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Session 27 (of 42): 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…
5 months, 2 weeks ago
Session 23: The Right Type of Financing
Determine the right kind of financing for a company & evaluate existing financing to see if it matches up
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5 months, 2 weeks ago
Session 33 (of 42): Market Timing - Valuing the Market
In this session, we look at extending valuation approaches developed for valuing individual stocks to valuing the entire market. We begin by using an…
5 months, 2 weeks ago
Session 22: Moving to the Optimal Financing Mix
Examine whether & how quickly a firm that has too much or too little debt should move to its "right' mix
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5 months, 2 weeks ago
Session 31 (of 42): Market Timing - Non-financial and technical indicators
In this session, we begin by classifying non-financial indicators that have been used to time markets into three groups: spurious indicators that are…
5 months, 2 weeks ago
Session 21: Optimal Financing Mix V - Alternate Approaches
Look at the Adjusted Present Value (APV) approach as well as sector averages as guides to the optimal financing mix
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5 months, 2 weeks ago
Session 30 (of 42): Market Timing - Setting the Table
In this session, we begin by arguing that all investors are market timers, insofar as they decide how much to invest and when to invest, with the dif…
5 months, 2 weeks ago
Session 19: Optimal Financing Mix III - Following up the Cost of Capital Approach
Evaluate why moving to the optimal financing mix benefits stockholders in a company & deal with concerns
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5 months, 2 weeks ago
Session 32 (of 42): Market Timing - Mean Reversion and Macro Fundamentals
In this session, we begin by looking at market timing approaches that are built on the presumption that there is a normal level for a financial marke…
5 months, 2 weeks ago
Session 24: Dividend Policy - Trends and Measures
Describe historical patterns/trends in dividend policy & look at measures of dividends paid
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5 months, 2 weeks ago