Latest Posts

Latest Posts
Managing across the Corporate Life Cycle: CEOs and Stock Prices!

Managing across the Corporate Life Cycle: CEOs and Stock Prices!

One of the big news stories of last week was Jack Dorsey stepping down as CEO of Twitter, and the market's response to that news was ...

US Stocks kept winning in 2021, but…

US Stocks kept winning in 2021, but…

Leading into 2021, the big questions facing investors were about how quickly economies would recover from COVID, with the assumption that ...

It is Moneyball Time!

It is Moneyball Time!

Happy New Year, and I hope that 2022 brings you good tidings! To start the year,  I returned to a ritual that I have practiced for thirty...

Back in the Classroom: Time to Teach!

Back in the Classroom: Time to Teach!

At the start of every semester for as long as I can remember, I have invited people to sit in informally on my classes at NYU or take the...

Inflation and its Ripple Effects!

Inflation and its Ripple Effects!

Inflation numbers have been coming in high now, for more than a year, but for much of the early part of 2021, bankers, investors and poli...

Data Update 4 for 2022: Risk = Danger + Opportunity!

Data Update 4 for 2022: Risk = Danger + Opportunity!

In the first few weeks of 2022, we have had repeated reminders from the market that risk never goes away for good, even in the most buoya...

Back to Earth or Temporary Setback? Revisiting the FANGAM Stocks

Back to Earth or Temporary Setback? Revisiting the FANGAM Stocks

It has been a rocky year so far, in 2022, with worries about inflation competing with hopes about recovery for the market's attention...

Data Update 5 for 2022: The Bottom Line!

Data Update 5 for 2022: The Bottom Line!

The proverbial bottom line for success in business is the capacity to deliver profits, at least in the long term. Even though we live in ...

Russia in Ukraine: Let Loose the Dogs of War!

Russia in Ukraine: Let Loose the Dogs of War!

As the world's attention is focused on the war in the Ukraine, it is the human toll, in death and injury, that should get our immedia...

ESG's Russia Test: Trial by Fire or Crash and Burn?

ESG's Russia Test: Trial by Fire or Crash and Burn?

My views on ESG are not a secret. I believe that ESG is, at its core, a feel-good scam that is enriching consultants, measurement services ...

Elon's Twitter Play: Valuation and Corporate Governance Consequences

Elon's Twitter Play: Valuation and Corporate Governance Consequences

I am not a prolific user of social media platforms, completely inactive on Facebook and a casual lurker on LinkedIn, but I do use Twitter...

In Search of a Steady State: Inflation, Interest Rates and Value

In Search of a Steady State: Inflation, Interest Rates and Value

The nature of markets is that they are never quite settled, as investors recalibrate expectations constantly and reset prices. In most ti...

Risk Capital and Markets: A Temporary Retreat or Long Term Pull Back?

Risk Capital and Markets: A Temporary Retreat or Long Term Pull Back?

As inflation has taken center stage, markets have gone into retreat globally, and across asset classes. In 2022, as bond rates have risen...

Country Risk: A 2022 Mid-year Update!

Country Risk: A 2022 Mid-year Update!

It has been my practice for the last two decades to take a detailed look at how risk varies across countries,  once at the start of the y...

A Zomato 2022 Update: Value, Pricing and the Gap

A Zomato 2022 Update: Value, Pricing and the Gap

On July 21, 2021, I valued Zomato just ahead of its initial public offering at about ₹41 per share. The market clearly had a very different...

A Follow up on Inflation: The Disparate Effects on Company Values!

A Follow up on Inflation: The Disparate Effects on Company Values!

In my last post, I discussed how inflation's return has changed the calculus for investors, looking at how inflation affects returns ...

Chia Seed Oatmeal Coconut Chocolate Chip Cookies

Chia Seed Oatmeal Coconut Chocolate Chip Cookies

A super tasty cookie to eat for breakfast or a snack.  It's filled with oats, coconut, walnuts, chia seeds, wheat germ and dried cran...

Happy Birthday, Jim Garner!

Happy Birthday, Jim Garner!

"Aw, c'mon Dennis!" "Sorry, Jimbo, but I can't help you out this time". This scene played itself out...

Happy Birthday, Jim Garner!

Happy Birthday, Jim Garner!

I kept it simple for this year's tribute to my favourite actor, Jim Garner, just drawing one more

Palak Puris and Karnataka Saagu

Palak Puris and Karnataka Saagu

Palak Puris "LOH compensated for yesterday by churning out excellent:  1. Bottle Gourd Saagu (Sorey kai in Kannada, Ghia in ...

Pasta Pulao

Pasta Pulao

My dad whips up a pretty wicked pasta dish, with lots of veggies, and an Indian twist. When I visited last October, he cooked some fantast...

Steamed Dumplings, Plantain Stem, and Lentil Rasam

Steamed Dumplings, Plantain Stem, and Lentil Rasam

Better-half was in one of her better moods today (probably since I am taking her out for a movie- 'Saho' in the evening)! Our Mov...

Today I Learned

Today I Learned

Today I begin this series called "Today I learned," wherein I hope to enlist one to three things that I either learned for the f...

Red Okra- A Deceptive Vegetable

Red Okra- A Deceptive Vegetable

I saw this attractive looking red okra in the vegetable section of the Indian store placed beside regular okra. Regular meaning the usual ...

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