Tuesday, May 29, 2012

How much is growth worth?

›
In my last post , I looked at the price being paid for growth by valuing the assets in place in a business. To make this judgment, I assume...
37 comments:

How much are you paying for growth?

›
The debate about Facebook’s valuation is interesting on many dimensions, but one that is worth focusing on is how much growth is worth, and...
15 comments:
Wednesday, May 23, 2012

Facebook: Sowing the wind, reaping the whirlwind

›
        Last Thursday, about 24 hours prior to the initial public offering, I posted on what I thought would happen on the opening day . I ...
25 comments:
Thursday, May 17, 2012

Facebook and "Field of Dreams": Hoodies, Hubris and Hoopla

›
In mid-February, I posted my valuation of Facebook and my thoughts on what would happen at the IPO. Since the actual offering date is tomor...
46 comments:
Monday, May 7, 2012

Lessons learned, unlearned and relearned: A semester of online class

›
In January, I posted of my intent to put my valuation and corporate finance classes online. As I finished my last sessions in both classes...
34 comments:
Monday, April 30, 2012

Governments and Value III: Bribery, Corruption and other "Dark" Costs

›
In this last post on the effects of government on valuations, I want to return to the value destructive effects that corruption, bribery a...
15 comments:
Thursday, April 26, 2012

Governments and Value II: Subsidies and Value

›
In my last post, I looked at the negative effects on equity value of the threat of government expropriation (nationalization). In this one,...
6 comments: