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A Guide to Private Equity and Enterprise Software Opportunities with Michael Fosnaugh

Steve Sanduski

Tech company valuations were cratering, but interest in tech was still high thanks to the exploding popularity of the internet. And ultimately, that allows you to grow and scale this business and sell it on a license model or on a subscription basis for somebody to keep using it.” “Making it the best it can possibly be.”

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Small Caps: The Big Picture

Brown Advisory

In March 2021, we started to see nonearners’ performance roll over, which is more in line with historical averages; for the 2001–2021 period, earners outperformed nonearners by 3% on an annualized basis. Note: 2001-2021 period is annualized. Exhibit 3: Sector composition of R2G Source: FactSet. GICS Sectors. Data as of March 31, 2021.

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Small Caps: The Big Picture

Brown Advisory

In March 2021, we started to see nonearners’ performance roll over, which is more in line with historical averages; for the 2001–2021 period, earners outperformed nonearners by 3% on an annualized basis. Note: 2001-2021 period is annualized. Exhibit 1: Performance of earners vs. nonearners. Exhibit 3: Sector composition of R2G.

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Federal Reserve Preview: Trick or Treat? | Weekly Market Commentary | October 31, 2022

James Hendries

The steady climb in mortgage rates to over 7% for the first time since 2001 has stopped the parabolic rise in housing prices. It is a financial ratio used for valuation: a higher PE ratio means that investors are paying more for each unit of net income, so the stock is more expensive compared to one with lower PE ratio.

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Market Responses to Fed (in)Action | Weekly Market Commentary | June 20, 2023

James Hendries

Despite raising rates by 5% over the past 15 months, the majority of the Committee, not just the median policymaker, sees at least two more 0.25% rate hikes this year, which would take the fed funds rate to 5.625%—the highest level since 2001. It is also a major component used to calculate the price-to-earnings valuation ratio.

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Transcript: Marta Norton

The Big Picture

And there was just a very rich development period, which I think at the time, I don’t know, if I fully appreciate it, I’m someone who likes to see change licensing developments. The managed portfolio business began in 2001. And how do we think about them from a valuation perspective? RITHOLTZ: I remember that.

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Top IT Stocks in 2023 – Best IT Stocks In Indian Stock Market

Trade Brains

3 billion market valuation, after TCS and Infosys. It was founded by ten IT professionals and funded by the Venture Capital firms Walden International and Sivan Securities and received additional funding from the Capital Group and Franklin Templeton in 2001. 3 billion market valuation. Recently, Wipro Ltd. 4) HCL Technologies.