Musings on Markets
My not-so-profound thoughts about valuation, corporate finance and the news of the day!
Wednesday, November 1, 2023
Tesla in November 2023 : Story twists and turns, with value consequences!
I was planning to start this post by telling you that Tesla was back in the news, but that would be misleading, since Tesla never leaves the...
Thursday, October 12, 2023
Good Intentions, Perverse Outcomes: The Impact of Impact Investing!
I have made no secret of my disdain for ESG, an over-hyped and over-sold acronym , that has been a gravy train for a whole host of pla...
Friday, October 6, 2023
Invisible, yet Invaluable: Valuing Intangibles in the Birkenstock IPO!
A few days ago, I valued Instacart ahead of its initial public offering , and noted that the reception that the stock gets will be a good ba...
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