All episodes
Session 13: Incremental Cashflows and Dealing with Uncertainty
Data 2017 Update 5: A Taxing Year Ahead?
Session 13: More on stories and first valuations
Data 2017 Update 4: Country Risk
Session 15: More on story telling and first valuations
Session 14: Equity Analysis, Acquisition Valuation and NPV vs IRR
Data 2017 Update 3: Cracking the Currency Code
Session 14: Valuing the Market and Young Companies
Data 2017 Update 2: The US Markets in 2016
Session 16: Valuing companies across the life cycle
Narrative and Numbers: A number cruncher learns to tell stories!
Session 15: More excursions on the dark side of valuation
Data 2017 Update 1: The Promise and Perils of Data
Session 17: More excursions on the Dark Side of Valuation
Session 15: The Tesla Bot Case and Side Benefits/Costs in Projects
Active Investing: Rest in Peace or Resurgent Force?
Session 16: Closure on Investment Analysis
Session 16: Tying up Intrinsic Value
Session 18: Tying up Intrinsic Value
Session 23: The Options to Expand and Abandon, Financial Flexibility and Distressed Equity
Session 17: The Financing Mix Trade off
Session 22: The Option to Delay
Session 19: First Steps on Pricing
Terminal Value Myth 5: The Terminal value ate my DCF!
Terminal Value Myth 4: Negative Growth Rates are impossible
Session 18: Optimizing Financing Mix
Terminal Value Myth 3: Growth is good, more growth is better!
Session 18: Deconstructing Multiples
Terminal Value Myth 2: As g approaches r, it is to Infinity and beyond!
Session 20: Analyzing Multiples
Terminal Value Myth 1: Don't believe in forever? You can't do DCF!
Session 19: Optimal Financing Mix - Determinants and Drivers
Session 21: IPO and VC Valuation and First Steps on Real Options
Session 19: Pricing Closure
Earnings, Cashflows and Stock Prices: The AI Storm blows through!
Faith, Fear and Feedback: Ready for the Valeant Test?
Session 21: Closure on Pricing
Session 20: Following up on optimizing debt mix
All in the family: The Ups and Downs of Family Group Companies
Session 20: Asset-based valuation and Intro to Private Company Valuation
Session 19: Closing the books on Pricing and Asset-based valuation
Session 22: Sum of the parts Valuation and first steps on Valuing Privately owned businesses
Session 18: Relative Valuation - Analysis and Application
Session 21: Debt Design (Continued)
The Election Surprise: The Trump Election's Market Effect
Session 21: Valuing Private Companies
Session 17: Analyzing Multiples -- Part 1
Session 16: Value and Price - Discerning the Difference
Session 22: Dividends, Taxes and Trade offs
Discount Rate Myth 5: As rates approach zero, value goes to infinity!
Session 22: Real Options - Fact and Fiction
Discount Rate Myth 4: The Discount Rate is the receptacle for all your hopes and fears
Session 24: Real Options - Fact and Fantasy
Discount Rate Myth 3: The Discount Rate cannot change in a DCF!
Session 23: Dividends and Potential Dividends
Discount Rate Myth 2: It's all about D in a DCF
Session 23: Undeveloped reserves, the option to expand and the option to abandon
Discount Rate Myth 1: If you don't like betas, you cannot do DCF
Session 25: Undeveloped Reserves and Options to Expand and Delay
Session 15: More on the Dark Side of Valuation
Session 24: Dividend Closure and First Steps on Valuation
Session 14: The Dark Side of Valuation (Young companies)
Session 24: Equity as an Option and Acquirers' Anonymous
Session 13: Story Changes and First DCFs
Session 26: Equity as an Option and Acquirers' Anonymous
Session 12: Last Loose Ends and Narrative and Numbers
Session 25: Valuation, the final frontiers!
Session 27: Acquisition End Game and Value Enhancement
Session 10: Growth Estimates and Terminal Value
Session 25: Acquisitions (continued) and Value Enhancement
Session 9: Analyst Estimates of Growth and Fundamental Growth first steps
Breach of Trust: Decoding the 2023 Banking Crisis
Deutsche Bank: A Greek Tragedy at a German Institution?
Good (Bad) Banks and Good (Bad) Investments: At the right price...
Venture Capital: It is a pricing, not a value, game!
Session 26: Closing the sale!
Session 7: Cost of Debt and Accounting Earnings
Session 6: Measuring Relative Risk and first steps on cost of debt
AI Winners, Losers and Wannabes: Valuing AI's Boost to NVIDIA's Value!
Session 5: Implied Equity Risk Premium (audio fixed)
Investor Resilience or In Denial: A Look Back at the First Half of 2023
Session 5: Implied Equity Risk Premiums
Country Risk: A 2023 Mid-year Update
Inauguration of Association of Israeli Appraisers
The Price of Risk: With Equity Risk Premiums, Caveat Emptor!
Session 4: More on risk free rates and first steps on equity risk premiums
In Search of Safe Havens: The Trust Deficit and Risk-free Investments!
Session 3: The Building Blocks for Intrinsic Value and Risk Free Rates
Toys for Billionaires: Sports Franchises as Trophy Assets
Fairness Opinions: Time to fish or cut bait!
A Business Upended: Streaming and the Future of The Entertainment Business
Session 2: The Bermuda Triangle and Valuation Approaches
Putting the (Insta)cart before the (Grocery)horse: A COVID Favorite's Reality Check!
The Keystone Kops of Valuation: Lazard, Evercore and the TSLA/SCTY Deal
Market Bipolarity: Exuberance versus Exhaustion!
Session 1: Introduction to the Class
Invisible, but Invaluable: Valuing Intangibles - The Birkenstock IPO
Mean Reversion: Statistical Fact or Dangerous Delusion?
Good Intentions, Perverse Outcomes: The Impact of Impact Investing
Superman and Stocks: It's not the cape (CAPE), it's the kryptonite (Cash Flow)