Remove 2003 Remove Numbers Remove Valuation
article thumbnail

Small Cap Value: Waiting for the Jumpstart

Validea

By Justin Carbonneau ( Twitter | LinkedIn | YouTube ) — Over the past few weeks, I’ve seen a number of charts highlighting the opportunity in small-cap stocks given their absolute and relative valuations. The chart below, also from our market valuation tool, compares small cap value to large cap growth stocks. Only 12.4%

article thumbnail

Transcript: Julian Salisbury, GS

The Big Picture

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
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Transcript: Mike Green, Simplify Asset Management

The Big Picture

And so in the 1990s, I developed the, the late 1980s, early 1990s, I developed a skillset around valuation, in particular discounted cash flow or residual income type models, along with a couple of peers out of the consulting industry. 00:04:02 That’s what value add software was originally. She was based out in Los Angeles.

Assets 173
article thumbnail

Transcript: Mike Wilson, Morgan Stanley

The Big Picture

He has a very interesting approach to thinking about market valuations and strategies and when to deploy capital, when to go with the crowd, when to lean against the crowd, and has amassed and excellent track record. Second part of our framework is valuation fundamental work. So that’s, that’s number one.

Valuation 162
article thumbnail

EPACK Durable IPO Review – GMP, Details, Price & More

Trade Brains

We will then check out its numbers to see how it has been scaling its revenue & profits. The Company initially began operations as an Original Equipment Manufacturer (OEM) back in 2003. These listed companies trade at a median valuation of 66.8x So let us understand in greater depth, what the Company does?

article thumbnail

Transcript: Luis Berruga, Global X ETFs

The Big Picture

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. I was employee number 10. RITHOLTZ: Which is really a pretty big number. billion dollars in AUM.

Clients 162
article thumbnail

Transcript: Edward Chancellor

The Big Picture

CHANCELLOR: And look — yeah, but then if you look at the valuation of the market at that time, the market was — the U.S. CHANCELLOR: And look — yeah, but then if you look at the valuation of the market at that time, the market was — the U.S. And so, Crispin and I were having lunch in late 2003.

Banking 147