riccardo
Purchasing a house right now? Makes lots of sense
At times of inflation & rising rates, a mortgage allows to lock-in a relatively good price. Then, houses able to index rent to inflation ...
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Here, I discuss takeaways from my projects and activities in the form of blog-posts
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riccardo
- Mar 17, 2022
- 12 min
Learning from the private equity acquisition of Selle Royal Group
Three corporate-finance principles to negotiate the sale of your company to an institutional investor. Real case: Selle Royal Group
riccardo
- Jan 28, 2022
- 9 min
Business case of a bio-gas project in Asia
Business case of a bio-gas initiative in Asia. Second part of a 2-article series on some "greys" of green solutions and ...
riccardo
- Jan 3, 2022
- 10 min
Something must happen to Goldman's stock
Though markets are probably efficient in the long term, they usually present opportunities in the short one. Goldman Sachs may currently ...
riccardo
- Nov 11, 2021
- 14 min
Three business-administration technical lessons: rates, spin-offs, and M&A
At the end of last year, we published a post discussing three corporations that had just disclosed three important pieces of ...
riccardo
- Oct 15, 2021
- 8 min
General principles on handling our cross border taxes
How to handle taxation when we have cross border income originated in different countries
riccardo
- Oct 6, 2021
- 5 min
Restructuring a sandwich shop and the secret to any implementation
Restructuring my father's small sandwich shop in Italy shows us the two main secrets of a successful implementation
![PayPal and valuation of [0.4 x sqrt(T) x vol] Employee Stock Options](https://static.wixstatic.com/media/c6c233_7a922db84a53492996f21b51454cbb44~mv2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/c6c233_7a922db84a53492996f21b51454cbb44~mv2.jpg)
riccardo
- May 15, 2021
- 9 min
PayPal and valuation of [0.4 x sqrt(T) x vol] Employee Stock Options
Employee Stock Options (ESO) and PayPal earnings allow us to discuss the deepest principles of corporate finance ...
riccardo
- May 1, 2021
- 7 min
Game Theory in my Behavioral Finance failure
Fixing our zero-sum bias can immediately improve our negotiations, and in general, our results. This is a critical life-algorithm
riccardo
- Feb 1, 2021
- 4 min
Has Apple CEO just told us the future of automotive? (not e-mobility)
Last week I was listening to the earnings call of Apple. An analyst asked the management of the company the following: “… can you talk...
riccardo
- Dec 1, 2020
- 9 min
PFG - IBM - KKR _ About rates, spinoffs, and M&A
Learning about rates, spinoffs, and M&A from three big guys ...
riccardo
- Oct 30, 2020
- 8 min
The hidden math of corporate share buybacks
Understanding the hidden math of buybacks can dramatically improve our managerial and financial abilities ...
riccardo
- Oct 16, 2020
- 8 min
About investing in houses
How houses performed as long-term investment and where we are now with the real estate market in 2020 ...
riccardo
- Jun 18, 2020
- 6 min
My Reinforcement Learning options trader
Reinforcement Learning applied to financial markets and options trading. Letting an agent place trades and experience rewards ...
riccardo
- Jun 4, 2020
- 6 min
Buying a business? Get the bank statement
Meant to be a practical tool “from the street” (don't mean Wall Street) for those who want to be able to evaluate a possible investment ...
riccardo
- Oct 24, 2018
- 3 min
The most overlooked number in corporate M&A
#acquisitions #MandA #corporateStrategy #strategy #consulting Corporate M&A often fails to deliver the value identified during the...
riccardo
- Oct 9, 2018
- 4 min
Size the business before the company _ Tesla Inc. example
#entrepreneurship #valuation #consulting #business #management While managing or evaluating corporations and new ventures, it is easy to...
riccardo
- Sep 25, 2018
- 3 min
Populism and decision making – glad somebody taught us
Going through the recently released book by Ray Dalio on debt crises, we thought about the importance of analyzing past experiences and...
riccardo
- Sep 5, 2018
- 5 min
Buffett's way on rising interest rates
In the last thirty to forty years we all benefited from decreasing rates and general higher indebtedness capacity. Even though our...
riccardo
- Jun 12, 2018
- 4 min
The future will be different for our investments
In the next decade, we are probably going to experience a scenario we have to go back in time almost fifty years in order to find a...
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