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Even Ibbotson can be challenged by aggressive defense counsel

Valuers should lower equity risk premium component of discount rate

I am now convinced that the long-term arithmetic average general equity risk premium (currently 7.0%) is too high.

S corporation versus C corporation values

In this article on the topic of C versus S corporation values, Chris Mercer addresses problems and choices for the appraiser in the aftermath of three controversial court decisions ( Gross v. Commiss ...

S&P Corporate Value Consulting Risk Premium Report 2001

The previously named PricewaterhouseCoopers Risk Premium Report is now updated through the end of year 2000. This updated report is now titled the "S&P Corporate Value Consulting Risk Premium Repo ...

What's new in Ibbotson Associates' SBBI Valuation Edition 2002 Yearbook

Reviewed by Ronald L. Seigneur, MBA, CPA/ABV, CVA * SBBI Valuation Edition 2002 Yearbook , Ibbotson Associates, March 2002. 225 North Michigan Avenue, Suite 700, Chicago, IL 60601-7676, (80 ...

More evidence that small company stocks have additional risks

This column provides further evidence that the "size effect" is real. That is, smaller companies are , on average, riskier and therefore investors do require higher expected returns to invest in th ...

Ibbotson's SBBI 2001 Valuation Edition has enhanced features

Reviewed by Ronald L. Seigneur, MBA, CPA/ABV, CVA* 2001 SBBI Valuation Edition Yearbook , Ibbotson Associates. 225 North Michigan Avenue, Suite 700, Chicago, IL 60601-7676, (800) 758-3557, Fax ...

Valuing a Business 4th edition now out; Reflects growing consensus

The fourth edition of Valuing a Business is finally available, and I am quite pleased with the resulting product. The very extensive amount of updated and new material is a testament to the ...

1999 in review: What we learned in a busy year

My 30 th year in the business valuation profession ( see December 1999 BVU , p.1) was an active one in terms of development in the profession. Here are some of the highlights: l 1999 was o ...

Getting a grip on foreign discount rates

From the above data, it would appear that both Japan and the U.S. are developed countries, implying stability and lower risk than developing countries such as Brazil, Russia, or Thailand. But in researching for interest rate data on Japan, the public data available, which includes the Economist and the Financial Times, indicate the interest rate spread on 10-year government bonds to be substantially different for Japan is the U.S., implying that Japan as much lower in risk.

PriceWaterhouseCoopers Updates Risk Premia Study

PricewaterhouseCoopers has released a new study by Roger Grabowski and David King that documents the historical relationship between company size and average rates of return. The new study covers the period 1963 through 1998 and is an update of material presented in the August 1997.

WACC in Mexican pesos

After reading your book Cost of Capital , Id like to know whether you have any thoughts on developing a WACC in Mexican Pesos?

Qualifying minority discounts

Are you aware of the minority discount from the most recent HLHZ Control Premium Study? Eric Larson Adamy & Co. Grand Rapids, Mich.

Ibbotson's new Web site allows "per inquiry" fees

Ibbotson Associates , 225 North Michigan Avenue, Suite 700, Chicago IL 60601, (800) 758-3557. Industry reports are $50, Beta and Tax reports are $10. Members of AICPA, ASA, NACVA , and IBA receive ...

Stocks, Bonds, Bills and Inflation: Valuation Edition

Reviewed by Shannon Pratt Ibbotson Associates is coming out with a new Valuation Edition of their 1999 annual Stocks, Bonds, Bills and Inflation. The book will be available in March, wit ...

New size premiums allow for differences in systematic risk

Steven A. Albright inquired about two different numbers for the size premium based on Roger Ibbotson s work for SBBI . I have had the same question, as ValueSource Pro by John Wiley ...

Building better betas is Ibbotson's answer to beta controversy

Several recent research studies have provided significant support for two interesting hypotheses regarding betas: The lag effect: For all but the largest companies, the prices of individu ...

New studies quantifying size premiums offer strong cost of capital support

Roger Grabowski is a partner and national director of Price Waterhouse LLP Valuation Services Group. David King is a manager with Price Waterhouse LLP in their Chicago office. This repor ...

Cost of Capital Quarterly

Ibbotson Associates, Cost of Capital Quarterly . The first 1995 update came off the press in October containing data through June of 1995. Although in a highly condensed format compared to the Year ...

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