2019 Alpha Start-ups 
Musings on Markets
NOVEMBER 14, 2024
My voyage with ESG began with curiosity in my 2019 exploration of what it purported to measure, turned to cynicism as the answers to the Cui Bono (who benefits) question became clear and has curdled into something close to contempt, as ESG advocates rewrite history and retroactively change their measurements in recent years.
Equidam
JUNE 17, 2025
Based on what we’ve seen in 2021 and beyond, there’s no guarantee that company ends up being worth anything. So you took cash out of a thing that ended up at zero […] but taking it out that early causes some uneasiness… Am I taking cash out of a thing that’s still ephemeral, I don’t really know what it is?
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Musings on Markets
JUNE 17, 2025
The first is that they have low correlations with financial assets (stocks and bonds), allowing for diversification benefits and the second is investments in some of these alternative asset groupings have the potential to earn excess returns or alphas.
Value Scope
JULY 21, 2020
Click to Download: ESG Valuation Considerations – Top Down or Bottom Up? This work can be used to reconcile and support an adjustment to the CAPM, then the WACC, via Alpha and Beta. It started sometime last year, during the fourth quarter. Using Alpha, however, it could be done. Executive Summary. million to $271.5
Musings on Markets
JANUARY 5, 2024
First, these categorizations were created close to twenty years ago, when I first started looking a global data, and many countries that were emerging markets then have developed into more mature markets now. Consequently, I do report industry averages for the two fastest growing emerging markets in India and China. Default Spreads 3.
Reynolds Holding
APRIL 28, 2022
11, 2022) (concluding that an attractively priced transaction, followed up with a well-managed analyst and investor outreach program, has a high probability of achieving a low redemption rate). [12] In our 2019-20 Merger Cohort, 77% of SPACs had PIPE investments. Research Paper No. Working Paper No. 746/2021). [13] 16] See id. [17]
Value Scope
SEPTEMBER 24, 2020
It started sometime last year, during the fourth quarter. At the time, more than $17 billion had been invested into sustainable-focused exchange-traded funds (ETFs) and open-end funds during 2019. Using Alpha, however, it could be done. Alpha is unsystematic risk, unique to the firm undergoing valuation.
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