Sitemap - 2012 - Musings on Markets
Death and Taxes at year end: Unpredictable Certainties
The year in review: Apple's universe?
Acquisition Alchemy: Creating value from deals
Acquisition Accounting II: Goodwill, more plug than asset
Acquisition Accounting I: Accretive (Dilutive) Deals can be bad (good) deals
Acquisition Advice: Big deal or good deal?
Acquisition Hubris: Over confident CEOs and Compliant Boards
Acquisition Archives: Winners and Losers
HP's Deal from Hell: The mark-it-up and write-it-down two-step
Much ado about liquidity? Lockup expirations and stock prices
Storms and Stocks: Dealing with Disruptive Shocks
The Yankees' A Rod Problem: Sunk costs and investing
Private Equity: Too disruptive or not disruptive enough?
The disclosure dilemma: Why more disclosure has led to less information
Winning (losing) by losing (winning): The power of expectations
The "dividend tax" cliff approaches: Implications for stocks
Inspiration or Insanity? Fed action and Market Reaction
A new semester begins: Valuation class online
Apple's Crown Jewel: Valuing the iPhone Franchise
Groupon Gloom: Deal of the day or Death Spiral?
Facebook face plant: Time to friend the company?
Earnings surprises, price reaction and value
Equity Risk Premiums: Globalization and Country risk
Value Investing: Where is the beef?
Activist Value Investing: Be your own "change" agent
Contrarian Value Investing - Going against the flow....
Passive Value investing: Screening for bargains
Value Investing: An Identity Crisis?
How much is growth worth?
How much are you paying for growth?
Facebook: Sowing the wind, reaping the whirlwind
Facebook and "Field of Dreams": Hoodies, Hubris and Hoopla
Lessons learned, unlearned and relearned: A semester of online class
Governments and Value III: Bribery, Corruption and other "Dark" Costs
Governments and Value II: Subsidies and Value
Governments and Value: Part 1 - Nationalization Risk
Google splits its stock and spits on its stockholders
Emotions, Intrinsic value and Dividend Clienteles: The Apple trade postscript
Apple: Know when to hold 'em, know when to fold 'em..
Equity Risk Premiums: The 2012 Edition
Greg Smith on Goldman: An indictment of investment banking?
Apple: Thoughts on bias, value, excess cash and dividends
Facebook: Playing the "IPO pop" game?
The IPO of the decade? My valuation of Facebook
Options and Taxes: Is a "Facebook" tax next?
Moneyball and Investing: Data, Information and my 2012 Update
My small challenge to the "university" business model
Snowmen and Shovels: Investing Lessons?
Private Equity: Hero or Villain?
Auld Lang Syne: Remembering 2011