Musings on Markets - Stories Contributed
Catastrophic Risk: Investing and Business Implications
Financial Markets | Feb 16 2024 16:0022
The Seven Samurai: How Big Tech Rescued the Market in 2023!
Financial Markets | Feb 08 2024 20:0044
Data Update 5 for 2024: Profitability, Returns and Value Creation (Destruction)!
Financial Markets | Jan 31 2024 12:2024
Data Update 4 for 2024: Danger and Opportunity - Bringing Risk into the Equation!
Financial Markets | Jan 28 2024 11:2087
Data Update 3 for 2024: Interest Rates in 2023 - A Rule-breaking Year!
Financial Markets | Jan 24 2024 23:0124
Data Update 2 for 2024: A Stock Comeback - The Low Expectations Game!
Financial Markets | Jan 17 2024 13:2014
The School Bell Rings: Time for Class!
Financial Markets | Jan 11 2024 17:59100
Data Update 1 for 2024: The data speaks, but what does it say?
Financial Markets | Jan 05 2024 19:01107
The Difference Makers: Key Person(s) Valuation
Financial Markets | Dec 10 2023 06:01168
Tesla in November 2023 : Story twists and turns, with value consequences!
Financial Markets | Nov 01 2023 14:0250
Good Intentions, Perverse Outcomes: The Impact of Impact Investing!
Financial Markets | Oct 12 2023 15:4327
Invisible, yet Invaluable: Valuing Intangibles in the Birkenstock IPO!
Financial Markets | Oct 06 2023 18:0134
Market Bipolarity: Exuberance versus Exhaustion!
Financial Markets | Oct 04 2023 16:0314
Putting the (Insta)cart before the (Grocery) horse: A COVID Favorite's Reality Check!
Financial Markets | Sep 19 2023 18:0259
A Business Upended: Streaming disrupts the Entertainment Business!
Financial Markets | Sep 11 2023 20:0326
Toys for Billionaires: Sports Franchises as Trophy Assets!
Financial Markets | Aug 25 2023 18:0330
In Search of Safe Havens: The Trust Deficit and Risk-free Investments!
Financial Markets | Aug 15 2023 18:0330
The Price of Risk: With Equity Risk Premiums, Caveat Emptor!
Financial Markets | Aug 05 2023 14:0326
Country Risk: A July 2023 Update!
Financial Markets | Jul 25 2023 18:0332
Market Resilience or Investors In Denial? A Mid-year Assessment for 2023!
Financial Markets | Jul 17 2023 20:0319
AI's Winners, Losers and Wannabes: An NVIDIA Valuation, with the AI Boost!
Financial Markets | Jun 23 2023 16:0534
Good (Bad) Banks and Good (Bad) Investments: At the right price...
Financial Markets | May 07 2023 17:4330
Breach of Trust: Decoding the Banking Crisis
Financial Markets | May 05 2023 20:0258
Data Update 7 for 2023: Dividends, Buybacks and Cash Flows
Financial Markets | Mar 08 2023 13:029
Data Update 6 for 2023: A Wake up call for the Indebted?
Financial Markets | Feb 27 2023 11:0262
Data Update 5 for 2023: The Earnings Test
Financial Markets | Feb 15 2023 21:0135
Data Update 4 for 2023: Country Risk - Measures and Implications
Financial Markets | Feb 11 2023 23:0169
Data Update 1 for 2022: It is Moneyball Time!
Financial Markets | Feb 04 2023 23:0126
Control, Complexity and Politics: Deconstructing the Adani Affair!
Financial Markets | Feb 04 2023 22:4347
Disagreements and First Principles: The Pushback on my Tesla Valuation
Financial Markets | Feb 02 2023 18:2223
Data Update 3 for 2023: Inflation and Interest Rates
Financial Markets | Jan 30 2023 18:4364
Tesla in 2023: A Return to Reality, The Start of the End or Time to Buy?
Financial Markets | Jan 26 2023 18:0120
Data Update 2 for 2023: A Rocky Year for Equities!
