Musings on Markets

NOVEMBER 9, 2021

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 reactions, it is also one that I truly enjoy valuing. If you are interested, you can see my valuations from 2014 , 2016 and 2017.

Start-ups 99

Start-ups Dividends Marketability Market Capitalization 99

Reynolds Holding

FEBRUARY 21, 2023

companies from 2004 to 2016, we identify 1,623 activist directors appointed to boards through proxy fights or settlements. There is also a positive risk-adjusted market reaction around the announcement of activism, with returns ranging from 3.0 Activist Directors – Characteristics Of the 3,259 activism events targeting U.S.

Dividends 72

Dividends Marketability EBITDA Market Capitalization 72

Musings on Markets

APRIL 20, 2021

For much of this history, the US also adopted a global tax model, which required US companies to pay the US tax rate not just on income earned in the US, but also in foreign markets, with the caveat that the foreign income would be taxed, when repatriated to the US. and the cash tax rate by 2.75%.

Start-ups 52

Start-ups Debt Financing Finance Equity 52

Musings on Markets

FEBRUARY 4, 2023

The History The Adani Group, founded by Gautam Adani, started life as a commodity trading partnership business in Gujarat, and listed on stock markets in 1994, as Adani Exports, with a large chunk of its revenues coming from its operation of a local port in Mundra, with a subsequent entry into the edible oil business.

Start-ups 100

Start-ups Market Capitalization Marketability Equity 100