Sitemap - 2015 - Musings on Markets
Intergalactic Finance: Valuing the Star Wars Franchise
The Compressed Tech Life Cycle: The Investor Challenge
The Compressed Tech Life Cycle: The Managerial Challenge
Aging in Dog Years? The Short, Glorious Life of a Successful Tech Company!
The Yahoo! Chronicles! Is this the End Game?
Value and Taxes: Breaking down the Pfizer- Allergan Deal
Runaway Stories and Fairy Tale Endings: The Cautionary Tale of Theranos
Checkmate or Stalemate? Valeant's Fall from Investing Grace
Divergence in the Drug Businesses: Pharmaceuticals and Biotechnology
Winning at a Loser's Game? Control, Synergy and the ABInBev/SABMiller Merger!
The Ride Sharing Business: Playing Pundit
Dream Big or Stay Focused? Lyft's Counter to Uber!
The Ferrari IPO: A Price Premium for the Prancing Horse?
On the Uber Rollercoaster: Narrative Tweaks, Twists and Turns!
Putting a Price Tag on Scandal: Sturm und Drang at Volkswagen!
No Mas, No Mas! The Vale Chronicles (Continued)!
What's in a name? Of Umlauts, The Alphabet and World Peace!
The Fed, Interest Rates and Stock Prices: Fighting the Fear Factor
Big Markets, Over Confidence and the Macro Delusion!
Another Market Crisis? My Survival Manual/Journal!
My Valuation Class: The Fall 2015 Model Preview
Beijing Blunders: Bull in a China Shop!
Storied Asset Sales: Valuing and Pricing "Trophy" Assets
Narrative Resets: Revisiting a Tech Trio (Apple, Facebook and Twitter)
DCF Myth 2: A DCF is an exercise in modeling and number crunching!
Decoding Currency Risk: Pictures of Global Risk - Part IV
Pricing Country Risk - Pictures of Global Risk - Part III
Valuing Country Risk: Pictures of Global Risk - Part II
Groundhog day in Greece, Hijinks in Brazil and Market Chaos in China: Pictures of Global Risk - Part I
Billion-dollar Tech Babies: A Blessing of Unicorns or a Parcel of Hogs?
Cash, Debt and PE Ratios: Cash is an upper and debt is a downer!
The Value and Pricing of Cash: Why low interest rates & large cash balances skew PE ratios
No Light at the end of the Tunnel: Investing in Bad Businesses
Is your CEO worth his (her) pay? The Pricing and Valuing of Top Managers!
The Search for Investment Serenity: The Look Back Test!
The Small Cap Premium: Where is the beef?
Dealing with Low Interest rates: Investing and Corporate Finance Lessons
The GM Buyback: Beyond the Hysteria!
Illiquidity and Bubbles in Private Share Markets: Testing Mark Cuban's thesis!
The Aging of the Tech Sector: The Pricing Divergence of Young and Old Tech Companies
DCF Myth 1: If you have a D(discount rate) and a CF (cash flow), you have a DCF!
How low can you go? Doing the Petrobras Limbo!
Blood in the Shark Tank: Pre-money, Post-money and Play-money Valuations
Discounted Cashflow Valuations (DCF): Academic Exercise, Sales Pitch or Investor Tool?
The Dance of the Disrupted: Observations from the front lines
The X Factor in Value: Excess Returns in Theory and Practice
Putting the D in the DCF: The Cost of Capital
The Tax Story in 2015: Myths, Misconceptions and Reality Checks
Country Risk, Return and Pricing: The Global Landscape in January 2015
An ERP Retrospective: Looking back (2014) and Looking forward (2015)