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10 Thursday AM Reads

The Big Picture

Irrelevant Investor ) see also “No matter how you cut it, you’ve got to own Cisco” (2000) 23 years ago, Fortune magazine’s cover story about networking gear maker Cisco was published. Miller Samuel’s research and data analytics drive much of the national real estate brokerage publications and strategic plans.

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Strategic Planning in Volatile Markets

Brown Advisory

Strategic Planning in Volatile Markets ajackson Wed, 04/01/2020 - 09:31 Our conversations with clients usually cover topics that range beyond investment and financial affairs. In sum, there are a variety of planning opportunities (many of which are summarized below) that we can consider together as we think about your long-term plans.

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Strategic Planning in Volatile Markets

Brown Advisory

Strategic Planning in Volatile Markets. We believe that the current environment offers a number of strategic planning opportunities to improve your financial plan, enhance wealth transfers to heirs or charities, minimize the impact of income taxes and broadly help you advance your progress toward long-term goals.

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Transcript: Tim Buckley, Vanguard’s CEO

The Big Picture

And we had prioritized all our strategic plans, we had to figure out how to get them done while people were remote. And everyone was talking about that ’99, 2000. We chose the latter and said, we have no idea how long this is going to go on, but we owe it to our clients to emerge from it stronger and better than when we went in.

Clients 279
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2019 Berkshire Hathaway Annual Shareholder Meeting

Brown Advisory

It doesn’t manage for quarter-to-quarter earnings, provide earnings guidance, court investors with quarterly earnings calls and management meetings, or even have budgets and strategic plans at the parent company. The Russell 1000® Value Index measures the performance of the large-cap value segment of the U.S. equity universe.

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2019 Berkshire Hathaway Annual Shareholder Meeting

Brown Advisory

It doesn’t manage for quarter-to-quarter earnings, provide earnings guidance, court investors with quarterly earnings calls and management meetings, or even have budgets and strategic plans at the parent company. The Russell 1000® Value Index measures the performance of the large-cap value segment of the U.S. equity universe.

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Transcript: Mike Green, Simplify Asset Management

The Big Picture

We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments. The Russell 2000 has 2000 out of the roughly 3,500 stocks available publicly traded. 00:04:02 That’s what value add software was originally. It’s about 4% of the total market cap.

Assets 173