Scenario analysis | you only live twice.
If you focus on the worst case scenario and it happens, you've lived it twice ;) - Michael J. FoxPeople think that scena..
Cost of capital | The Swiss army knife of deception
Tell Mike it was only business. I always liked him. Tessio in The Godfather (1972)Chances are cost of cap..
Price is what you pay, value is what you get - so what gives?
Price is what you pay, value is what you get - Warren BuffettThe value of a business is determined by the magnitude of i..
Why you need a strategic CFO-in-a-box?
Fred Wilson from AVC blog talks about the three things that a CEO does.Sets the overall vision and strategy of the compa..
Multiples valuation | exploring an apples-to-oranges comparison
A revenue or an EBITDA multiple is often seen as a hard-coded input to a valuation process. As much as we think that the..
The secret metric that markets use to assess Tesla
Tesla gained an incredible 740% in 2020 and while the stock price was volatile earlier, analysts predict that Tesla woul..
The 'DeFi'ance Movement
Decentralised Finance, now a movement, is an anti-fragile ecosystem of financial applications (called Dapps or Decentral..
Picking investors brains 🧠 :: notes from a novice
Capital is cheap. The US Senate announced $1.9 trillion of stimulus and governments across countries are going to announ..
Recurring revenues || a new asset class for investors
The global equity and debt markets are to the tune of $170-200 trillion. The cost for these equity and debt are calculat..