Musings on Markets

JANUARY 29, 2021

In the last ten years, the game has changed, for a number of reasons that I will talk about later in this post, but the company where this changed dynamic has played out most effectively has been Tesla. GameStop, which had traded briefly at over $500/share was trading at about $240 at the time this post was written. A Value Play?

Start-ups 52

Start-ups Marketability Banking Finance 52

Musings on Markets

JANUARY 12, 2021

For a class to resonate and be remembered, it has to be more than a collection of topics, and with each of my classes there is a core narrative that animates and connects the class sessions. That view has led value investors to focus on mostly mature companies and kept them out of the game of investing in young and growing businesses.

Corporate Finance 52

Corporate Finance Start-ups Finance Marketability 52

Erik A. Lopez

AUGUST 31, 2015

Like the classic game Operation, ® asset purchase transactions require parties to take great care in extracting just what they want. Buyer representations and warranties frequently cover some combination of the following topics: organization and good standing. After all, cash is cash. authority and enforceability. legal proceedings.

Intangible Assets 52

Intangible Assets Finance Compliance 52

Reynolds Holding

APRIL 28, 2022

So today’s topic is particularly apt. 23] Importantly, the Investor Advocate has urged all exchanges that list SPACs to implement a conversion threshold of at least 50 percent, similar to a previous listing standard, to “ensure at least half of the outstanding shares of the SPAC” keep skin in the game.

Marketability 56

Marketability Equity Alpha Capital Structure 56

Musings on Markets

NOVEMBER 4, 2022

Facebook: Filling in the Background It is worth noting that in good times, when earnings are rising and stock prices are upward bound, investors do not seem to have much interest in corporate governance, and it is only when the numbers start to move against them, that they rediscover the importance of the topic.

Start-ups 98

Start-ups Market Capitalization Marketability Dividends 98

Musings on Markets

OCTOBER 6, 2023

A more tangible way to see why intangibles have become a hot topic of discussion is to look at the evolution of the top ten companies in the world, in market capitalization, over time: In 1980, IBM was the largest market cap company in the world, but eight of the top ten companies were oil or manufacturing companies.

Intangible Assets 104

Intangible Assets Book Value Equity Start-ups 104

Reynolds Holding

SEPTEMBER 11, 2023

While it is still unclear what the SEC’s end-game is for LPACs, the Final Rules require consent of a majority of limited partners for certain restricted activities, not the LPAC, regardless of the fund’s contractual provisions governing consent, which has long been the Advisers Act standard. Scope and Grandfathering. investors.

Compliance 40

Compliance Marketability Start-ups Banking 40