article thumbnail

Marking Time: A new year, a fresh semester and its class time!

Musings on Markets

Last week, was my data week, where I download and analyze data on all publicly traded companies, listed anywhere in the world, and I will post extensively on what the numbers look like after a most tumultuous year. Face up to uncertainty, rather than avoid or deny it : Uncertainty is a feature of investing/ business, not a bug.

article thumbnail

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. Ratings & Spreads 2. Tax rates 4. Beta & Risk 1.