Podcast Episodes
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Session 4 (of 42): Understanding Risk III: The Risk in Equities
When you invest in the equity of a private or publicly traded company, you get a claim on the residual cash flows of the company. The risks you face…
6 months ago
Session 26: T'is the End!
In this class, we started with using Dante’s Inferno to illustrate layers of valuation hell, with different valuation sins putting you deeper and dee…
6 months ago
Session 9: Terminal Value
It is the biggest number in any discounted cash flow valuation, and we look at simple rules that keep it in check.
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6 months ago
Session 5 (of 42): Valuation - The Basics
Can you invest in something without knowing its value? While many people do, it strikes us as imprudent. In this session, we look at the basics of va…
6 months ago
Session 25: Valuation 101
In this 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 from e…
6 months ago
Session 22: The Option to Delay (Patents and Natural Resources)
Use option pricing technology to value unexercised options and undeveloped natural resource reserves.
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6 months ago
Session 26: Acquirers' Anonymous: Seven Steps to Sobriety
Start of the class test: http://www.stern.nyu.edu/~adamodar/pdfiles/eqnotes/acqanon.pdf
Slides: http://www.stern.nyu.edu/~adamodar/podcasts/valUGspr2…
6 months ago
Session 13 (of 42): Value Investing - The Passive Screeners
In this session, we look at being a passive value screener, using “screens” for cheapness and quality to find the best bargains in the market. We loo…
6 months, 1 week ago
Session 24: Acquirers' Anonymous: Seven Steps to Sobriety
Acquisitions are exciting and fun to be part of but they are not great value creators and in today's sessions, I tried to look at some of the reasons…
6 months, 1 week ago
Session 15: PE Ratios
Look at the determinants of PE ratios and how to use them in comparisons across time, markets and companies.
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6 months, 1 week ago