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Notes

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Reading notes: Feedback

Yay or nay?

Reading notes: Feedback
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Reading notes: A real-world way to manage real options

An argument for binomial (lattice) models and boring decisions.

A real-world way to manage real options
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Reading notes: Strategy as a portfolio of real options

A valuation approach that appreciates learning and adapting to market changes.

Strategy as a portfolio of real options
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Reading notes: Investment opportunities as real options

On viewing strategic decisions as options.

Investment opportunities as real options
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Reading notes: Risk-Adjusted valuation of R&D projects

A unified approach using Discounted Cash Flow, Decision Trees, and Real Options.

Risk-Adjusted valuation of R&D projects