In this session, we completed the discussion of young, growth companies, with a discussion of why valuation when uncertainty is greatest has the bigg…
3 months ago
Session 24 (Val Undergrad): Introduction to Real Options
After we got the third quiz done, we moved on to looking at real options in corporate finance and valuation. We started by looking at the basic optio…
3 months ago
Session 13: First Valuations
In today's class, we started with a quick review of narrative changes, shifts and breaks and how earnings reports, in particular, can alter your narr…
3 months ago
Session 23: Good and Bad Reasons for paying dividends
In this session, we started by looking at some bad reasons for paying dividends and a couple of good ones, including having an investor base that lik…
3 months ago
Session 12: More Loose Ends and Narrative and Numbers
In this session, I complete the discussion of loose ends by looking at complexity, non-interest bearing debt and equity options. I then look at how t…
3 months ago
Session 23 (Val MBAs): Real Option Applications
In this session, we moved on with an examination of option pricing models, and used real options to examine why the rights to non-viable technology c…
3 months ago
Big Deal but is it a good deal? The ABInBev Acquisition of SABMiller
In this session, I look at the motives for the ABInBev acquisition of SABMiller and whether there are ways to justify the $29 billion paid as a premi…
3 months ago
Session 25 (Val Undergrad): Real Option Applications - Patents and Natural Resource Reserves
In this session, we moved on with an examination of option pricing models, and used real options to examine why the rights to non-viable technology c…
3 months ago
The Future of the Ride Sharing Business: Playing Pundit!
In this final webcast (of a three part series), I look at how I see the ride sharing business evolving, looking at scenarios ranging from winner-take…
3 months ago