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Session 16: Investment Returns III - Wrapping up Loose Ends
Look at the effects of currency choices on investment analysis & examine how best to deal with uncertainty in analysis
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6 months ago
Session 39 (of 42): Collectibles!
In this session, we focus exclusively on collectibles, an investment class that can only be priced, not valued, starting with gold, the longest stand…
6 months ago
Session 15: Investment Returns II - Getting to Time Weighted Cash Flows
Go from earnings to cash flows to incremental time-weighted cash flow based measures of return.
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6 months ago
Session 40 (of 42): Bitcoin and Crypto
In this session, we look at bitcoin specifically, an investment that has captured public imagination, with its soaring price and look at whether it b…
6 months ago
Session 13: Estimating Hurdle Rates- Financing Weights and Cost of Capital
Determine the weights to use in estimating a cost of capital & how it differs from a cost of equity
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6 months ago
Session 41 (of 42): The Promise and Peril of Alternatives!
In this session, we look at why alternative investments have not delivered their promised benefits to the institutional investors who have bought int…
6 months ago
Session 12: Estimating Hurdle Rates - Debt and its Cost
Define what goes into debt and what it costs to borrow money
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6 months ago
Session 42 (of 42): The Grand Finale
In this session, we close by looking at the process of finding the best investment philosophy for you, as an investor. To make this choice, you have …
6 months ago
Session 10: Estimating Hurdle Rates - Bottom up Betas
Estimate beta for a company, starting with its business breakdown and building up.
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6 months ago
Session 7 (of 42): Market Efficiency I - Laying the Groundwork
Our beliefs about market efficiency and inefficiency determine how we invest. In this session, we look at what an efficient market is and note that m…
6 months ago