Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
Session 23: Private company valuation
April 16, 2025, 9:49 p.m.
Session 21: Valuing Privately owned businesses (not publicly listed)
April 16, 2025, 9:13 p.m.
Session 21: Dividends and Cash Return - First Steps
April 16, 2025, 7:11 p.m.
Session 22: Pricing Closure and Asset-based Valuation/Pricing
April 14, 2025, 9:36 p.m.
Session 20: Pricing Closure and Asset-based Valuation/Pricing
April 14, 2025, 9:34 p.m.
Session 20: Debt Design
April 14, 2025, 5:11 p.m.
Session 21 (UG) and Session 19 (MBA): Pricing Analytics and Peer Groups
April 10, 2025, 12:13 a.m.
Session 19: The APV and Peer Group Approaches to Financing Mix
April 9, 2025, 5:06 p.m.
Session 20: Tariff Talk
April 7, 2025, 11:44 p.m.
Session 18: Tariff Talk and Market PE ratios
April 7, 2025, 11:41 p.m.
The Anatomy of a Crisis: Tariff Talk and Market Reaction!
April 7, 2025, 9:07 p.m.
Session 18: Finishing up with Cost of Capital Optimization
April 7, 2025, 4:38 p.m.
Session 19: Pricing Continued
April 2, 2025, 11:29 p.m.
Session 17: Optimizing the Debt Mix with Cost of Capital approach
April 2, 2025, 9:13 p.m.
Session 17: Pricing 101
Session 18: Intrinsic Value Closure and Pricing Beginnings
March 31, 2025, 9:45 p.m.
Session 16: Closure on Intrinsic Value
March 31, 2025, 9:29 p.m.
Session 16: The Debt Equity Tradeoff
March 31, 2025, 7:11 p.m.
Session 17: Valuing Declining, Emerging Market and Financial Service companies
March 19, 2025, 9:35 p.m.
Session 15: Valuations across the life cycle
March 19, 2025, 9:26 p.m.
Session 15: Celsius Case Analysis, Real Options and Investment Post-mortems
March 19, 2025, 9:17 p.m.
Session 16: Valuing the market and companies across the life cycle
March 17, 2025, 9:40 p.m.
Session 14: Closure on stories and numbers and fist valuations!
March 17, 2025, 9:35 p.m.
Session 14: Choosing between investments and Side Costs/Benefits
March 17, 2025, 7:19 p.m.
Investing Politics: Making Sense of Trump, Tariffs and Tesla!
March 15, 2025, 5:54 a.m.