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Business Valuation Lessons From ESOPs

Martinka Consulting

One of my roles was being on the team interviewing the critical (and very expensive) ESOP advisors. In every case the answer was, “the valuation.” Regular readers of this newsletter, and viewers of my video podcasts, know my feelings about projections in the buy-sell world, I feel they’re useless.

ROI 40
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Fed Balance Sheet vs. Stock Market; Will QE Cause Inflation?

MishTalk

Case Against The Fed. China Financial Markets. Financial Sense. The central effect of QE is not on the real economy, but on financial speculation. As the buyers become less eager and the sellers become more eager, an uneasy period of ‘financial distress’ follows. Abolish The Fed Sign the Petition.

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"Stock Market Is Overvalued By 100%" Says John Hussman in Chris Martenson Interview; Financial Repression Revisited

MishTalk

Guest Post from Peak Prosperity In an exclusive interview of John Hussman by Peak Prosperity''s Chris Martenson, Hussman says Stock Market Is Overvalued By 100%. Chris Martenson : John Hussman is highly respected for his prodigious use of data and adherence to what it tells him about the state of the financial markets.

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Charlie Munger & Mental Models

CaseInterview.com

Welch was famous for absolutely grilling his executives anytime actual financial performance deviated from expected performance. If your end of month cash in the bank differs from what you thought it would be, that means the mental model of your operating cash flow isn’t accurate. Here’s the kicker. Additional Resources.