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
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.
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