Musings on Markets
My not-so-profound thoughts about valuation, corporate finance and the news of the day!
Thursday, June 18, 2026
SpaceX, OpenAI and Anthropic: The S&P 500 Inclusion Question and Investment Consequences!
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Over the last few weeks, attention has (rightly) been focused on three potentially trillion dollar companies all lined up to go public...
Thursday, June 4, 2026
Revisiting the SpaceX Valuation: A Post-Prospectus Update!
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A few weeks ago, I assessed the value of SpaceX ahead of its initial public offering , with the admission that I was making my estima...
Wednesday, May 6, 2026
An Ode to Restraint: Lessons from the Tim Cook Legacy
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Through time, we have glorified conquerors and empire builders in politics, civic life and business, from Alexander the Great and Gengh...
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