Courses / Intrinsic Valuation / Sense Checking DCF Upgrade AccountYour current access is limited. To continue watching this lesson, you'll need to purchase a subscription. Sign UpSense Checking DCFTwo quick ways to sense check DCF to make sure our analysis is logically sound is by looking at 1) PV of TV as % of Intrinsic Enterprise Value and 2) implied Terminal Value metrics.DiscussionRestricted AccessYou need to sign up for a Lumovest subscription in order to join discussions. Sign UpRestricted AccessYou need to sign up for a Lumovest subscription in order to to download lesson materials. Sign UpIntrinsic Valuation 1. What is Intrinsic Valuation (2:09) 2. Time Value of Money (4:57) 3. Discounted Cash Flow (DCF) (6:23) 4. Discount Rate (3:00) 5. Weighted Average Cost of Capital (WACC) (2:21) 6. Cost of Debt (5:54) 7. Tax Shield on Cost of Debt (3:07) 8. Risk-Free Rate (3:19) 9. Equity Risk Premium (ERP) (3:51) 10. Beta (4:11) 11. Cost of Equity (4:31) 12. Debt and Equity Weighting (1:57) 13. Calculating Case Study WACC (4:00) 14. Why is Debt Cheaper than Equity (6:39) 15. Treatment of Stock-Based Compensation in DCF (2:58) 16. Discount Period: End-of-Year Convention (4:48) 17. Discount Period: Mid-Year Convention (5:06) 18. Mid-Year Convention Stub Period (3:52) 19. Calculating Present Value of Projected UFCF for Case Study (7:52) 20. The Concept of Terminal Value (2:52) 21. Terminal Value - Perpetuity Growth Method (4:05) 22. Terminal Value - Terminal Multiple Method (6:20) 23. Present Value of Terminal Value (3:30) 24. Calculating Present Value of Terminal Value for Case Study (3:30) 25. Circular Reference in DCF (2:58) 26. Calculating Intrinsic Value for Case Study (9:13) 27. Margin of Safety (1:56) 28. Future Stock Price vs. Intrinsic Value (4:26) 29. Sense Checking DCF (5:00) 30. Connecting Dots (1:59) 31. Quiz #1 (3 Q's) 32. Quiz #2 (4 Q's) 33. Quiz #3 (3 Q's) 34. Quiz #4 (6 Q's) 35. Quiz #5 (6 Q's) 36. Quiz #6 (5 Q's) 37. Quiz #7 (5 Q's)
