The Big Picture

APRIL 18, 2023

Both in terms of the aggregate revenue of our company, size of our portfolio, we’re probably now something like 150 total investments, many hundreds of billions of revenue, hundreds of thousands of employees if you add up all of the companies in which we’re invested. We started doing deals on our own. We were much more networked.

Assets 162

Assets Investments Investing Valuation 162

Walkner Condon Financial Advisors

FEBRUARY 15, 2024

A changing political landscape, the state of the economy, donor sentiment, and industry changes are four areas which present challenges and opportunities alike. Politics and the Economy We’ve seen recently how current world affairs can affect donor sentiment in some of the most high profile universities across the country.

Nonprofit 89

Nonprofit Distribution Government Assets 89

Trade Brains

JUNE 7, 2024

Retail investors now have access to a wide range of investment options, including equities, mutual funds, and derivative products, enabling them to build diversified portfolios. In 2004, Angel one expanded its offering by opening a commodity broking division. The company is headquartered in Mumbai, India.

Retail 59

Retail Wealth Management Education Investments 59

Trade Brains

SEPTEMBER 10, 2024

The LTHL opened its first hotel with around 49 rooms in 2004. The portfolio has 160+ hotels which includes over 100+ operational hotels. Lemon Tree is looking to increase its portfolio through the Franchisee model which shows its brand value. The Hotels are located in Tier 1, 2, and 3 cities. billion in 2024 to US$31.01

License 52

License Portfolio Marketing Marketing 52

Trade Brains

MARCH 29, 2024

In 2004, it was acquired by Bharti Airtel and renamed Bharti Hexacom Ltd. It also has a spectrum portfolio of mid-band spectrum architecture of (1800/2100/2300 MHz bands) These towers are constructed on a non-standalone basis, which allows the same architecture to be used for both 4G as well as 5G.

Government 59

Government Communication Valuation Consulting 59

Trade Brains

NOVEMBER 27, 2023

Company Overview Incorporated in 2004, Servotech Power Systems Ltd is a comprehensive manufacturer, procurer, and distributor of advanced solar products, medical devices, and energy-efficient lighting solutions. Following that, we’ll go into the stock’s financials. million in 2022 and is projected to grow at a CAGR of 6.9%

Planning 72

Planning Medical Manufacturing Healthcare 72

Trade Brains

JANUARY 24, 2024

It was listed on Indian exchanges in 2004 and changed its name to Cigniti in 2012. Conclusion The IT sector will continue to remain the backbone of the global economy, and India with its vast expertise & talent will continue to extend its decade-long dominance in the sector. The Company was founded by Mr. C V Subramanyam in 1998.

Insurance 59

Insurance Clients Engineering Management 59

Brown Advisory

APRIL 1, 2015

economy following the financial crisis. In the private company world, total venture capital financings reached $59 billion last year, up from about $23 billion in 2004, according to PitchBook’s 2015 venture industry annual report. Unsurprisingly, as volume has increased, so have valuations. Diversification Should Help.

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Investments Investing Valuation Assets 52

The Big Picture

NOVEMBER 21, 2023

I would say the thing that connects them is just voracious curiosity about the world of politics and, you know, economies and trying to make sense out of it. And I said, Paul, I don’t know anything about managing a public portfolio, but the deal we made with each other. You know, all of these things.

Investments 246

Investments Investing Startup Accounting 246

Trade Brains

JUNE 2, 2023

The small and mid-cap stocks are less risky which makes them a more conservative portfolio investment. Industry Overview The banking industry in India is a significant contributor to the country’s economy. In Closing Investing in large-cap private banks gives consistent profits, regular dividend payments, and portfolio stability.

Banking 52

Banking Financial Services Retail Assets 52

Brown Advisory

DECEMBER 5, 2023

An unassuming shorthand (from 20 years ago) A 2004 report published by the United Nations is often given credit for popularizing “ESG” as a shorthand for the myriad issues in environmental, social, and governance categories. Here is an attempt to invoke fundamental investing basics to clarify exactly what we aspire to deliver for our clients.

Fiduciary Duty 52

Fiduciary Duty Government Clients Investing 52

The Big Picture

APRIL 4, 2024

Investors should be considering capturing some of that yield in their portfolios. We’re going to discuss how these changes are likely to affect your portfolios and what you should do about it. And they kept it there all the way to 2004, and the joke was in 2003 and 2004 was an emergency rate when there was no clear emergency.

Portfolio 162

Portfolio Management Assets Banking 162

The Big Picture

SEPTEMBER 23, 2024

Tell us a little bit about that growth, especially the first few years, and what led you to opening another London office in, in 2004 when 00:23:57 [Speaker Changed] We started, we were focused on distressed debt and restructurings in 2001, 2002. Or was it just generally across the economy? We, we went from a firm in 2004 even.

Banking 147

Banking Investments Investing Assets 147

The Big Picture

OCTOBER 24, 2022

She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. Let me give you some background on Morningstar Managed Portfolios. I saw how personal money is.

