Sounding good or Doing good? A Skeptical Look at ESG
In my time in corporate finance and valuation, I have seen many "new and revolutionary" ideas emerge, each one marketed as the sol...
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Tampilkan postingan dengan label Intrinsic Value. Tampilkan semua postingan
Tampilkan postingan dengan label Intrinsic Value. Tampilkan semua postingan
A Viral Market Update IX: A Do-it-Yourself S&P 500 Valuation
It has been close to four weeks since my last viral market update, and I could come up with a whole host of excuses for the delay, but the t...
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Interest Rates and Stock Prices: It's Complicated!
Jerome Powell, the new Fed Chair, was on Capitol Hill on February 27, and his testimony was, for the most part, predictable and uncontrovers...
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