CORPORATE LEVERAGE: An Inconvenient Truth
Sometimes stock markets don’t bounce back. They just hit the bottom and then crawl sideways for years. Take Greece, its stock market is still 87%...
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Weekly Impressions
Annualised volatility in the S&P500 spiked to 27% in August, its highest level since November 2011. Â Nonetheless, the 6 month moving average...
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Aequitas: PhonePe Pre-IPO - The Negatives - Near Term Growth Might Be Capped
Phonepe (PPL) is looking to raise up to US$1.35bn in its upcoming India IPO. In this note, we talk about the not-so-positive aspects of the deal.
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Aequitas: PhonePe Pre-IPO - The Positives - Dominant Payment Platform
Phonepe (PPL) is looking to raise up to US$1.35bn in its upcoming India IPO. In this note, we talk about the positive aspects of the deal.
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Amazon Vs Walmart, Retail Sales & Banks + Investment Themes by Decades
Walmart with a bonkers 45.8x forward P/E as it hit $1 trillion market capitalisation — also now trading at 3x its average (pre-2024) EV/EBIT multiple
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