Musings on Markets

JANUARY 9, 2021

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.

Valuation 52

Valuation Currencies Numbers Corporate Finance 52

Musings on Markets

OCTOBER 6, 2023

A few days ago, I valued Instacart ahead of its initial public offering , and noted that the reception that the stock gets will be a good barometer of where risk capital stands in the market, right now.

Valuation 104

Valuation Profit and Loss Accounting Investments 104

Musings on Markets

OCTOBER 19, 2021

Using the words of IFRS (1.7), ‘ Information is material if omitting, misstating or obscuring it could reasonably be expected to influence decisions that the primary users of general purpose financial statements make on the basis of those financial statements, which provide financial information about a specific reporting entity ’.

Profit and Loss 70

Profit and Loss Accounting Numbers IFRS 70

Jedox Finance

JULY 11, 2023

Conversely, late adoption and omissions will pose challenges such as a reduction in market share, blacklisting, and severe penalties. 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.

Financial Planning and Analysis (FP&A) 52

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