Sitemap - 2019 - Musings on Markets

The Market is Huge! Revisiting the Big Market Delusion

A Teaching Manifesto: An Invitation to my Spring 2020 classes

Regime Change and Value: A Follow up Post on Aramco

A coming out party for the world's most valuable company: Aramco's long awaited IPO!

The Softbank-WeWork End Game: Savior Economics or Sunk Cost Problem?

Disrupting the IPO Process: Challenging the Banker-run Going-Public Model!

IPO Lessons for Public Market Investors

US Equities: Resilient Force or Case Study in Denial?

Insights on VC Pricing: Lessons from Uber, WeWork and Peloton!

Runaway Story or Meltdown in Motion? The Unraveling of the WeWork IPO

From Shareholder wealth to Stakeholder interests: CEO Capitulation or Empty Doublespeak?

Country Risk: A Mid-year 2019 Update

Meatless Future or Vegan Delusions? The Beyond Meat Valuation

Tesla's Travails: Curfew for a Corporate Teenager?

Uber's Coming out Party: Personal Mobility Pioneer or Car Service on Steroids?

Lyft Off? The First Ride Sharing IPO!

The Perils of Investing Idol Worship: The Kraft Heinz Lessons!

January 2019 Data Update 9: The Pricing Game

January 2019 Data Update 8: Dividends and Buybacks - Fact and Fiction

January 2019 Data Update 7: Debt, neither poison nor nectar!

January 2019 Data Update 6: Profitability and Value Creation!

January 2019 Data Update 5: Hurdle Rates and Costs of Financing

January 2019 Data Update 4: The Many Faces of Risk!

Back to Class: A Teaching Manifesto!

January 2019 Data Update 3: Playing the Numbers Game!

January 2019 Data Update 2: The Message from Bond Markets!

January 2019 Data Update 1: A reminder that equities are risky, in case you forgot!