Musings on Markets

AUGUST 15, 2023

After the rating downgrade, my mailbox was inundated with questions of what this action meant for investing, in general, and for corporate finance and valuation practice, in particular, and this post is my attempt to answer them all with one post.

Investments 80

Investments Currencies Treasury Hurdle Rate 80

Barry Ritholtz

DECEMBER 14, 2022

in Western Europe, in Asia, India, Japan, this is just a tour de force education on how to invest in global real estate. And it became the most profitable private equity investment ever made and — it is true. RITHOLTZ: Buy robust properties in a good structure, that can tolerate — MCCARTHY: A 100 percent. Cambridge U.K.,

Mergers and Acquisitions (M&A) 61

Mergers and Acquisitions (M&A) Investments Construction Concentration 61

Barry Ritholtz

JUNE 13, 2023

And so we go back to the basics of what our job should be, risk underwriting, risk assessment, asset prices are different from asset valuation. I mean the valuation is the future cash flow discounted at a risk-free rate plus a risk premium. RITHOLTZ: So let’s talk a little bit about valuations relative to risk and reward.

Investments 57

Investments Banking Entertainment Valuation 57

Barry Ritholtz

APRIL 11, 2023

 The transcript from this week’s, MiB: Aswath Damodaran: Valuations, Narratives & Academia , is below. ASWATH DAMODARAN, KERSCHNER FAMILY CHAIR IN FINANCE EDUCATION, NYU STERN SCHOOL OF BUSINESS: I’m glad to be back. You’re known as the dean of valuation. He said, oh, dean of valuation, it’s easier to say.

Valuation 115

Valuation Education Finance Investments 115