A webcast on how to get data/information on companies so as to assess their corporate finance health & value by Aswath Damodaran.
Aswath Damodaran: Valuation Tools Webcast – Introduction
Valuation Tools Webcast: Estimating Risk free Rates
A webcast on how to estimate the risk free rate in any currency.
Joel Greenblatt Owned Hedge Fund On Why Value Investing Isn’t Working Now
Implied Equity Risk Premiums
Look at what an implied ERP is and how best to compute it. It is a central input into corporate finance and valuation.
Accountants routinely miscategorize leases and treat them as operating expenses (instead of financial expenses). In this webcast, I look at the process of capitalizing leases and how it affects earnings, debt and invested capital.
R&D is really capital expenditures (for technology and pharmaceutical companies) but accountants treat it as operating expenses. In this webcast, I look at the process of capitalizing R&D and how it affects earnings and reinvestment rates.
Estimating Trailing 12-month number
The key to getting an updated value is working with updated numbers. In this webcast, I look at how use an annual and quarterly report to construct a twelve-month earnings number.
Measuring Accounting Returns
The return on equity and invested capital are key to estimating growth and value at companies, but they are accounting numbers and need tender care and attention.