Musings on Markets
My not-so-profound thoughts about valuation, corporate finance and the news of the day!
Friday, March 27, 2015
The GM Buyback: Beyond the Hysteria!
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Here is a script for a movie about the evils of stock buybacks, with the following players. The victim is an well-managed company in a b...
17 comments:
Friday, March 20, 2015
Illiquidity and Bubbles in Private Share Markets: Testing Mark Cuban's thesis!
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It looks like Alibaba is investing $200 million in Snapchat , translating (at least according to deal watchers) into a value of $15 billi...
9 comments:
Thursday, February 26, 2015
The Aging of the Tech Sector: The Pricing Divergence of Young and Old Tech Companies
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As the NASDAQ approaches historic highs, Apple’s market cap exceeds that of the Bovespa (the Brazilian equity index) and young social ...
14 comments:
Monday, February 23, 2015
DCF Myth 1: If you have a D(discount rate) and a CF (cash flow), you have a DCF!
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Earlier this year, I started my series on discounted cash flow valuations (DCF) with a post that listed ten common myths in DCF and promi...
11 comments:
Tuesday, February 10, 2015
How low can you go? Doing the Petrobras Limbo!
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A few months ago, I suggested that investors venture where it is darkest, the nether regions of the corporate world where country risk, co...
40 comments:
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