I love his sarcasm😂. These videos are getting addictive
@VoidBiscuit3 жыл бұрын
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.
@sobriquet50163 жыл бұрын
Each session, the course keeps getting better all the time. Keep it up Professor!
@carlhsieh26153 жыл бұрын
Omg the Bloomberg beta story was funny as hell
@JoelChenFa2 жыл бұрын
Not if you invested based on the beta
@juanvicencio23902 жыл бұрын
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
@nakulgupta50062 жыл бұрын
same query anyone please resolve
@devenagarwal3 жыл бұрын
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?
@siddheshchavan41922 жыл бұрын
good question. you should email him, there he will ans. good to see an Indian in comment section
@pepaigea2 жыл бұрын
Fuck I love his sense of humor
@MatheusCaetano03 жыл бұрын
Thank you brazil here!
@brunolima19973 жыл бұрын
I love how he always uses Brazilian companies as examples haha
@positiveenergy46053 жыл бұрын
Thanks Professor!
@benson16653 жыл бұрын
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.
@qaisshaban67723 жыл бұрын
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?
@luyuchen25442 жыл бұрын
I am not sure it's the right one, but you can further divide your beer business into online retail beer vs offline retail beer, and find online / offline industry betas repectively, If the company provides such information.
@MyDreamside3 жыл бұрын
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
@user-fl9xm5zy2z3 жыл бұрын
사랑해요 다모다란 형!
@FivesEyes3 жыл бұрын
Thank you! 🙏
@vishalkesari59523 жыл бұрын
Can someone help me with where exactly are these files from his lectures?? For eg: The gamstop model??