Podcast Episodes
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Session 28 (Val Undergrad): Closing the sale!
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 7: Estimating Earnings
In this session, we start on the discussion of cash flows, by looking at issues that come up in measuring earnings: updating the number, correcting f…
3 months, 1 week ago
The Corporate Life Cycle: Implications for Managing and Investing
For much of the last decade, I have been incorporating the idea that companies age, just like human beings do, and with just as much reluctance, into…
3 months, 1 week ago
The Price of Scandal: Sturm und Drang at Volkswagen
In the last month (August 31, 2015 to September 30, 2015), Volkswagen has lost almost 40% of its market capitalization, almost entirely as a result o…
3 months, 1 week ago
Country Risk: The 2024 Update
If there is a lesson that I learned from the 2008 market crisis, it is that market crises almost always play out as big changes in the price of risk.…
3 months, 1 week ago
The Corporate Life Cycle: The Key Ideas
In this general introduction to the corporate life cycle, I explain what the corporate life cycle is, in terms of phases, and why it matters, by look…
3 months, 1 week ago
Session 5: ERP and Relative Risk Measures
In this session, we complete the discussion of equity risk premiums and start on measures of relative risk, arguing that while beta may be the measur…
3 months, 1 week ago
Chapter/Session 1: The Search for a Unifying Theory
In this session, I look at the appeal of the a unifying theory, something that explains everything in a discipline, and where that search has taken u…
3 months, 1 week ago
No happy ending? My Vale Journey
I valued Vale in November 2014 and bought the stock because it was under valued. When the stock dropped 25% in April 2015, I revalued it again and fo…
3 months, 1 week ago
Chapter/Session 2: The Corporate Life Cycle - Basics
In this session, I look at the six phases of the corporate life cycle (at least my version) from start up to corporate decline/demise. I look at the …
3 months, 1 week ago