Appreciate how you unpack the layers behind country risk, especially the tension between stability and continuity in political regimes. Makes it clear that risk isn't just a number but a story with context.
As always you made everything very simple to understand, thanks a lot for your valuable insights sir ! i have a one question, you have stated traditional method which is flawed and on addition your alternative which seems much practical and logical, but isn't it is way to much complicated to calculate lamda for each country( i mean to find of domestic revenue/ production of the company with respect to average companies domestic revenue production of respective country) so analyst will have to do intense research if the company is operating in multiple countries, so in that case can we just take a weighted average of revenue of that company instead of going to lambda? your insights will definitely help me in this sir! thank you for giving a different perspective towards valuation..
Pure Insightful view as always
Wonderful, thank you.
Appreciate how you unpack the layers behind country risk, especially the tension between stability and continuity in political regimes. Makes it clear that risk isn't just a number but a story with context.
This content is gold, keep it coming!
Thank-you very very much
As always you made everything very simple to understand, thanks a lot for your valuable insights sir ! i have a one question, you have stated traditional method which is flawed and on addition your alternative which seems much practical and logical, but isn't it is way to much complicated to calculate lamda for each country( i mean to find of domestic revenue/ production of the company with respect to average companies domestic revenue production of respective country) so analyst will have to do intense research if the company is operating in multiple countries, so in that case can we just take a weighted average of revenue of that company instead of going to lambda? your insights will definitely help me in this sir! thank you for giving a different perspective towards valuation..
Such an important subject, and a pitfall for many emerging market investors fooled by low multiples.
I like your work and I want to connect with you. I AM young entrepreneurs from Gujarat i want to meet you if possible
Good insight 😃. Can i translate part of this article into Spanish with links to you and a description of your newsletter?