Skip to content

Notes

Reading notes: Feedback

Yay or nay?

Reading notes: Feedback

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

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

Reading notes: Investment opportunities as real options

On viewing strategic decisions as options.

Investment opportunities as real options

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