Data Update 5 for 2022: The Bottom Line!
The proverbial bottom line for success in business is the capacity to deliver profits, at least in the long term. Even though we live in...
Back to Earth or Temporary Setback? Revisiting the FANGAM Stocks
It has been a rocky year so far, in 2022, with worries about inflation competing with hopes about recovery for the market's attention. In the...
Data Update 4 for 2022: Risk = Danger + Opportunity!
In the first few weeks of 2022, we have had repeated reminders from the market that risk never goes away for good, even in the...
Data Update 3: Inflation and its Ripple Effects!
Inflation numbers have been coming in high now, for more than a year, but for much of the early part of 2021, bankers, investors...
Data Update 2 for 2022: US Stocks kept winning in 2021, but…
Leading into 2021, the big questions facing investors were about how quickly economies would recover from COVID, with the assumption that the virus would fade...
Data Update 1 for 2022: It is Moneyball Time!
Happy New Year, and I hope that 2022 brings you good tidings! To start the year, I returned to a ritual that I have practiced...
The Zomato IPO: A Bet on Big Markets and Platforms!
Zomato, an Indian online food-delivery company, was opened up to public market investors on July 14, 2021, and its market debut is being watched for...
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,...
China’s Tech Crackdown: Its about Control, not Consumers or Competition!
For the last two decades, China has been the dominant story for both the global economy and capital markets, as the country's immense growth and...