Musings on Markets
My not-so-profound thoughts about valuation, corporate finance and the news of the day!
Friday, October 23, 2020
Value Investing II: Tough times for Value Investing - Passing Phase or a Changed World?
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In the last post, I noted the strong backing for value investing for much of the last century, where a combination of investing success stor...
1 comment:
Value Investing I: The Back Story
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One of the classes that I teach is on investment philosophies, where I begin by describing an investment philosophy as a set of beliefs abou...
1 comment:
Monday, September 21, 2020
Sounding good or Doing good? A Skeptical Look at ESG
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In my time in corporate finance and valuation, I have seen many "new and revolutionary" ideas emerge, each one marketed as the sol...
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