Musings on Markets
My not-so-profound thoughts about valuation, corporate finance and the news of the day!
Tuesday, September 14, 2021
The ESG Movement: The "Goodness" Gravy Train Rolls On!
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Last year, I wrote a post on ESG and explained why I was skeptical about the claims made by advocates about the benefits it would bring to ...
Wednesday, September 1, 2021
China's Tech Crackdown: Its about Control, not Consumers or Competition!
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For the last two decades, China has been the dominant story for both the global economy and capital markets, as the country's immense gr...
Monday, August 2, 2021
A DIY (Do-It-Yourself) Valuation of Zomato
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Just over a week ago, I valued Zomato ahead of its market debut, and as with almost every valuation that I do on this forum, I heard from ma...
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