Musings on Markets
My not-so-profound thoughts about valuation, corporate finance and the news of the day!
Wednesday, July 15, 2026
Country Risk: Drivers, Measures and Investment Implications - The 2026 Edition!
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I am a creature of habit in my personal and professional life, and in the context of the content that I post online, there is a ritual ...
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...
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