Terms

Valuation

Valuation

A valuation attempts to place a value on an investment using some sort of mathematical formula or structure

Entities

AVM, L.P.
Acquirers Funds LLC
Alvarez & Marsal
Cantillon Consulting
Chatham Road Partners
Coast Capital
Compass Lexecon
DataTrek Research
Delphi Digital
EIA All Weather Alpha Partners
Eastspring Investments
Empire Valuation Consultants
Finance Scholar Group
Finbox Inc.
Gotham Funds
Investment Banking Institute
Kamakura Corporation
Lighthouse Investment Partners
Miller Value Partners
Multivariate
New Constructs
S&P Global Market Intelligence
SumZero
The Children's Investment Fund Management
Winhall Risk Analytics

People

Adam Butler
Adam Levinson
Adam Rozencwajg
Adam Schwartz
Alain Mandy
Alain Van Loo
Alan Gula
Alec Litowitz
Alex Bryan
Alex Chalekian
Alex Shevelev
Allison Schrager
Amanda Agati
Amelia Bourdeau
Ami Joseph
Amlan Roy
Anatoly Crachilov
Andreas Steno Larsen
Andrei Stetsenko
Andrew Dym
Andrew Freedman
Andrew Huszar
Andrew Lapthorne
Andrew Lo
Andrés Cardenal
Andrés Trujillo Renzi
Andy Crowder
Andy McCulloch
Aniket Ullal
Anne Richards
Anthony Antonelli
Ari Wald
Art Hogan
Arthur Hyde
Aswath Damodaran
Avi Gilburt
Barbara Friedberg
Barbara Petitt
Barbara Young
Barclay Leib
Barry Silbert
Ben Axler
Ben Carlson
Ben Hunt
Ben Powell
Benn Eifert
Bhavneesh Sharma
Bob Johnson
Bob Lang
Bob Savage
Bonner Barnes
Bradley Safalow
Bret Jensen
Brett Friedman
Brian Bollinger
Brian Taylor
Brien Lundin
Bruce Phelps
Cameron Winklevoss
Carl Goldsmith
Cathie Wood
Cem Karsan
Chad Cascarilla
Chaim Siegel
Chance Pipitone
Charles Brandes
Charles Donovan
Chris Cole
Chris DeMuth Jr
Chris Johnson
Chris Sullivan
Chris Versace
Chris Watling
Chris Weafer
Chris Whalen
Chris Wood
Christopher Joye
Chuck Carnevale
Clayton DeGiacinto
Clemente Cappello
Colin Gillis
Constance Hunter
Cormac Leech
Craig Johnson
Crista Huff
Cullen Roche
Dan Alpert
Dan Ives
Dan Rasmussen
Dan Russo
Dan Zwirn
Daniel Ahn
Daniel Arbess
Daniel Lacalle
Daniel Martins
Darius Dale
Daryl Jones
Dave Levine
David Brief
David Copeman
David Hunter
David Krejca
David Meneret
David Shimko
David Trainer
Davis Edwards
Dean McClelland
Deepak Bagla
Des Sheehy
Diego Parrilla
Divya Narendra
Don Rissmiller
Donald van Deventer
Douglas Lucas
Dylan Grice
EB Tucker
Ed Yardeni
Eddy Zuaiter
Edward Altman
Emad Mostaque
Emanuel Derman
Eric Lee
Eric Muschinski
Erik Townsend
Evan Lorenz
Francis Woo
Frank Angella
Frank Reilly
Fredrik Nerbrand
Gabriel Grego
Garrett Goggin
Gavin McMaster
George Mussalli
Gerald Jensen
Gillem Tulloch
Glenn Williams Jr
Greg Williamson
Gregg Lemkau
Guillermo Dumrauf
Hans Humes
Harald Malmgren
Harsh Madhusudan
Henry Herms
Howard Klein
Howard Penney
Howard Schilit
Hugo Philion
Huw Roberts
Ian Dyer
Ian Laming
Indranil Ghosh
J Mintzmyer
JD Henning
JG Savoldi
JT Taylor
