Equity Markets, Valuation, and Analysis. H. Kent Baker
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QUESTIONS REFERENCES CHAPTER 24: Equity Crowdfunding Investments INTRODUCTION TYPES OF CROWDFUNDING THE JOBS ACT OF 2012 CROWDFUND INVESTMENT OPPORTUNITIES AND INCENTIVES CROWDFUND INVESTMENT CHALLENGES AND DISINCENTIVES ACADEMIC RESEARCH SUMMARY AND CONCLUSIONS DISCUSSION QUESTIONS REFERENCES
10 Discussion Questions and Answers (Chapters 2–24) CHAPTER 2 OWNERSHIP STRUCTURE AND STOCK CLASSES CHAPTER 3 EQUITY MARKETS AND PERFORMANCE CHAPTER 4 SECURITIES REGULATION CHAPTER 5 INVESTOR PSYCHOLOGY AND EQUITY MARKET ANOMALIES CHAPTER 6 FINANCIAL STATEMENT ANALYSIS AND FORECASTING CHAPTER 7 FUNDAMENTALS OF EQUITY VALUATION CHAPTER 8 COMPANY ANALYSIS CHAPTER 9 TECHNICAL ANALYSIS CHAPTER 10 DISCOUNTED DIVIDEND VALUATION CHAPTER 11 FREE CASH FLOW VALUATION CHAPTER 12 MARKET-BASED VALUATION CHAPTER 13 RESIDUAL INCOME VALUATION CHAPTER 14 PRIVATE COMPANY VALUATION CHAPTER 15 EQUITY INVESTING STRATEGIES CHAPTER 16 FACTOR INVESTING CHAPTER 17 SMART BETA STRATEGIES VERSUS ALPHA STRATEGIES CHAPTER 18 ACTIVIST AND IMPACT INVESTING CHAPTER 19 SOCIALLY RESPONSIBLE INVESTING CHAPTER 20 POOLED INVESTMENT VEHICLES CHAPTER 21 INVESTING IN PRIVATE EQUITY CHAPTER 22 INVESTING IN EMERGING MARKETS CHAPTER 23 DISCLOSURE REGULATIONS IN EMERGING ECONOMIES AND THEIR IMPACT ON EQUITY MARKETS CHAPTER 24 EQUITY CROWDFUNDING INVESTMENTS
11 Index
List of Tables
1 Chapter 2TABLE 2.1 Discovery, Inc. Common Equity Share Class StructureTABLE 2.2 Discovery, Inc.'s Largest Beneficial Shareholders
2 Chapter 3TABLE 3.1 Issuance Volume of Equity Securities in Billions of DollarsThis...TABLE 3.2 Issuance Volume of Corporate Bonds in Billions of DollarsThis t...TABLE 3.3 Returns and Risk Between 1926 and 2018This table shows the stat...
3 Chapter 5TABLE 5.1 Usefulness of Market Information for Different Views of Market Effi...
4 Chapter 11TABLE 11.1 General Approach to FCF ValuationThis table provides an exampl...TABLE 11.2 Sensitivity Analysis for FCF ValuationThis table presents a sens...TABLE 11.3 Income Statement for Lowe'sThis table reproduces the Consolida...TABLE 11.4 Balance Sheet for Lowe'sThis table reproduces the Consolidated...TABLE 11.5 Additional Information Related to Lowe'sThis table provides addi...TABLE 11.6 Valuation of Lowe's Using the WACC ApproachThis table illustrate...TABLE 11.7 Valuation of Lowe's Using the APV ApproachThis table illustrates...TABLE 11.8 Valuation of Lowe's Using the CCF ApproachThis table illustrates...TABLE 11.9 Valuation of Lowe's Using the FCFE ApproachThis table illustrate...TABLE 11.10 Summary of Key Features of Valuation ApproachesThis table summa...
5 Chapter 12TABLE 12.1 Key Financial Information for Comparable Companies and the Target ...TABLE 12.2 Calculations of Value Drivers and EVsThis table shows the value ...TABLE 12.3 Calculations of Multiples and the Average and Median ValuesThis ...TABLE 12.4 Target Valuation Using Equity-related MultiplesThis table shows ...TABLE 12.5 Target Valuation Using EV-related MultiplesThis table shows the ...TABLE 12.6 Correlations among Equity-related MultiplesThis table shows the ...TABLE 12.7 Correlations among EV-related MultiplesThis table shows the line...TABLE 12.8 Regression Analysis for Multiples on Various Potential Factors
6 Chapter 16TABLE 16.1 Value Premium Performance as of June 30, 2019This table shows ...TABLE 16.2 Annual Value (HML) Factor Returns Between 2000 and 2018This ta...TABLE 16.3 Size Premium PerformanceThis table shows that as of June 30, 2...TABLE 16.4 Annual Size Premium Performance Between 2000 and 2018This tabl...TABLE 16.5 Momentum Premium PerformanceThis table shows that as of June 3...TABLE 16.6 Annual Momentum Premium Performance Between 2000 and 2018This ...TABLE 16.7 Monthly Performance of Low-Volatility Stocks Between 1972 and 2019...TABLE 16.8 Annual Performance of Low-Volatility Stocks Between 1972 and 1990 ...TABLE 16.9 Factor Spreads for Quality/ProfitabilityThis table shows the r...
7 Chapter 17TABLE 17.1 Performance of Smart Beta Strategies between 1967 and 2010This...TABLE 17.2 Summary Statistics of ETF Mean Returns between 2009 and 2018This...TABLE 17.3 Pairwise Comparison of Mean ReturnsThis table presents the resul...TABLE 17.4 Analysis of Variance (ANOVA) among the Fund CategoriesThis table...TABLE 17.5 Pairwise Comparison of Mean Sharpe RatiosThis table presents the...
8 Chapter 20TABLE 20.1 Net Assets in Investment Companies in the United StatesThis ta...TABLE 20.2 Comparison of Open-End Mutual Funds and Exchange-Traded FundsThi...
List of Illustrations
1 Chapter 2FIGURE 2.1 Dual-listed Shareholder StructuresFIGURE 2.2 Cross-Border Dual-listed Companies
2 Chapter 3FIGURE 3.1 Industrial Production IndexFIGURE