Introduction to Valuation
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Why Learn About Valuation
Why Learn About Valuation
Investment valuation is a great skill to have in both your personal and professional life. In this lesson, we introduce some basic theory and rules for valuation.
Different Methods of Valuation
Different Methods of Valuation
Different investments require different methods of valuation. Learn about each valuation method and when to use them in this short lesson.
Time Value of Money and Present Values
Time Value of Money and Present Values
The time value of money concept is core to income-based valuation. In this lesson, I explain it how works in practice and how it accounts for risk.
Calculating Present Values in Excel
Calculating Present Values in Excel
Excel is a great tool for calculating present values (PV) quickly. In this lesson, we'll build a simple PV model to help us value a windfarm investment project.
Choosing the Right Discount Rate
Choosing the Right Discount Rate
The discount rate helps you account for risk in your models. But how do I decide what's right the discount rate for an specific investment? Find out in this lesson.
Calculating Net Present Value
Calculating Net Present Value
Net Present Value or NPV combines the present value of future cashflows with the initial investment. It can be calculated manually or using an in-built Excel function
Calculating Internal Rate of Return
Calculating Internal Rate of Return
Internal rate of return or IRR is an alternative income-based valuation method to NPV. It's more intuitive than NPV but does suffer from a few limitations, as you'll see in this lesson.
Limitations of IRR
Limitations of IRR
If using IRR, it's important you understand the limitations of this valuation method. In this lesson I cover a few the major limitations of IRR
IRR Versus NPV
IRR Versus NPV
For a single project, IRR and NPV tend to give the same answer. However, with evaluating competing projects, they can disagree on the best course of action.
Investing with Loans Part 1
Investing with Loans Part 1
Investing with loans helps increase your rate of return but also adds additional risk to your investment. As a result, they tend to be used for safer investments.
Investing with Loans Part 2
Investing with Loans Part 2
Loan interest repayments act as a tax shield on our investment income. In this lesson, I'll implement this shield in our Excel model to find our final rate of return.
How Loan Terms Affect Returns
How Loan Terms Affect Returns
The interest rate, size and duration of the loan affect a investment's returns in different ways. Lending terms can also be a competitive advantage when bidding against competitors.
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