Paytm’s Coming of Age IPO!
A few weeks ago, I valued Zomato, the Indian online food delivery company, just...
The Worst Tax Idea Ever?
If you have been tracking the torturous workings of the infrastructure bills working their...
Musings on Markets: Managing across the Corporate Life Cycle: CEOs and Stock Prices!
One of the big news stories of last week was Jack Dorsey stepping down...
Musings on Markets: Data Update 1 for 2022: It is Moneyball Time!
Happy New Year, and I hope that 2022 brings you good tidings! To start...
Inflation and its Ripple Effects!
Inflation numbers have been coming in high now, for more than a year,...
Back to Earth or Temporary Setback? Revisiting the FANGAM Stocks
It has been a rocky year so far, in 2022, with worries about inflation...
Musings on Markets: Data Update 5 for 2022: The Bottom Line!
The proverbial bottom line for success in business is the capacity to deliver profits,...
Valuation and Corporate Governance Consequences
I am not a prolific user of social media platforms, completely inactive on Facebook...
The Disparate Effects on Company Values!
In my last post, I discussed how inflation’s return has changed the calculus for...
What are the keys to Search Fund performance?
It is due to the participation of four players, which have been fundamental to...