Sitemap - 2013 - Musings on Markets
Value in the eye of the storm: Why you should welcome uncertainty!
Valuation Myths: Young companies cannot be valued
The Twitter IPO: Thoughts on the IPO End Game
Valuing Athlete Earning Potential? Tracking Arian Foster!
Chill, dude (Part II): Debt Default Drama Queens
When the pieces add up to too much: Micro Dreams and Macro Delusions
Twitter IPO: Why a good trade be a bad investment (or vice versa)?
Twitter announces IPO: The Valuation
The Brand Name Advantage: Valuable, Sustainable and Elusive
Rebirth and Reincarnation: Escaping the corporate death spiral
Decline and Denial: Thoughts on Blackberry Endgame and Microsoft as Value Trap
Twitter announces IPO: The Pricing Game begins
Many a slip between the cup & the lip: From forward value to value per share today
Love the company! Love the product! Love the stock? An Update on Apple
Valuation of the week 1: A Tesla Test
MOOCs and Books: Spanning the Digital Divide
Market Mood Swings: Facebook Euphoria
Market Multiples: Global Comparison and Analysis
Developed versus Emerging Markets: Convergence or Divergence?
Rediscovering risk in emerging markets: A Country Risk Premium update
A tangled web of values: Enterprise value, Firm Value and Market Cap
The Fed and Interest Rates: Lessons from Oz
Equity Risk Premiums (ERP) and Stocks: Bullish or Bearish Indicator
The Golden Rule? Thoughts on gold as an investment
A Sweet Spot for US Equities: Opportunity and Dangers
Marty Lipton: Shareholder Champion, Stakeholder Protector or Management Tool?
Hundred dollar bills are hard to come by!
Michael Dell's Conflicted Buyout
Financial Alchemy: David Einhorn’s “value” play for Apple
Back to Apple: Thoughts on value, price and the confidence gap
It's time: A new semester begins.. and you are welcome to join in...
Market Mayhem: Lessons for Apple