Musings on Markets
MAY 20, 2022
Inflation and Value When in doubt about how any action or information plays out in value, I find it useful to go back to value basics, and trace out the effects of that action/information on value drivers.
Musings on Markets
JANUARY 6, 2023
Standard deviations in equity and firm value 4. In the ninth post, I will look at how market pricing changed during 2022, across sectors/industries (with technology taking the biggest hit) as well as across growth and corporate life cycles. Cost of Equity 1. PE & PEG 2. Standard deviation in stock price 2. Cost of Debt 2.
Value Scope
SEPTEMBER 24, 2020
How do you justify making substantial investments and fundamental changes to corporate structures and culture without empirical evidence that it will make a direct impact on shareholder value, total shareholder return, net present value, and individual rates of return? . Do ESG programs impact firm value? Technology.
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