Musings on Markets

JANUARY 5, 2024

Along the way, more people than I ever imagined have found my data of use, and while I still have no desire to be a data service, I have an obligation to be transparent about my data analysis processes. Financing Flows 5. Standard Deviation in Equity/Firm Value 2. Book Value Multiples 3.

Dividends 105

Dividends Risk Premium Equity Book Value 105

Reynolds Holding

MAY 26, 2022

Likewise, judges in cases involving corporate governance matters such as anti-takeover devices and fiduciary duties have cited those studies when assessing the consequences of different governance mechanisms for firm value. The second is to evaluate what happens to firms’ values after they adopt or remove a governance provision.

Firm Value 61

Firm Value Data Analysis Finance Marketability 61

Musings on Markets

JANUARY 6, 2023

In my experience, data is malleable, and if there is enough of it at your disposal, you can screen it and selectively choose the data to support whatever viewpoint you want to advance. Rather than indulge in endless debates, where each side provides anecdotal evidence, data can prove to be the tie-breaker. Cost of Debt 2.

Risk Premium 52

Risk Premium Dividends Start-ups EBITDA 52