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!