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)