James Hendries

NOVEMBER 1, 2022

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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Marketing Marketing Manufacturing Economy 52

The Big Picture

MAY 9, 2023

He co-chairs a number of the asset management investment committees. So I interviewed with a bunch of banks, got a number of job offers by the end of the week, and joined Goldman Sachs in October 1998. I ended up being hired onto the high yield desk as a research analyst and did that for a number of years, a couple of years.

Assets 299

Assets Clients Investments Investing 299

The Big Picture

JULY 26, 2022

What makes Graham so interesting is while everybody else in the world of private equity is focused on the analytics and crunching numbers and creating econometric models that will tell you where to invest, I think they’ve found a very different model that has been extremely successful for them, where the key focus is on talent.

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Dear Mr. Market

MARCH 17, 2024

In other words, these investments (or “teams”) are ranked and seeded on a number of factors but one of the main drivers is how hot they recently performed within the past few months or recent year. That said, it loses early in round one simply due to us believing it’s close to full valuation and due for a breather.

Investing 83

Investing Investments Portfolio Assets 83

James Hendries

JUNE 20, 2023

As such, we don’t think it will be long before official government numbers reflect the decrease in rent 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. All index data from FactSet.

Marketing 52

Marketing Marketing Economy Communication 52

The Big Picture

JULY 24, 2023

The fact that you’ve got declining risk appetite, declines are prolonged, deep and valuations mean revert. The second, and what’s interesting about that period, is the fact that valuations actually peaked in 1961. MIAN: Valuations are ebb and flow. But number two is from a demographic standpoint.

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The Big Picture

MAY 7, 2024

She has a number of investments as as really a entrepreneur and a venture investor. So I got the job as Chief Revenue Officer of MSN in 2001. I went in there and the valuation was below a billion dollars. And at two years the valuation was $13 billion. And so the magic number was $388 a month. He’s great.

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Startup Advertising Engineering Numbers 147

Carson Wealth

JANUARY 22, 2024

Waller noted that in the past the Fed had lowered rates reactively, quickly, and by large amounts, but that was after shocks to the economy threatened recession (like in 2000-2001 and 2007-2008). However, this time he sees no reason to “move as quickly” or “cut as rapidly” as in the past.

Marketing 96

Marketing Marketing Economy Portfolio 96

The Irrelevant Investor

JANUARY 21, 2021

Stocks flooded the market, and valuations stretched into the stratosphere. The number of tech stocks exploded from under 300 at the beginning of 1995 to 952 at the bubble's peak. By the time sales peaked in July 2001, tech had already lost 60% of its market cap. Sound familiar? It's not so black and white. Heck if I know.

Sales 52

Sales Valuation Marketing Marketing 52

The Big Picture

OCTOBER 24, 2022

So there are a number of us heading in out of college into the BLS. The managed portfolio business began in 2001. And how do we think about them from a valuation perspective? You said earlier, valuations were historically high both stocks and bonds late 2021, right about now, what are we? RITHOLTZ: I remember that.

Portfolio 130

Portfolio Management Assets Investments 130

Mr. Money Mustache

MAY 20, 2022

True to form, she got back to me within just a few minutes with these thoughts: MMM: How should potential retirees think of the recent crash in valuation – has it really pushed out their retirement date, or not? It’d be like retiring at the bottom of 2009 with still-decent numbers.

Marketing 53

Marketing Marketing Retirement Investments 53

Brown Advisory

SEPTEMBER 20, 2017

After joining the investment industry in 2001, he served as director of research at two firms, creating a small-cap growth strategy at one of them before joining Brown Advisory in 2014. While valuation is critical to our approach, it occurs near the end of our process. Second, we keep a keen eye on valuation.

Portfolio Management 52

Portfolio Management Portfolio Management Investments 52

Brown Advisory

SEPTEMBER 20, 2017

After joining the investment industry in 2001, he served as director of research at two firms, creating a small-cap growth strategy at one of them before joining Brown Advisory in 2014. While valuation is critical to our approach, it occurs near the end of our process. Second, we keep a keen eye on valuation.

