Firm Studies

The following problem sets include data for actual firms gathered by FactSet, Bloomberg, the respective firms' annual reports and other publicly available resources as noted.  That these data are included in this repository is in no way expressly or implicitly suggestive of a relationship between the subject firms and the author.  These data and the hypothetical problem sets accompanying them are for educational and illustrative purposes only.

1.01    Bits & Bytes

1.02    Consul Data

1.03    Canadice Lake Technologies - Narrative & Financials 
               The Asset Approach
               Estimating the Discount Rate
               Forecasting EBITDA, SDE and Free Cash Flow
               The Market Approach
               The Income Approach - Discounted Cash Flow
               The Income Approach - Capitalization of Earnings & VC Methods
               Valuation Summary
               Estimating Equity & the Cap Table

1.04    DDD Entertainment

1.05    TechHub, LLC

1.06    Warrior Manufacturing

2.01    Merit Medical Systems  Problem Set      Excel Solution    2015 Annual Report

                                                                                              2016 Annual Report

2.02    Whole Foods                Problem Set      Excel Solution   2015 Annual Report

                                                                                              2016 Annual Report

2.03    Johnson and Johnson   Problem Set      Excel Solution    2016 Annual Report