This 4-session equity valuation class will be taped on May 17 and May 31
and the lectures will be available as Real Player files (You can download
Real Player for free by going to http://www.real.com).
You can get the supporting lecture notes by clicking on the pdf files
below - the pages covered by each lecture are provided next to each
lecture.
DCF valuation
Value Enhancement and Loose ends in valuation
Relative valuation
The
quality of the video and audio leaves much to be desired but it will
get better over time. For the syllabus and other details. This page
will include the webcasts from the current class.
Session (Click here) | Topics covered | Lecture notes |
1 (5/17/07: am) | Introduction to Class Approaches to Valuation Estimating Discount Rates |
Page 1-27 |
2 (5/17/07: pm) | More on estimating discount rates Estimating Cash flow Estimating Growth Rates |
Page 28-63 |
3 (5/31/07: am) | Estimating Terminal Value Value Enhancement 101 Loose Ends in Valuation |
Page 64-100 |
4 (5/31/07: pm) | More on loose ends in valuation Uncertainty in Valuation A very short intro to relative valuaton and real options |
Page 100-146 |