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

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...

[@ShiningSona23]

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

[@sid0637]

I''ll come here again after the last class

[@fly3436]

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

[@randomlee3590]

Best teacher i ever found ... ❤❤❤❤❤❤❤

[@anshika7758]

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

[@RaimundodeGoes-mq9fy]

🙏🏻🙏🏻🙏🏻

[@Limited-turtle259]

Thank you so much for sharing this lecture ❤

[@TheSpear21]

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

[@vedantma]

Starts at 3:11

[@apexmemator7239]

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]

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

[@victoronline5840]

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]

Lecture notes please?

[@ptx88]

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.

[@apexmemator7239]

get a grip