Preface ........................................................ vi
Chapter 1 The Dark Side of Valuation ........................... 1
Chapter 2 Intrinsic Valuation ................................. 22
Chapter 3 Probabilistic Valuation: Scenario Analysis,
Decision Trees, and Simulations ..................... 64
Chapter 4 Relative Valuation .................................. 90
Chapter 5 Real Options Valuation ............................. 114
Chapter 6 A Shaky Base: A "Risky" Risk-Free Rate ............. 144
Chapter 7 Risky Ventures: Assessing the Price of Risk ........ 168
Chapter 8 Macro Matters: The Real Economy .................... 194
Chapter 9 Baby Steps: Young and Start-Up Companies ........... 213
Chapter 10 Shooting Stars? Growth Companies ................... 263
Chapter 11 The Grown-Ups: Mature Companies .................... 312
Chapter 12 Winding Down: Declining Companies .................. 361
Chapter 13 Ups and Downs: Cyclical and Commodity Companies .... 417
Chapter 14 Mark to Market: Financial Services Companies ....... 449
Chapter 15 Invisible Investments: Firms with Intangible
Assets ............................................. 476
Chapter 16 Volatility Rules: Emerging-Market Companies ........ 505
Chapter 17 The Octopus: Multibusiness Global Companies ........ 535
Chapter 18 Going Over to the Light: Vanquishing the Dark
Side ............................................... 568
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