Musings on Markets

JANUARY 10, 2025

In corporate finance and investing, which are areas that I work in, I find myself doing double takes as I listen to politicians, market experts and economists making statements about company and market behavior that are fairy tales, and data is often my weapon for discerning the truth. Tax rates 4. Financing Flows 5.

Corporate Finance 119

Corporate Finance Valuation Finance Numbers 119

Musings on Markets

JANUARY 5, 2024

I have also developed a practice in the last decade of spending much of January exploring what the data tells us, and does not tell us, about the investing, financing and dividend choices that companies made during the most recent year. Tax rates 4. Financing Flows 5. Insider, CEO & Institutional holdings 2. Debt Details 1.

Valuation 105

Valuation Financial Analysis Analyzing Data Profit and Loss 105

Musings on Markets

JANUARY 9, 2021

One reason is that these businesses are not only not required to publicly disclose their financial details in most parts of the world, but often follow more malleable accounting standards, making the data less reliable and comparable. Data Update 4 for 2021: The Hurdle Rate Question.

Valuation 52

Valuation Currencies Numbers Corporate Finance 52