A DIY (Do-It-Yourself) Valuation of Zomato
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,...
The Billionaire Tax: The Worst Tax Idea Ever?
If you have been tracking the torturous workings of the infrastructure bills working their way through Congress, consideration is now being given to a "billionaire"...
Triggered Disclosures: Escaping the Disclosure Dilemma
In a post a few weeks ago, I argued that the disclosure process had lost its moorings, as corporate disclosures (annual filings, prospectuses for IPOs)...
The Indian Smartphone Revolution: Paytm’s Coming of Age IPO!
A few weeks ago, I valued Zomato, the Indian online food delivery company, just prior to its IPO, and argued that the excitement about its...
Managing across the Corporate Life Cycle: CEOs and Stock Prices!
One of the big news stories of last week was Jack Dorsey stepping down as CEO of Twitter, and the market's response to that news...
Tesla’s Trillion Dollar Moment: A Valuation Revisit!
I have been writing about, and valuing, Tesla for most of its lifetime in public markets, and while it remains a company that draws strong...
Back in the Classroom: Time to Teach!
At the start of every semester for as long as I can remember, I have invited people to sit in informally on my classes at...