Portfolio 130

Portfolio Management Assets Investments 130

The Big Picture

MAY 30, 2023

And he’s really moving the needle in terms of having people take control of their own financial life in a way that benefits not just them but the entire economy and all of society. They’re an underground economy because they don’t trust the mainstream economy. These are not dumb people. BRYANT: Yes sir.

Banking 147

Banking Economics Business Planning Economy 147

The Big Picture

AUGUST 29, 2022

That’s how good the economy was. And so, I was doing that in 2000, 2002, 2003, 2004. And so what he thought was they broke their stewardship by not sharing any of those economies of scale, the dollar fees were enormous. of that fund had to call himself a portfolio administrator. And then in ’99-ish — no, no.

Assets 173

Assets Management Marketing Marketing 173

Walkner Condon Financial Advisors

FEBRUARY 6, 2024

stocks powered out of the toxic storm of ever-rising interest rates and inflation into a the spectacular market rebound of 2023 as the prospects of a soft(er) landing for the economy grew more probable. The emerging markets asset class outperformed all others in 2003, 2005, 2007 and 2009, while finishing second in 2004, 2006, and 2012.

Assets 59

Assets Investing Investments Marketing 59

The Big Picture

JUNE 18, 2024

And at the time when I graduated the economy, it was very good. Barry Ritholtz : Oh, so booming economy, 50 grand in the nineties for right outta college. 00:26:12 [Speaker Changed] And Barstool was the same, which is Barstool started by Dave in 2004. Nobody cares about your portfolio. Barry Ritholtz : Big money.

Media 147

Media Food Advertising Investing 147

The Big Picture

OCTOBER 17, 2023

00:34:50 [Speaker Changed] One of the key things, one of the differentiators potentially of the firm is that all of our analysts run paper portfolios. ’cause they, it’s a learning mechanism as a recommendation mechanism for portfolio managers and thinking about how to allocate capital. Aren’t there opportunities?

Investments 130

Investments Investing Clients Numbers 130

The Big Picture

JUNE 13, 2023

RITHOLTZ: So let’s talk about what led to the decision to launch TIKEHAU Capital back in 2004. Today they can effectively allocate capital into strategies which will create a compounding effect to their portfolio. I made the commitment personally, and I can see the path because there is room to expand the business.

Banking 147

Banking Assets Investments Investing 147

The Big Picture

APRIL 11, 2023

Since 2004, the tax rate on dividends and capital gains is 15 percent, 18 percent, 21 percent. In the first quarter of 2020 when COVID shut the global economy down, everybody felt that the right thing for companies to do is hold back cash. DAMODARAN: — idea behind all of modern portfolio theory. They match up.

Valuation 298

Valuation Education Numbers Government 298

The Big Picture

AUGUST 23, 2022

The currency devalued by 75 percent and my portfolio, which was above $1 billion, went down 90 percent. And this had an unbelievably positive affect on the value of my portfolio. At that moment in time, 2004, Vladimir Putin became the — becomes the richest man in the world. And so, they defaulted on the domestic bonds.

Government 321

Government Banking Numbers Investing 321

The Big Picture

FEBRUARY 20, 2024

There are few people in the world who understand the interrelationships between central banks, the economy, and markets like Bill Dudley does this, this is just a master class in, in understanding all the factors that affect everything from the economy to inflation, to the labor market, the housing market, and of course, federal Reserve policy.

Banking 147

Banking Economy Marketing Marketing 147

Carson Wealth

NOVEMBER 11, 2024

The big surprise for many, though, was Trump won the popular vote as well, the first Republican to do this since 2004. How the economy is doing, Fed policy, inflation, valuations and overall market trends potentially matter much more. Right now, we are looking at an economy that is outperforming and showing no signs of slowing down.

Marketing 95

Marketing Marketing Economy Numbers 95

The Big Picture

MAY 16, 2023

RITHOLTZ: 2004, 2005. ” If I, if the president ever, this is like a blog post I wrote when the President tweets about the economy, the market will move. How’s my 10 grand doing? LINDZON: Yes. So I was fascinated that a businessman could build businesses on the internet. LINDZON: I hate CNBC. RITHOLTZ: Right.

Media 290

Media Investing Investments Valuation 290

The Big Picture

OCTOBER 31, 2022

And arguably, they went from an underpriced position in 2004 I’d say — RITHOLTZ: Right. RITHOLTZ: So 5% funds rate, what does that do to the economy? You go even further than that and say, “Most portfolios could be fine if they’re equity only.”. I mean, it’s used to be called FANG. SIEGEL: — or 2006, ’07, ‘08.

Numbers 147

Numbers Investing Investments Marketing 147

The Better Letter

FEBRUARY 28, 2025

Friends was a television ratings juggernaut for ten seasons from 1994-2004. He pioneered a portfolio management strategy that became known as the “Yale Model.” “Three basic investment principles inform asset-allocation decisions in well-constructed portfolios. Of course, it’s a pickup line.

Portfolio 65

Portfolio Asset Allocation Investments Investing 65