Musings on Markets
MARCH 19, 2022
To the extent that crypto holdings may be more difficulties for authorities to trace and lay claim on, it will be interesting to see if you see a rise in the prices of crypto currencies as Russian wealth looks for sanctuary.
Musings on Markets
DECEMBER 10, 2023
A different study documented that the stock price reaction to CEO deaths was greater for longer-tenured CEOs in badly performing firms, strengthening the negative value effect argument. Are markets building in the recognition that Berkshire Hathaway's future will be in the hands of someone other than the two legendary leaders?
Musings on Markets
FEBRUARY 4, 2023
You see similar movements in the price to book, where the stock has gone from trading under book value to 6.7 times book value, and the enterprise value, which was less than revenue in 2016-21 to 2.71 times revenues in the most recent two years.
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