768 тысяч подписчиков
1 тысяч видео
Session 7: Cost of Debt & Capital & First Steps on Cash Flows
Session 17: Pricing 101
Session 16: Tying up Intrinsic Value
Session 25: Undeveloped Reserves and Options to Expand and Delay
Session 19: First Steps on Pricing
Beat you Bot: Building your moat against AI!
Session 21: Debt Design (Continued)
Session 23: Private Company Valuation
Good (Bad) Banks and Good (Bad) Investments: At the right price...
Breach of Trust: Decoding the 2023 Banking Crisis
Session 11: Growth generalized!
Session 15: More excursions on the dark side of valuation
Session 21: Closure on Pricing
Session 16: Closure on Investment Analysis
Session 13: Incremental Cashflows and Dealing with Uncertainty
Session 11: Costs of Debt & Capital
Session 12: Measuring Investment Returns
Session 25: Valuation, the final frontiers!
Session 8: Free Cash Flows to Firm and Equity
Session 23: Undeveloped reserves, the option to expand and the option to abandon
Session 7: Estimating Cash Flows
Session 3 (Val Undergrads):: First Steps on Intrinsic Valuation
AI Winners, Losers and Wannabes: Valuing AI's Boost to NVIDIA's Value!
Session 15: PE Ratios
Data Update 7 for 2023: Dividends, Buybacks and Cashflows
Session 1: Introduction to Valuation
Session 4: Equity Risk Premiums
Session 2: The Income Statement
Session 10: Growth and Terminal Value
Session 18: Optimizing Financing Mix
Session 10: Closure on Cost of Equity
Session 16: Valuing companies across the life cycle
Session 24 (Val Undergrad): Introduction to Real Options
Session 10: FCFE across the life cycle and Growth Rate Estimation
Valuation: A Preview
Session 24: Equity as an Option and Acquirers' Anonymous
Session 14: Equity Analysis, Acquisition Valuation and NPV vs IRR
Session 14: Last loose end and story telling in valuation
Session 13: More loose ends in valuation
Session 28: The Fat Lady is Singing!
Session 9: Betas - Drivers and Determinants
Session 21: Valuing Private Companies
Value Investing I: The Back Story!
Session 26: The End Game
Session 26: Equity as an Option and Acquirers' Anonymous
Data Update 2 for 2022: A Winning Year for US stocks, but....
Session 20: Analyzing Multiples
Session 11: Terminal Value Closure and First steps on the Loose Ends
Session 6: The Time Value of Money
Session 2: Intrinsic Value - Foundation
Just do it! Brand Name Lessons from Nike's Troubles!
