The Sharing Economy come home: The IPO of Airbnb!
A Viral Market Update XIV: A Wrap on the COVID market, premature or not!
Value Investing III: Requiem, Rebirth or Reinvention?
Value Investing II: Tough times for Value Investing - Passing Phase or a Changed World?
Value Investing I: The Back Story
Sounding good or Doing good? A Skeptical Look at ESG
Illusion, Perception and Reality: Stock Splits and Index Inclusions
A Viral Market Update XIII: The Strong (FANGAM) get stronger!
From Class Rooms to Class Zooms: Teaching during COVID times!
A Viral Market Update XII: The Resilience of Private Risk Capital
A Viral Market Update XI: The Flexibility Premium
A Viral Market Update X: A Corporate Life Cycle Perspective
A Viral Market Update IX: A Do-it-Yourself S&P 500 Valuation
A Viral Market Update VIII: A Crisis Test - Value vs Growth, Active vs Passive, Small Cap vs Large!
A Viral Market Update VII: Mayhem with Multiples
A Viral Market Meltdown VI: The Price of Risk
A Viral Market Meltdown V: Back to Basics!
A Viral Market Meltdown IV: Investing for a post-virus Economy
Data Update 7 for 2020: Debt Delusions and Reality
Data Update 6 for 2020: Profitability, Returns and the value of Growth
A Viral Market Meltdown III: Pricing or Value? Trading or Investing?
A Viral Market Meltdown Part II: Clues in the Debris!
Data Update 5: Relative Risk and Hurdle Rates
A Viral Market Meltdown: Fear or Fundamentals?
Data Update 4: Country Risk and Currency Questions!
Data Update 3 for 2020: The Price of Risk!
A Do-it-yourself (DIY) Valuation of Tesla: Of Investment Regrets and Disagreements!
An Ode to Luck: Revisiting my Tesla Valuation
Data Update 2 for 2020: Retrospective on a Disruptive Decade
Data Update 1 for 2020: Setting the table