Validea

APRIL 8, 2025

The G-Score framework, developed by Professor Partha Mohanram in 2005, offers investors a systematic approach to evaluating growth stocks. It also analyzes profitability metrics including return on assets and operational cash flow. Companies earn one point for each positive indicator, with total scores ranging from zero to eight.

Advertising 52

Advertising Investments Investing Sales 52

The Big Picture

AUGUST 8, 2023

60 Years of Uncertainty Hites Ahir, Nicholas Bloom, Davide Furceri IMF, March 2020 _ 1.

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Distribution Economics Communication Media 246

Nerd's Eye View

MARCH 19, 2024

Meredith is the Founder & CEO of Artisan Financial Strategies, a hybrid advisory firm based in Alpharetta, Georgia, that oversees $77M in assets under management for 120 client households.

Financial Advisor 189

Financial Advisor Recruitment Clients Assets 189

Validea

FEBRUARY 7, 2025

The G-Score is a financial analysis framework created by Professor Partha Mohanram in 2005 to evaluate growth stocks, complementing the F-Score system that Joseph Piotroski developed for value stocks. It also considers profitability metrics like return on assets and operational cash flow.

Advertising 52

Advertising Investing Investments Sales 52

Validea

MARCH 5, 2025

The G-Score is a financial analysis framework developed by Professor Partha Mohanram in 2005. Additionally, it examines profitability metrics such as return on assets and operational cash flow. It was specifically designed to evaluate growth stocks, serving as a counterpart to Joseph Piotroski’s F-Score system for value stocks.

Advertising 52

Advertising Sales Assets Investing 52

Good Financial Cents

AUGUST 14, 2023

The creator(s) of this first-of-its-kind asset developed the cryptocurrency in response to the Great Recession of 2007-2009 , spurred by a distrust of the traditional banking system and concerns about its stability. Read on for insights on Bitcoin milestones, historical returns, and how its returns compare to those of other assets.

Assets 119

Assets Investing Investments Numbers 119

Random Roger's Retirement Planning

SEPTEMBER 30, 2024

Eddy Elfenbein and Cullen Roche came a long shortly after me, sometime in 2005 I believe and Tadas Viskanta from Abnormal Returns also started in 2005. I started to contribute posts to them in 2005, the first article there was about TIPS ETFs. The first one was writing for TheStreet.com from 2005 to early 2014.

Numbers 81

Numbers Taxes Investing Investments 81

The Big Picture

MARCH 5, 2024

So Magnetar launches in 2005 with some capital, and you joined you, you weren’t one of the original founders, but you joined not long afterwards. So back then you, you probably remember in 2005, you know, there were a lot of what they called pod shops. So it’s, it’s assets like that.

Banking 147

Banking Portfolio Assets Investing 147

Trade Brains

NOVEMBER 18, 2023

In 2005, the Company acquired a UK-based ER&D Company named INCAT International. When we look closely at its Balance Sheet we realise that Trade Receivables are its biggest Asset constituting 21.27% of the total Balance Sheet. The Company has Contract Assets worth Rs.

Engineering 115

Engineering Assets Clients Manufacturing 115

Brown Advisory

SEPTEMBER 11, 2018

This metric still has a ways to go before it reaches the sub-2% level we last saw in 2005-2006, and there is fundamental room for improvement (legacy assets from the crisis era are still working through the foreclosure pipeline). Mix of Borrower FICO Scores: Non-agency Mortgage Origination, 2005 vs. 2017).

Marketing 52

Marketing Marketing Clients Assets 52

The Big Picture

APRIL 18, 2023

When he began, PE was a little bit of a niche boutique sort of investment, and over the ensuing 25 years, it has grown to be really a major asset class with giant opportunities that have been expressed by then small, now very large companies, of which Blackstone is one of the largest. It is an institutionalized asset class.

Assets 162

Assets Investing Investments Valuation 162

Trade Brains

JUNE 14, 2024

Company outlook Of Yes Bank Yes Bank was established as a private sector bank in 2005 by Ashok kapur and Rana kapoor. The bank excelled in deposits and retail asset products, while also offering personalized banking solutions. Will it come back to its normal position in this competitive world?

Banking 105

Banking Retail Accounting Assets 105

Validea

APRIL 25, 2024

In his 2005 research paper titled “Separating Winners from Losers among Low Book-to-Market Stocks using Financial Statement Analysis,” accounting professor Partha Mohanram laid out a strategy for finding promising growth stocks trading at attractive valuations. ROA and 10.7% ROA and 13.2% ROA and 13.2%

Advertising 52

Advertising Investing Investments Manufacturing 52

The Irrelevant Investor

JANUARY 17, 2017

Last week, Morningstar published their Asset Flows Commentary for 2016. trillion in long-term assets. PIMCO total return assets fell 15.7% equity funds and haven’t seen a calendar year of inflows since 2005. Below, I pulled some of the notable numbers (emphasis mine). billion set in November. last year Active U.S.

