On the impossibility of future earnings.
A quick look at a new working paper on the coronavirus pandemic’s effect on equities.
The ultimate stay-at-home stock is priced to perfection. And that might be a problem.
What to do when earnings are evaporating?
Light-touch regulation begets a light-touch response.
Now is not a time for regulators to play politics.
Bears have their picnic stolen.
Apart from the share price, what’s new?
Beware the beret bubble in Canadian company facing the Amazon threat
The troubled food delivery business is up for sale, but at what price?
¯\_(ツ)_/¯
Where does the EM discount come from?
What tighter regulation might mean for Google’s all-conquering advertising business.
Ben Inker thinks value’s pain train will come off the rails soon.
Well, sort of.
Adam Neumann’s exit as CEO is the start of a painful journey for the deflated unicorn.
Caro-Kann Capital weighs in on the ligation finance company.
Missing: the economics of WeWork’s mature locations.
“150% to 300% Upside in 3 to 4 Years”.
“The ECB has to do something, because it’s the only one that will” is not an argument.
When enterprise value is more than half the total addressable market.
Capitalism, apparently, no longer requires capital.
A new white paper explores how inflation distorts our perception of market history.
Alphaville, again, spends far too long on Companies House.
FT Alphaville spends 72 hours on Companies House. So you don't have to.
Someone tell Eugene Fama.
A podcast recommendation from Alphaville.
