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valuation
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Corporate finance in five minutes
Despite what we think we know about valuation and how stocks behave, the real world often does not follow the same logic. Markets tend to be irrational and what takes place are mostly driven by the actions and responses of humans. Knowing how to tell this difference is probably one of the most underrated and unspoken skill in this business.
Jan 9


Value sits with the beholder of cash
Deriving an accurate discount rate is a fool's errand. Value sits with the beholder of cash, who are you to say otherwise?
Sep 5, 2024


A great way to fly again
SIA ends an interesting chapter of its history with redemption of its last remaining MCBs.
Jun 25, 2024


No such thing as fair value
There are no formulas for the correct cost of capital. There are only astute decision makers and those who are afraid to get caught on the wrong side of the outcome.
Dec 11, 2022


Numbers and the narrative
Without connecting the numbers to a story, projecting cash flows simply becomes an emotionless exercise of numbers.
Oct 6, 2022


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
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