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Valuation
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- Nvidia On the Mountaintop: AI Infrastructure Demand vs. Long-Term GPU Capacity Risk ·
- Musings on Markets: Sports Franchises as Trophy Assets ·
- Disney's Taylor Swift Era: Physical Scarcity and Experience-Driven Value in the Streaming Age ·
- Musings on Markets: Risk-Free Rates, Sovereign Default Risk, and the Trust Deficit ·
- The Price of Risk: Equity Risk Premiums and Market Valuation ·
- Country Risk: A July 2023 Update ·
- Musings on Markets: Mid-Year 2023 Assessment of Market Resilience, Valuation, and Equity Performance ·
- How to Create Your MRR Schedule - The SaaS CFO
- AI's Winners, Losers and Wannabes: An NVIDIA Valuation, with the AI Boost ·
- Nasdaq's Pivot
- Whisky and Oranges (and Coinbase)
- The Most Important Bank in the World
- Musings on Markets: Good (Bad) Banks and Good (Bad) Investments: At the right price... ·
- Breach of Trust: Decoding the Banking Crisis ·
- Clouded Judgement 3.10.23 - 2023 Guides for Consumption Software
- Data Update 7 for 2023: Dividends, Buybacks and Cash Flows ·
- Musings on Markets: Data Update 6 for 2023 — A Wake-up Call for the Indebted ·
- Musings on Markets: The Earnings Test ·
- Country Risk: Measures and Implications for Investment Valuation ·
- The Four Horsemen of the Tech Recession ·
- Control, Complexity and Politics: Deconstructing the Adani Affair ·
- Clouded Judgement 2.3.23 - Thoughts on a Wild Start of the Year
- Musings on Markets: Tesla Valuation Disagreements and First Principles ·
- Musings on Markets: Data Update 3 for 2023 — Inflation, Interest Rates, and the Cost of Capital ·
- Tesla in 2023: A Return to Reality, The Start of the End or Time to Buy? ·