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 ...
Latest Posts
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!
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!
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 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!
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
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!
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!
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?
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
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
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?
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!
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
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!
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
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!
"Aw, c'mon Dennis!" "Sorry, Jimbo, but I can't help you out this time". This scene played itself out...
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 "LOH compensated for yesterday by churning out excellent: 1. Bottle Gourd Saagu (Sorey kai in Kannada, Ghia in ...
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
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 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
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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Australian Wildlife Series - Crimson Chat
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Monarch Butterflies : Part 3
We are now in November 2019 and for Southern Hemisphere folk, that's spring. The Monarch Butterflies have been at it early and we are ...
Monarch Butterflies : Part 4
The wasps are out in force, decimating caterpillars or newly hatched butterflies. They are aggressive, voracious and exotic in origin. A f...
Monarch Butterflies : Part 5
We've had a rush of new entrants to the world of butterflies. Unfortunately, we have had to stop collecting eggs for some respite. At ...
Monarch Butterflies : Part 6
Our last entry for the year. I appreciate the funny side of the blog has been overshadowed by the butterfly situation. The jokes ares stil...