Jack Selby
Jake Weber
Jalak Jobanputra
James Clunie
James Medeiros
James Turk
Jamie Strauss
Jamshed Engineer
Janice Stanton
Jared Dillian
Jason Goepfert
Jason Moser
Jawad Mian
Jay Soloff
Jayme Wiggins
Jeff Berwick
Jeff Fischer
Jens Nordvig
Jessica Rabe
Jill Carlson
Jim Berry
Jim Dunn
Jim Glasgow
Jim Millstein
Jim O'Shaughnessy
Jim Walker
Joe Lawler
John Butler
John Jannarone
John Kolovos
John Llewellyn
John Reese
John Stephenson
Jonathan Cohen
Joseph Hogue
Josh Crumb
Josh Steiner
Josh Wolfe
Karen Harris
Kay Van-Petersen
Keith Fitz-Gerald
Keith Jurow
Keith McCullough
Kent Collier
Kerr Neilson
Kevin Smith
Kevin Ulrich
Khaled Abdel Majeed
Khalid Quadir
Komal Sri-Kumar
Larry Speidell
Lawrence Calcano
Lawson Steele
Lee Robinson
Lenore Hawkins
Leo LiVolsi
Lester Brafman
Lewis Johnson
Logan Mohtashami
Louis Stevens
Lucas Downey
Luis Garcia-Feijoo
Luke Gromen
Magdalena Polan
Maj Soueidan
Maleeha Bengali
Marc Bhargava
Marc Faber
Marc Gerstein
Marc Ostwald
Marc Poirier
Marc Potters
Marcos Carreira
Marcus Ashworth
Marcus Frampton
Mark Cortazzo
Mark Gabbay
Mark Hiley
Mark Newton
Mark Walker
Martin Armstrong
Martin Gruber
Marty Fridson
Matt Hogan
Matt Rowe
Matt Tucker
Max Wolff
Maziar Minovi
Meb Faber
Michael Block
Michael Kahn
Michael Kantrowitz
Michael Kao
Michael Kramer
Michael Lebowitz
Michael Nicoletos
Michael Purves
Michael Sonnenshein
Mick McGuire
Mike Alkin
Mike Capombassis
Mike Green
Mike Harris
Mike Heroux
Mike Larson
Mike Philbrick
Mike Taylor
Mish Shedlock
Moritz Seibert
Naufal Sanaullah
Nick Hudson
Nick Maggiulli
Nick Reece
Nick Ward
Omar Bassal
Patrick Gregory
Paul Johnson Jr.
Paul Krake
Paul Mampilly
Paul Schulte
Paul Singer
Pete Muller
Peter Boockvar
Peter Carey
Peter Cecchini
Peter Churchouse
Peter Stein
Philip Fischer
Pippa Malmgren
Raghav Kapoor
Ramsey Smith
Raphael Douady
Ray Merriman
Reuben Advani
Rich Ross
Richard Werner
Rick Palacios
Rick Rule
Rob West
Rodrigo Gordillo
Roger Montgomery
Rudy Martin
Russ Brownback
Russ Dallen
Russell Jones
Ryan Todd
Sachin Oza
Sahm Adrangi
Sam Burns
Sam Subramanian
Samuel Rines
Santiago Santos
Sarah Gefter
Sassan Ghahramani
Savvas Savouri
Scott Davies
Scott Davis
Scott Nammacher
Scott Seaman
Shane Oliver
Shawn Allen
Sid Sarin
Simon Dixon
Stephen Antczak
Stephen Brown
Stephen Dowd
Stephen Freidheim
Stephen Kelso
Stephen Leeb
Steve Clapham
Steve Hanke
Steve Johnson
Steven Lord
Stuart Veale
Symon He
Taesik Yoon
Tammer Kamel
Tasha Keeney
Tavi Costa
Teddy Vallee
Thomas Hutson-Wiley
Tobias Carlisle
Todd Battaglia
Todd Harrison
Tom Carroll
Tom Claugus
Tom Jacobs
Tom Lott
Tom Tobin
Toni Turner
Travis Kling
Trevor Mottl
Tuur Demeester
Udayan Mitra
Vikram Mansharamani
Vincent Catalano
Vincent Deluard
Vincent Randazzo
Vitaliy Katsenelson
Wai-Kwong Seck
Will Denyer
William Maxwell
Xavier Rolet
Yuval Rooz
Yvan Berthoux
Zach Scheidt

