I came across a chart today about R&D spends by different companies (the chart is from howmuch.net and is shared at the end of this post). That eventually led me to a data-set by PWC Consulting arm strategy&. They have been doing this analysis on R&D spend for a few years now. They have shared
On a personal note – Dissonance and Incongruence My education and formative work years have been in India. There, the capital markets are big, active, IPOs are popular although a difficult and complicated process, and the regulator is strong, with regulations ensuring protection of retail investors. India, however does not allow dual-class shares for listed
Personal Context: For this one, it is mainly my curiosity. Keen to get an objective understanding of the sector. My personal experience with this sector has been quite brief. I happened to come across this sector while working in PE. I was evaluating an engineering company which was doing part of the work for a big
Context: The idea of this post is to add more scale perspective on some of the numbers discussed in the post Online Advertising Companies. The companies analysed there have a total market cap of $1.65 trillion on July 31, 2018. (Facebook: ~$494 billion, Alphabet ~$848 billion, and Twitter is very small comparatively at ~$23 billion).
Personal Context: The recent drop in Facebook market cap (July 2018) was the trigger to this further analysis. Add to that, a recent twitter discussion on S&P 500 stocks pie chart made me wonder about the contributions of the top few stocks. My personal investing experience has primarily been in the early -mid stage growth
Personal Context: About ten years ago, I was part of a private equity team that managed and exited a water & wastewater treatment company. I spent a lot of time with the management, and lot more time on the company’s strategy and financials, creating the pitch for sale, and prospectus for an IPO. All the
