Equity Markets, Valuation, and Analysis (Hardcover)

Acknowledgments

About the Editors

About the Chapter Authors

1 Equity Markets, Valuation, and Analysis: An Overview

H. Kent Baker, Greg Filbeck, and Halil Kiymaz

PART ONE: BACKGROUND

2 Ownership Structure and Stock Classes

Christopher J. Barnes, Ehsan Nikbakht, and Andrew C. Spieler

3 Equity Markets and Performance

Jay T. Brandi and Xudong Fu

4 Securities Regulation

Douglas Cumming and Sofia Johan

5 Investor Psychology and Equity Market Anomalies

Hunter M. Holzhauer

PART TWO: VALUATION AND ANALYSIS

6 Financial Statement Analysis and Forecasting

 Somnath Das and Shail Pandit

7 Fundamentals of Equity Valuation

 Emmanuel Boutron, Alain Coën, and Didier Folus

8 Company Analysis

 David C. Nichols

9 Technical Analysis

 David Lundgren

10 Discounted Dividend Valuation

 Elif Akben Selcuk

11 Free Cash Flow Valuation

 Tom Barkley

12 Market-based Valuation

 Sang Hoon Lee

13 Residual Income Valuation

Shail Pandit and Somnath Das

14 Private Company Valuation

 Onur Bayar and Yini Liu

PART THREE: EQUITY INVESTMENT MODELS AND STRATEGIES

15 Equity Investing Strategies

 Nicholas Biasi, Andrew C. Spieler, and Raisa Varejao

16 Factor Investing

 Aaron Filbeck

17 Smart Beta Strategies vs. Alpha Strategies

 Timothy A. Krause

18 Activist and Impact Investing

 Michael Sinodinos, Andrew Siwo, and Andrew C. Spieler

19 Socially Responsible Investing

 Randolph D. Nordby

20 Pooled Investment Vehicles

 Joseph McBride, Michael Pain, and Andrew C. Spieler

PART FOUR: SPECIAL EQUITY TOPICS

21 Investing in Private Equity

 Gaurav Gupta, Tiangi Li, and Zhao Wang

22 Investing in Emerging Markets

 Xiaohau Diao, Shantanu Dutta, and Peng Cheng Zhu

23 Disclosure Regulations in Emerging Economies and Their Impact on Equity Markets

 Xiaohau Diao, Shantanu Dutta, and Peng Cheng Zhu

24 Equity Crowdfunding Investments

 Dianna Preece

Answers to End-of-Chapter Discussion Questions

Index