Author Archives: luis

“Se vogliamo che tutto rimanga com’e, bisogna che tutto cambi”

It must be a terrible thing for a business to face “reopening headwinds”. This is how a Wall Street analyst characterizes the disappointing quarter and outlook presented by Zoom Video Communications’ management on Tuesday’s earnings call. While the Pandemic may … Continue reading

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Modern Financial Theory: Size Matters, so do Taxes and Liquidity

This past week, Elon Musk conducted a poll on Twitter on whether he should sell 10% of his Tesla stake to raise cash to pay for taxes on vested options grants. Survey said “yes”. Mr Musk exercised just over 2 … Continue reading

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