Cases
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1. HIGH YIELDS AT ANNALY CAPITAL
Online Exhibit: Annaly 2011 Form 10-K (110 pages)
Annaly 'As-Reported' Data in Excel
2. THE AOL TIME WARNER MERGER
eVal with AOL Case Data Loaded
3. ANALYZING APPLE IN 2023 (New 2023 Version)
Case Overview (PDF)
Case (PDF)
Links to Apple's 2022 Form 10-K [PDF link from Apple's Website] [SEC EDGAR Filing]
Links to Microsoft's 2022 Form 10-K [PDF link from Microsoft's Website] [SEC EDGAR Filing]
Apple Standardized Data 2022 (Excel)
Apple 'As Reported' 2022 Spreadsheet Financials (Excel)
Microsoft 'As Reported' 2022 Spreadsheet Financials (Excel)
Apple Forecasting Template 2023 (Excel)
Apple Valuation Template 2022 (Excel)
ANALYZING APPLE IN 2022 (Old 2022 Version)
Case Overview (PDF)
Case (PDF)
Links to Apple's 2021 Form 10-K [PDF link from Apple's Website] [SEC EDGAR Filing]
Links to Microsoft's 2021 Form 10-K [PDF link from Microsoft's Website] [SEC EDGAR Filing]
Apple Standardized Data 2021 (Excel)
Apple 'As Reported' 2021 Spreadsheet Financials (Excel)
Microsoft 'As Reported' 2021 Spreadsheet Financials (Excel)
Apple Valuation Template 2021 (Excel)
4. APPLE AND THE iFAD
5. THE VALUATION OF AMAZON.COM IN JUNE 2001
6. BIG FIVE SPORTING GOODS
Online Exhibit: Big Five Sporting Goods 2016 Form 10-K (71 pages)
7. BOSTON CHICKEN, INC.
8. BUILDING eVAL
General Mills 10-K (112 pages)
General Mills eVal Model in Excel
9. CHARLES SCHWAB AND THE END OF TRADING COMMISSIONS
Charles Schwab Excel Financials
TD Ameritrade Excel Financials
10. DETERMINANTS OF VALUATION RATIOS
11. DIAGNOSING ACCOUNTING QUALITY AT EHEALTH
eHealth 2019 Form 10-K (114 pages)
12. ENCOM CORPORATION
Excel Template for EnCom Case (optional)
13. FOUR VALUATION MODELS—ONE VALUE
(No Additional Materials Required)
14. HOGS AND CHESTNUTS
Online Exhibit: Zhongpin Fiscal 2009 Form 10-K Excerpts (75 pages)
Online Exhibit: American Lorain Fiscal 2009 Form 10-K Excerpts(23 pages)
15. THE HOME DEPOT, INC.
(No Additional Materials Required)
16. EVALUATING INTEL'S EARNINGS TORPEDO
eVal with Intel Case Loaded (Excel)
17. IDENTIFYING ACCOUNTING DISTORTIONS
18. INTERPRETING MARGIN AND TURNOVER RATIOS
Margin and Turnover Ratio List (2023)
19. NETFLIX, INC.
20. OVERSTOCK.COM
21. PRE-PAID LEGAL SERVICES
22. ROYAL CARIBBEAN CRUISES IN 2010
Online Exhibit: Royal Caribbean 2010 Condensed Form 10-K (38 pages)
Online Exhibit: Carnival Cruises Condensed Form 10-K (24 pages)
Carnival Cruises Data for eVal
23. CAN SALTON SWING?
24. SIRIUS SATELLITE RADIO, INC.
Sirius Forecasting Model (1 page)
25. A TALE OF TWO MOVIE THEATERS
Country Cinema Exhibit (7 pages)
City Screens Exhibit (9 pages)
26. IS TESLA'S STOCK PRICE IN LUDICROUS MODE?
[Old Legacy Case with Extra Questions]
27. THE 80-MINUTE FORECAST
Excel Financials for Lululemon
Simplified eVal Model for Lululemon
28. HAS ZYNGA LOST ITS ZING?
Online Exhibit: Zynga Fiscal 2011 Form 10-K (103 pages)
Online Exhibit: Electronic Arts Fiscal 2011 Form 10-K (127 pages)