Sitemap - 2023 - Musings on Markets

The Difference Makers: Key Person(s) Value!

Tesla in November 2023: Story twists & turns, with value consequences!

Good Intentions, Perverse Outcomes: The Impact of Impact Investing

Invisible, yet Invaluable: Valuing Intangibles - The Birkenstock IPO

Market Bipolarity: Exuberance versus Exhaustion

Putting the (Insta)cart before the Grocery (horse): A COVID Favorite's Reality Check!

A Business Upended: The Streaming Disruption of the Movie & Broadcasting Business

Toys for Billionaires: Sports Franchises as Trophy Assets!

In Search of Safe Havens: The Trust Deficit and Risk-free Investments!

The Price of Risk: With Equity Risk Premiums, Caveat Emptor!

Country Risk: A July 2023 Update

Market Resilience or Investors in Denial: The Market at Mid-Year 2023

AI's Winners, Losers and Wannabes: Valuing the AI Boost at NVIDIA

Good (Bad) Banks, Good (Bad) Investments: An Investing Perspective

Breach of Trust: Decoding the US Banking Crisis of 2023

Data Update 7 for 2023: Dividends, Buybacks and Cash flows

Data Update 6 for 2023: The Upside and Downside of Debt!

Data Update 5 for 2023: Pathways to Profitability

Data Update 4 for 2023: Country Risk - Measures and Implications

Control, Complexity and Politics: Deconstructing the Adani Affair!

Dissent and Debate: The Pushback on my Tesla Valuation

Data Update 3 for 2023: Interest Rates and Bond Returns

Tesla in 2023: A Return to Reality, The Beginning of the End or Time to Buy

Data Update 2 for 2023: A Rocky Year for Equities

Data Update 1 for 2023: Setting the Table