Musings on Markets
My not-so-profound thoughts about valuation, corporate finance and the news of the day!
Sunday, May 7, 2023
Good (Bad) Banks and Good (Bad) Investments: At the right price...
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In my last post, I looked at banking as a business, and used a simple banking framework to advance the notion that the key ingredient tying...
Friday, May 5, 2023
Breach of Trust: Decoding the Banking Crisis
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In March 2023, the fall of Silicon Valley Bank shocked investors not only because it was unforeseen, but also because of the speed with whic...
Wednesday, March 8, 2023
Data Update 7 for 2023: Dividends, Buybacks and Cash Flows
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This is the last of my data update posts for 2023, and in this one, I will focus on dividends and buybacks, perhaps the most most misunderst...
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