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Session 23: Patents and Natural Resources as Options
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4 months, 3 weeks ago
Session 20: Activist Growth Investing - Be your own change agent
In this session, we look at growth investing strategies where you not only invest in growth companies but also play a role in their growth. In partic…
4 months, 3 weeks ago
Session 25: Patents and Natural Resource Options
In this session, we moved on with an examination of option pricing models, and used real options to examine why the rights to non-viable technology c…
4 months, 3 weeks ago
Session 19: Growth Investing - Growth at a reasonable price (GARP)
In this session, we look at screening stocks to find stocks where growth is being priced too low by markets. We first look at earnings growth screens…
4 months, 3 weeks ago
Session 24: Closure on Dividends and First Steps on Valuation
In this class, we started by using the dividend assessment process of looking at FCFE/cash return and then gauging trust in management, using the com…
4 months, 3 weeks ago
Session 21: Growth Investing - Against the tide of history?
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4 months, 3 weeks ago
Session 24: Distressed Equity as an Option and Acquisition Valuation
We started this session by looking at the value of flexibility through the option pricing lens and concluding that the value of flexibility is greate…
4 months, 3 weeks ago
Session 23: Information Trading - Following the insiders
In this session, we look at a strategy of following the insiders in a company, buying when they are buying and selling when they are, on the assumpti…
4 months, 3 weeks ago
Session 26: Distressed Equity as an Option and Acquisition Valuation
We started this session by looking at the value of flexibility through the option pricing lens and concluding that the value of flexibility is greate…
4 months, 3 weeks ago
Session 27: Too Good to be true? Pure Arbitrage
In this session, we lay down the requirements for pure arbitrage: assets that have identical cash flows that trade at different prices at the same po…
4 months, 3 weeks ago