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Valuation, Section 20 - Shared screen with speaker view
Matthew Senter
11:26
dividends?
Bailey Eisen
11:26
Dividends
Yossi Lubin
11:34
fcfe
Matt Becker
13:04
interest
ACA Manas Arora
13:06
interest payments
Ketriel Mendy
13:08
Interest
Michael Arias
13:57
wacc
Nayeem Alam
14:01
wacc
Jash Mathuria
14:03
WACC
Ketriel Mendy
15:29
LBO
Nayeem Alam
15:42
dividend
Harry Greenberg
15:43
Dividend/ buybacks
Josh Gilly
15:45
invest
Jonathan Wallace
15:48
dividends
Alli Rath
15:48
Dividends
Ran Mo
15:49
pay debt
Jonathan Wallace
15:50
or buybacks
Bailey Eisen
15:51
Give it back to shareholders
Jonathan Begg
15:54
Divs
Josh Gilly
16:05
raise wages in the company
Sam Kresch
17:00
yes
Yossi Lubin
19:46
kennecot cost of Equity
Prachi Patke
19:50
equity
Nayeem Alam
21:08
target
Prachi Patke
21:19
target
Ping Chen
21:20
target
Alli Rath
21:24
Merger?
Nathan Eckhous
21:34
Kennecott
Bailey Eisen
21:36
Target?
Leon Khee Pay
21:43
cost of equity of merged entity
Shriya Ravishankar
21:48
merged
Kushal Mehta
21:52
target
Hassan Oza
21:58
acquirer cost of equity
Lia Dal Cortivo
22:02
acquirer
hakan altunay
22:16
target
Nayeem Alam
22:50
worst: 10.5%
hakan altunay
22:50
Kennecott’s cost of capital
Julie Richardson
24:25
How do you hold the middleman accountable? Sounds like a similar situation to investment banking today
Jonathan Wallace
24:57
How often does this still happen today?
Matthew Neuber
30:22
wayne brady
Alli Rath
30:23
Deal or no Deal!
Brandon Proetto
32:56
risk free
Nayeem Alam
32:57
risk free rate
Hassan Oza
32:57
RFR
Lauren Marinaro
32:58
RF
Nathan Eckhous
38:59
charge a premium
Sam Kresch
39:05
Trust
Jonathan Wallace
39:09
higher margins
Brandon Proetto
39:09
leads to cash flows
Hassan Oza
39:10
generate more cash flows
Ankit Prasad
39:11
goodwill
ACA Manas Arora
39:12
goodwill
Nick Duncan
39:13
better margins
Prachi Patke
39:25
Pricing rather than Value? For a brand
Megan Krenzke
39:29
agree with Nathan. you can charge a premium
Prudhvi
39:33
Higher perceived value
Yossi Lubin
39:38
higher quality of sales
Leon Khee Pay
39:43
WTP
ACA Manas Arora
40:00
zero negotiations
Sonja Colaco
40:04
Higher sales due to trust
Nicholas Foster
40:23
I’m wearing AirPod Pros despite the fact that you can get better headphones for 40% of the price
Jonathan Begg
40:30
$19 + control premium
hakan altunay
45:48
Cashflows that would be generated from efficiencies thru synergy
Kyle Yang
46:46
Taxes being lower?
Jay Margherio
46:53
Increased investment
Jay Margherio
47:20
Regulatory benefits (e.g. carbon credits)
Ligia Deschamps
47:23
less regulatory risk
Jonathan M Grady
47:35
ESG in terms of less litigation risk?
Ketriel Mendy
47:54
Wouldn’t you argue that the increased governance measures would be reflected in a smaller control premium as an acquisition target?
hakan altunay
51:24
Lemonade
Nicholas Foster
51:29
Clubhouse
Sonja Colaco
51:32
Spotify
Yossi Lubin
51:39
carnival
Siyue Yu
51:40
Virgin galactic
ACA Manas Arora
52:04
CRED in India 50L Revenue and 386 Cr in Operating Expenses
Hassan Oza
52:20
-
Raheel Mohiuddin
52:20
negative
hakan altunay
52:23
negative
Ligia Deschamps
52:27
neg
ACA Manas Arora
52:28
negative
ACA Manas Arora
56:59
d.
Hassan Oza
01:08:39
cash on BS
Nayeem Alam
01:08:40
cash
Hassan Oza
01:12:04
nothing
Hassan Oza
01:20:18
continuous
Nick Duncan
01:27:30
58.80 now