Can you make a lesson at the end reviewing some of the valuations made by your students? Would be very interesting and I think one would learn very much. Anyways, thx so much sir!
Thank you for the class. It's filled with gems: it's very eye opening to think about which discount rate to use for target acquiring companies, the sense or non-sense about buzz words and how to verify their true worth and the distinction between using guaranteed versus expected cash flows and their respective discount rates are my biggest takeaways. Thank you for broadening our vision in these things.
Professor, a question on debt. Why should we consider lease liabilities or right of use asset debt? Understand it’s reported under liabilities and is the present value of future repayment obligations but Isn’t it a operational cost? Should I instead subtract annual lease repayments from EBIT instead?
Guys can someone guide me on what should I learn before listening to this lecture? Cuz I am a commerce student from india who just finished his 12th but this is to overwhelmingly fro me to understand...
49: 18 As a buyer and assuming the envelope is priced at $1 and the $20 bill is - well, $20 I have just purchased an asset at 5% discount to book value as I have paid only $20 for an asset valued at $21. Why is that not the "right" answer? Seems a fair price and a good deal to me. Trying to get more than 5% is being greedy and as the seller I would tell you get lost.
As always, a great class professor. I have a query. You mentioned about entering the name of chosen company in the 'master spreadsheet'. I couldn't really get that. Please shed some light on it. If it is the spreadsheet where we can start valuing a company of choice as we learn valuation, then please share where can I find the said spreadsheet. Thank you.
Looks like professor hasn't heard of Zerodha. A profitable young company with 0 buck as outside investment. The company is worth about 2 Billion$. And they have a massive ecosystem in the stock broking industry. Also they don't even spend 1 buck on marketing expenses. 2 billion as per my calculation was a cheap valuation . The company is an industry leader and has 130million worth of profit generated in 2020 alone.
Professor, a question on debt. Why should we consider lease liabilities or right of use asset debt? Understand it’s reported under liabilities and is the present value of future repayment obligations but Isn’t it a operational cost? Should I instead subtract annual lease repayments from EBIT instead?
Poor student 3 minutes in couldn’t be heard 😅
Never attribute to malevolence what you can attribute to laziness and stupidity.
Can you make a lesson at the end reviewing some of the valuations made by your students? Would be very interesting and I think one would learn very much.
Anyways, thx so much sir!
Lmao poor guy at 3min can't be heard 😂😂😂😂
I laughed so hard when professor said .... oh sorry my fault I forgot to put my earphone on
Thank you for the class. It's filled with gems: it's very eye opening to think about which discount rate to use for target acquiring companies, the sense or non-sense about buzz words and how to verify their true worth and the distinction between using guaranteed versus expected cash flows and their respective discount rates are my biggest takeaways. Thank you for broadening our vision in these things.
Esg a big focus that leaders are not lying about financial s
It is my firsts time here I found your video super good and I am sure I can learn a lot from you. thank you. 🤜🤛
What about PEG ratio and how it will be considered in intrinsic value calculations
Thank you, professor Damodaran
I wish the clases were labeled MBA, UG and Corporate Finance.
Hey checkout the Playlist page and you can choose the stream you want :)
Professor, a question on debt.
Why should we consider lease liabilities or right of use asset debt? Understand it’s reported under liabilities and is the present value of future repayment obligations but Isn’t it a operational cost? Should I instead subtract annual lease repayments from EBIT instead?
whats cost of equity and cost of capital and why do we use that as a discount rate?
This guy is the man!!
Guys can someone guide me on what should I learn before listening to this lecture? Cuz I am a commerce student from india who just finished his 12th but this is to overwhelmingly fro me to understand...
Sir can we value Gold?
49: 18 As a buyer and assuming the envelope is priced at $1 and the $20 bill is - well, $20 I have just purchased an asset at 5% discount to book value as I have paid only $20 for an asset valued at $21. Why is that not the "right" answer? Seems a fair price and a good deal to me. Trying to get more than 5% is being greedy and as the seller I would tell you get lost.
ESG…. This got me strong!
Thank you, Professor 🙏
note for me
14:00 review again
Professor where can we access the GME spreadsheet?
+1
@@karanwattamwar6395 Its just for the students who have paid the tuition. :( Sad...
If I have an NYU email can I get them?
what level are these students?
As always, a great class professor. I have a query. You mentioned about entering the name of chosen company in the 'master spreadsheet'. I couldn't really get that. Please shed some light on it. If it is the spreadsheet where we can start valuing a company of choice as we learn valuation, then please share where can I find the said spreadsheet. Thank you.
Who can share d spreadsheet
Great lecture!
Thank you for this .Is this your NYU class or the separate course you offer ?
What separate course? This is one of my three NYU courses this semester.
Why can't I play any of these videos
1.07. 55 expenses as a smaller % of revenues... in other words, gross margin and operating margins... improving over time. Yep.
Looks like professor hasn't heard of Zerodha. A profitable young company with 0 buck as outside investment. The company is worth about 2 Billion$. And they have a massive ecosystem in the stock broking industry. Also they don't even spend 1 buck on marketing expenses. 2 billion as per my calculation was a cheap valuation . The company is an industry leader and has 130million worth of profit generated in 2020 alone.
Thank you, sir.
what is china?!
thank you
China won't double value right now lol
UBER and NIO cash flows are all negatives.
Professor, a question on debt.
Why should we consider lease liabilities or right of use asset debt? Understand it’s reported under liabilities and is the present value of future repayment obligations but Isn’t it a operational cost? Should I instead subtract annual lease repayments from EBIT instead?