Undiscounted
Subscribe
Sign in
Home
Intermarket Analysis
Valuation
Corporate Finance
Archive
Leaderboard
About
Nov 2024 - MAGA
Markets go gaga celebrating Trump's landslide. Tariffs, baby!
Jan 5
•
Jason Poh
Share this post
Undiscounted
Nov 2024 - MAGA
Copy link
Facebook
Email
Notes
More
Most Popular
View all
Class 3 Valuation: Groundwork for intrinsic valuation
Apr 12, 2023
•
Jason Poh
2
Share this post
Undiscounted
Class 3 Valuation: Groundwork for intrinsic valuation
Copy link
Facebook
Email
Notes
More
Mastering corporate finance & valuation from the master
Mar 23, 2023
•
Jason Poh
1
Share this post
Undiscounted
Mastering corporate finance & valuation from the master
Copy link
Facebook
Email
Notes
More
Class 2 Valuation: Bias, Uncertainty & Complexity
Mar 28, 2023
•
Jason Poh
1
Share this post
Undiscounted
Class 2 Valuation: Bias, Uncertainty & Complexity
Copy link
Facebook
Email
Notes
More
Class 13 Valuation: More on stories & first valuation
Feb 15, 2024
•
Jason Poh
1
Share this post
Undiscounted
Class 13 Valuation: More on stories & first valuation
Copy link
Facebook
Email
Notes
More
Latest
Top
Discussions
Oct 2024 - Pre-Election fever?
Red hot means down....
Jan 5
•
Jason Poh
Share this post
Undiscounted
Oct 2024 - Pre-Election fever?
Copy link
Facebook
Email
Notes
More
Sep 2024 - the month to wake up
As sang by Green Day.....no doubt a month of green days too
Jan 5
•
Jason Poh
Share this post
Undiscounted
Sep 2024 - the month to wake up
Copy link
Facebook
Email
Notes
More
Class 17 Valuation - Pricing 101
As Oscar Wilde says: "A cynic is a man that knows the price of everything but the value of nothing"
Jan 3
•
Jason Poh
Share this post
Undiscounted
Class 17 Valuation - Pricing 101
Copy link
Facebook
Email
Notes
More
Aug 2024 - 1 last push before September
Divergence appears in small cap, oil & crypto
Sep 8, 2024
•
Jason Poh
Share this post
Undiscounted
Aug 2024 - 1 last push before September
Copy link
Facebook
Email
Notes
More
Class 16 Valuation: Tying Up Intrinsic Value
From finance opaqueness to oil price tantrums - how to value Volatility, Uncertainty, Complexity and Ambiguity.
Aug 21, 2024
•
Jason Poh
Share this post
Undiscounted
Class 16 Valuation: Tying Up Intrinsic Value
Copy link
Facebook
Email
Notes
More
June & July 2024 - Summer sizzling
Hotness in small caps, closer to a rate cut in September?
Aug 2, 2024
•
Jason Poh
Share this post
Undiscounted
June & July 2024 - Summer sizzling
Copy link
Facebook
Email
Notes
More
Class 15 Valuation: More excursions on the dark side of valuation
Rather than "emerging markets", could it be "submerging markets"?
Jun 23, 2024
•
Jason Poh
Share this post
Undiscounted
Class 15 Valuation: More excursions on the dark side of valuation
Copy link
Facebook
Email
Notes
More
May 2024 - You May Not Sell
Still going strong despite April sell-off that front-runs "Sell in May"
Jun 18, 2024
•
Jason Poh
Share this post
Undiscounted
May 2024 - You May Not Sell
Copy link
Facebook
Email
Notes
More
April 2024 - Front running "Sell in May"
Or perhaps the Solar Eclipse changed some behaviours
May 19, 2024
•
Jason Poh
Share this post
Undiscounted
April 2024 - Front running "Sell in May"
Copy link
Facebook
Email
Notes
More
See all
Undiscounted
Lecture Notes from Aswath Damodaran's Corporate Finance & Valuation Classes of 2023/24 in Stern Business School, NYU, and more...
Subscribe
Recommendations
Consulting Intel
MC
Capital Flows and Asset Markets
Russell Clark
Undiscounted
Subscribe
About
Archive
Recommendations
Share this publication
undiscounted
Undiscounted
Copy link
Facebook
Email
Notes
More
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
