Remove Accounting Standards Remove Hurdle Rate Remove Technology
article thumbnail

Data Update 1 for 2025: The Draw (and Danger) of Data

Musings on Markets

Breaking down companies by (S&P) sector, again both in numbers and market cap, here is what I get: While industrials the most listed stocks, technology accounts for 21% of the market cap of all listed stocks, globally, making it the most valuable sector. Insider, CEO & Institutional holdings 2. Aggregate operating numbers 3.

article thumbnail

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

Musings on Markets

Thus, an analyst who follows young technology companies may decide that paying ten times revenues for a company is a bargain, if all of the companies that he tracks trade at multiples greater than ten times revenues. Data Update 4 for 2021: The Hurdle Rate Question. Data Update 2 for 2021: The Price of Risk!