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Lyft on or Lyft off? The Other Ride Sharing Companies
This is the second of a three-part series. In the first, I looked at Uber, the dominant ride sharing company and a magnet for publicity. In this one,…
3 months, 1 week ago
Session 25: Valuation - The Last Frontier!
In thissession, we continued on the question of how best to value a company by first looking at the four key components of value - cash flows from ex…
3 months, 1 week ago
The Corporate Life Cycle: Investing, Finance and Management Lessons
Like human beings, companies are born (start up), go through growth, mature and decline, albeit with higher mortality rates at the early stages. In t…
3 months, 1 week ago
Session 27 (Val Undergrad): Acquisitions Completed and Value Enhancement
In this class, we continued to make a case against acquisition practices, with transaction multiples, accretion and defensive deals all under fire, b…
3 months, 1 week ago
Session 10: Fundamental Growth and Terminal Value
In this session, we complete the discussion of growth and then move on to the mysteries of terminal value, the biggest number in most valuations and …
3 months, 1 week ago
Session 25 (Val MBAs): Acquisitions (Completed) and Value Enhancements!
In this class, we continued to make a case against acquisition practices, with transaction multiples, accretion and defensive deals all under fire, b…
3 months, 1 week ago
Session 26: The Fat Lady is Singing!
In this session, I used the results you got from the corporate financial analyses of your companies to review the class, starting with corporate gove…
3 months, 1 week ago
Session 9: Analyst Estimates of Growth and Fundamental Growth
In this session, we continued (after the quiz) on the discussion of growth, first talking about analyst growth and then moving on to fundamentals.
Sli…
3 months, 1 week ago
Session 26 (Val MBAs): The Grand Finale!
In this final session for the class, I use your valuation/pricing of companies as a vehicle to review the class, from intrinsic valuation to pricing …
3 months, 1 week ago
Session 8: From Earnings to Cash Flows
In this session, we make the journey from earnings to cash flows, starting with taxes, moving on to capital expenditures and then to working capital.…
3 months, 1 week ago