Valuation Tools Webcast: From First Principles to Valuation Models

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  • Опубликовано: 28 авг 2024

Комментарии • 26

  • @Sokrabiades
    @Sokrabiades 2 года назад +13

    This is the first time I have found valuations either understandable or interesting. I have been looking for this kind of thing for a long time. Thanks, professor.

  • @federicozandona
    @federicozandona 2 года назад +9

    Thanks professor!. I live in South America. It is a real privilege to have such a quality class free in youtube.

  • @mm0dk0ur
    @mm0dk0ur Год назад

    Another Masterpiece from you professor. All the greeting from Egypt, the land of the Nile and Pyramids

  • @michaelsu5842
    @michaelsu5842 2 года назад +2

    I have been following the professor for a while and one thing that caught my attention is his change in attitude. I am loving it! If you look at his early lecture, he would not show his disagreement with anyone. Finally, the time has come, now he is showing his difference of opinion in a respectful way.

  • @sujoydalal9147
    @sujoydalal9147 2 года назад +3

    Thank you Sir, this is bonus class for your RUclips students:)

  • @quant-trader-010
    @quant-trader-010 Год назад +1

    This is gold!

  • @user-xy7xp8uk7l
    @user-xy7xp8uk7l 2 года назад +2

    Amazing lecture, thank you!

  • @ramjiYahoo
    @ramjiYahoo 2 года назад +6

    WONDERFUL PRESENTATION, teaching- but why there was an introduction- Introduction to Aswath sir, Thomas alwa edison, Peter Drucker, Newton, Bill Gates, Steve Jobs, Paul Samuelson, Adam Smith, Keynes,Obama, Sheikh Zayed Abu Dhabi , Nelson Mandela are not required at all.

  • @blackbite5433
    @blackbite5433 2 года назад +3

    I am little bit confused over Depreciation & Amortization. Why we are deducting d&a from ebit to come at FCFF when it is already minus in ebit. One more time we deduct dep from capex to arrive at reinvestment rate. I guess reinvestment should be cash item we are expensing over ebit.

  • @mikekozono3401
    @mikekozono3401 2 года назад +5

    Starts at 6:20

  • @tommysaputrani
    @tommysaputrani 2 года назад

    World class thank you.

  • @luxushauseragency
    @luxushauseragency 2 года назад +2

    Professor, Is it possible to do a valuation of the lender of last resort - The Fed?

  • @MrBlasterWave
    @MrBlasterWave 2 года назад

    Thanks a lot Professor, very usefull video! will there be an update one the airbnb case?

  • @mattwood1233
    @mattwood1233 2 года назад +1

    39:30 honestly I would argue the DDM is wrong. Because like you pointed out, it's not valuing the cash flows or enterprise value, it's not even valuing the cash returned to shareholders since buybacks aren't included

    • @mattwood1233
      @mattwood1233 2 года назад

      I couldn't watch it all, but great video as always professor

  • @tokhmi2006
    @tokhmi2006 2 года назад

    Why is your ROC calc in the DCF workbook based on beginning year balance sheet values and not average?

  • @mohammedjunaid4870
    @mohammedjunaid4870 Год назад

    Starts @ 6 :18.

  • @robertbenor7130
    @robertbenor7130 2 года назад

    im having a difficult time understanding his calculation for book value of debt, can anyone advise specifics?

  • @kittitommiska6559
    @kittitommiska6559 Год назад

    ยิ่งดู ยิ่งมันส์ หึๆๆ

  • @hmendozan0
    @hmendozan0 2 года назад

    I could not download the Valuation Spreadsheet. Does anyone know how to get it?

  • @alexanderinsubordinate1861
    @alexanderinsubordinate1861 2 года назад +2

    A Jeffery Doobin don't do it 🤣 8:40

  • @nofavors
    @nofavors 2 года назад

    You underestimating Indians purchasing power. They don't have 80% living in huts. 200 million are probably just living in tier 1 cities with very good income. That alone is massive. India will grow by 8+ % yoy so future growth could be really sound.

  • @dangtrungkien80
    @dangtrungkien80 2 года назад

    Dear Professor Aswath Damodaran,
    Can you please explain me why the formula you use to calculate Effective Tax rate is as follows:
    Effective Tax Rate = Marginal Tax Rate * (1, (Taxable Income + Interst)/Interest)
    I understand that
    - If Taxable Income > 0 then Effective Tax Rate = Marginal Tax Rate
    - If Taxable Income

  • @1percentRule
    @1percentRule 2 года назад

    Did he talk shit about my mentor Warner and Charlie?? 20 century best investor.

  • @dodgingdurangos924
    @dodgingdurangos924 2 года назад

    48:08 Aswath: "I need six line items out of the 500... Less is more."
    Me: I open up his simple spreadsheet, and it wants me to fill out over 500 line items! 😬