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January 21, 2022

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  • Data Update 2 for 2022: US Stocks kept winning in 2021, but… January 19, 2022
    Leading into 2021, the big questions facing investors were about how quickly economies would recover from COVID, with the assumption that the virus would fade during the year, and the pressures that the resulting growth would put on inflation. In a post at the start of 2021, I argued that while stocks entered the year […]
  • Data Update 1 for 2022: It is Moneyball Time! January 8, 2022
    Happy New Year, and I hope that 2022 brings you good tidings! To start the year,  I returned to a ritual that I have practiced for thirty years, and that is to take a look at not just market changes over the last year, but also to get measures of the financial standing and practices […]
  • Back in the Classroom: Time to Teach! December 15, 2021
    At the start of every semester for as long as I can remember, I have invited people to sit in informally on my classes at NYU or take the shorter online versions on my website. After thirty six years of teaching, you would think I would be jaded, but I am not. As we get […]
  • Managing across the Corporate Life Cycle: CEOs and Stock Prices! December 10, 2021
    One of the big news stories of last week was Jack Dorsey stepping down as CEO of Twitter, and the market's response to that news was to push up Twitter's stock price by almost 10%. That reaction suggested, at least for the moment, that investors believed that Twitter would be better off without Dorsey running […]
  • Tesla's Trillion Dollar Moment: A Valuation Revisit! November 9, 2021
    I have been writing about, and valuing, Tesla for most of its lifetime in public markets, and while it remains a company that draws strong reactions, it is also one that I truly enjoy valuing. It has been a while since my last valuation of the company, which occurred in January 2020, and given how […]
  • The Billionaire Tax: The Worst Tax Idea Ever? October 25, 2021
    If you have been tracking the torturous workings of the infrastructure bills working their way through Congress, consideration is now being given to a "billionaire" tax, focused on a extraordinarily small subset of Americans, and intended to raise tens, perhaps even hundreds, of billions of dollars in revenues, to cover the costs of the bill. […]
  • Triggered Disclosures: Escaping the Disclosure Dilemma October 19, 2021
    In a post a few weeks ago, I argued that the disclosure process had lost its moorings, as corporate disclosures (annual filings, prospectuses for IPOs) have become more bulky, while also become less informative. I argued that some of this disclosure complexity could be attributed to the law of unintended consequences, with good intentions driving […]
  • The Indian Smartphone Revolution: Paytm's Coming of Age IPO! October 4, 2021
    A few weeks ago, I valued Zomato, the Indian online food delivery company, just prior to its IPO, and argued that the excitement about its potential was tied to the potential for growth in India and the shifting habits of Indian consumers. Since its public offering, Zomato's stock price has reflected that excitement, more than […]
  • The ESG Movement: The "Goodness" Gravy Train Rolls On! September 14, 2021
    Last year, I wrote a post on ESG and explained why I was skeptical about the claims made by advocates about the benefits it would bring to companies, investors and society. In the year since, I have heard from many on the topic, and while there are some who agreed with me on the internal […]

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Archives for December 19, 2014

Who is Barton Biggs?

December 19, 2014

(https://www.youtube.com/watch?v=w_1dGYDwmU4) According to Wikipedia, Barton Michael Biggs (November 26, 1932 – July 14, 2012) was a money manager whose attention to emerging markets marked him as one of the world’s first and foremost global investment strategists, a position he held—after inventing it in 1985—at Morgan Stanley, where he worked as a partner for over 30 years. Following his

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