Musings on Markets
My not-so-profound thoughts about valuation, corporate finance and the news of the day!
Thursday, February 26, 2015
The Aging of the Tech Sector: The Pricing Divergence of Young and Old Tech Companies
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As the NASDAQ approaches historic highs, Apple’s market cap exceeds that of the Bovespa (the Brazilian equity index) and young social ...
14 comments:
Monday, February 23, 2015
DCF Myth 1: If you have a D(discount rate) and a CF (cash flow), you have a DCF!
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Earlier this year, I started my series on discounted cash flow valuations (DCF) with a post that listed ten common myths in DCF and promi...
11 comments:
Tuesday, February 10, 2015
How low can you go? Doing the Petrobras Limbo!
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A few months ago, I suggested that investors venture where it is darkest, the nether regions of the corporate world where country risk, co...
40 comments:
Wednesday, February 4, 2015
Blood in the Shark Tank: Pre-money, Post-money and Play-money Valuations
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My kids are inclined to binge TV-watching, especially in the winter, and this Christmas break, when they were all home, they were at it ag...
13 comments:
Sunday, February 1, 2015
Discounted Cashflow Valuations (DCF): Academic Exercise, Sales Pitch or Investor Tool?
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In my last post , I noted that I will be teaching my valuation class , starting tomorrow (February 2, 2015). While the class looks at the ...
21 comments:
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