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Session 5 (of 42): Valuation - The Basics
Can you invest in something without knowing its value? While many people do, it strikes us as imprudent. In this session, we look at the basics of va…
5 months, 1 week ago
Session 22: The Option to Delay (Patents and Natural Resources)
Use option pricing technology to value unexercised options and undeveloped natural resource reserves.
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5 months, 1 week ago
Session 13 (of 42): 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…
5 months, 1 week ago
Session 15: PE Ratios
Look at the determinants of PE ratios and how to use them in comparisons across time, markets and companies.
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5 months, 1 week ago
Session 12 (of 42): Introduction to Value Investing
In this session, we begin by defining value investing. In our view, value investors invest in companies where they believe that the value from assets…
5 months, 1 week ago
Session 1: Introduction to Valuation
Lays out the rationale for doing valuation as well as the issues of bias, complexity and uncertainty that bedevil it.
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5 months, 1 week ago
Session 16 (of 42): Value Investing - Where's the beef?
Value investors often regard themselves as the grown ups in the room, the “sensible” investors in a market that is driven by fads and whims. In this …
5 months, 1 week ago
Session 3: The Risk Free Rate
Sets up the requirements for a rate to be risk free and the estimation challenges in estimating that rate in different currencies.
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5 months, 1 week ago
Session 19 (of 42): 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…
5 months, 1 week ago
Session 5: Betas (Relative Risk Measures)
Describes what a beta tries to measure and after critiquing the standard regression approach to beta estimation, I develop an approach for estimating…
5 months, 1 week ago