Remove Analyzing Data Remove Finance Remove Hurdle Rate
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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. Tax rates 4.

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

Musings on Markets

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.

Valuation 105
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Marking Time: A new year, a fresh semester and its class time!

Musings on Markets

Last week, was my data week, where I download and analyze data on all publicly traded companies, listed anywhere in the world, and I will post extensively on what the numbers look like after a most tumultuous year. The class times for the coming semester are below: Corporate Finance: Mondays & Wednesdays, 12.30