2024 Dividends Firm Value 
Musings on Markets
JANUARY 10, 2025
Not surprisingly, the company listings are across the world, and I look at the breakdown of companies, by number and market cap, by geography: As you can see, the market cap of US companies at the start of 2025 accounted for roughly 49% of the market cap of global stocks, up from 44% at the start of 2024 and 42% at the start of 2023.
Musings on Markets
JULY 18, 2025
The first is the role that cash holdings play in a business , an extension of the dividend policy question, with an examination of why businesses often should not pay out what they have available to shareholders. In this post, I will bring together two disparate and very different topics that I have written about in the past.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Musings on Markets
JANUARY 5, 2024
I have also developed a practice in the last decade of spending much of January exploring what the data tells us, and does not tell us, about the investing, financing and dividend choices that companies made during the most recent year. Dividends and Potential Dividends (FCFE) 1. Dividend yield & payout 3. Buybacks 2.
Musings on Markets
JANUARY 6, 2023
At the company-level, I provide data on risk, profitability, leverage and dividends, broken down by industry-groups, to be used in both corporate finance and valuation. Standard deviations in equity and firm value 4. Financing Flows Accounting Returns Dividends & Ownership Risk Premiums 1. Cost of Debt 2.
Reynolds Holding
MARCH 2, 2025
These investments are difficult to quantify and often underreported in traditional financial filings, creating uncertainty about the actual extent of firms AI investments. Despite these challenges, investor interest in AI has grown, and firms that make these investments in AI often benefit from premium valuations (Babina et al.,
Expert insights. Personalized for you.
121 
Let's personalize your content