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. Probably somewhere around 2004 or ‘05, we started doing things by ourselves. Valuations go up and you saw it, of course, in the late ‘90s, in the tech sector. BARATTA: Yes.

Assets 162

Assets Investing Investments Valuation 162

The Big Picture

DECEMBER 19, 2023

And when they look at a sector, they want to be long, the very best stocks at the best valuations they can, and short the worst stocks at the worst valuations. 00:06:36 [Speaker Changed] So in, in 2004, I joined Morgan Stanley equity research. He, he had retired, retired, but he was still active. That was great.

Healthcare 162

Healthcare Portfolio Management Investing 162

The Big Picture

OCTOBER 24, 2022

And actually, I was at the PPI, most people may not remember this, but in 2004, the PPI was a month and a half late. And how do we think about them from a valuation perspective? And he outlines credit cards, and he outlines mutual funds and money market funds and retirement accounts. I can’t imagine how people would react.

Portfolio 130

Portfolio Management Assets Investing 130

The Irrelevant Investor

SEPTEMBER 10, 2018

Dollars are accruing to the venture capitalists who represent wealthy investors In a McKinsey report, Grow Fast or Die Slow , they created this tremendous visual which shows a handful of software companies in particular are now reaching a $10 billion valuation prior to going public. Charts like the one above don't include the losers.

Startup 52

Startup Valuation Numbers Commission 52

Walkner Condon Financial Advisors

FEBRUARY 6, 2024

The emerging markets asset class outperformed all others in 2003, 2005, 2007 and 2009, while finishing second in 2004, 2006, and 2012. I could pull out some socio-economic Jenga pieces that include the high valuation of the U.S. dollar, relative valuations, political uncertainty, the national debt, the 2024 elections, etc.,

Assets 59

Assets Investments Investing Marketing 59

The Big Picture

JUNE 18, 2024

So the fact that I had a sociology degree really didn’t impede, I think getting into business Barry Ritholtz : And you end up in like what some would think of as kind of a dry, legalistic part of Fidelity, the ERISA Division, which focuses on retirement accounts. That, that gives Barstool a half a billion dollar valuation.

Media 147

Media Food Advertising Investing 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?

Valuation 298

Valuation Education Numbers Government 298