Musings on Markets
My not-so-profound thoughts about valuation, corporate finance and the news of the day!
Saturday, June 29, 2013
A tangled web of values: Enterprise value, Firm Value and Market Cap
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Investors, analysts and financial journalists use different measures of value to make their investment cases and it is not a surprise that ...
59 comments:
Friday, June 21, 2013
The Fed and Interest Rates: Lessons from Oz
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In my last post on equity risk premiums and the market , I argued that the equity markets have been priced on the presumption that the Fed ...
20 comments:
Sunday, May 19, 2013
Equity Risk Premiums (ERP) and Stocks: Bullish or Bearish Indicator
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If you have been following my blog postings, you are probably aware that I have an obsession with equity risk premiums (ERP), and have...
114 comments:
Tuesday, April 30, 2013
Apple: News, Noise and Value
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As has been the case for much of the last two years, the Apple earnings report on April 24, 2013 was a media event, previewed endlessly on ...
52 comments:
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