Session 15: Investment Returns II - Getting to Time Weighted Cash Flows

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  • เผยแพร่เมื่อ 29 ม.ค. 2025

ความคิดเห็น • 14

  • @mohamedait-moulay3016
    @mohamedait-moulay3016 6 ปีที่แล้ว +2

    Thank you for these presentations

  • @AswathDamodaranonValuation
    @AswathDamodaranonValuation  9 ปีที่แล้ว +4

    You are adding back the $18 million in depreciation tax benefits because you would get it any way (with or without this project). It is not incremental.

  • @JP-io8cr
    @JP-io8cr 6 หลายเดือนก่อน

    Is there anyway I can modify the IRR so that it takes into account the duration? My final goal is to have a single financial metric to compare different projects that take into consideration their IRR and duration.

  • @iyuzhu
    @iyuzhu 9 ปีที่แล้ว +2

    I believe the IRR shown near the end of the video is incorrect for the Disney example.

  • @khxidz
    @khxidz 4 ปีที่แล้ว +1

    What is the difference between present value and NBV

  • @sirlantilot
    @sirlantilot 4 ปีที่แล้ว +1

    In the page with the discounting formulas, what is the difference between simple cash flow and perpetuity? CFn/(1+r)^n vs A/r please?

    • @sirlaxmanagarwal
      @sirlaxmanagarwal 4 ปีที่แล้ว

      In perpetuity cash flow will be for infinity

  • @kartikgoyal8048
    @kartikgoyal8048 2 ปีที่แล้ว

    Thank u so much professor

  • @life_seeker
    @life_seeker 9 ปีที่แล้ว

    Sir, could you please tell why are we subtracting the Pre Project Depreciation* Tax rate ($18) every year, while calculating the incremental cash flow.

  • @SFW7
    @SFW7 9 หลายเดือนก่อน

    Should we be subtracting sunk cost and allocated G&A expense rather than adding them?

    • @aparnabajpai9580
      @aparnabajpai9580 9 หลายเดือนก่อน

      naaa....we hv to add back....coz we are calculating cash flows by deducting all expenses related to this potential project from the potential earnings of this project. But since sunk cost and GA will anyhow incur whether we take the prjct so not.....so their load wont be subtracted as current project's expenses and so we will add them back as they shld not anyhow affect our incremental cashflows.

    • @SFW7
      @SFW7 9 หลายเดือนก่อน

      @@aparnabajpai9580 thanks for your help. I’m still a bit confused though about G&A. I think in getting from Cash Flow to Firm to Incremental CF, we should add the 1/3 of G&A - which represents the variable part of G&A. When we take on the project, this 1/3 is the incremental increase in G&A. The other 2/3 is fixed and will be there in any case. But, the Professor is adding the 2/3rd part and ignoring 1/3. And I’m not understanding why.

    • @AB-rz8ww
      @AB-rz8ww 9 หลายเดือนก่อน

      ​@@SFW7 actually out of the TOtal GnA....we are allocating 2/3rd in this potential project if successfully taken up and 1/3rd elsewhere by the company.....but if we do not take up the project, yet the company will bear the same 2/3rd GnA elsewhere....so no sense in loading this expense as incremental expense....and so we r adding it back as it isn't an expense exclusively on the account of taking up this project but will incur anyhow.