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  2. Merton's portfolio problem - Wikipedia

    en.wikipedia.org/wiki/Merton's_portfolio_problem

    In 1994 Shreve and Soner provided an analysis of the problem via the Hamilton–Jacobi–Bellman equation and its viscosity solutions. [7] When there are fixed transaction costs the problem was addressed by Eastman and Hastings in 1988. [8] A numerical solution method was provided by Schroder in 1995. [9]

  3. Valuation using discounted cash flows - Wikipedia

    en.wikipedia.org/wiki/Valuation_using_discounted...

    Using Discounted Cash Flow Analysis in an International Setting: A Survey of Issues in Modeling the Cost of Capital, Journal of Applied Corporate Finance, Fall, pp. 82–99. Eric Kirzner (2006) Selected Moments in the History of Discounted Present Value. Rotman School of Management (Archived) Kubr, Marchesi, Ilar, Kienhuis (1998). Starting Up.

  4. Modified Dietz method - Wikipedia

    en.wikipedia.org/wiki/Modified_Dietz_method

    The modified Dietz method [1] [2] [3] is a measure of the ex post (i.e. historical) performance of an investment portfolio in the presence of external flows. (External flows are movements of value such as transfers of cash, securities or other instruments in or out of the portfolio, with no equal simultaneous movement of value in the opposite direction, and which are not income from the ...

  5. Capital gain - Wikipedia

    en.wikipedia.org/wiki/Capital_gain

    Capital gain is an economic concept defined as the profit earned on the sale of an asset which has increased in value over the holding period. An asset may include tangible property, a car, a business, or intangible property such as shares. A capital gain is only possible when the selling price of the asset is greater than the original purchase ...

  6. Monte Carlo methods in finance - Wikipedia

    en.wikipedia.org/wiki/Monte_Carlo_methods_in_finance

    The Monte Carlo method encompasses any technique of statistical sampling employed to approximate solutions to quantitative problems. [5] Essentially, the Monte Carlo method solves a problem by directly simulating the underlying (physical) process and then calculating the (average) result of the process. [1]

  7. Dividend discount model - Wikipedia

    en.wikipedia.org/wiki/Dividend_discount_model

    In financial economics, the dividend discount model (DDM) is a method of valuing the price of a company's capital stock or business value based on the assertion that intrinsic value is determined by the sum of future cash flows from dividend payments to shareholders, discounted back to their present value.

  8. Stock dilution - Wikipedia

    en.wikipedia.org/wiki/Stock_dilution

    Investors will not receive full value unless the proceeds equal the market value. When this shortfall is triggered by the exercise of employee stock options, it is a measure of wage expense. When new shares are issued at full value, the excess of the market value over the book value is a kind of internalized capital gain for the investor.

  9. First Chicago method - Wikipedia

    en.wikipedia.org/wiki/First_chicago_method

    The First Chicago method or venture capital method is a business valuation approach used by venture capital and private equity investors that combines elements of both a multiples-based valuation and a discounted cash flow (DCF) valuation approach.