Is the Bitcoin a good store of value?
To revamp today's highly complex financial system using bitcoin or any crypto-alternative would simply take too much work involving several iterations of monetary reforms, even an astronomical "reset" on the global system, sending us all back to the barter economy.
Jan 6, 2021
The REAL social dilemma
In 1990, a psychologist quoted in the New York Times reported that people “turn on the TV when they feel sad, lonely, upset or worried,...
Oct 18, 2020
Is there a tech bubble?
With so much negativity around closed-up economies, city lockdowns, finding a vaccine, one can't help but wonder why valuations - especially
Sep 6, 2020
Zoom may permanently alter business travel
Zoom may permanently alter business travel, which accounts for a significant portion of aviation revenues.
Sep 2, 2020
More focus on cashflows, not discount rate
Too many folks who hail from the 'old' system in investment banks continue to quiz junior bankers on discount rates...
Jul 21, 2020
Valuation and the velocity of information
In business valuation, the pricing estimates done by analysts can be thought of both right and wrong, until proven by the market.
May 4, 2020
The layman's guide to modeling convertible bonds
Modeling convertible instruments can be confusing if you don't understand the rationale behind it.
May 1, 2020
Wow, Tesla's bigger than GM and Ford?
Tesla's bigger than GM and Ford?
Feb 6, 2020
Doing away with quarterly reporting...
It’s like streaming a 4K video in standard definition (SD) - it’ll look fine from afar but you won’t get the same clarity close-up.
Jan 11, 2020
Don't list for the sake of listing
There are many merits to taking a company public: prestige, a sense of accomplishment, publicity, and also the avenue for raising more capital. But the costs of going public could be more than what you think.
May 13, 2018
