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,...
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,...
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...
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...
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...
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)...
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"...
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...
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...
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...