Remove 2020 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

From 2001 to 2020, revenue growth at semiconductor businesses has dropped to single digits, as higher demand for chips in new uses has been offset by loss of pricing power, and declining chip prices. as margin in 2020 and 38.4% as margin in 2021.

Start-ups 103
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Data Update 6 for 2023: A Wake up call for the Indebted?

Musings on Markets

Cash generating capacity : Debt payments are serviced with operating cash flows, and the more operating cash flows that firms generate, as a percent of their market value, the more that they can afford to borrow.

Equity 52