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Session 24: The Options to Delay and Expand
In this class, we used real options to examine why the rights to non-viable technology can be valuable and why the values of natural resource compani…
6 months, 1 week ago
Session 20 (of 42): Activist Growth Investing - Be your own change agent!
In this session, we look at growth investing strategies where you not only invest in growth companies but also play a role in their growth. In partic…
6 months, 1 week ago
Session 22: Valuing options to delay and expand
In today’s class, we used real options to examine why the rights to non-viable technology can be valuable and why the values of natural resource comp…
6 months, 1 week ago
Session 8: Estimating Growth
Looks at alternative approaches to estimating expected growth, including past growth and analyst estimates, as well as fundamental growth.
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6 months, 1 week ago
Session 14 (of 42): Value Investing - The Contrarians
In this session, we look at buying stocks that have lost favor with the market, on the presumption that investors tend to over react to bad news. In …
6 months, 1 week ago
Session 22: Dividend Policy - Beyond Inertia and Me-tooism
We spent this session first talking about the characteristics of dividends, i.e., that they are sticky and follow earnings as well as reasons for the…
6 months, 1 week ago
Session 4: Equity Risk Premiums
Contrasts different approaches for estimating equity risk premiums in mature markets and extends these approaches to emerging markets and then to ind…
6 months, 1 week ago
Session 23: IPO Valuation and first steps on Real Options
We started today’s class by looking at IPOs, and how to incorporate both the proceeds and the pricing considerations of bankers (who guarantee an off…
6 months, 1 week ago
Session 11 (of 42): Technical Analysis
In this session, we look at charts and technical indicators as predictors of stock prices. Rather than provide a laundry list of technical indicators…
6 months, 1 week ago
The Corporate Tax Question: Facts and Fiction
As we approach another corporate tax reform debate, and each side brings out its own set of opinions disguised as facts, it is worth remembering that…
6 months, 1 week ago