Portfolio Management 52

Portfolio Management Portfolio Management Investments 52

The Big Picture

SEPTEMBER 23, 2024

He also spent time at Sebus and More Capital before launching his own firm in 2001. They have a number of businesses that they’ve taken over through the debt side of the equation. With a number of different people leading different departments. When you launched in 2001, what were you launching with More is a hundred plus.

Banking 147

Banking Assets Investments Investing 147

Trade Brains

DECEMBER 22, 2022

3 billion market valuation, after TCS and Infosys. is an Indian IT company that is a part of Mahindra Group that provides Network technology solutions and Business Process Outsourcing (BPO) services to a large number of industries. 3 billion market valuation. Recently, Wipro Ltd. became the third IT company to reach the Rs.

Marketing 52

Marketing Marketing Consulting Engineering 52

The Big Picture

APRIL 18, 2023

In the short run, there can be distortions in public market valuations as we saw in 2001 and we saw prior to that in 2007, and prior to that in 2000, in ‘99. RITHOLTZ: So you lasted two or three years, and then you get tapped to go to London in 2001. BARATTA: In November of 2001, when I moved over — RITHOLTZ: Sure.

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Assets Investments Investing Valuation 162

The Big Picture

MAY 21, 2024

So it’s got this math angle where it, you know, it’s all numbers, but then there’s this behavioral angle and psychological angle where, you know, it’s, it’s kind of a fun problem to tackle. It’s kind of a silly number, but people are going to think you’re smart or dumb based on that number.

Numbers 147

Numbers Management Banking Marketing 147

The Big Picture

JUNE 3, 2024

So that was in, that was in 2001 early then. And so I’ve noticed that me coming in 2001, think about it, not really a great equity market Barry Ritholtz : Dot.com implosion. The very first Masters in Business that was broadcast just about 10 years ago, July, 2014, episode number one, Jeffrey Gundlock, DoubleLine Capital.

Math 147

Math Marketing Marketing Engineering 147

The Big Picture

FEBRUARY 20, 2024

’cause L-I-B-O-R was probably the most important number, certainly in credit, maybe in all of finance. Not only were they late to start tightening in, in 2001, they they 2021, they were late to recognize inflation peaked in 22. Number one, the economy’s a lot stronger than they thought it was gonna be.

Banking 147

Banking Economy Marketing Marketing 147

The Big Picture

APRIL 11, 2023

 The transcript from this week’s, MiB: Aswath Damodaran: Valuations, Narratives & Academia , is below. You’re known as the dean of valuation. He said, oh, dean of valuation, it’s easier to say. So let’s start with the question, what led you to focus on valuation? RITHOLTZ: Right. And I said, why?

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Valuation Education Government Numbers 298

The Big Picture

NOVEMBER 21, 2023

And we sold our stake in the business to Barry Diller in 2001. 00:17:50 You wanna know why Dara reported for Uber that again, their number of employees was down quarter of over quarter. It’s 10 blue links, but it’s an infinite number of blue links. It was about $170 million valuation. It was fortuitous.

Investments 246

Investments Investing Startup Accounting 246

The Big Picture

FEBRUARY 7, 2023

He’s really well known on the street and puts out a number of fascinating books, arguably a sort of parallel career to Michael Lewis. So that’s important, number one. RITHOLTZ: He had Bernie Madoff numbers, didn’t he? He is one of the co-founders of Puck. RITHOLTZ: Absolutely. COHAN: Okay. He was fine.

Engineering 259

Engineering Banking Numbers Management 259

Brown Advisory

MAY 16, 2016

Reported earnings don’t grow every year due to the business cycle and occasional outsized insurance losses (2001), but the progress over time is clear. Buffett explained that people confuse the number of calories consumed with the source of the calories. Low rates also raise valuations for business acquisitions. in the bush.

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Insurance Banking Investments Investing 52