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Valuation MBA Spr20 - Shared screen with speaker view
Yulia Podolny Bhagat
14:02
Yes
Gabriel Yang
14:05
yes
Adam
14:05
yes
Julia A Cobb
14:05
yes
Thomas Lopez
14:09
YARRRRR
Suraiya Yahia
17:58
Hi Professor, any clarity on how the quiz/final will be run online?
John Gresham
24:46
A
jessikalarsson
24:49
A
Julian Stern
24:50
A
Gabriel Yang
24:50
A
Yusaku Suzuki
24:50
A
Eddie Liu
24:50
A
Philip Zhang
24:51
a
Gabe Rives-Corbett
24:52
A
Omar Salomon
24:52
A
Chad Eatinger
24:55
A
Pepe Clariond
24:55
A
ryanmcclaskey
24:55
A
Julian Stern
24:59
ROIC = CoC
jessikalarsson
25:09
ROIC is equal to Cost of cap
Sami Husain Mohamed Husain Al Marzooqi
25:11
a
Gabe Rives-Corbett
25:28
c
Philip Zhang
25:29
b
Omar Salomon
25:29
C
jessikalarsson
25:30
b
Yusaku Suzuki
25:32
B
natantracer
25:33
B
Sami Husain Mohamed Husain Al Marzooqi
25:35
b
Chad Eatinger
25:36
B
Julieta Dapero
25:37
b
B.J. Michaels
25:40
B
Pascal Schaefer
25:43
B
Gabe Rives-Corbett
29:50
buyback
B.J. Michaels
29:56
dividend
Pepe Clariond
29:57
dividend
Eddie Liu
29:59
Dividends
Sami Husain Mohamed Husain Al Marzooqi
32:02
q
Robert Gosselin
35:31
arbitrage
Julian Stern
35:33
buy closed end fund, sell holdings in open market
oliver.boyle
35:34
break it up
Pepe Clariond
35:35
break it apart
Chad Eatinger
35:38
Buy Mutual Fund, Short Basket of holdings
paul
35:45
buy fund short stock
Matias Ferraro
35:53
short fund stock
Julian Stern
40:19
Too miuch cash not generating returns
Gavin Parker
40:26
uncertainty about who will replace Buffett
Jose Sosa
40:26
size of berkshire
Perry Singh
40:27
market more efficient
Gabe Rives-Corbett
40:28
all asset prices are high?
Sami Husain Mohamed Husain Al Marzooqi
40:31
he is not as bright is before?
Robert Gosselin
40:45
hes old!
Adam
40:50
popularity of ETFs
Jonghwan Kim
40:52
people invest more in ETF?
Gabe Rives-Corbett
48:20
850
jessikalarsson
48:21
increase
Pepe Clariond
48:22
increase
Yusaku Suzuki
48:23
850
B.J. Michaels
48:24
850
Gavin Parker
48:24
increase
Chen Ling
48:25
850?
Sami Husain Mohamed Husain Al Marzooqi
49:46
so 800 + 50?
Sanjana Mohan
49:56
If it’s a passive holding, should we not be valuing only the dividends?
Adam
50:19
810
jessikalarsson
50:20
810
B.J. Michaels
50:21
850 - 40 = 810
Adam Drucker
50:21
subtract
Julieta Dapero
50:22
subtract
natantracer
50:22
810
Eddie Liu
50:22
810
Jefferson Viet-Anh Day
50:23
810
Gavin Parker
50:26
810
Pepe Clariond
50:26
subtract
jessikalarsson
50:43
Bc 40 mill goes into liabilities , so net out of equity
Gabe Rives-Corbett
50:47
book value
natantracer
50:51
book value
Gabe Rives-Corbett
51:22
unconsolidate
Chad Eatinger
51:45
value them
natantracer
51:50
dcf companies b and c
Julieta Dapero
52:32
subtract 25
Sanjana Mohan
52:39
subtract 100
Adam Drucker
52:39
subtract 100
natantracer
52:40
.6*25
Julian Stern
52:43
subtract 250*0.4 = 100
Julian Stern
59:43
Q: how did would you think about valuing cash for the different Yahoo entities? Do we say that Yahoo US has some control of the child company's cash? Say Yahoo's ROIC < COC but Alibaba's ROIC > COC. How would we value Alibaba's cash when doing a sum of the parts valuation for Yahoo! US.
Chad Eatinger
01:04:38
mansion
aksharpatel
01:04:38
hugh
Gavin Parker
01:04:39
Playboy mansion?
Sanjna Shukla
01:04:41
Playboy mansion
Chen Ling
01:05:36
ol
Chen Ling
01:05:39
lol
Sanjana Mohan
01:07:56
A
jessikalarsson
01:07:57
a
Miguel Gonzalez Matabuena
01:07:58
A
Jonghwan Kim
01:08:00
a
Chad Eatinger
01:08:00
A
Ayla Jiang
01:08:01
a
Omar Salomon
01:08:04
A
Ryan Barbaccia
01:08:04
A
Sami Husain Mohamed Husain Al Marzooqi
01:08:08
simple
Julieta Dapero
01:08:51
what if the product mix hedges each other?
Pepe Clariond
01:10:44
citi
jessikalarsson
01:10:45
citi
Jonghwan Kim
01:10:46
citi
Sameer K
01:16:21
Citi
Yulun Chang
01:16:28
Lehman?
Robert Gosselin
01:16:29
GE
Nick Lu
01:16:29
GE
B.J. Michaels
01:16:30
Enron
Andrew MacKinnon
01:16:30
ge
Perry Singh
01:22:46
is this similar to conglomerate discount?
Perry Singh
01:23:45
0
Perry Singh
01:32:46
a
Ayla Jiang
01:32:47
c
jessikalarsson
01:32:51
b
oliver.boyle
01:32:53
c
Robert Gosselin
01:32:54
a
natantracer
01:32:54
C
Julian Stern
01:32:56
c
Tatyana Triguboff
01:33:10
c
Jose Sosa
01:33:12
c
Crystal Hu
01:33:19
C
jessikalarsson
01:33:21
c
Phil
01:33:22
c
Jose Sosa
01:33:38
its compensation, therefore an expense
Perry Singh
01:33:47
:P