Curated frameworks, academic lectures, and institutional methodologies defining the gold standard of corporate valuation.
Masterclass Video Library
Tom Copeland on Valuation
M&A Strategy Masterclass
Value Creation Analytics
Institutional Methodology Library
1. McKinsey & Company
Valuation: Measuring and Managing the Value of Companies. The definitive guide to NOPLAT and ROIC calculation standards.
[Read Framework]2. L.E.K. Consulting
Expectations Investing. How to reverse-engineer stock prices to identify implied growth and margin assumptions.
[Read Framework]3. Boston Consulting Group (BCG)
The Growth Share Matrix. Plotting portfolio cash cows against high-growth, high-burn acquisitions.
[Read Framework]4. Bain & Company
Total Shareholder Return (TSR) Decomposition. Breaking down returns by yield, growth, and multiple expansion.
[Read Framework]5. Accenture Strategy
Shareholder Value Analysis (SVA). Identifying operational value leaks within supply chains and SG&A.
[Read Framework]6. Goldman Sachs
The WACC Matrix. Calculating Cost of Equity and Cost of Debt dynamically against evolving macro environments.
[Read Framework]7. Lazard
M&A Synergy Valuation. Mathematically quantifying post-merger integration efficiencies and capital charge offsets.
[Read Framework]8. Evercore
Fairness Opinions & Intrinsic Value. Defensive modeling to justify acquisition premiums against hostile takeovers.
[Read Framework]9. Stern Stewart & Co.
Economic Value Added (EVA). The mathematical precursor to modern Economic Profit measurement.
[Read Framework]10. Credit Suisse
The Capital Velocity Equation. Why turning over Invested Capital is often superior to expanding operating margins.
[Read Framework]