Musings on Markets

JANUARY 5, 2024

The Variables As I mentioned at the start of this post, this entire exercise of collecting and analyzing data is a selfish one, insofar as I compute the data variables that I find useful when doing corporate financial analysis, valuation, or investment analysis. will reflect the most recent quarterly accounting filing.

Valuation 98

Valuation Financial Analysis Analyzing Data Profit and Loss 98

CFO News Room

JANUARY 7, 2023

Data: Trickle to a Flood! It is perhaps a reflection of my age that I remember when getting data to do corporate financial analysis or valuation was a chore. Thus, market capitalization, interest rates and risk premiums, the data is as of that date.

Marketing 130

Marketing Valuation Corporate Finance Financial Analysis 130

Musings on Markets

JANUARY 9, 2021

While the universe of companies is diverse, with approximately half of all firms from emerging markets, it is more concentrated in market capitalization, with the US accounting for 40% of global market capitalization at the start of the year. If there is a hole in my sample, it is the absence of privately owned businesses.

Valuation 52

Valuation Currencies Numbers Corporate Finance 52

Musings on Markets

JANUARY 6, 2023

It is perhaps a reflection of my age that I remember when getting data to do corporate financial analysis or valuation was a chore. Sectors and Industries : To make data useful for corporate financial analysis and valuation, I break the companies down into groupings, based upon the sectors and industries that they operate in.

Valuation 52

Valuation Corporate Finance Financial Analysis Leverage 52

Musings on Markets

JULY 25, 2023

My suggestion is that for countries where recent political or economic events would lead you to believe that sovereign rating is dated, you should switch to using sovereign CDS spreads. The disadvantage is that they are focused on just default risk, and do not explicitly factor in the other risks that we enumerated in the last section.

Hurdle Rate 52

Hurdle Rate Currencies Valuation Marketing 52