List of Tables
Table 1.1 Market-Implied Cost of Equity
Table 1.2 Segment Beta Regression Illustration
Table 1.3 Multivariate Regression Beta Illustration
Table 1.4 Anatomy of a Convertible
Table 1.5 Weighted Average Cost of a Convertible
Table 1.6 Global Capital Cost Illustration
Table 1.7 Lower Hurdle Rates Lead To Higher Returns and Values
Table 2.1 Starving the Stars and Feeding the Dogs
Table 2.2 Economic Versus Standard Costing
Table 2.3 How Operating Initiatives Create Intrinsic Value
Table 3.1 Summary of Academic Findings
Table 3.2 Divestitures and Dilution
Table 4.1 Sustainable Growth
Table 4.2 Chemical Sector Earnings Offset Market Multiples
Table 4.3 Acquisitions and Dilution
Table 4.4 Derivation of Requisite EVA Growth
Table 4.5 Select DHR Transactions
Table 5.1 Illustration of Strategic Decapitalization
Table 6.1 Multicollinearity Matrix
Table 7.1 Value Proposition of Excess Cash
Table 8.1 Aggregate Shareholder Distribution Practices By Sector
Table 8.2 Materiality Levels for Share Buybacks
Table 8.3 Sizing and Pricing a Leveraged Recapitalization
Table 8.4 Dutch Auction Illustration
Table 12.1 Tax Arbitrage Illustration
Table 12.2 Boots Case Intrinsic Value
