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Case
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Reference no. UVA-F-1899
Subject category: Finance, Accounting and Control
Authors: Marc Lipson (Darden School of Business, University of Virginia)
Published by: Darden Business Publishing
Originally published in: 2020
Version: 9 December 2020
Revision date: 16-Oct-2023
Length: 10 pages
Data source: Published sources
Topics: Corporate bond investment; Bond; Bond pricing; Mispricing; Yield to Maturity (YTM); Bond ratings; Credit spread; Risk and return; Market return benchmark; Market efficiency; Price sensitivity; Net Present Value (NPV); Internal Rate of Return (IRR); Capital constraint; Price efficiency
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Abstract

An up-and-coming staffer at a small family foundation was considering whether to recommend a corporate bond investment to the foundation's investment committee. Her exploration was inspired by an article that identified some attractive corporate bond investments, and she was examining the merits of specific bond issues from Allegiant Travel, GameStop, and Western Union. Information is provided that would support a variety of bond pricing analyses, with a focus on uncovering possible mispricing and the drivers of that mispricing.
Teaching note
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Reference no. UVA-F-1899TN
Subject category: Finance, Accounting and Control
Authors: Marc Lipson (Darden School of Business, University of Virginia)
Published by: Darden Business Publishing
Originally published in: 2020
Version: 28 February 2020
Length: 12 pages
Data source: Published sources
View full details
Supplementary software
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Reference no. UVA-F-1899X
Subject category: Finance, Accounting and Control
Authors: Marc Lipson (Darden School of Business, University of Virginia)
Published by: Darden Business Publishing
Originally published in: 2020
Version: 28 February 2020
Format: .xlsx
Data source: Published sources
Topics: Corporate bond investment; Bond; Bond pricing; Mispricing; Yield to Maturity (YTM); Bond ratings; Credit spread; Risk and return; Market return benchmark; Market efficiency; Price sensitivity; Net Present Value (NPV); Internal Rate of Return (IRR); Capital constraint; Price efficiency
View full details

About

Abstract

An up-and-coming staffer at a small family foundation was considering whether to recommend a corporate bond investment to the foundation's investment committee. Her exploration was inspired by an article that identified some attractive corporate bond investments, and she was examining the merits of specific bond issues from Allegiant Travel, GameStop, and Western Union. Information is provided that would support a variety of bond pricing analyses, with a focus on uncovering possible mispricing and the drivers of that mispricing.

Related

Teaching note
-
Reference no. UVA-F-1899TN
Subject category: Finance, Accounting and Control
Authors: Marc Lipson (Darden School of Business, University of Virginia)
Published by: Darden Business Publishing
Originally published in: 2020
Version: 28 February 2020
Length: 12 pages
Data source: Published sources
View full details
Supplementary software
-
Reference no. UVA-F-1899X
Subject category: Finance, Accounting and Control
Authors: Marc Lipson (Darden School of Business, University of Virginia)
Published by: Darden Business Publishing
Originally published in: 2020
Version: 28 February 2020
Format: .xlsx
Data source: Published sources
Topics: Corporate bond investment; Bond; Bond pricing; Mispricing; Yield to Maturity (YTM); Bond ratings; Credit spread; Risk and return; Market return benchmark; Market efficiency; Price sensitivity; Net Present Value (NPV); Internal Rate of Return (IRR); Capital constraint; Price efficiency
View full details