I love his sarcasm😂. These videos are getting addictive

Splitting a company down into its components, comparing it to other companies in the industry and making a weighted average. This is so creative and sensible. Why did this never occur to me.

Each session, the course keeps getting better all the time. Keep it up Professor!

Omg the Bloomberg beta story was funny as hell

are the D/E ratios used to unlever/lever the beta based on book values or mkt values? asking because in a future lecture (cash flows) you mentioned the only place we use book values in our valuation is with ROE and ROC. so I came back to check these ratios but I think nothing on mkt value for these

Hi Professor. One thing I don't understand here is, if we are looking for other companies that are in the same industry, and those companies have different businesses, then what do I do? How do I calculate the beta? Do I still take the regression beta? Eg. If I am valuing Airtel (Indian company) and look at Reliance Jio's businees for the regression beta, then should I use the Reliance businees as a whole?

Fuck I love his sense of humor

Thank you brazil here!

Thanks Professor!

Would it be more precise to calculate the industry beta by taking the weighted average of each comparable company's beta based on their revenue/value? So bigger companies' beta matter more than smaller companies' beta. However, this method does not reduce the standard error as much as simply taking the average of all betas.

Hi Sir, In the entertainment app - beer brewery business example, you assigned the weights by deriving them from the percent of revenue generated from each business which makes sense. In case the brewery's sales are only generated through the app, how would you treat the beta? will you just use the average for beta for breweries?

I have the answer for the adjusted beta. It's simple the equation gives 1 for a stock with a Raw beta of 1 . so here it is Adjusted beta = 0.67*Raw beta + 0.33 . 0.67 is like 2/3 of raw beta , it looks like a good number to weigh down the effect of Raw beta mistakes but not too much that makes beta of no use. Can i apply at bloomberg now? i may change the weigh at 0.70 , to have rounded numbers lol

사랑해요 다모다란 형!

Thank you! 🙏

Can someone help me with where exactly are these files from his lectures?? For eg: The gamstop model??

ohh!! thank you professor for doing all the dirty work (●'◡'●)

why are they still not picking a company, everytime he reminds I start thinking about companies that follow that criteria lol.

students are not that smart.