Podcast Episodes
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Session 13: Value Investing - The Passive Screeners
In this session, we look at being a passive value screener, using “screens” for cheapness and quality to find the best bargains in the market. We loo…
4 months, 2 weeks ago
Session 23: Private company valuation
In this session, we started by looking at the challenges of valuing private-to-private transactions, where the buyer of a private business is undiver…
4 months, 2 weeks ago
Session 15: Value Investing - The Activists
In this session, we look at activist value investing, where you not only buy cheap companies, but also provide the catalysts for prices to adjust to …
4 months, 2 weeks ago
Buy the Dip? The Allure and Dangers of Contrarian Investing
During market corrections and drops, the advice that is offered by some is to buy the dip, a strategy that is part of contrarian investing, where you…
4 months, 2 weeks ago
Session 18: Get in on the ground floor - The IPO story
In this session, we look at the process by which private businesses enter the public market place and whether investors can exploit frictions in that…
4 months, 3 weeks ago
Session 22: Dividend Trade offs
Win this quiz-shortened session, we started by looking at three schools of thought on dividends that cover the spectrum (dividends don’t matter, divi…
4 months, 3 weeks ago
Session 14: Value Investing - The Contrarians
In this session, we look at buying stocks that have lost favor with the market, on the presumption that investors tend to over react to bad news. In …
4 months, 3 weeks ago
Session 22: Closure on IPOs and 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…
4 months, 3 weeks ago
Session 17: Investing on Hope - Growth and Small Cap Investing
In this session, we set the table for growth investing as a philosophy by defining growth investing as an approach based upon the presumption that ma…
4 months, 3 weeks ago
Session 24: IPO Closure and Introduction to Real Options
In this quiz-shortened session, we moved on to first finishing our discussion of IPOs (and alternatives). If you are interested, I have a post on how…
4 months, 3 weeks ago