Positions

A Few Lessons for Investors and Managers From Warren Buffett
Advanced Bond Portfolio Management
Advanced Financial Risk Management
Advances in the Valuation and Management of Mortgage-Backed Securities
Applied Corporate Finance
Applied Equity Valuation
Applied Value Investing
Bankruptcy, Credit Risk, and High Yield Junk Bonds
Basic Investments
Become a Valuation Guru
Berkshire Hathaway Letters to Shareholders 1965 to 2018
Bond Portfolio Management
CMO Portfolio Management
Cabot Undervalued Stocks Advisor
Capital Ideas
Cash - When it's NOT What it Seems
Credit Derivatives
Damodaran on Valuation
Deep Value
Derivative Instruments
Dividend Kings
Encyclopedia of Financial Models
Energy Income Authority
Equity Valuation
Equity Valuation and Portfolio Management
Financial Institutions, Investments, and Management
Fixed Income Analysis
Fixed Income Markets
Floating-Rate Securities
Global Value
Global Wealth Ideation
Handbook of Finance
Handbook of Inflation Indexed Bonds
Handbook of Mortgage-Backed Securities
High Dividend Opportunities
High Yield Bonds
How to Think Like Benjamin Graham and Invest Like Warren Buffett
How to Value a Stock
IPO Edge
Institutional Investment Management
Introduction to Fixed Income Analytics
Investing in Commercial Mortgage-Backed Securities
Investing in Mortgage-Backed and Asset-Backed Securities
Investment Management for Insurers
Investment Valuation
Investments
Investments
Measuring and Controlling Interest Rate and Credit Risk
Municipal Bond Portfolio Management
Professional Perspectives on FIPM
Quant Ratings
Stocks For the Long Run
That Doesn’t Work Anymore
The Acquirer's Multiple
The Art of Value Investing
The Basics of Finance
The Dark Side of Valuation
The Dark Side of Valuation: Old Tech, New Tech, and New Economy Companies
The Golden Revolution
The Handbook of Commercial Mortgage-Backed Securities
The Handbook of European Fixed Income Securities
The Handbook of Fixed Income Options
The Handbook of Fixed Income Securities
The Little Book That Builds Wealth
The Little Book of Valuation
The Money Game
The Moorad Choudhry Anthology
The Motley Fool Investment Guide
The Treasury Bond Basis
The Volatility Smile
Treasury Securities and Derivatives
Validea's Guru Investor Blog
Valuation for Mergers and Acquisitions
Valuation of Fixed Income Securities and Derivatives
Valuation of Interest Rate Swaps and Swaptions
Value Investing
Value Investing Tools and Techniques
Why Stocks Go Up and Down

