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Last updated 2 months ago
2 months ago
In the context of valuing companies, and sharing those valuations, I do...
2 months ago
I was planning to finish my last two data updates for 2024...
3 months ago
In my last three posts, I looked at the macro (equity risk...
3 months ago
In my last data updates for this year, I looked first at...
3 months ago
In my last post, I looked at equities in 2023, and argued...
3 months ago
Heading into 2023, US equities looked like they were heading into a...
3 months ago
Continuing an annual ritual of long standing, ahead of starting my spring...
4 months ago
In January 1993, I was valuing a retail company, and I found...
5 months ago
Can one person make a difference to the value of a business...
6 months ago
I was planning to start this post by telling you that Tesla...
6 months ago
I have made no secret of my disdain for ESG, an over-hyped...
7 months ago
A few days ago, I valued Instacart ahead of its initial public...