Financial Markets | Jan 21 2023 20:0211
Data Update 1 for 2023: Setting the table!
Financial Markets | Jan 06 2023 20:0233
A Return to Teaching: The Spring 2023 Edition
Financial Markets | Dec 21 2022 15:0223
META Lesson 3: Tell me a story!
Financial Markets | Nov 15 2022 18:0189
META Lesson 2: Accounting Inconsistencies and Consequences
Financial Markets | Nov 10 2022 15:0143
META Lesson 1: Corporate Governance
Financial Markets | Nov 04 2022 19:0335
Earnings and Cash Flows: A Primer on Free Cash Flow
Financial Markets | Oct 25 2022 19:0235
Reaping the Whirlwind: A September 2022 Inflation Update!
Financial Markets | Sep 26 2022 19:0329
A Zomato 2022 Update: Value, Pricing and the Gap
Financial Markets | Jul 27 2022 17:0410
Country Risk: A 2022 Mid-year Update!
Financial Markets | Jul 13 2022 16:0325
Risk Capital and Markets: A Temporary Retreat or Long Term Pull Back?
Financial Markets | Jul 01 2022 12:4327
ESG's Russia Test: Trial by Fire or Crash and Burn?
Financial Markets | Jun 30 2022 03:2219
The Corporate Tax Burden: Facts and Fiction
Financial Markets | Jun 23 2022 05:0328
A Follow up on Inflation: The Disparate Effects on Company Values!
Financial Markets | May 20 2022 19:0322
In Search of a Steady State: Inflation, Interest Rates and Value
Financial Markets | May 06 2022 19:0323
Elon's Twitter Play: Valuation and Corporate Governance Consequences
Financial Markets | Apr 21 2022 17:0326
ESG's Russia Test: Trial by Fire or Crash and Burn?
Financial Markets | Mar 28 2022 13:035
Russia and Ukraine: Let Loose the Dogs of War!
Financial Markets | Mar 19 2022 15:0367
Data Update 5 for 2022: The Bottom Line!
Financial Markets | Feb 27 2022 13:0550
Back to Earth or Temporary Setback? Revisiting the FANGAM Stocks
Financial Markets | Feb 12 2022 18:0114
Data Update 4 for 2022: Risk = Danger + Opportunity!
Financial Markets | Feb 08 2022 21:0428
Data Update 3: Inflation and its Ripple Effects!
Financial Markets | Jan 27 2022 10:0412
Data Update 2 for 2022: US Stocks kept winning in 2021, but…
Financial Markets | Jan 19 2022 18:0316
Data Update 1 for 2022: It is Moneyball Time!
Financial Markets | Jan 08 2022 15:0355
Back in the Classroom: Time to Teach!
Financial Markets | Dec 15 2021 12:438
Managing across the Corporate Life Cycle: CEOs and Stock Prices!
Financial Markets | Dec 10 2021 19:0331
Tesla's Trillion Dollar Moment: A Valuation Revisit!
Financial Markets | Nov 09 2021 17:0328
The Billionaire Tax: The Worst Tax Idea Ever?
Financial Markets | Oct 25 2021 19:0120
Triggered Disclosures: Escaping the Disclosure Dilemma
Financial Markets | Oct 19 2021 13:046
The Indian Smartphone Revolution: Paytm's Coming of Age IPO!
Financial Markets | Oct 11 2021 12:4325
The ESG Movement: The "Goodness" Gravy Train Rolls On!
Financial Markets | Oct 11 2021 12:4312
China's Tech Crackdown: Its about Control, not Consumers or Competition!
Financial Markets | Oct 11 2021 12:4315
A DIY (Do-It-Yourself) Valuation of Zomato
Financial Markets | Oct 11 2021 12:437
The Zomato IPO: A Bet on Big Markets and Platforms!
Financial Markets | Oct 11 2021 12:437
Disclosure Dilemma: When more (data) leads to less (information)!
