In this session, Aswath Damodaran completed the discussion of loose ends (debt and employee options). We then looked at linking stories to numbers and closed off with our first valuation (of Con Ed).
Aswath Damodaran: Last loose ends, narrative + numbers and first valuation
From earnings to time-weighted incremental cash flows
In this session, we move from earnings to time-weighted incremental cash flow returns on an investment (Rio Disney)