Matt bush

12 Flips | 4 Magazines | @mbush2 | Keep up with Matt bush on Flipboard, a place to see the stories, photos, and updates that matter to you. Flipboard creates a personalized magazine full of everything, from world news to life’s great moments. Download Flipboard for free and search for “Matt bush”

Many a slip between the cup & the lip: From forward value to value per share today

Valuing young, growth companies is never easy to do but it is well worth doing, partly because it forces you think through the business that the firm …

Will this be a lost decade for profits?

<i>On Memorial Day this year, we lost our best friend, Godiva. This piece is dedicated to the wonderful memories she gave us.</i>It seems absurd to consider …

If I had to sum up this recovery from a corporate standpoint in one sentence it’d be “debt-fueled buybacks and underinvesting in fixed investment now will lead to profit margin and free cash flow pressures in the next cycle.”

The Private Nonres Fixed Investment:Corporate Profits ratio, by the way, explains 59% of future 10y profit growth

Real Private GDP drawdown vs Real GDP drawdowns: ("Keynesians are right" edition)

Friday links: not so-risk free returns

<b>Quote of the day</b><p><b>Chuck Jaffe</b>, “(T)here’s no such thing as a “risk-free return,” and that it’s not some “right now” problem based on the level of the …


Notes from the PIMCO Investment Summit with Mohamed El-Erian

<i>I’ve heard just about all of the great investors of our time speak by now and suffice it to say that the bar for me to be impressed is pretty high.</i> …

This website is currently unavailable.

Short intro course on money

I tried to put together a short intro course on money for students who have already studied basic macroeconomics. It consists of nine posts:<p>1. <b>Money</b> …