Musings on Markets

JUNE 23, 2023

The first is that my portfolio has held up well this year, in a market that has been top-heavy and tech-driven, and one big reason is that it contains both NVIDIA and Microsoft, two companies that have benefited from the AI story. Love-Hate Relationship with Markets! I will start this post with a couple of confessions.

Start-ups 103

Start-ups Marketability Market Capitalization Technology 103

Reynolds Holding

JANUARY 23, 2024

In 2018 and 2019, Wells Fargo is alleged to have repeatedly told investors that it was implementing and developing the required governance reforms. For years following the merger, 3G and Kraft purportedly touted these “synergies” to the market, reiterating that they were committed to sustainable cost-cutting and brand investment.

Banking 59

Banking Private Equity Firm Alpha Compliance 59

Cooley M&A

OCTOBER 24, 2024

By July 2018, J&J began considering an acquisition of Auris to have iPlatform as a backup plan for Verb. Alexion Pharmaceuticals , arose out of Alexion’s 2018 acquisition of a company called Syntimmune. J&J became interested in Auris’ Monarch technology and invested in Auris’ Series D financing.

Beta 52

Beta Alpha Marketability Technology 52

Reynolds Holding

APRIL 28, 2022

I cannot emphasize enough how important discussions such as today’s are – thinking through some of the most pressing questions in our markets. But nothing takes place in a vacuum, and the meteoric rise in SPACs and the Commission’s proposed rulemaking must be considered in the context of changes in both the public and private markets.

Marketability 56

Marketability Equity Alpha Capital Structure 56

Reynolds Holding

NOVEMBER 15, 2022

percent increase over fiscal year 2021; 129 actions against issuers who were allegedly delinquent in making required filings with the SEC; and 169 “follow-on” administrative proceedings seeking to bar or suspend individuals from certain functions in the securities markets based on criminal convictions, civil injunctions, or other orders.

Compliance 45

Compliance Marketability Technology Alpha 45

Value Scope

SEPTEMBER 24, 2020

In 2018, the number was about $5 billion. “The That said, this lens of due diligence has changed how the market invests. A factor of investment in the market is based on sentiment and belief in performance. Uncertainty in market signals. The first issue is that we don’t even know what ESG means,” Peirce continued.

Intangible Assets 130

Intangible Assets Alpha Beta Marketability 130

Global Finance

DECEMBER 27, 2024

Apart from political stability and economic reforms, factors like strategic location, abundant natural resources, infrastructure expansion, investment incentives, and a growing local and regional market are among the factors making Tanzania quite attractive. Inflation (2024, projected): 3.2% Inflation (2024, projected): 3.2%

Alpha 144

Alpha Start-ups Finance Marketability 144