Musings on Markets
My not-so-profound thoughts about valuation, corporate finance and the news of the day!
Wednesday, August 12, 2015
Narrative Resets: Revisiting a Tech Trio (Apple, Facebook and Twitter)
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In a post in August 2014 , I examined the importance of narratives in valuation and how shifts or changes in those narratives can affect v...
29 comments:
Saturday, August 8, 2015
DCF Myth 2: A DCF is an exercise in modeling and number crunching!
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Most people don't trust DCF valuations, and with good reason. Analysts find ways to hide their bias in their inputs and use co...
4 comments:
Thursday, July 30, 2015
Decoding Currency Risk: Pictures of Global Risk - Part IV
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In my last three posts, I have looked at country risk, starting with measures of that risk and then moving on to valuing and pricing th...
4 comments:
Wednesday, July 29, 2015
Pricing Country Risk - Pictures of Global Risk - Part III
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In my last two posts, I looked at country risk, starting with an examination of measures of country risk in this one and ho...
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