Publication Types

Risk Arbitrage

Strategies

VQScore™

Adam Butler

Adam Levinson

Adam Rozencwajg

Adam Schwartz

Alain Mandy

Alain Van Loo

Alan Gula

Alec Litowitz

Alex Bryan

Alex Chalekian

Alex Shevelev

Allison Schrager

Amanda Agati

Amelia Bourdeau

Ami Joseph

Amlan Roy

Anatoly Crachilov

Andreas Steno Larsen

Andrei Stetsenko

Andrew Dym

Andrew Freedman

Andrew Huszar

Andrew Lapthorne

Andrew Lo

Andrés Cardenal

Andrés Trujillo Renzi

Andy Crowder

Andy McCulloch

Aniket Ullal

Anne Richards

Anthony Antonelli

Ari Wald

Art Hogan

Arthur Hyde

Aswath Damodaran

Avi Gilburt

Barbara Friedberg

Barbara Petitt

Barbara Young

Barclay Leib

Barry Silbert

Ben Axler

Ben Carlson

Ben Hunt

Ben Powell

Benn Eifert

Bhavneesh Sharma

Bob Johnson

Bob Lang

Bob Savage

Bonner Barnes

Bradley Safalow

Bret Jensen

Brett Friedman

Brian Bollinger

Brian Taylor

Brien Lundin

Bruce Phelps

Cameron Winklevoss

Carl Goldsmith

Cathie Wood

Cem Karsan

Chad Cascarilla

Chaim Siegel

Chance Pipitone

Charles Brandes

Charles Donovan

Chris Cole

Chris DeMuth Jr

Chris Johnson

Chris Sullivan

Chris Versace

Chris Watling

Chris Weafer

Chris Whalen

Chris Wood

Christopher Joye

Chuck Carnevale

Clayton DeGiacinto

Clemente Cappello

Colin Gillis

Constance Hunter

Cormac Leech

Craig Johnson

Crista Huff

Cullen Roche

Dan Alpert

Dan Ives

Dan Rasmussen

Dan Russo

Dan Zwirn

Daniel Ahn

Daniel Arbess

Daniel Lacalle

Daniel Martins

Darius Dale

Daryl Jones

Dave Levine

David Brief

David Copeman

David Hunter

David Krejca

David Meneret

David Shimko

David Trainer

Davis Edwards

Dean McClelland

Deepak Bagla

Des Sheehy

Diego Parrilla

Divya Narendra

Don Rissmiller

Donald van Deventer

Douglas Lucas

Dylan Grice

EB Tucker

Ed Yardeni

Eddy Zuaiter

Edward Altman

Emad Mostaque

Emanuel Derman

Eric Lee

Eric Muschinski

Erik Townsend

Evan Lorenz

Francis Woo

Frank Angella

Frank Reilly

Fredrik Nerbrand

Gabriel Grego

Garrett Goggin

Gavin McMaster

George Mussalli

Gerald Jensen

Gillem Tulloch

Glenn Williams Jr

Greg Williamson

Gregg Lemkau

Guillermo Dumrauf

Hans Humes

Harald Malmgren

Harsh Madhusudan

Henry Herms

Howard Klein

Howard Penney

Howard Schilit

Hugo Philion

Huw Roberts

Ian Dyer

Ian Laming

Indranil Ghosh

J Mintzmyer

JD Henning

JG Savoldi

JT Taylor

Jack Selby

Jake Weber

Jalak Jobanputra

James Clunie

James Medeiros

James Turk

Jamie Strauss

Jamshed Engineer

Janice Stanton

Jared Dillian

Jason Goepfert

Jason Moser

Jawad Mian

Jay Soloff

Jayme Wiggins

Jeff Berwick

Jeff Fischer

Jens Nordvig

Jessica Rabe

Jill Carlson

Jim Berry

Jim Dunn

Jim Glasgow

Jim Millstein

Jim O'Shaughnessy

Jim Walker

Joe Lawler

John Butler

John Jannarone

John Kolovos

John Llewellyn

John Reese

John Stephenson

Jonathan Cohen

Joseph Hogue

Josh Crumb

Josh Steiner

Josh Wolfe

Karen Harris

Kay Van-Petersen

Keith Fitz-Gerald

Keith Jurow

Keith McCullough

Kent Collier

Kerr Neilson

Kevin Smith

Kevin Ulrich

Khaled Abdel Majeed

Khalid Quadir

Komal Sri-Kumar

Larry Speidell

Lawrence Calcano

Lawson Steele

Lee Robinson

Lenore Hawkins

Leo LiVolsi

Lester Brafman

Lewis Johnson

Logan Mohtashami

Louis Stevens

Lucas Downey

Luis Garcia-Feijoo

Luke Gromen

Magdalena Polan

Maj Soueidan

Maleeha Bengali

Marc Bhargava

Marc Faber

Marc Gerstein

Marc Ostwald

Marc Poirier

Marc Potters

Marcos Carreira

Marcus Ashworth

Marcus Frampton

Mark Cortazzo

Mark Gabbay

Mark Hiley

Mark Newton

Mark Walker

Martin Armstrong

Martin Gruber

Marty Fridson

Matt Hogan

Matt Rowe

Matt Tucker

Max Wolff

Maziar Minovi

Meb Faber

Michael Block

Michael Kahn

Michael Kantrowitz

Michael Kao

Michael Kramer

Michael Lebowitz

Michael Nicoletos

Michael Purves

Michael Sonnenshein

Mick McGuire

Mike Alkin

Mike Capombassis

Mike Green

Mike Harris

Mike Heroux

Mike Larson

Mike Philbrick

Mike Taylor

Mish Shedlock

Moritz Seibert

Naufal Sanaullah

Nick Hudson

Nick Maggiulli

Nick Reece

Nick Ward

Omar Bassal

Patrick Gregory

Paul Johnson Jr.

Paul Krake

Paul Mampilly

Paul Schulte

Paul Singer

Pete Muller

Peter Boockvar

Peter Carey

Peter Cecchini

Peter Churchouse

Peter Stein

Philip Fischer

Pippa Malmgren

Raghav Kapoor

Ramsey Smith

Raphael Douady

Ray Merriman

Reuben Advani

Rich Ross

Richard Werner

Rick Palacios

Rick Rule

Rob West

Rodrigo Gordillo

Roger Montgomery

Rudy Martin

Russ Brownback

Russ Dallen

Russell Jones

Ryan Todd

Sachin Oza

Sahm Adrangi

Sam Burns

Sam Subramanian

Samuel Rines

Santiago Santos

Sarah Gefter

Sassan Ghahramani

Savvas Savouri

Scott Davies

Scott Davis

Scott Nammacher

Scott Seaman

Shane Oliver

Shawn Allen

Sid Sarin

Simon Dixon

Stephen Antczak

Stephen Brown

Stephen Dowd

Stephen Freidheim

Stephen Kelso

Stephen Leeb

Steve Clapham

Steve Hanke

Steve Johnson

Steven Lord

Stuart Veale

Symon He

Taesik Yoon

Tammer Kamel

Tasha Keeney

Tavi Costa

Teddy Vallee

Thomas Hutson-Wiley

Tobias Carlisle

Todd Battaglia

Todd Harrison

Tom Carroll

Tom Claugus

Tom Jacobs

Tom Lott

Tom Tobin

Toni Turner

Travis Kling

Trevor Mottl

Tuur Demeester

Udayan Mitra

Vikram Mansharamani

Vincent Catalano

Vincent Deluard

Vincent Randazzo

Vitaliy Katsenelson

Wai-Kwong Seck

Will Denyer

William Maxwell

Xavier Rolet

Yuval Rooz

Yvan Berthoux

Zach Scheidt

At a High Level Valuation Metrics Can Be Impacted By Many Variables