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| Category | Subject | Excel File | Video Link | Chapter Reference | Page Reference | ||||||
| General discussion of valuation problems | Normalising Cash Flow – 4 Components of EBITDA, WC changes, Cap Exp and Taxes | ||||||||||
| General discussion of valuation problems | Normalising Cash Flow – Cyclical Business and ROIC changes over life of project | ||||||||||
| General discussion of valuation problems | ROIC with Interpolate Function (adjusted lookup) | ||||||||||
| General discussion of valuation problems | Equity Analysis with Changing Returns, growth and cost of capital | ||||||||||
| General discussion of valuation problems | Flexible begin and end of valuation analysis with switches | ||||||||||
| General discussion of valuation problems | ROIC Calculation and Balance Sheet Analysis | ||||||||||
| General discussion of valuation problems | Critique of DCF Model and ROIC | ||||||||||
| General discussion of valuation problems | Alternative Terminal Value Methods | ||||||||||
| Stable ratios in Terminal Value with Growth | How to normalise terminal value with capital expenditures to depreciation | Cap Exp to Depreciation | https://www.youtube.com/watch?v=-NUeYz_wm04 | 33 | 417 | ||||||
| Stable ratios in Terminal Value with Growth | How to Make Function for Automatically Computing Stable Ratio of cap exp to depreciation | ||||||||||
| Stable ratios in Terminal Value with Growth | Stable WC changes in Terminal Value from Formula | Stable WC | https://www.youtube.com/watch?v=D1WWxM7ZbY0 | 33 | 425 | ||||||
| Stable ratios in Terminal Value with Growth | Stable Deferred Tax from Capital Expenditures | ||||||||||
| Drivers of Multiples | Interaction between Growth and ROIC in influencing multiples | Corporate and Project Model | https://www.youtube.com/watch?v=g6k3MRcEqs0 | ||||||||
| Drivers of Multiples | Transition and Interpolation in Valuation Model to compute derived multiples | Corporate and Project Model | https://www.youtube.com/watch?v=sonGGtUBtpQ | ||||||||
| Drivers of Multiples | Long term Analysis and Presentation of P/E and EV/EBITDA with template model | EV/EBITDA and P/E Linear | |||||||||
| Value Driver Formula – Equity | Demonstrate Mechanics of Value Driver Formula | Value Driver – Equity | https://www.youtube.com/watch?v=WT-8PKtccVI | 33 | 417 | ||||||
| Value Driver Formula – FCF | Use the Value Driver with Stable Rates and Timing Analysis with Switches | DCF Timing | https://www.youtube.com/watch?v=PxkKz3VKjyc | 33 | 425 | ||||||
| Value Driver Formula – FCF | Compute EV from Free Cash Flow in Long-term Model | Value Driver – FCF 1 | https://www.youtube.com/watch?v=FWCD5sYZanY | 33 | 425 | ||||||
| Value Driver Formula – FCF | Use the Value Driver with Stable Rates | Value Driver – FCF 2 | https://www.youtube.com/watch?v=hYqTH3oud4M | 33 | 425 | ||||||
| Value Driver Formula – FCF | Use of Value Driver with Two Stage Model | Value Driver – FCF 3 | https://www.youtube.com/watch?v=hzg8Rb_VcCQ | 33 | 425 | ||||||
| Value Driver Formula – FCF | Value Driver Formula with Interpolation | 33 | 425 | ||||||||
| Proofs of Items in EV/EBITDA Bridge | Proof of Timing in DCF | ||||||||||
| Proofs of Items in EV/EBITDA Bridge | Proof of why cannot treat AP as Financial Liability | AP Proof.xlsm | https://www.youtube.com/watch?v=NIPWylXN9hw | ||||||||
| Proofs of Items in EV/EBITDA Bridge | Provisions for Warranties in DCF | ||||||||||
| Proofs of Items in EV/EBITDA Bridge | Deferred Taxes from Cap Exp | ||||||||||
| Proofs of Items in EV/EBITDA Bridge | Deferred Taxes from NOL | ||||||||||
| Proofs of Items in EV/EBITDA Bridge | ROIC and DCF with Fair Value of Derivatives | ||||||||||
| Proofs of Items in EV/EBITDA Bridge | Diluted Shares and Value of Stock Options | ||||||||||
| Proofs of Items in EV/EBITDA Bridge | Discontinued Operations in DCF | ||||||||||
| Cost of Capital | Use of M/B Ratio for Computing Cost of Captial | ||||||||||
| Cost of Capital Problems | Problems with Beta and Measuring Cost of Capital | Renewable Stock Price | https://www.youtube.com/watch?v=eTDjLjZo9cE | 33 | 425 | ||||||
| Cost of Capital | Use of Market P/E Ratio to Derive Cost of Capital | Economy Wide Cost of Capital | https://www.youtube.com/watch?v=GAolSYR1-pc | ||||||||
| DCF from Corporate Model | DCF Model | Integrated Electricity Model | https://www.youtube.com/watch?v=9rsxSVDbjxE | 33 | 425 | ||||||
| General Value of Bonds | Valuation of Bonds | Bond Valuation | https://www.youtube.com/watch?v=f_t_hbLaVik | 33 | 425 | ||||||
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