Podcast Episodes
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Session 15: Valuations across the life cycle
In this session, we completed our the challenges in valuing young companies, and then took a look at mature companies in transition, and how you have…
4 months, 1 week ago
Valuation Tools Webcast #5: Capitalizing RandD
R&D is really capital expenditures (for technology and pharmaceutical companies) but accountants treat it as operating expenses. In this webcast, I l…
4 months, 1 week ago
Session 17: Valuing Declining, Emerging Market and Financial Service companies
In this class, we continued discussing companies on the dark side of valuation. First, we talked about valuing declining and emerging market companie…
4 months, 1 week ago
Valuation Tools Webcast #6: Estimating Trailing 12-month number
The key to getting an updated value is working with updated numbers. In this webcast, I look at how use an annual and quarterly report to construct a…
4 months, 1 week ago
Session 16: The Debt Equity Tradeoff
In this class, we started our discussion of the financing question by drawing the line between debt and equity: fixed versus residual claims, no cont…
4 months, 2 weeks ago
Valuation Tools Webcast #3: Implied Equity Risk Premiums
Look at what an implied ERP is and how best to compute it. It is a central input into corporate finance and valuation.
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4 months, 2 weeks ago
Session 16: Closure on Intrinsic Value
In this session, we started with a discussion of whether to concentrate or diversify your portfolio and my (very old) blog post on the topic:
https://…
4 months, 2 weeks ago
Valuation Tools Webcast #2: Estimating Risk free Rates
A webcast on how to estimate the risk free rate in any currency.
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4 months, 2 weeks ago
Session 18: Intrinsic Value Closure and Pricing Beginnings
In the context of valuing commodity companies, I talked about how Monte Carlo simulations can help deal with uncertainty. If you decide to go that r…
4 months, 2 weeks ago
Valuation Tools Webcast #1: Getting Data
A webcast on how to get data/information on companies so as to assess their corporate finance health & value.
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4 months, 2 weeks ago