Invisible, yet Invaluable: Valuing Intangibles in the Birkenstock IPO!

A few days ago, I valued Instacart ahead of its initial public offering , and noted that the reception that the stock gets will b…

AI's Winners, Losers and Wannabes: An NVIDIA Valuation, with the AI Boost!

I will start this post with a couple of confessions. The first is that my portfolio has held up well this year, in a market that …