- Valuation: Quick thought experiment to value a country
- Business: What went down with Netflix and what’s ahead?
- Venture Capital: Hot money flowing into startups seems to be cooling down
- Psychology: Has the world always been this chaotic or are these different times?
- Investing: Lessons from a Dalal street operator of 90s
- š Pop Quiz: A quiz question that can win you a little gift from us
How much is USA worth?Ā š
How much would the US government be worth if we valued it using a discounted cash flow (DCF) model like any other firm? Short answer – If the US government were a normal company, it would have had to declare bankruptcy long ago. But, USA is not a company, it’s much bigger and more powerful.
Read – What if we valued the US government like a company?
Netflix and spill?Ā š
The share price of Netflix is down 70% from its peak. Such a price drop generally indicates complete loss of trust in the business model. However, Netflix blames its poor financial performance on four problemsāeach of them beyond its control. Itās not our fault, they insist, itās everybody except us.
Read – The Netflix Disasterā What’s Next for Subscription Streaming
The Venture Capital Tiger finally taming downĀ šÆ
The carnage of growth stocks across markets indicates the end of the growth story – at least for now. The biggest pumpers of money in growth companies are the Venture Capitalists (VC) who now seem to be treading very cautiously.
Wait, but havenāt VCs raised huge funds? Doesnāt that money need to go somewhere? – Yes, it has to go somewhere and that’s what this post is all about.
Read – The great VC pullback of 2022
Why do things keep getting worse?Ā š¤·š¼āāļø
Just when Covid-19 appeared to be fading, the largest military conflict since World War II broke out in Eastern Europe leading to devastating consequences for millions of people, spiking commodity prices, weaker equity markets, and geopolitical uncertainty.
Unsurprisingly, countless people have commented on how āunbelievableā this series of events has been. But is it? It is really unbelievable? Or, is it actually completely believable? Better yet, is it something we should come to expect by now?
Read – Safer, Yet More Afraid Than Ever
Investing lessons from the 90sĀ š
As long as people think that the stock market is an easy place to make money, there will always be people to exploit that greed. Letās read how a highly active visible trader becomes bankrupt. True wisdom is learning from others’ mistakes, here’s one such opportunity.
Read – Jain Saab: From king to pauper; 12 key learnings on how to invest your money
Pop Quiz ā”ļø
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Question: This project, let’s call it X, was started by the U.S. Department of Defense in 1973. Originally limited to use by the United States military, civilian use was allowed in the 1980s following an executive order from President Ronald Reagan after the Korean Air Lines Flight 007 was shot down by a Soviet Su-15 interceptor.
Identify X.
Last weekās quiz resultsš”
Answer: LakmĆ©. (We got a few responses with a good wrong answer as well – Titan)
Quiz Winner – Shilpa Desai š
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