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Data Update 1 for 2025: The Draw (and Danger) of Data

Musings on Markets

For the last four decades, I have spent the first week of each year collecting and analyzing data on publicly traded companies and sharing what I find with anyone who is interested. Since I teach corporate finance and valuation, I find it useful to break down the data that I report based upon these groupings.

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Data Update 1 for 2024: The data speaks, but what does it say?

Musings on Markets

In this, the first of the data posts for this year, I will describe my data, in terms of geographic spread and industrial breakdown, the variables that I estimate and report on, the choices I make when I analyze data, as well as caveats on best uses and biggest misuses of the data. Financing Flows 5.

Valuation 102