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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
Session 25: Acquisitions (continued) and Value Enhancement
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2 weeks, 6 days ago
Session 9: Analyst Estimates of Growth and Fundamental Growth first steps
The good news is that the first quiz is over and I will let you know as soon as it is ready to be picked up. If you were able to hang in there menta…
2 weeks, 6 days ago
Breach of Trust: Decoding the 2023 Banking Crisis
It has been an eventful year for banking, with large banks (SVB, Signature and First Republic) all falling like dominos, leaving investors unsettled …
2 weeks, 6 days ago
Deutsche Bank: A Greek Tragedy at a German Institution?
Deutsche Bank, in addition to having a long and storied history, is a German bank, and the Germans, with their reputation for precision, are viewed a…
2 weeks, 6 days ago
Good (Bad) Banks and Good (Bad) Investments: At the right price...
Following up on my last session, where I drew a contract between good and bed banks, in this one, I look at the contrast between a good banking inves…
3 weeks ago
Venture Capital: It is a pricing, not a value, game!
Vas price companies, they don't value them, and that is exactly what you should expect them to do, given how success is measured in the business. Tha…
3 weeks ago
Session 26: Closing the sale!
We started this final session for the class by looking at the project findings from your company analysis, from intrinsic value to pricing to recomme…
3 weeks ago
Session 7: Cost of Debt and Accounting Earnings
In this class, we started with computing costs of debt for companies without the usual crutches (traded bonds and ratings) and talked about synthetic…
3 weeks ago