All episodes
Session 6 (Val Undegrads): Implied Equity Risk Premiums and First Steps on Relative Risk
Session 17 (MBA): The MM Theorem and Cost of capital approach
Session 5: End Game Closure and First Steps on Risk
Session 18 (Undergraduate): The Debt Trade off (continued)
Session 5 (Val MBAs): Closure on Riskfree Rates and First Steps on Equity Risk Premiums
Session 16: The Trade off on Debt
Session 7 (Val Undergrads): Alternatives to Beta,, Cost of Equity and Cost of Debt
Session 17 (Undergraduate): The Netflix Studio - Case Discussion
Session 6: Risk - From Models to Inputs
Session 15 (MBA): Netflix Case and Closing the Books on Investment Analysis
Session 6 (Val MBAs): Implied Equity Risk Premiums and Betas
Session 16 (Undergraduate): Options in Projects and First Steps on Debt
Session 8 (Val Undergrads): Cost of Capital and First Steps on Cash Flows
Session 14 (MBA): To NPV and beyond..
Valuation Modeling: Excel as a tool
Session 15 (Undergraduate): NPV vs IRR, Side Costs and Side Benefits
Too Big a Risk? Catastrophic Risks in Business and Investing
Session 13 (MBA): Time Weighted CF returns, Uncertainty and Equity Analysis
Session 7: Implied and Country Equity Risk Premiums
Session 14 (Undergraduate): Time Weighted Returns and Equity Analysis
Session 7 (Val MBAs): Cost of Capital Closure and First Steps on cash flows
Session 12 (MBA): Earnings to Cash flows to Incremental Cash Flows
Session 9 (Val Undergrads): More on cash flows
Negative Interest rates: Impossible, Irrational or Just Unusual
Session 8: Betas and Beyond!
Session 13: From Earnings to Incremental Cash Flows - A Journey
Session 8 (Val MBAS): More on cash flows
Session 11 (MBA): Cost of Capital and First Steps on Investment Analysis
Session 10 (Val Undergrads): Free Cashflows to Equity and First Steps on Growth
Session 12 (Undergraduate): Show me the money (Measuring Investment Returns)
Session 9: Beta Determinants and Bottom up Betas
Session 10 (MBA): Private Company Betas, Debt and its Cost
Session 9 (Val MBA): FCFE and Growth Rates
Review for Quiz 1 (MBA)
Session 11 (Val Undergrads): Sustainable (Fundamental) Growth
Session 9 (MBA): Add on to explain bottom up beta
Session 10: Bottom up Betas - Private Businesses
Session 11(Undergraduate): Debt and its cost
Session 10 (Val MBA): More on Growth!
Session 9 (MBA): Bottom up Betas
Session 12 (Val Undergrad): Value Inputs and Terminal Value
Quiz 1: Review Session (Undergraduate)
Session 11: Costs of Debt and Capital
Session 10 (Undergraduate): Bottom Up Betas
Session 11 (Val MBA): More on Value Inputs and Terminal Value
Session 8 (MBA): Determinants of Betas
Session 13 (Val Undergrad): Loose Ends in Valuation
Session 9 (Undergraduate): Determinants of Betas
Session 12: Show me the money: First steps in Return Measurement
Session 7 (MBA): The Greeks are here.. Regression Betas
Session 12 (Val MBAs): Loose Ends in Valuation
Icarus or Lazarus? The GoPro and LinkedIn Question
Session 8 (Undergraduate): Reading a Beta Regression
Session 13: From Earnings to Time-weighted Incremental Cashflow Returns
Session 6 (MBA): Risk free Rates and Equity Risk Premiums
Session 13 (Val MBAs): Stock-based Compensation and Story Telling in Valution!
Management Matters: Facebook and Twitter
Session 15 (Val Undergrad): More on Stories and Numbers
In Practice 3a: Estimating ERP for a company
The Little Book of Valuation - A Lead in!
Session 7 (Undergraduate): Equity Risk Premiums (Implied) and Company
Chapter 1: Value - More than a number!
Session 5 (MBA): Risk and Return - First Steps
Chapter 2: Tools of the Trade!
The Disruptive Duo: Amazon and Netflix!
Chapter 3: Every asset has an intrinsic value!
The Race to the top: Apple versus Alphabet
Chapter 4: It's all relative!
Session 6 (Undergraduate): Risk free Rates and Risk Premiums (Part 1)
Chapter 5: Stories and Numbers!
Session 4 (MBA): Closing the books on the objective function
Chapter 6: Promise aplenty - Young Growth Companies
Session 5 (Undergraduate): Risk and Return Models
Chapter 7: Growing pains - Mature growth firms!
Session 3 (MBA): Managers, Markets and Mayhem
Chapter 8: Valuation Viagra: Mature firm valuation
The Violent Earnings Season: Price and Value Perspectives
Chapter 9: Doomsday - Declining and Distressed firms
Session 4 (Undergraduate): Conflicts of Interest and Corporate Objectives
Chapter 10: Bank on it - Financial Service firm valuation
Session 2 (MBA): The Objective in Corporate Finance
Chapter 11: Roller Coaster Investing - Cyclical and Commodity firms
Session 3 (Undergraduate): Corporate Governance
Chapter 12: Rules for the Road
Session 1 (MBA): The Foundations of Corporate Finance
Session 14: Equity analysis, acquisitions as projects and NPV vs IRR
Session 2 (Undergraduate): More themes in corporate finance and introducing its objective
Session 14 (Val MBAs): Story Closure and First DCFs
Session 1 (Undergraduate): Introduction to Class
Session 16 (Val Undergrad): DCF Valuations (finally)
Data Update 2016
Session 15: Costco Case Discussion and Beyond!
Preview of class
Session 15 (Val MBAs): DCF Valuations across the Life Cycle
Intergalactic Finance: Valuing the Star Wars Franchise
Session 17 (Val Undergrad): More intrinsic valuations!
The Compressed Tech Life Cycle: The Investor Handbook
Session 16: Options in Projects and Project Post-mortems
The Compressed Tech Life Cycle: The Management Handbook
Session 16 (Val MBAs): intrinsic Value - Heading to closure!