Valuation Tools Webcast #4: Capitalizing Leases

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  • Опубликовано: 20 янв 2025

Комментарии • 14

  • @AM-zu1xi
    @AM-zu1xi 4 года назад +10

    You have no idea how thankful I am for your videos. I'm actually a private equity investor who doesn't work with/never studied finance. I've studied an MD and found a passion in investing over the last three years and have done your course a year ago. Without resources like yours I don't think I would have spent so much of my limited free time committing myself to learning about investing. The information you provide both sparks a keen interest in the field of valuation but also makes coherent sense beyond expected. My current goal actually is it try and manipulate your model to suite my own investing strategy and philosophy and backtest it.

  • @albertosernarivas361
    @albertosernarivas361 6 лет назад +2

    So we add a liability to the balance sheet in case we have operating leases. But the balance has to be balanced. Are we adding the same figure to assets, or rather deducting equity?

  • @ChiChi-sw5iu
    @ChiChi-sw5iu 3 года назад +3

    He just made a prophecy. This was adopted by the IFRS last 2018 but he was talking about it 6 years ago

  • @Pmo75003
    @Pmo75003 8 месяцев назад

    Thank you for the material!
    One question : why is the value for operating income used in the calculation of the interest coverage ratio differs from the one on the "operating lease" sheet on cell D40?

  • @504boi8wd
    @504boi8wd 4 года назад +1

    spreadsheet link is broken or incomplete

  • @06hwhelpton
    @06hwhelpton 4 года назад +2

    Hi Mr. D.
    With IFRS 16 implemented, this is now done for us. My question is: Is there a correct method for calculation 'lease capex' related to entering into new leases (which would not be captured by the lease liability on the balance sheet)?
    thanks!

  • @pncrmpz1851
    @pncrmpz1851 Год назад

    Professor, I have a problem where, in the financial statement, the lease commitments aren't broken-down, so I could not determine the Present Value of those contracts.

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

    One thing missing in the lecture is how treating leases as debt financed capital investment should affect cash flow statement.

  • @ericknanjara2742
    @ericknanjara2742 4 года назад

    Dear Professor,
    Once you capitalize these expenses, what other adjustments should take place in order to make the balance sheet even?

    • @sarthakverma7132
      @sarthakverma7132 Год назад

      i think your balance sheet is not even due to depreciation. so you should decrease the lease asset by depreciation. and in your balance sheet the adjusted Net Income should be replaced by non adjusted net income. I think this will make your balance sheet even.

  • @simonramsen3960
    @simonramsen3960 9 лет назад +1

    Awesome! Very helpful explanation!

  • @benjaminlim1121
    @benjaminlim1121 4 года назад

    Why wouldn't we include present year in the depreciation calculation? It seems like we're bringing forward future depreciation into today, but not accounting for present year's expense.

  • @luissuarez5138
    @luissuarez5138 6 лет назад

    excellent expose

  • @miniversity101
    @miniversity101 7 лет назад

    thanks so much!