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Session 20: Asset-based valuation and Intro to Private Company Valuation
In this session, we looked at asset based valuation: liquidation valuation, accounting valuation and sum of the parts valuation. Specifically, we foc…
1 week, 5 days ago
Session 19: Closing the books on Pricing and Asset-based valuation
In this class, we closed the book on relative valuation by looking at how to pick the "right" multiple for a valuation, with the answers ranging fro…
1 week, 5 days ago
Session 22: Sum of the parts Valuation and first steps on Valuing Privately owned businesses
In this session, we looked at asset based valuation: liquidation valuation, accounting valuation and sum of the parts valuation. Specifically, we foc…
1 week, 5 days ago
Session 18: Relative Valuation - Analysis and Application
In this session, we extended the discussion of the analysis of multiples by looking at PEG ratios, EV multiples and book value multiples. Each multip…
1 week, 6 days ago
Session 21: Debt Design (Continued)
In this class, we looked at the design principles for debt. We started by completing a five step process for designing the perfect debt before lookin…
1 week, 6 days ago
The Election Surprise: The Trump Election's Market Effect
On November 8, 2016, US voters delivered a surprise to pollsters, experts and markets by electing Donald Trump to be the 45th president of the United…
1 week, 6 days ago
Session 21: Valuing Private Companies
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…
1 week, 6 days ago
Session 17: Analyzing Multiples -- Part 1
In this shortened session after the quiz in the first 30 minutes (edited out),, we continued with our discussion of multiples by looking at an analyt…
2 weeks ago
Session 16: Value and Price - Discerning the Difference
In this class, we started by looking at why the value and pricing processes can diverge and the difference between investing and trading. Value is dr…
2 weeks ago
Session 22: Dividends, Taxes and Trade offs
We spent this session first talking about the shift towards buybacks in recent decades, and how that shift can be explained by the increased desire f…
2 weeks ago