Cash is King
April 25, 2025, 5:17 p.m.
Apple and the Ghosts of Companies Past, Privacy at the Expense of Performance, The Cook Question
April 24, 2025, 8:41 p.m.
Microsoft: OpenAI Stake Valued At $147 Bln
April 23, 2025, 2:40 p.m.
The Clues to Trump's Future Tariffs
April 23, 2025, 12:19 p.m.
Where is the Tariff Pull Forward?
April 22, 2025, 1:29 p.m.
Ratings Redux: The Moody's US Ratings Downgrade and Aftermath
June 2, 2025, 4:45 p.m.
Session 28: The Fat Lady is Singing!
May 5, 2025, 9:41 p.m.
The Greed & Fear Tango: The Markets in April 2025!
May 3, 2025, 1:29 p.m.
Session 27: Closure on Acquisitons + Value Enhancement
April 30, 2025, 10:51 p.m.
Session 25: Acquisition Closure + Value Enhancement
April 30, 2025, 10:49 p.m.
Session 25: Valuation - The Final Frontier!
April 30, 2025, 7:12 p.m.
Session 26: Distressed Equity as an Option and Acquisition Valuation
April 28, 2025, 9:14 p.m.
Session 24: Distressed Equity as an Option and Acquisition Valuation
April 28, 2025, 9:03 p.m.
Session 24: Closure on Dividends and First Steps on Valuation
April 28, 2025, 5:04 p.m.
Session 25: Patents and Natural Resource Options
April 23, 2025, 11:14 p.m.
Session 23: Patents and Natural Resources as Options
April 23, 2025, 11:08 p.m.
Session 23: Assessing Dividend (and Cash Return) Policy
April 23, 2025, 11:03 p.m.
Session 24: IPO Closure and Introduction to Real Options
April 22, 2025, 3:37 a.m.
Session 22: Closure on IPOs and Introduction to Real Options
April 22, 2025, 3:25 a.m.
Session 22: Dividend Trade offs
April 21, 2025, 5:06 p.m.
Buy the Dip? The Allure and Dangers of Contrarian Investing
April 20, 2025, 11:59 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.