Finance Lesson 3 by Martin Shkreli - Apple Model, Discounting Cash Flows
MODELS AND HELPFUL FILES LINK HERE:
https://drive.google.com/folderview?id=0B7KHNVOBFX8qMEs1LWlKamZsRE0&usp=sharing
Comments
Noooooooooooooooooooooooooooo, the link to the share drive doesn't work anymore :(
I was like DAMN Martin types so fucking fast then I realized that I have speed x1.5 :D
Martin, did you end up buying any Apple shares after going through these lessons? It's interesting to see how a couple of times, also in the later lessons you find it 'interesting' how low Apple is valued, and emphasize how this implies the market is very negative about future revenues. Even the declining IBM was significantly more expensive! Now the P/E ratio of Apple is double that of what it was when you were giving this lesson.
I wonder if along the way you thought the outlook might be a bit too pessimistic and decided to buy some exposure?
Or do you simply stick with what you're brilliant at?
I really enjoyed these lessons, I think you put the right emphasis on the most important concepts of finance and investing. I bet you must have been a great mentor to some more junior colleagues.
Interesting model forecasting. Better than reading tea leaves from daytrading.
Martin, I think you need some O-rings on those keyboard switches. It's so loud with the open mic. Great videos, much appreciated!
Hi Martin, thanks for the lectures. Very informative. Two questions: (1) Do you plan to do a fourth one? (2) If so, where can I join the live stream?
The only way to learn stocks is to play the game. The game is meant to be played, not told. Remember that.
how much stock do you put into computer generated valuations? Would you rather have a computer program do a valuation for you or do it yourself?
Can someon tell me wh the terminal value is -2%???? I thought he accounted for the shrinking by 2% by reducing revenue every year by 2%
Martin can you do an Excel course? haha
oh shit ladies, he's got a series on chemistry too.
These lessons are a brilliant introduction to investing and finance. Thanks for your time Martin!
Thanks again Martin. Great information!
He is using the Income statement, should he not be using the Cash Flow chart instead..????...hence the name Discounted Cash Flow... though this makes a lot of sense and final answer seem logical
You're opening a whole new world. Thanks Shrekli. One advice, is there a way to switch off that keyboard sound? It's distracting from your voice, although it sounds cool.
Why do companies buy back stock?
unless apple actually innovates their going to shrink
Man I need to practice my excel skills more.
Really good of you to put the drive folder together. Excellent stuff.
Martin, do you analyse management's LinkedIn pages and if so, what do you look for?