Musings on Markets

JANUARY 5, 2024

Along the way, more people than I ever imagined have found my data of use, and while I still have no desire to be a data service, I have an obligation to be transparent about my data analysis processes. Insider, CEO & Institutional holdings 2. Aggregate operating numbers 3. Beta & Risk 1. Return on Equity 1.

Valuation 98

Valuation Financial Analysis Analyzing Data Profit and Loss 98

Musings on Markets

JANUARY 9, 2021

In this post, I will start with a rationalization of why I do this data analysis every year, follow up with a description (geographic and sector) of the overall universe of companies that are in my analysis, list out the variables that I estimate and report, and conclude with a short caveat about 2020 data.

Valuation 52

Valuation Currencies Numbers Corporate Finance 52

CFO News Room

JANUARY 7, 2023

I have no qualms about sharing my data, since there is nothing particularly original or unique about what I do, and I am glad that there are some to whom the data is proving useful. If I save analysts and investors time in their decision making, I consider the time spent on my data analysis to have earned its required returns and more.

Marketing 130

Marketing Valuation Corporate Finance Financial Analysis 130

Musings on Markets

JANUARY 6, 2023

Data Caveats I have no qualms about sharing my data, since there is nothing particularly original or unique about what I do, and I am glad that there are some to whom the data is proving useful. Given the wide range of uses to which my data is put, I do have some caveats on its usage.

Valuation 52

Valuation Corporate Finance Financial Analysis Leverage 52