Musings on Markets
My not-so-profound thoughts about valuation, corporate finance and the news of the day!
Thursday, March 25, 2021
Interest Rates, Earning Growth and Equity Value: Investment Implications
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The first quarter of 2021 has been, for the most part, a good time for equity markets, but there have been surprises. The first has been the...
Wednesday, February 10, 2021
Data Update 4 for 2021: The Hurdle Rate Question!
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What is a hurdle rate for a business? There are multiple definitions that you will see offered, from it being the cost of raising capital f...
Wednesday, February 3, 2021
The Price-Value Feedback Loop: A Look at GME and AMC!
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There are three topics that you can write or talk about that are almost guaranteed to draw a audience, stocks (because greed drives us all),...
Friday, January 29, 2021
The Storming of the Bastille: The Reddit Crowd targets the Hedge Funds!
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I generally try to stay out of fights, especially when they become mud-wrestling contests, but the battle between the hedge funds and Reddit...
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