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,…
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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…
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…
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…
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…
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…
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…
Happy Birthday, Jim Garner!
“Aw, c’mon Dennis!” “Sorry, Jimbo, but I can’t help you out this time”. This scene played itself out many times…
Happy Birthday, Jim Garner!
I kept it simple for this year’s tribute to my favourite actor, Jim Garner, just drawing one more caricature of…
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…