Narrative and Numbers

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 leaves the news. Some of…

jamur November 1, 2023

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 opportunity for us to talk about bigger…

jamur November 15, 2022

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 heard from many of…

jamur August 3, 2021