First thoughts

I must confess that I have mixed feelings about blogs. I do read quite a few on a variety of topics, but I have held back on starting one of my own for two reasons - first, I am not sure that I have enough to say that is interesting on a continuous basis and second, everything I say will be online for better or worse. Anyway, now that I have made the leap, here is what I hope to put on this blog on a regular basis. 

1. I will try to put down my thoughts and reactions to the news of the day, with an emphasis on how the news fits into my big picture view of corporate finance and valuation.

2. I will t follow some central themes in finance - equity risk premiums, the measurement of risk - and provide regular updates on interesting research in the area and how my thinking is evolving on the topic.

3. Once in a while, I will highlight a company that I am valuing and ask for your thoughts on the valuation.

I hope you will enjoy my ranting.