All episodes
The Compressed Tech Life Cycle: The Management Handbook
Session 16 (Val MBAs): intrinsic Value - Heading to closure!
Session 18 (Val Undergrad): Valuing Declining, Financial Service and Emerging Market firms
Session 17: The Debt/Equity Trade off
Aging in Dog Years? The Short and Glorious Life of a Tech Company
Session 17 (Val MBAs): Pricing 101
Session 19 (Val Undergrad): Valuation Closure and Pricing 101
Yahoo: The End Game?
Session 18: Optimizing the Debt Mix
Session 23: Distressed Equity as an option
Session 18 (Val MBAs): More on Pricing - Descriptional and Analytical Tests
Session 22: The Options to Delay and Expand
Session 20 (Val Undergrad): Pricing - Descriptional and Analytical Tests
Session 21: Introduction to Real Options
Session 19: Optimizing Financing Mix (Continued)
Session 20: Private Company, IPO and VC valuation
Session 19 (Val MBAs): More on Pricing - Applications
Botox, Viagra or Placebo?: The Pfizer Allergan Deal
Session 21 (Val Undergrad): Pricing - Peer Groups and Controlling for Differences
Session 19: Closing the Relative Valuation Book and Asset-based Valuation
Session 20: Optimizing Debt Mix - APV and Peer Group Pressure
Runaway Stories and Fairy Tale Endings: The Cautionary Tale of Theranos
Session 20 (Val MBAs): Asset Based Valuation and First Steps on Private Business Valuation
Checkmate or Stalemate: Valeant's fall from investing grace
Session 22 (Val Undergrad): Asset-based and Private company valuation
Divergence: The Changing Drug Business
Session 21: Debt Design
Session 18: Comparables and Controlling for Pricing Differences
Session 21 (Val MBAs): Valuing Private Companies and IPOs
Session 17: Pricing - Distribution and Determinants
Session 23 (Val Undergrad): Private Company and IPO Valuation
Session 16: Introduction to Relative Valuation (Pricing)
Session 22: Dividends - First Steps (Quiz shortened)
Session15: The Last Pieces of Intrinsic Value and First Steps on Pricing
Session 22 (Val MBAs): Introduction to options
Session 14: More valuations on the dark side
Session 24 (Val Undergrad): Introduction to Real Options
Session 13: First Valuations
Session 23: Good and Bad Reasons for paying dividends
Session 12: More Loose Ends and Narrative and Numbers
Session 23 (Val MBAs): Real Option Applications
Big Deal but is it a good deal? The ABInBev Acquisition of SABMiller
Session 25 (Val Undergrad): Real Option Applications - Patents and Natural Resource Reserves
The Future of the Ride Sharing Business: Playing Pundit!
A Price Premium for the Prancing Horse: The Ferrari IPO
Session 24 (Val MBAs): Distressed Equity as an Option + Acquirers' Anonymous
Session 11: Choose a DCF Model and Loose Ends in Valuation
Session 26 (Val Undergrad): Distressed Equity as an Option and Acquirers' Anonymous
Lyft on or Lyft off? The Other Ride Sharing Companies
Session 25: Valuation - The Last Frontier!
The Corporate Life Cycle: Investing, Finance and Management Lessons
Session 27 (Val Undergrad): Acquisitions Completed and Value Enhancement
Session 10: Fundamental Growth and Terminal Value
Session 25 (Val MBAs): Acquisitions (Completed) and Value Enhancements!
Session 26: The Fat Lady is Singing!
Session 9: Analyst Estimates of Growth and Fundamental Growth
Session 26 (Val MBAs): The Grand Finale!
Session 8: From Earnings to Cash Flows
Session 28 (Val Undergrad): Closing the sale!
Session 7: Estimating Earnings
The Corporate Life Cycle: Implications for Managing and Investing
The Price of Scandal: Sturm und Drang at Volkswagen
Country Risk: The 2024 Update
The Corporate Life Cycle: The Key Ideas
Session 5: ERP and Relative Risk Measures
Chapter/Session 1: The Search for a Unifying Theory
No happy ending? My Vale Journey
Chapter/Session 2: The Corporate Life Cycle - Basics
Chapter/Session 3: The Corporate Life Cycle - Measures and Determinants
Chapter/Session 4: Corporate Life Cycle - Transitions
The Uber Narrative Rollercoaster: A Wild Ride!
Chapter/Session 5: Corporate Finance 101
The Naming Game
Chapter/Session 6: Business Investing across the Life Cycle
Session 2: The Bermuda Triangle of Valuation and the big picture
Chapter/Session 8: Cash Return (Dividends) across the Life Cycle
The Fed did it!
Chapter/Session 7: Business Financing across the Life Cycle
Chapter/Session 9: Valuation and Pricing 101
The Macro Delusion and Pricing Bubbles: The Good, Bad and the Ugly!
Chapter/Session 10: Valuing and Pricing Start-ups and Young High Growth Firms
What is this class about?
Chapter/Session 11: Valuing Growth Firms
Session 26: The Grand Finale
Chapter/Session 12: Valuing Mature Firms
Session 26: Closing and Review
Chapter/Session 13: Valuing and Pricing Declining Firms
Session 25: Value Enhancement
Chapter/Session 14: Investment Philosophies 101
Session 25: More on valuation
Chapter/Session 15: Investing in Youth
Session 24: Acquisition Valuation
Chapter/Session 20: Lessons for the Road
Session 24: Closing the books on dividends and First steps on value
Chapter/Session 19: Aging with grace!
Chapter/Session 18: Managing across the life cycle
In Practice Webcast #13: Dividend Assessment
Chapter/Session 17: Investing in Decline
In Practice Webcast #12: The Trade off on Dividends
Chapter/Session 16: Investing in Middle Age