Sitemap - 2011 - Musings on Markets
Do markets punish long term thinking? Amazon as a case study
Living within your limits: Thoughts on Research In Motion (RIM)
How much diversification is too much?
Are you ready to value Groupon?
Growth (Part 4): Growth and Management Credibility
Growth (Part 3): The Value of Growth
Growth (Part 2): Scaling up Growth
Growth (Part 1): The Limits of Growth
Growth and Value: Thoughts on Google, Groupon and Green Mountain
Risk free rates and value: Dealing with historically low risk free rates
The Buffett Plan: An apt name for a sanctimonious, hypocritical and superficial proposal
Operation Twist II: The Fed as Chubby Checker
Buffett and Bank of America: Playing Poker with Patsies...
Trapped Cash: Measurement and Consequences
Momentum versus Contrarian: Two Reads of the ERP
Chill, dude! It is not the ratings downgrade.. It is how you react to it!
A Sovereign Ratings Downgrade for the US? End of the world or bump in the road?
Stay Private vs Going Public: Changing landscape
Default and Bankruptcy: Black, white and shades of grey
From revenues to earnings: Operating, financing and capital expenses....
Dual share structure: The Google model spreads
Valuing young growth companies: A postscript on Linkedin
Is Skype worth $8.5 billion? An exercise in valuing young, growth companies
Alternatives to the CAPM: Wrapping up
Alternatives to the CAPM: Part 5. Risk Adjusting the cash flows
Alternatives to the CAPM: Part 4: Market-Implied cost of equity
Alternatives to the CAPM: Part 3: Connecting cost of debt to cost of equity
Alternatives to the CAPM: Part 2: Proxy Models
Alternatives to the CAPM: Part 1: Relative Risk Measures
Margin of Safety: An alternative risk assessment tool?
Breach of Trust: Bank Valuation after the banking crisis
Catastrophe and consequences for value
A tide in the affairs of men...
Luck versus skill: How can you tell?
Behavioral Economics: Thoughts on Value and Price
Equity Risk Premiums: The 2011 Edition
Merck and Pfizer: Thoughts on investing as a patriotic duty and market efficiency
Dividend Policy for the 21st century
The unemployment rate: A look at the sampling question.
The Shift to Buybacks: Implications for investors
Buybacks and Stock Prices: Good or bad news?
Stock Buybacks: What is happening and why?
How much cash is too much? Looking at Apple