Session 1 (Val MBAs): Valuation - Broad Themes and Logistical Details

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  • Опубліковано 29 чер 2024
  • In this, the first session of the valuation class, I told you that that this was a class about valuation in all of its many forms - different approaches (intrinsic, relative & contingent claim), different forums (for acquisitions, value enhancement, investing) and across different types of businesses (private & public, small and large, developed & emerging market). I also laid out the broad themes in the class - that valuation is a craft (that requires constant work), that valuing something can yield a different number from pricing that same thing, that a good valuation is a bridge between stories and numbers and finally, that acting on a valuation requires faith.
    Start of the class test: pages.stern.nyu.edu/~adamodar...
    Syllabus: pages.stern.nyu.edu/~adamodar...
    Post class test: pages.stern.nyu.edu/~adamodar...
    Post class test solution: pages.stern.nyu.edu/~adamodar...

КОМЕНТАРІ • 17

  • @ShiningSona23
    @ShiningSona23 4 місяці тому +21

    Just grateful to this Man for providing this amazing content for free!!

  • @fly3436
    @fly3436 5 місяців тому +5

    Thank you for this knowledge I will be studying more your videos💪💪

  • @anshika7758
    @anshika7758 2 місяці тому +2

    Meet the Professor
    00:28
    The Birth of Market Crisis Thinking
    08:36
    The Impact of Bank Behavior on Systemic Risk
    16:47
    Valuing Companies in the Midst of a Crisis
    23:39
    Characterizing Valuation
    30:32
    Advantages of Numbers vs. Story People
    37:34
    The Dirty Work
    44:38
    Revenge on Hedge Funds
    51:28
    Tesla's Story and Business Model
    58:20
    Importance of Faith in Valuation
    1:04:57
    Control and Synergy
    1:11:35
    Interesting Valuation Developments
    1:18:02

  • @randomlee3590
    @randomlee3590 3 місяці тому

    Best teacher i ever found ... ❤❤❤❤❤❤❤

  • @sid0637
    @sid0637 2 місяці тому +1

    I''ll come here again after the last class

  • @palakdaliya45
    @palakdaliya45 Місяць тому

    you are an inspiration

  • @RaimundodeGoes-mq9fy
    @RaimundodeGoes-mq9fy 5 місяців тому +2

    🙏🏻🙏🏻🙏🏻

  • @Limited-turtle259
    @Limited-turtle259 3 місяці тому

    Thank you so much for sharing this lecture ❤

  • @vedantma
    @vedantma 5 місяців тому +14

    Starts at 3:11

  • @TheSpear21
    @TheSpear21 3 місяці тому

    Does anyone have a link to the spreadsheet mentioned at 45:30? I’d love to see his valuations

  • @apexmemator7239
    @apexmemator7239 2 місяці тому

    Where is the spreadsheet he says he will provide so we don't have to be excel ninjas creating spreadsheets before doing the main task of valuation itself!

  • @samsungm31m31
    @samsungm31m31 4 місяці тому

    Sir, unable to download lecture notes from your website.
    Please let me know the alternative for the same

    • @victoronline5840
      @victoronline5840 3 місяці тому

      It works well for me here: pages.stern.nyu.edu/~adamodar/pdfiles/eqnotes/valpacket1spr24.pdf
      If it doesn't work with you, I think the problem may be on your side. Maybe try with another device?
      Good luck!

  • @shaukah9173
    @shaukah9173 3 місяці тому

    Lecture notes please?

  • @ptx88
    @ptx88 2 місяці тому

    I find it deeply insensitive to make jokes on earthquakes in Turkey. While your comment about construction foundations may be accurate, the loss of lives and the devastation are not laughing matters.