Equity Mkt
This panel discussion podcast features student presentations on various companies and investment strategies within a university-level "Equity Markets and Analysis" course. The podcast begins with instructions for the presentations (15-minute limit, 5-minute Q&A, peer review), introduces the panel of industry experts, ...
This interview podcast features a conversation between a host and Jordan Zinberg, CIO and president of Bedford Park Capital, a small-cap equity investment firm. The discussion begins with Zinberg's career path, highlighting his transition from retail brokerage to small-cap investing, and then focuses on his investment...
This panel discussion focuses on private equity investments, particularly the valuation challenges and strategies involved. The podcast begins by discussing current market fragility and then transitions into a detailed explanation of the differences between public and private company valuations, highlighting the comple...
This Q&A podcast focuses on providing guidance for students working on equity research reports, specifically addressing the requirements for individual and group projects. The podcast begins with a discussion of the assignment deliverables—a three-page individual report and a short video presentation—and then moves in...
This panel discussion focuses on relative valuation in stock analysis, specifically using comparable company analysis. The discussion begins by reviewing reminders about case competitions and career services, then transitions into a detailed explanation of relative valuation, contrasting it with fundamental valuation m...
This Q&A podcast focuses on the application of different methods for calculating the cost of equity and the weighted average cost of capital (WACC) in capital budgeting decisions. The speaker begins by reviewing students' estimations of the cost of equity using various models (CAPM, bond yield plus risk premium, and DD...
This Q&A podcast features a finance professional, John Ewing, giving a lecture and then answering questions from a classroom of students. The lecture begins with a discussion of valuation methods for real estate, comparing different approaches (precedent transactions, DCF, replacement value, cap rate) and emphasizing ...
This interview podcast features a professor teaching a course on equity markets and analysis, interviewing a senior portfolio manager, Andrew Cox, from Guardian Capital. The interview focuses on Cox's "quadrant system" for equity portfolio management, which involves a meticulous, company-by-company analysis to assess ...
Follow this podcast in Podwise
Sign in to get AI summaries, transcripts and mind maps for any episode, including new ones.
