This lecture was absolute gold, as comprehensive as it can be , linking concepts which leads to better understanding of the CAPM model, limitations and applications of statistics model and obviously the sceptical BETA. Usually this is not the way students get taught and that's when application becomes a problem.
Professor, at 1:10:58 you mentioned that one of the ways to bring down your Beta could be by bringing the fixed costs into the variable costs column but on the other hand, investors like to fund companies with high capital expenses and low operating expenses. These are two completely different thought processes, so do you think there could be a better way to strike balance between the two?
Re Iger retirement, he has delayed his retirement twice already. Most recently to oversee the Fox integration. I’m frankly surprised that a professor who does so many Disney valuations isn’t aware of this very public fact. It’s been in their 8Ks for years. If there was a scandal he wouldn’t remain as executive chair (emphasis on the word executive).
Moreover, this lecture discusses the coronavirus impact on stocks (at length) but makes no mention of its impact on DIS stock price on the date of Iger’s latest retirement announcement. Think about that. A stock with massive theme park revenues and he doesn’t include the impact of coronavirus ....
This lecture was absolute gold, as comprehensive as it can be , linking concepts which leads to better understanding of the CAPM model, limitations and applications of statistics model and obviously the sceptical BETA.
Usually this is not the way students get taught and that's when application becomes a problem.
For years, cost of equity never made sense to me. I finally now understand why and how it is a cost to the company.
Professor, at 1:10:58 you mentioned that one of the ways to bring down your Beta could be by bringing the fixed costs into the variable costs column but on the other hand, investors like to fund companies with high capital expenses and low operating expenses. These are two completely different thought processes, so do you think there could be a better way to strike balance between the two?
Is there any website from where we can find the Jensen's alpha sector wise for the Indian Market or US market?
Could you repost the post-class solution? The webpage shows an error 404 when I try to open it
What does 1 minus Beta actually imply?
quiz solution: people.stern.nyu.edu/adamodar/pdfiles/cfovhds/postclass/session8asoln.pdf
Re Iger retirement, he has delayed his retirement twice already. Most recently to oversee the Fox integration. I’m frankly surprised that a professor who does so many Disney valuations isn’t aware of this very public fact. It’s been in their 8Ks for years. If there was a scandal he wouldn’t remain as executive chair (emphasis on the word executive).
Moreover, this lecture discusses the coronavirus impact on stocks (at length) but makes no mention of its impact on DIS stock price on the date of Iger’s latest retirement announcement. Think about that. A stock with massive theme park revenues and he doesn’t include the impact of coronavirus ....
@@lawjef You have a valid point but I don't think that was the case he was trying to make on that particular example. Hence, the omission.
Watch corporate governance lectures. He has mentioned it.
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