Musings on Markets
My not-so-profound thoughts about valuation, corporate finance and the news of the day!
Tuesday, November 15, 2022
META Lesson 3: Tell me a story!
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In my first two posts on Facebook, I noted that its most recent earnings report, and the market reaction to it, offers an opportunity for us...
Thursday, November 10, 2022
META Lesson 2: Accounting Inconsistencies and Consequences
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In my last post, I used Facebook's recent troubles to talk about the importance of corporate governance, and how we, as investors, have...
Friday, November 4, 2022
META Lesson 1: Corporate Governance
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As we get deeper into earnings season for the third quarter of 2022, the biggest negative surprises are coming from technology companies, wi...
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