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Session 22: The Trade off on Dividend Policy
In this session, I look at the conditions under which dividends have no effect on value, a negative effect and a positive effect, and loo at good and…
3 months, 2 weeks ago
Fed up with Fed Talk: Central Banking Fairy Tales and Facts!
In the aftermath of the Fed's decision to lower the Fed Funds rate by half a percent on September 16, 2024, I looked at widely held myths about the F…
3 months, 2 weeks ago
In Practice Webcast #11: Designing Debt
In this session, I look at the process of designing the right debt for a company.
Slides: http://www.stern.nyu.edu/~adamodar/pdfiles/cfovhds/webcasts/…
3 months, 2 weeks ago
Just do it! Brand Name Lessons from Nike's Troubles!
Reading "Shoe Dog", Phil Knight's memoir that describes how he went from an Oregon track team to creating one of the great brand names in the world, …
3 months, 2 weeks ago
Session 21: Real Options - Introduction and Valuing Patents
In today's session, we tried applying (with mixed results) option pricing to value a patent. We argued that the fact that a patent is not viable toda…
3 months, 2 weeks ago
A Big Tech Breakup: Cui Bono?
On October 9, the government signaled that it may try to break up Alphabet, and while that may be a negotiating ploy, it is part of an ongoing debat…
3 months, 2 weeks ago
Session 21: Debt Design and First Steps on Dividends
In this session, we completed our discussion of debt design and how to fix the problem of mismatched debt. We then turned our attention to dividend …
3 months, 2 weeks ago
The Sugar Daddy Effect? Corporate Venture Capital, Sovereign Wealth Funds and Green Investing!
The sugar daddy (or molasses mommy) effect becomes a factor when you have a bountiful benefactor who covers all your funding needs, and it is at play…
3 months, 2 weeks ago
Session 20: Valuing Private Business (for sale and IPO)
In this session, we look at ways of dealing with the challenges of factoring in illiquidity and lack of diversification in private businesses as well…
3 months, 3 weeks ago
The Wisdom (and Madness) of Crowds: Political Markets as Election Predictors!
Leading into the US presidential election in 2024, you had your usual gaggle of polls, poll aggregators and polling experts, all facing existential c…
3 months, 3 weeks ago