Musings on Markets

JUNE 23, 2023

From 2001 to 2020, revenue growth at semiconductor businesses has dropped to single digits, as higher demand for chips in new uses has been offset by loss of pricing power, and declining chip prices. Sustained Profitability, with Cycles! While revenue growth has picked up again in the last three years, the business has matured.

Valuation 91

Valuation Profit and Loss Investments Marketing 91

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

Musings on Markets

JANUARY 5, 2024

That year, I computed these industry-level statistics for five variables that I found myself using repeatedly in my valuations, and once I had them, I could not think of a good reason to keep them secret. After all, I had no plans on becoming a data service, and making them available to others cost me absolutely nothing.

Valuation 98

Valuation Financial Analysis Analyzing Data Profit and Loss 98

Jedox Finance

JULY 11, 2023

This is particularly evident when considering how ESG key performance indicators (KPIs) are closely related to aspects in a profit and loss (P&L) statement and significantly impact financial outcomes. For example, incorporating renewable energy sources can influence an organization’s energy costs, affecting P&L figures.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Compliance Profit and Loss 52