Thursday, June 20, 2013

Case Study: Dissecting a Merger

I made a pretty big mistake last week valuing Safeway's ongoing operations after they announced a sale of their Canadian assets to Sobey's.

In the hopes of helping others to learn from my errors - and to remind myself of what can go wrong - I've written up an analysis of that deal on YCharts.

Friday, June 14, 2013

Demystifying Valuation Multiples

Read my newest white paper on YCharts (requires a free account): Price to What?  Making Sense of Valuation Multiples.

(It's fairly technical, but it presents key issues to consider when deciding how to value a company using valuation multiples.)

Tuesday, June 11, 2013

Elon Musk: An Interview

In an age of talking points, few businesspeople impress with raw off-the-cuff intelligence.

In an age of Twitter and Pinterest, few businesspeople take on truly ambitious problems.

In an age of spin,  few businesspeople are sufficiently faithful to the facts.

Elon musk did all of the above in his amazing interview at the All Things D Conference.   I've been recommending it to friends since it went online (it's more than an hour long, but worth the watch).