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...
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
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
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...
View web version