Session 1 (Val Undergrads): introduction to class

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  • čas přidán 21. 01. 2024
  • The undergraduate class is officially rolling, and thank you tuning in. During the session, I told you that that this was a class about valuation in all of its many forms - different approaches (intrinsic, relative & contingent claim), different forums (for acquisitions, value enhancement, investing) and across different types of businesses (private & public, small and large, developed & emerging market). After spending some time laying out the script for the class (quizzes, exams, weekly tortures), I laid out the philosophical foundations for valuation, by noting that it is a bridge between story and numbers and that it is different from pricing.
    Home page for class: pages.stern.nyu.edu/~adamodar...
    Start of the class test: pages.stern.nyu.edu/~adamodar...
    Syllabus: pages.stern.nyu.edu/~adamodar...
    Post-class test: www.stern.nyu.edu/~adamodar/p...
    Post-class test solution: www.stern.nyu.edu/~adamodar/p...

Komentáře • 38

  • @sumanthasaha61
    @sumanthasaha61 Před 6 měsíci +59

    Those who are thinking of watching the lecture series, Do a valuation on a company after this. When he says "You learn Cooking by doing it not just watching" he means it. I learned a lot more by doing an actual Valuation than by just watching his videos. See you at the Finish Line.

    • @utsav7646
      @utsav7646 Před 6 měsíci

      But there is no finish line 🤪

    • @kashvimehta1850
      @kashvimehta1850 Před 5 měsíci

      Can u teach me practically

    • @harshitabhatt7060
      @harshitabhatt7060 Před 5 měsíci +1

      hey sumantha! hope you're doing well. Just started with the lectures. How to start practicing valuation? like just wanted to know the start point.

    • @ShreyashPatil1811
      @ShreyashPatil1811 Před 5 měsíci +1

      But we have to know the Recipe First Before Cooking
      Similarly, first we have to watch all the videos properly,Revise them from time to time & then Start Practical.

    • @advikdeshmukh805
      @advikdeshmukh805 Před měsícem

      @@utsav7646the finish line is the last lecture in this playlist…

  • @clashwithdragon2023
    @clashwithdragon2023 Před 5 měsíci +3

    As I am in the process of being economic emperor, ASWATH sir, I would be humbly grateful to your way of teaching which is in pure harmony of outwitting knowledge, making it a perfect blend of knowledge with practicality and to be able to attend your class even after sitting a thousand miles far away from you. Honouring you!!

  • @randomdude7384
    @randomdude7384 Před 6 měsíci +29

    Another year, another Valuation class.
    This time I vow to complete it!

    • @usamaasif4175
      @usamaasif4175 Před 6 měsíci

      us

    • @JASHVEER22
      @JASHVEER22 Před 6 měsíci

      i usually drop out by 4th video viz Beta calculation :P

    • @randomdude7384
      @randomdude7384 Před 6 měsíci

      Growth in earnings per share was too much for my story-telling brain to stomach.
      Betas are simple: think of them as the S&P 500 +/- the risk of the equity you are regressing against it. @@JASHVEER22

    • @ashishsharma3738
      @ashishsharma3738 Před 6 měsíci

      us

    • @asianbipolar
      @asianbipolar Před 26 dny

      Did you manage to complete it ? Haha I just started

  • @quantisticnumbers2633
    @quantisticnumbers2633 Před 4 měsíci +3

    Thanks a lot for all this free information. You are an absolute legend !

  • @Cygx
    @Cygx Před 6 měsíci +2

    Due to the story being so important in valuation, if you want excessive returns, you basically need to see the future.

  • @judeaugustine182
    @judeaugustine182 Před 6 měsíci

    thank you

  • @rutvikgonde428
    @rutvikgonde428 Před 2 měsíci +1

    Thank You sir

  • @QuangNguyen-zm5dn
    @QuangNguyen-zm5dn Před 6 měsíci +5

    So , I took this valuation course on CZcams, does it cover everything he teaches? Please forgive me because I am a foreigner.

    • @ashishsharma3738
      @ashishsharma3738 Před 6 měsíci +2

      Yes, I think so. Here, Aswath talks about all the sessions he's going to take. Seems like he'll keep on posting the videos in this playlist as and when he takes them
      pages.stern.nyu.edu/~adamodar/pdfiles/eqnotes/eqUGsyllspr24.pdf

  • @franciscoblanco3764
    @franciscoblanco3764 Před 4 měsíci +1

    🧐🥃 let’s go!

  • @smg95837
    @smg95837 Před 2 měsíci

    Where can I get the google spreadsheet?
    Can someone please help

  • @ajithnair2089
    @ajithnair2089 Před 6 měsíci +5

    i will take all the class this time. all 3 classes

  • @harshdeepkumar2001
    @harshdeepkumar2001 Před 5 měsíci +2

    Just started, where can I get the pdfs that he is teaching in every lecture?

    • @shrutika5786
      @shrutika5786 Před 4 měsíci

      Hey, pls tell me also where to find it

  • @randomdude7384
    @randomdude7384 Před 6 měsíci +5

    28:55 You learn valuation by cooking.
    Time to hit the kitchen.

  • @khoidoan04
    @khoidoan04 Před 6 měsíci +1

    I completed last year course, is it worth my time to study again ?

  • @m0nsterchief
    @m0nsterchief Před 3 měsíci

    6:20 I answered 'C'

  • @Pathlogos
    @Pathlogos Před 5 měsíci

    Science Vs Maths
    Science: A theory is assumed to be true if there is enough evidence to prove it beyond all reasonable doubt. In science if something is undoubtedly true, then it is likely to be proved false the next day, week, year or decade.
    But maths
    Mathematical proof is absolute and devoid of doubt, mathematics does not rely on evidence from fallible experimentation but it is built on infallible logic.

  • @nikhil__singh
    @nikhil__singh Před 3 měsíci

    Where can we get the slides??

  • @Liam-dv5pt
    @Liam-dv5pt Před 3 měsíci

    It would be a lot easier if I has access to capital IQ huh 🤣🤣

  • @asianbipolar
    @asianbipolar Před 26 dny

    I just started this course and also vow to complete it! Would anyone be open to being my discussion partner? I find learning alongside other people more effective 🤓 reply here if you are