Podcast Episodes
Back to Search
Session 15: More on the Dark Side of Valuation
Learn more about your ad choices. Visit megaphone.fm/adchoices
2 weeks, 3 days ago
Session 24: Dividend Closure and First Steps on Valuation
Learn more about your ad choices. Visit megaphone.fm/adchoices
2 weeks, 3 days ago
Session 14: The Dark Side of Valuation (Young companies)
In this class, we started on the dark side of valuation, where we value difficult-to-value companies. We started the valuaton of young, growth compan…
2 weeks, 3 days ago
Session 24: Equity as an Option and Acquirers' Anonymous
We started this class by looking at equity as an option to liquidate a firm, and the insights that emerge from it before turning our attention to acq…
2 weeks, 4 days ago
Session 13: Story Changes and First DCFs
In this class, we started with a quick review of narrative changes, shifts and breaks and how earnings reports, in particular, can alter your narrati…
2 weeks, 4 days ago
Session 26: Equity as an Option and Acquirers' Anonymous
We started the session by looking at how allow us to value financial flexibility and equity in distressed companies, and then moved on to acquisition…
2 weeks, 4 days ago
Session 12: Last Loose Ends and Narrative and Numbers
Today, we put the last three loose ends to rest. First, well looked at complex businesses and how to incorporate our concerns into value. The, we wen…
2 weeks, 4 days ago
Session 25: Valuation, the final frontiers!
In today’s session, we continued on the question of how best to value a company by first looking at the four key components of value - cash flows fro…
2 weeks, 5 days ago
Session 27: Acquisition End Game and Value Enhancement
In this class, we continued to make a case against acquisition practices, with transaction multiples, accretion and defensive deals all under fire, b…
2 weeks, 5 days ago
Session 10: Growth Estimates and Terminal Value
We started today’s class by talking about estimating sustainable growth in all its forms, from per share equity to operating income and closed the gr…
2 weeks, 5 days ago