Financial Markets | Oct 11 2021 12:439
The Rise of SPACs: IPO Disruptors or Blank Check Distortions?
Financial Markets | Oct 11 2021 12:434
Inflation and Investing: False Alarm or Fair Warning?
Financial Markets | Oct 11 2021 12:435
Investor Taxes and Stock Prices: Threading the Needle!
Financial Markets | Oct 11 2021 12:432
The Corporate Tax Burden: Facts and Fiction
Financial Markets | Oct 11 2021 12:437
Interest Rates, Earning Growth and Equity Value: Investment Implications
Financial Markets | Oct 11 2021 12:434
Data Update 4 for 2021: The Hurdle Rate Question!
Financial Markets | Oct 11 2021 12:433
The Price-Value Feedback Loop: A Look at GME and AMC!
Financial Markets | Oct 11 2021 12:433
The Storming of the Bastille: The Reddit Crowd targets the Hedge Funds!
Financial Markets | Oct 11 2021 12:4322
Data Update 3 for 2021: Currencies, Commodities, Collectibles and Cryptos
Financial Markets | Oct 11 2021 12:4310
Data Update 2 for 2021: The Price of Risk!
Financial Markets | Oct 11 2021 12:433
Marking Time: A new year, a fresh semester and its class time!
Financial Markets | Oct 11 2021 12:437
Data Update 1 for 2021: A (Data) Look Back at a Most Forgettable Year (2020)!
Financial Markets | Oct 11 2021 12:432
The Sharing Economy come home: The IPO of Airbnb!
Financial Markets | Oct 11 2021 12:434
A Viral Market Update XIV: A Wrap on the COVID market, premature or not!
Financial Markets | Oct 11 2021 12:439
Value Investing III: Requiem, Rebirth or Reinvention?
Financial Markets | Oct 11 2021 12:435
Value Investing II: Tough times for Value Investing - Passing Phase or a Changed World?
Financial Markets | Oct 11 2021 12:432
Value Investing I: The Back Story
Financial Markets | Oct 11 2021 12:432
Sounding good or Doing good? A Skeptical Look at ESG
Financial Markets | Oct 11 2021 12:434
Illusion, Perception and Reality: Stock Splits and Index Inclusions
Financial Markets | Oct 11 2021 12:433
The Indian Smartphone Revolution: Paytm's Coming of Age IPO!
Financial Markets | Oct 04 2021 18:0340
The ESG Movement: The "Goodness" Gravy Train Rolls On!
Financial Markets | Sep 14 2021 16:0315
China's Tech Crackdown: Its about Control, not Consumers or Competition!
Financial Markets | Sep 01 2021 11:0329
A DIY (Do-It-Yourself) Valuation of Zomato
Financial Markets | Aug 02 2021 21:0345
The Zomato IPO: A Bet on Big Markets and Platforms!
Financial Markets | Jul 22 2021 17:0315
Disclosure Dilemma: When more (data) leads to less (information)!
Financial Markets | Jul 14 2021 15:0313
The Rise of SPACs: IPO Disruptors or Blank Check Distortions?
Financial Markets | Jun 09 2021 13:0314
Inflation and Investing: False Alarm or Fair Warning?
Financial Markets | May 24 2021 13:04186
Investor Taxes and Stock Prices: Threading the Needle!
Financial Markets | May 11 2021 16:0315
The Corporate Tax Burden: Facts and Fiction
Financial Markets | Apr 20 2021 21:0329
Interest Rates, Earning Growth and Equity Value: Investment Implications
Financial Markets | Mar 25 2021 18:038
Data Update 4 for 2021: The Hurdle Rate Question!
Financial Markets | Feb 10 2021 18:4311
The Price-Value Feedback Loop: A Look at GME and AMC!
Financial Markets | Feb 03 2021 18:0212
The Storming of the Bastille: The Reddit Crowd targets the Hedge Funds!
Financial Markets | Jan 29 2021 14:04141
Load More ...

SignUp

Login