Narrative and Numbers Narrative Changes Tesla Tesla in November 2023 : Story twists and turns, with value consequences! I was planning to start this post by telling you that Tesla was back in the news, but that would be misleading, since Tesla never… Written By KEVIN Thursday, November 2, 2023 Add Comment Edit
Narrative and Numbers Narrative Changes META Lesson 3: Tell me a story! In my first two posts on Facebook, I noted that its most recent earnings report, and the market reaction to it, offers an opportu… Written By KEVIN Wednesday, November 16, 2022 Add Comment Edit
Narrative and Numbers Narrative Changes Valuing Young companies A DIY (Do-It-Yourself) Valuation of Zomato Just over a week ago, I valued Zomato ahead of its market debut, and as with almost every valuation that I do on this forum, I he… Written By KEVIN Tuesday, August 3, 2021 Add Comment Edit