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Introduction to Valuation class (Short)
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Session 1: Class Logistics and Valuation Themes
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Session 2: The Bermuda Triangle of Valuation and Valuation Approaches
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Session 3: Introduction (wrap up) and First Steps on Intrinsic Value
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Session 4: DCF Big Picture and Risk free Rates
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Session 5: Riskfree Rates Closure and Equity Risk Premiums
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Session 6: Implied Equity Risk Premiums
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Session 7: Betas and beyond!
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Session 8: Cost of Debt and from discount rates to cash flows
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Session 9: Earnings to Cash Flows
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Session 10: Growth Rates - Historical, Analyst and Fundamental
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Session 11: More on growth, terminal value and DCF model parts
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Session 12: Cash, Cross holdings and Other Assets
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Session 13: Last loose ends plus Stories & Numbers
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Session 14: More on stories & numbers and first valuations!
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Session 15: Valuing the market and young companies
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Valuation Quiz 2 Review
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Session 16: Valuing young companies - A Wrap
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Session 17: More excursions on the dark side of valuation
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Session 18: A wrap on intrinsic value
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Session 19: Pricing Deconstructed - Consistency and Moneyball Tests
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Session 20: Pricing Analytics and Examples
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Session 21: Pricing Closure and Asset Based Valuation
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Session 22: Valuing Private Businesses
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Quiz 3: Review Session
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Session 23: IPO Valuation and first steps on Real Options
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Session 24: The Options to Delay & Expand
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Session 25: Options to Abandon, Flexibility and Distressed Equity as an option
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Valuation: Final Exam Review Session
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Session 26: Acquirers' Anonymous: Seven Steps to Sobriety
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Session 27: Value Enhancement
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Session 28: The Grand Finale