Remove 2018 Remove Enterprise Value Remove Net Debt
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Good Intentions, Perverse Outcomes: The Impact of Impact Investing!

Musings on Markets

On the alternative energy front, as money has flowed into these companies, there has been a surge in enterprise value (equity and net debt) and market capitalization (equity value); I report both because impact investing can also take the form of green bonds, or debt, at these companies.

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AI's Winners, Losers and Wannabes: An NVIDIA Valuation, with the AI Boost!

Musings on Markets

The second is that much as I would like to claim credit for foresight and forward thinking, AI was not even a speck in my imagination when I bought these stocks (Microsoft in 2014 and NVIDIA in 2018). In fact, the company had near-death experiences, at least in market value term, in 2002 and 2008, losing more than 80% of its market value.