Breaking up Big Tech: Cui Bono?
In a court filing on October 9, 2024, the US Department of Justice (DOJ) let it be known that it was considering a...
In a court filing on October 9, 2024, the US Department of Justice (DOJ) let it be known that it was considering a...
I have spent the last week reading "Shoe Dog", Phil Knight's memoir of how a runner on the Oregon University track team built...
The big story on Wednesday, September 18, was that the Federal Reserve’s open market committee finally got around to “cutting rates”, and doing...
A few weeks ago, I posted on the corporate life cycle, the subject of my latest book. I argued that the corporate life...
Last Wednesday (August 28), the market waited with bated breath for Nvidia’s earning call, scheduled for after the market closed. That call, at first...
It seems like a lifetime has passed since artificial intelligence (AI) became the market's biggest mover, but Open AI introduced the world to...
As I reveal my ignorance about TikTok trends, social media celebrities and Gen Z slang, my children are quick to point out my age, and...
After the 2008 market crisis, I resolved that I would be far more organized in my assessments and updating of equity risk premiums, in the...
In the context of valuing companies, and sharing those valuations, I do get suggestions from readers on companies that I should value next....