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Musings on Markets: A Return to Teaching: The Spring 2023 Edition

CFO News Room

Starting in late January 2023, I will be back in the classroom, teaching valuation and corporate finance to the MBAs and valuation to the undergraduates, and these classes will continue through May 2023. It is ironic, and perhaps telling, that our understanding of statistics seems to have hit rock bottom in the age of big data.

Marketing 130
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Digitally mature firms saw valuations of 23% on average above pre-crisis levels

Future CFO

The most digitally mature firms saw valuations 23% above pre-crisis levels, on average, within six months of the pandemic’s start, said BCG recently when releasing the results of a study. . The post Digitally mature firms saw valuations of 23% on average above pre-crisis levels appeared first on FutureCFO.

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Musings on Markets: META Lesson 3: Tell me a story!

CFO News Room

In fact, I concluded the post by arguing that investors in Facebook were pricing in their belief that the billions of dollars the company had invested in the Metaverse would be wasted, and argued that Facebook faced some of the blame, for not telling a compelling story to back the investment.

Marketing 130
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A Return to Teaching: The Spring 2023 Edition

Musings on Markets

Starting in late January 2023, I will be back in the classroom, teaching valuation and corporate finance to the MBAs and valuation to the undergraduates, and these classes will continue through May 2023. It is ironic, and perhaps telling, that our understanding of statistics seems to have hit rock bottom in the age of big data.

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Back to Earth or Temporary Setback? Revisiting the FANGAM Stocks

CFO News Room

In this post, I will be valuing each of these companies, both to assess whether to invest in them individually, and to examine whether there are lessons for the market in their price entrails. Clearly, much has happened since these valuations. to 14.9%.

Valuation 130
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Musings on Markets: Data Update 1 for 2022: It is Moneyball Time!

CFO News Room

Not surprisingly, Moneyball has found its way into business and investing as well. Mean Reversion works, until it does not : Much of investing over the last century in the US has been built on betting on mean reversion, i.e. that things revert back to historical norms, sooner rather than later.

Marketing 130
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META Lesson 3: Tell me a story!

Musings on Markets

In fact, I concluded the post by arguing that investors in Facebook were pricing in their belief that the billions of dollars the company had invested in the Metaverse would be wasted, and argued that Facebook faced some of the blame, for not telling a compelling story to back the investment.