Setting Some Themes
2. Bill Miller and Value Trust
To think like an investor
Market efficiency
3.
4.
Value creation and governance
Value creation and economic profit
1. Warren E. Buffett, 2005
Ben & Jerry's Homemade
The Battle for Value, 2004: FedEx Corp.. vs.
United Parcel Service, Inc.
Financial Analysis and Forecasting
5.
6.
7.
8.
A
The Thoughtful Forecaster
The Financial Detective, 2005
Krispy Kreme Doughnuts, Inc.
Forecasting principles
Ratio analysis
Financial statement analysis
Introduction to forecasting
The Body Shop International PLC 2001:
An Introduction to Financial Modeling
Horniman Horticulture
Analysis of growth and bank financing
Kota Fibres, Ltd.
Forecasting seasonal financing needs
11.
Deutsche Brauerei
Forecasting and policies regarding growth
12.
Value Line Publishing, October 2002
Financial ratios and forecasting
9.
10.
Estimating the Cost of Capital
13.
14.
15.
Best Practices in Estimating the Cost of
Capital: Survey and Synthesis
Nike, Inc.: Cost of Capital
Teletech Corporation, 2005
Estimating the cost of capital
Cost of capital for the firm
Business segments and risk-return trade-offs
16.
The Boeing 7E7
Project specific risk-return
Capital Budgeting and Resource Allocation
17.
The
Investment Detective
Investment criteria and discounted cash flow
18. Worldwide Paper Company
Analysis of an expansion investment
19.
Multifaceted capital investment decisions
Target Corporation
20.
21.
Aurora Textile Company
Compass Records
Analysis of an automation investment
22.
Victoria Chemicals pic (A):
The Merseyside Project
Relevant cash flows
23.
Victoria Chemicals pic (B):
Merseyside and Rotterdam Projects
Mutually exclusive investment opportunities
24.
Euroland Foods S.A.
Strategic resource allocation
25.
Star River Electronics Ltd.
Capital project analysis and forecasting
Analysis of working capital investment
Management of the Firm's Equity: Dividends, Repurchases, Initial Offerings
26.
Gainesboro Machine Tools Corporation
27. EMI Group pic
Dividend and stock buyback decisions
Dividend decision
28.
JetBlue Airways IPO Valuation
Initial public offering
29.
TRX, Inc.: Initial Public Offering
Strategic initial public offering
30.
Purinex, Inc.
Financing the early-stage firm
Mai
31.
32.
33.
34.
35.
36.
Management
of the Corporate Capital Structure
An Introduction to Debt Policy and Value
Structuring Corporate Financial Policy:
Diagnosis of Problems and Evaluation
of Strategies
California Pizza Kitchen
The Wm. Wrigley Jr. Company: Capital
Structure, Valuation, and Cost of Capital
Deluxe Corporation
Deutsche Bank Securities: Financing the
Acquisition of Consolidated Supply S.A.
Effects of debt tax shields
Concepts in setting financial policy
Optimal leverage
Leveraged restructuring
Financial flexibility
Acquisition financing
Analysis of Financing Tactics: Leases, Options, and Foreign Currency
37. Baker Adhesives
Hedging foreign currency cash flows
38.
Currency risk management
Carrefour
S.A.
39.
Trimus Automation Division, 2002
Economics of lease financing
40.
MoGen, Inc.
Convertible bond valuation and
financial engineering
Valving the Enterprise: Acquisitions and Buyouts
4 1 . Methods of Valuation for Mergers and
Acquisitions
Valuation principles
42.
Arcadian Microarray Technologies, Inc.
Evaluating terminal values
43.
Flinder Valves and Controls Inc.
Valuing the enterprise for sale
44.
45.
46.
47.
48.
49.
Hershey Foods Corporation: Bitter Times
in a Sweet Place
General Mills' Acquisition of Pillsbury
from Diageo PLC
The Timken Company
Palamon Capital Partners/Team
System S.p.A.
Hostile Takeovers: A Primer for the
Decision Maker
General Electric's Proposed
Acquisition of Honeywell
Corporate governance influence
Evaluating a contingent value right
Financing an acquisition
Valuing a private equity investment
Contests for control
Evaluating an arbitrage position