Musings on Markets
My not-so-profound thoughts about valuation, corporate finance and the news of the day!
Tuesday, October 19, 2021
Triggered Disclosures: Escaping the Disclosure Dilemma
In a post a few weeks ago , I argued that the disclosure process had lost its moorings, as corporate disclosures (annual filings, prospectus...
Monday, October 4, 2021
The Indian Smartphone Revolution: Paytm's Coming of Age IPO!
A few weeks ago, I valued Zomato, the Indian online food delivery company, just prior to its IPO, and argued that the excitement about its p...
Tuesday, September 14, 2021
The ESG Movement: The "Goodness" Gravy Train Rolls On!
Last year, I wrote a post on ESG and explained why I was skeptical about the claims made by advocates about the benefits it would bring to ...
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