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Chapter 1: Overview

The document outlines the chapters and sections of a course on discounted cash flow (DCF) modeling. It covers topics such as enterprise value versus equity value, book value versus market value, cash flow versus relative valuation, the mechanics of 2-stage DCF approaches and levered versus unlevered DCF modeling. Subsequent chapters discuss modeling free cash flows, terminal values, net debt, shares outstanding, weighted average cost of capital, and other DCF considerations and techniques.

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Marius Muresan
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36 views

Chapter 1: Overview

The document outlines the chapters and sections of a course on discounted cash flow (DCF) modeling. It covers topics such as enterprise value versus equity value, book value versus market value, cash flow versus relative valuation, the mechanics of 2-stage DCF approaches and levered versus unlevered DCF modeling. Subsequent chapters discuss modeling free cash flows, terminal values, net debt, shares outstanding, weighted average cost of capital, and other DCF considerations and techniques.

Uploaded by

Marius Muresan
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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 Chapter 1: Overview

 1 Introduction 04:38

 2 Enterprise Value vs. Equity Value 06:56

 3 Book Value vs. Market Value 02:51

 4 Cash Flow vs. Relative Valuation 01:46

 Chapter 2: DCF Mechanics

 5 DCF Overview 09:17

 6 The 2 Stage DCF Approach 06:25

 7 DCF vs. Comps in the Real World, Part 1 09:10

 8 DCF vs. Comps in the Real World, Part 2 03:18

 9 Unlevered vs. Levered DCF Approach 12:09

 10 Unlevered vs. Levered Concept Check 02:46

 11 DCF Implementation 06:17

 Chapter 3: DCF Modeling


 12 Building a DCF from a fully integrated Financial Statement Model 04:32

 13 Modeling Unlevered Free Cash Flows, Part 1 08:10

 14 Modeling Unlevered Free Cash Flows, Part 2 09:09

 15 Modeling the Terminal Value (TV) using the Perpetuity Approach 07:47

 16 Exit Multiple Concepts 04:24

 17 Modeling the TV using Exit Multiples 05:15

 18 Understanding Net Debt 11:29

 19 Modeling Net Debt 07:13

 20 Company Specific Adjustments: Modeling Apple's Trapped Cash 07:56

 Chapter 4: Shares Outstanding

 21 Modeling Dilutive Securities 11:00

 22 RSUs and Model Review 08:09

 23 Shares Outstanding Overview 08:39

 24 Shares Outstanding Options 07:02


 25 Shares Outstanding Split & Dual Classes 03:46

 26 Shares Outstanding Convertible Preferred Stock 11:27

 27 Shares Outstanding Convertible Debt 00:55

 28 Shares Outstanding Convertible Exercise 11:12

 29 Shares Outstanding Restricted Stock 02:48

 Chapter 5: Weighted Average Cost of Capital

 30 WACC Concepts, Part 1 12:14

 31 WACC Concepts, Part 2 05:53

 32 WACC Concepts, Part 3 05:13

 33 WACC Concepts, Part 4 06:49

 34 Modeling WACC 18:33

 Chapter 6: DCF Model Finishing Touches

 35 Modeling an Implied Perpetuity Growth Rate 05:31

 36 DCF Sensitivity Analysis 16:34


 37 Constructing a "Football Field" Valuation Chart 11:35

 38 LTM Summary Calculations 06:45

 Chapter 7: DCF Bells & Whistles

 39 Midyear Adjustment in the DCF 12:00

 40 Normalizing Terminal Year Free Cash Flows 05:44

 41 Modeling Normalized Terminal Year Free Cash Flows 04:35

 42 Industry Beta Concepts 09:12

 43 Industry Beta Exercise 03:32

 44 Industry Beta Modeling 07:14

 45 Modeling the Stub Year Adjustment 02:52

 Chapter 8: Appendix

 46 Negative Net Debt 07:37

 47 Value Drivers 16:55

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