Trade Brains

MARCH 16, 2023

A significant amount of revenue of the company is mostly derived from a limited number of clients and the loss of such can have a significant impact on its revenues. The company has been subject to search and seizure from the Income Tax authorities in the past. Keep reading to find out!

Government 52

Government Clients Engineering Management 52

Random Roger's Retirement Planning

DECEMBER 11, 2024

The first from when I worked at Fisher Investments in 2002. I'd put an asterisk by the volatility number because of how little of the original capital was exposed to risk. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.

Portfolio 52

Portfolio Management Math Taxes 52

Trade Brains

JANUARY 24, 2024

The number of taxpayers having an income of > Rs. Business Overview Established in 2002, Anand Rathi Wealth Limited (ARWL) commenced operations as an AMFI-registered Mutual Fund Distributor. There has been an increase in the amount of investments in the Equity Mutual fund, i.e. from 6.7% in FY18 to 15.2%

Wealth Management 59

Wealth Management Clients Distribution Assets 59

The Big Picture

AUGUST 15, 2023

To give you a fun story, we launched Protégé Partners in 2002. Or at least the top, pick a number, 30, 40%. And in 2002, the bucket of the largest hedge funds was those north of $1 billion. SEIDES: Before 2002, there were no capacity issues with whoever you thought the best hedge funds were. Less, 20, 30%?

Management 130

Management Investing Investments Government 130

Brown Advisory

JUNE 16, 2022

We remain highly dubious of price-to-earnings ratios as a proxy for value given earnings can be distorted by “creative” accounting and the measure embeds a range of factors into a single number. GAAP in 2002 7. That assumes I pay no taxes which is very hard. We inherently prefer actual cash flow.

Investments 52

Investments Investing Accounting Valuation 52

Trade Brains

NOVEMBER 28, 2022

Avenue Supermarts, the holding company of the supermarket chain DMart was launched in 2002 in Powai, Mumbai. During the same period, the retailer compounded its profit after tax along the same lines at an annual rate of 15.54% to Rs. It is a leading player both in terms of hospitals and the number of beds available in India.

Pharmaceutical 52

Pharmaceutical Healthcare Retail Food 52

Brown Advisory

MAY 10, 2018

Or are the steel tariffs of 2002 a better indicator of what we should expect—an orderly, low-impact process resolved by the WTO in fairly short order? At a company-specific level, a number of firms have already sold off on fears of tariff impact. The media is focusing a lot of attention on tariffs proposed by the U.S.,

Economy 52

Economy Portfolio Clients Sales 52

Brown Advisory

MAY 10, 2018

Or are the steel tariffs of 2002 a better indicator of what we should expect—an orderly, low-impact process resolved by the WTO in fairly short order? At a company-specific level, a number of firms have already sold off on fears of tariff impact. The media is focusing a lot of attention on tariffs proposed by the U.S.,

Economy 52

Economy Portfolio Clients Sales 52

The Big Picture

OCTOBER 19, 2022

He is the managing director of Vanguard’s Financial Advisor Services Division, where he began back in 2002. RAMPULLA: I went to Drexel part time while I was at Vanguard, did that commute down to Philadelphia from the suburbs, you know, three times a week for a number of years. I was employee number one in London. RAMPULLA: Yeah.

Financial Advisor 287

Financial Advisor Clients Taxes Investing 287

The Big Picture

JANUARY 21, 2025

Barry Ritholtz : The the funny thing is, the behavioral aspect of mutual funds seems to have been when people finally learn about a manager who’s put up great numbers, by the time it makes to make makes it to Forbes, hey, most of that run is probably over and a little mean reversion is about to kick in. I did it in 2000, 2002.

Investing 148

Investing Investments Management Retirement 148

The Big Picture

MARCH 27, 2023

RITHOLTZ: There’s safety in numbers. We talk about an S-curve for most industries, and there’s a very rapid expansion when you start with a good idea, and few people going after a very large pot, especially for distressed when you think of the 2001, 2002 periods. The numbers are correct. That’s the right thing.

Assets 286

Assets Investing Investments Management 286

Random Roger's Retirement Planning

JUNE 3, 2023

If congress does nothing, then starting in 2034 incoming payroll taxes would cover 80% of retiree payouts implying a 20% cut. Cutting benefits and raising taxes are the two most talked about way to fix it. There's been talk of raising the cap on payroll taxes. More taxes on workers? Nearly half of U.S. FRA of 72?

Retirement 72

Retirement Taxes Math Accounting 72

Random Roger's Retirement Planning

MARCH 24, 2024

Merger arbitrage could have some sort of problem I suppose but the under the symbol MERFX, which goes back to 1990, the worst year for the fund was 2002 when it dropped 5.67% but during that year it did go down 14% before recovering most of that decline before the year ended. That can only be taken as a proxy but it's better than nothing.

Portfolio 98

Portfolio Management Taxes Numbers 98

The Big Picture

AUGUST 29, 2022

I mean, I could count them on one hand the number of people who have his depth of knowledge in this space. And so, I was doing that in 2000, 2002, 2003, 2004. I — I couldn’t believe the numbers. RITHOLTZ: So — so they, at one point in time, were the number one fund in a lot of specific categories.

Assets 174

Assets Management Marketing Marketing 174

The Big Picture

NOVEMBER 8, 2022

CHANCELLOR: When they passed 2002, Friedman’s 90th birthday party in the Fed, Bernanke says facetiously to Friedman, “Apologizing for the Great Depression on behalf of the Federal Reserve, and ensuring that it won’t happen again.” CHANCELLOR: Yes. And that’s problematic. RITHOLTZ: Right.

Banking 148

Banking Valuation Economy Investing 148

The Big Picture

OCTOBER 15, 2024

Am I getting those numbers about right? And so, so, so what happened was, you remember like in late 2002, you had like five, 6% interest rates and, and, and it rates started to fall. ’cause you’re coordinating just massive numbers of things and production and, and all sorts of stuff. So it’s a fun area.

Government 148

Government Electronics Engineering Management 148

The Big Picture

APRIL 11, 2023

DAMODARAN: I am interested in numbers. I’m naturally a numbers person. To me, storytelling is much more — I mean, if you think about the history of humanity, for thousands of years, the way we pass down information was with stories, not numbers. It has allowed for this acceleration of number crunching.

Valuation 299

Valuation Education Numbers Government 299

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 148

Numbers Management Banking Marketing 148

Random Roger's Retirement Planning

JANUARY 1, 2025

If we go back to 2002 with this second back test using ProFunds Ultra S&P 500 (ULPIX) which is the mutual fund predecessor of SSO it looks bad because of how big of a hole any 2x fund would have had to dig out from after 2008 so there's some good context about the risk of any leverage strategy.

Retirement 52

Retirement Portfolio Clients Assets 52

Random Roger's Retirement Planning

FEBRUARY 16, 2025

The state benefitted from something of a get me out of the city bid during Covid but that has started to reverse due some winding down of the WFH movement, high real estate prices and very high property taxes. Is there any sort of problem with your numbers adding up the way you need them to?

Healthcare 40

Healthcare Numbers Retirement Taxes 40