Remove Accounting Standards Remove Corporate Finance Remove Hurdle Rate Remove Investments
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Data Update 1 for 2024: The data speaks, but what does it say?

Musings on Markets

In pursuit of an answer to that question, I used company-specific data from Value Line, one of the earliest entrants into the investment data business, to compute an industry average. Return on (invested) capital 2. Ratings & Spreads 2. Tax rates 4. Excess Returns on investments 4. Financing Flows 5.

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Data Update 1 for 2021: A (Data) Look Back at a Most Forgettable Year (2020)!

Musings on Markets

Put simply, I possess no exclusivity here, and staying consistent with my thesis, I don't expect to expect to make money by investing based upon this data. The first is that I do not have a macro focus, and my interests in macro variables occur only in the context of corporate finance or valuation issues. So, why bother?