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