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Data Update 6 for 2025: From Macro to Micro - The Hurdle Rate Question!

Musings on Markets

I spend most of my time in the far less rarefied air of corporate finance and valuation, where businesses try to decide what projects to invest in, and investors attempt to estimate business value.

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We Are Now Acclarity

CFO Strategic Partners

She has worked across a variety of industries, including private equity, manufacturing, transportation, retail, and waste management. Tracey Holecek is a dynamic CPA with business, accounting, auditing, and finance expertise. Susan Crisci has more than 25 years of experience in finance and operations.

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1053: Strategic Financial Alignment for Enhanced Transparency and Growth | Cyrus Lam, CFO Orion Innovation

CFO Thought Leader

Over two decades, he honed his expertise in mergers and acquisitions, valuation, and strategic advisory, collaborating with CFOs on transformative deals. It’s the same across industries, whether you’re manufacturing golf carts, running an airline, or harvesting blueberries—technology touches everything, whether through hardware or software.

CFO
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Transcript: Apollo’s Torsten Slok

Barry Ritholtz

I, I disagree with his forecast for this year, which is 0% chance of recession. And the United Nations is forecasting that over the next 10 years that will shrink from a billion to 900 million. Hey, I never put a 0% chance on anything. Remember the workforce in China is about a billion people.

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The Pushback on my Tesla Valuation

CFO News Room

I wrote about my most recent valuation of Tesla just over a week ago , and as has always been the case when I value this company, I have heard from both sides of the Tesla divide. Based at least on the reactions, I have realized that some may be misreading my story and valuation, ore reacting just to a picture in a tweet.

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Tesla's Trillion Dollar Moment: A Valuation Revisit!

Musings on Markets

If you are interested, you can see my valuations from 2014 , 2016 and 2017. My two most recent valuations were in June 2019 and January 2020, and I am going to go back to them, not just because they are recent, but because they led to investment decisions on my part.

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Disagreements and First Principles: The Pushback on my Tesla Valuation

Musings on Markets

I wrote about my most recent valuation of Tesla just over a week ago , and as has always been the case when I value this company, I have heard from both sides of the Tesla divide. Based at least on the reactions, I have realized that some may be misreading my story and valuation, ore reacting just to a picture in a tweet.