01:18:06

Session 28: The Fat Lady is Singing!

01:18:18

Session 26: Closing Thoughts (and a discourse of the value of control)

01:07:38

Session 26: The End Game

29:33

The Greed & Fear Tango: The Markets in April 2025!

01:28:57

Session 27: Closure on Acquisitons + Value Enhancement

01:23:27

Session 25: Acquisition Closure + Value Enhancement

01:19:13

Session 25: Valuation - The Final Frontier!

01:19:54

Session 26: Distressed Equity as an Option and Acquisition Valuation

01:22:11

Session 24: Distressed Equity as an Option and Acquisition Valuation

01:20:35

Session 24: Closure on Dividends and First Steps on Valuation

01:32:34

Session 25: Patents and Natural Resource Options

01:27:53

Session 23: Patents and Natural Resources as Options

01:24:18

Session 23: Assessing Dividend (and Cash Return) Policy

42:33

Session 24: IPO Closure and Introduction to Real Options

42:33

Session 22: Closure on IPOs and Introduction to Real Options

47:20

Session 22: Dividend Trade offs

28:07

Buy the Dip? The Allure and Dangers of Contrarian Investing

01:15:32

Session 23: Private company valuation

01:23:11

Session 21: Valuing Privately owned businesses (not publicly listed)

01:24:15

Session 21: Dividends and Cash Return - First Steps

01:17:37

Session 22: Pricing Closure and Asset-based Valuation/Pricing

01:19:36

Session 20: Pricing Closure and Asset-based Valuation/Pricing

01:20:22

Session 20: Debt Design

01:16:15

Session 21 (UG) and Session 19 (MBA): Pricing Analytics and Peer Groups

01:21:27

Session 19: The APV and Peer Group Approaches to Financing Mix

46:44

Session 20: Tariff Talk

51:24

Session 18: Tariff Talk and Market PE ratios

41:06

The Anatomy of a Crisis: Tariff Talk and Market Reaction!

51:46

Session 18: Finishing up with Cost of Capital Optimization

01:17:11

Session 19: Pricing Continued

01:21:35

Session 17: Optimizing the Debt Mix with Cost of Capital approach

01:21:59

Session 17: Pricing 101

01:27:59

Session 18: Intrinsic Value Closure and Pricing Beginnings

01:16:52

Session 16: Closure on Intrinsic Value

01:35:03

Session 16: The Debt Equity Tradeoff

01:34:59

Session 17: Valuing Declining, Emerging Market and Financial Service companies

01:25:00

Session 15: Valuations across the life cycle

01:22:05

Session 15: Celsius Case Analysis, Real Options and Investment Post-mortems

01:17:09

Session 16: Valuing the market and companies across the life cycle

01:39:46

Session 14: Closure on stories and numbers and fist valuations!

01:37:24

Session 14: Choosing between investments and Side Costs/Benefits

32:58

Investing Politics: Making Sense of Trump, Tariffs and Tesla!

01:16:58

Session 15: More story telling and first company valuations

01:25:26

Session 13: Stock-based Compensation and Stories in Valuation

01:16:17

Session 13: Dealing with uncertainty and more project analyses

01:17:17

Session 14: Last Loose Ends + First Steps on Storytelling

01:26:17

Session 12: Loose Ends in Valuation

01:21:05

Session 12: Incremental, time-weighted Cash Flow Returns

01:20:42

Session 13: Loose Ends in Valuation

01:50:50

Session 11: More on Growth and Terminal Value

01:22:01

Session 11: Hurdle Rates Closure and First Steps on Investment Returns

29:28

Data Update 9 for 2025: Dividends and Buybacks - Inertia and Me-tooism!

44:54

Session 12: The Terminal Value

49:53

Session 10: Estimating Growth

56:34

Session 10: Debt and the Cost of Debt

01:33:01

Session 11: Closure on Growth and First Steps on Terminal Value

01:22:50

Session 9: Digging Deeper into Cash Flows

01:20:38

Session 9: More on beta - bottom up betas and private company betas

01:49:10

Session 10: FCFE Closure and First Steps on Growth

01:20:05

Session 8: Closure on Cost of Capital + First steps on cash flows