Musings on Markets
My not-so-profound thoughts about valuation, corporate finance and the news of the day!
Monday, January 27, 2020
Data Update 2 for 2020: Retrospective on a Disruptive Decade
My data updates usually look at the data for the most recent year and what I learn from them, but 2020 also marks the end of a decade. In ...
Monday, January 13, 2020
Data Update 1 for 2020: Setting the table
Starting in the early 1990s, I have spent the first week or two of every new year playing my version of Moneyball, downloading raw market ...
Sunday, December 29, 2019
The Market is Huge! Revisiting the Big Market Delusion
For the high-profile IPOs that have reached the market in 2019, with apologies to Charles Dickens for stealing and mangling his words, it ...
Thursday, December 19, 2019
A Teaching Manifesto: An Invitation to my Spring 2020 classes
If you have been reading my blog for long enough, you should have seen this post coming. Every semester that I teach, and it has only been...
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