Remove 2018 Remove Book Value Remove Risk Premium
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Data Update 1 for 2021: A (Data) Look Back at a Most Forgettable Year (2020)!

Musings on Markets

Challenge rules of thumb and conventional wisdom : Investing has always had rules of thumb on how and when to invest, ranging from using historical PE or CAPE ratios to decide if markets are over valued, to simplistic rules (eg. buy stocks that trade at less than book value or trade at PEG ratios less than one) for individual stocks.

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The Zomato IPO: A Bet on Big Markets and Platforms!

Musings on Markets

Restaurant Raw Material : In 2018, Zomato introduced HyperPure, a service directed at restaurants, offering groceries and meats that are source-checked for quality. The second is the cost of capital, a number that most valuation classes and books (including mine) belabor to the point of diminishing returns.