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Session 18: A wrap on intrinsic value
In this session, we wrapped up our discussion of intrinsic value by looking at financial service and commodity companies. For decades, we have valued…
6 months, 1 week ago
Session 26: Dividend Policy - Assessment
Evaluate how much companies can afford to return to stockholders & compare to actual cash returned
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6 months, 1 week ago
Session 16: Closing the books on intrinsic value
In this session, we wrapped up our discussion of intrinsic value by looking at financial service and commodity companies. For decades, we have valued…
6 months, 1 week ago
Session 28 (of 42): Close Enough - Near Arbitrage
In this session, we look at near arbitrage, where you have two very similar (but not identical) assets trading at different prices at the same point …
6 months, 1 week ago
Session 16: The Google Car - Case Discussion and Project Options
The bulk of today's class was spent on the Google GCar case. While the case itself will soon be forgotten (as it should), I hope that some of the iss…
6 months, 1 week ago
Session 25: Divided Policy - The Trade Off
Look at the reasons, good and bad, why companies initiate and change dividends
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6 months, 1 week ago
Session 26 (of 42): Information Trading - Other Announcements
In this session, we turn our attention to public announcements other than earnings. We begin by looking at acquisition announcements, establishing th…
6 months, 2 weeks ago
Session 15: Investment Interactions, Side Costs and Side Benefits
In this session, we started by looking at mutually exclusive investments, and contrasting NPV and IRR and why they might give you different decisions…
6 months, 2 weeks ago
Session 28: Dividend Policy - The End Game
Examine how companies end up with dysfunctional dividend policies & how they can change them
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6 months, 2 weeks ago
Interest Rates and Stock Prices: More than meets the eye!
The big story of markets, at least so far in 2021, has been the rise in treasury rates, especially at the long end of the spectrum; the 10-year T.Bon…
6 months, 2 weeks ago