Tag: #valuation
Writing on GPUs, LLMs, MLOps, Kubernetes — and mindset · 4 posts
AI Bubble or Revolution: Making Sense of the 2026 Debate
A balanced look at the debate surrounding the 2026 AI stock rally. We weigh concerns over valuations, capex, monetization lag, and circular revenue against the counterargument of real demand and productivity, comparing t
2026-06-18 · 23 min read #ai#investing#bubble#nvidia#valuationValuation Basics — Pricing a Company with PER, PBR, and PEG
A grounding in the basics of valuation. We cover the meaning and traps of core multiples such as PER, PBR, PSR, PEG, and EV/EBITDA, the difference between growth and value, DCF and relative valuation, sector differences,
2026-06-18 · 17 min read #finance#valuation#per#pbr#pegSecurities Research Analyst — The Writing Job: Sell-side, Buy-side, Modeling, and Report Craft (2026 Complete Guide)
A practitioner-tone 2026 guide to the equity research analyst role: a real day in the life, sell-side vs buy-side, modeling tools, II Rankings, Korean/Japanese/global houses, 20 interview questions, and a 90-day study ro
2026-05-27 · 27 min read #finance-career#research-analyst#sell-side#buy-side#equity-researchStartup Valuation with DCF and Multiples Analysis in Python
A practical guide to startup valuation using DCF and multiples analysis with Python, covering financial modeling and scenario analysis.
2026-03-08 · 47 min read #finance#startup#valuation#dcf#python