*Timestamps* 1:52 Start of the class test Pricing Application Tests (Step 4 of 4 to Deconstructing Multiples) 6:00 Example 7: Deperation Time. Nothing is working!!! Internet Stocks in early 2000 19:00 Pricing across the entire market: Why not? 38:40 The Pricing Game: Choices 41:37 Relative valuation: some closing propositions 43:45 Reviewing: The 4 steps to understanding multiples 44:28 DETOUR: ASSET BASED VALUATION 45:49 Why would you do asset based valuation? 47:32 How do you do asset based valuation? 48:28 when is it easiest to do? 49:58 I. Liquidation valuation 50:55 II. Accounting valuation 54:40 III. Sum of the parts valuation Let´s try this: 55:28 United Technologies 1:05:15 General Electric
*Timestamps*
1:52 Start of the class test
Pricing
Application Tests (Step 4 of 4 to Deconstructing Multiples)
6:00 Example 7: Deperation Time. Nothing is working!!! Internet Stocks in early 2000
19:00 Pricing across the entire market: Why not?
38:40 The Pricing Game: Choices
41:37 Relative valuation: some closing propositions
43:45 Reviewing: The 4 steps to understanding multiples
44:28 DETOUR: ASSET BASED VALUATION
45:49 Why would you do asset based valuation?
47:32 How do you do asset based valuation?
48:28 when is it easiest to do?
49:58 I. Liquidation valuation
50:55 II. Accounting valuation
54:40 III. Sum of the parts valuation
Let´s try this:
55:28 United Technologies
1:05:15 General Electric
Do you teach equity research or can you recommend a channel to learn from?
Would greatly appreciate it. I love your class!
Could you run a regression for individual companies instead of industry/sector based on its historic data to see how it is priced?
the t stat in the bank example for standard deviation was negative but he used it in the pbv equation, why?
Love you.
The start of the class test link is broken.
The audio...😔