Corporate Finance Finance II (441) Professor Matsa |
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Homework Assignment 4
To complete Homework 4, you will answer a series of questions
through the web page. The web pages will ask you whether you would like to buy
the project. You will click on the yes or no button. The next set of pages will
ask you whether you would like to invest (meaning drill wells in the land).
Again, you will click yes or no. Before
you complete this assignment, be sure you have read the full instructions for Homework
4 (see below). After you have finished the assignment online, your answers will
be transmitted to me electronically; you do not need to hand in any additional
answers.
Although you will complete the assignment through the web, the
underlying program runs on a secure server at Kellogg. Thus if you are not physically on campus when
you complete the assignment, you will need to VPN into the Kellogg network
before starting the assignment. You
should have VPN installed on your computer.
If you do not have it or cannot remember how to use it, KIS provides instructions
here.
Here are a few reminders before you begin:
When you are ready to complete the assignment, click
here.
Detailed Instructions
Many of the
capital budgeting examples considered in finance are quite simplified. We
intentionally ignored many facets of reality, so that we can concentrate on one
or two issues. Problems in the real world are more complex. This homework
assignment is simple relative to many real world situations. This assignment
gives you the opportunity to apply what you have learned about capital
budgeting and real options to a more realistic, and therefore messier,
situation.
This assignment will ask you
to make a sequence of capital budgeting decisions. Each time you invest it
costs money. However, the project is only successful with a small probability.
This problem is more realistic than regular capital budgeting examples from
class, in the sense that you do not know the true probability of success with
certainty. If the project is successful, you will receive a large payoff. If
the project is unsuccessful, the payoff is zero. However, following
unsuccessful investments you have the option to invest again. You may continue
investing until you are successful or until you decide that it no longer makes
sense to continue investing. Assume a zero percent discount rate – i.e., sum
the expected cash flows to calculate the NPV.
The final feature of the
investment decision is you must decide whether to purchase the rights to the
investment project. If you choose to purchase the investment project, you will
then be asked whether you want to invest. After each unsuccessful investment
round, you will be asked whether you want to invest again. After 30
unsuccessful investments, the program will stop and move you onto the next
case. You will need to decide whether you should continue to invest or stop. To
make your decisions, you may want to use our discussion of real investment
options (Lecture 5), your knowledge of capital budgeting from Finance I, and
any experience from your work experience which you think is relevant.
The program will run through
eighteen independent examples. In each example, you will be given information
on the investment project and asked whether you want to purchase the project.
The information will include the purchase price of the project, the cost of
each incremental investment, the payoff if the investment is successful, and
the distribution for the probability of success. Only the cost of each
incremental investment will remain constant across scenarios. It will always be
$10. The other numbers will change across the scenarios. You will be told the
two possible values of the true probability of success. For example, the
probability of a successful investment may be 15% or 25% with equal
probability. The actual probability of success will be one of these
probabilities and will not change for the duration of the scenario. You,
however, will not know which one is correct.1 Each scenario is independent of the
others.
When
you are finished the computer will store your results along with your NetID. The computer will also ask you for a 7 digit ID
number (which may be the end of your social security number or the ID number
that the school now uses). Since I cannot post your name with your homework
score, I will post your answers by the last six digits of this number on the
web page. I will also link your first and second trials using the id number. On
your second trial, make sure you enter the same ID number as the first time. If
there are problems with the program or you have questions about the assignment,
please ask me. You must run the program twice. I will grade you on the
correctness of your investment decisions – i.e., did you take positive NPV
projects and only positive NPV projects. I will use take the maximum of your
two scores in assigning a score for this homework.2
Footnotes:
1.
For
those of you interested in the mechanics of the program, here is what the
computer is doing. The computer will tell you that the true probability of
success is 15% or 25% with equal probability, for example. Then the computer
will 'flip a coin'. If the coin comes up heads (which happens 50% of the time),
it will select 15% as the true probability of success. If the coin comes up
tails, it will select 25% as the true probability of success. You don't know
what the true probability of success is. If the first coin came up heads, each
time you choose to invest an additional time, the computer 'flips another coin'
which comes up heads 15% of the time. If the first coin came up tails, each
time you choose to invest an additional time, the computer 'flips another coin'
which comes up heads 25% of the time.
2.
If
you do the homework only once, your score will be one half the score given on
your first completion of the assignment. You should do the program exactly
twice. I will consider it a violation of the honor code if you complete the
homework under a fictitious name.
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