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To NPV or Not to NPV: That Is the Question

Fpanda Club

This concept is built on the assumption that the market is not static: existing competitors and new entrants are continuously building capabilities to gain their positions on the market. As for established market players, they demonstrate much higher threshold of proof.

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Data Update 1 for 2024: The data speaks, but what does it say?

Musings on Markets

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.

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Data Update 1 for 2021: A (Data) Look Back at a Most Forgettable Year (2020)!

Musings on Markets

I spent the first week of 2021 in the same way that I have spent the first week of every year since 1995, collecting data on publicly traded companies and analyzing how they navigated the cross currents of the prior year, both in operating and market value terms.

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In Search of Safe Havens: The Trust Deficit and Risk-free Investments!

Musings on Markets

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. The second is that the government be perceived as default-free.

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Transcript: Mathieu Chabran

Barry Ritholtz

And so late 90s, that’s the emergence of the high yield market in Europe, you would print deals like never before. Now, on the positive and the silver lining was that this whole situation started putting a lot of light on, let’s say, the alternative market. Is it just the size of the US market? I think we learned a lot.