In my last post, I looked at banking as a business, and used  a simple banking framework to advance the notion that the key ingredient

In March 2023, the fall of Silicon Valley Bank shocked investors not only because it was unforeseen, but also because of the speed with which

This is the last of my data update posts for 2023, and in this one, I will focus on dividends and buybacks, perhaps the most

We have an uneasy relationship with debt, both in our personal and business lives. While it is a financial decision, it is one that is

As I have argued in all four of my posts, so far, about 2022, it was year when we saw a return to normalcy on

I describe myself as a dabbler, and it does get in the way of my best laid plans. A few weeks ago, I posted my

The India Rising story hit some turbulence last week, as one of its biggest corporate success stories, the Adani Group, was hit with a report

I wrote about my most recent valuation of Tesla just over a week ago, and as has always been the case when I value this