Assets 52

Assets Management Numbers 52

Truemind Capital

MAY 14, 2024

Popular investment sectors or themes gain momentum as more investors join, driving prices much higher than the worth of the underlying assets. The problem is the level of valuations.

Investing 52

Investing Investments Valuation Government 52

Getting Your Financial Ducks In A Row

OCTOBER 17, 2022

Two primary goals of the IRA were to provide a tax-advantaged retirement plan to employees of businesses that were unable to provide a pension plan; in addition, to provide a vehicle for preserving tax-deferred status of qualified plan assets at employment termination (rollovers). trillion in assets, while traditional IRA are owned by 36.6

Retirement 90

Retirement Distribution Taxes Retirement Planning 90

Validea

OCTOBER 5, 2022

Year End Date Negative Earner Percentage 12/30/2005 1.1% Year End Date Negative Earner Percentage 12/30/2005 30.3% And with intangible assets rising in the economy, standard earnings calculations are becoming less and less accurate. 12/29/2006 1.2% 12/31/2007 1.0% 12/31/2008 2.1% 12/31/2009 4.9% 12/31/2010 1.4% 12/30/2011 1.5%

CFP 59

CFP Valuation Economy Assets 59

Steve Sanduski

AUGUST 22, 2023

John Furey and I discuss: John’s thoughts on the 2005-2010 “breakaway movement” that created so many new RIAs versus where the industry is today. Potential long-term effects of a concentration of assets at big firms and the “barbell effect.”

Strategic Planning 52

Strategic Planning Valuation Communication Investment Advisor 52

The Big Picture

NOVEMBER 15, 2022

You can go get some turnkey asset management program. We’re in the business of sitting in between asset owners, financial advisors, institutions, retail and asset managers, right, the BlackRock, State Street, PIMCO’s of the world, and helping them understand each other. That is a mug’s game, right?

Management 278

Management Assets Portfolio Investing 278

The Big Picture

OCTOBER 24, 2022

They advise or directly manage about $250 billion in flying assets. So I applied and was hired as an ETF analyst in 2005. And so Morningstar coverage was really just getting started on ETFs, right in the 2005, period. RITHOLTZ: So how do you find your way from economist to analyst to asset manager? NORTON: Right.

Portfolio 130

Portfolio Management Assets Investing 130

Trade Brains

OCTOBER 13, 2023

The Company has also set up an Alternative Asset Management via a 100% owned subsidiary and wealth management firm named Nuvama Wealth Management. The Company also is into Asset reconstruction with an AUM of Rs. A major reason for the spike in revenue was the Net Gain on the revaluation of its assets. 6819 Cr in FY22 to Rs.

Banking 105

Banking Financial Services License Retail 105

Trade Brains

OCTOBER 22, 2024

Varyaa Creations, originally incorporated as Kalgi India Private Limited in 2005, rebranded to its current name in 2016. It outsources production to job workers in Mumbai, maintaining an asset-light business model. crore through a fresh issue of 1,340,000 equity shares at a face value of ₹10 each. times on the fourth day.

Retail 52

Retail Investment Advisor Consulting Investments 52

Validea

SEPTEMBER 26, 2024

Joel Greenblatt, founder of Gotham Capital, introduced his “Magic Formula” in the 2005 bestseller “The Little Book That Beats the Market.” Greenblatt calculates this by dividing EBIT by the sum of net working capital and net fixed assets.

Valuation 52

Valuation Manufacturing Taxes Assets 52

The Irrelevant Investor

JULY 25, 2016

That's the number of global funds launched between January 2005 and 2013. This nugget from their study is really eye-popping, emphasis mine: Globally, we find that new funds account for the preponderance of new asset flows. billion across the three asset classes in our study- -equity, fixed income, and allocation.

Financial Advisor 52

Financial Advisor Retail Numbers Accounting 52

Trade Brains

OCTOBER 2, 2023

Ujjivan Small Finance Bank was established as a non-banking financial corporation (NBFC) in 2005. This suggests that the bank has earned a good return on shareholders’ capital and is efficiently using its assets to earn income. Coming to the return ratios, the bank reported an ROE and ROA of 27.43% and 3.30% respectively.

Banking 105

Banking Engineering Distribution Government 105

Trade Brains

JUNE 11, 2023

With more than 3 decades of experience in capital markets, the company offers all kinds of financial products and services such as equity, derivatives, mutual funds, insurance, and asset portfolio management services. Over the years, the company has built a trustworthy group of around one billion customers. CMP (in Rs.) EPS (in Rs.)

Banking 97

Banking Government Financial Services Insurance 97

Trade Brains

DECEMBER 24, 2023

Operating Profit Margin (%) 35.75% Net Profit Margin (%) 23.11% Best Penny Stocks under Rs 5 #2 – Seacoast Shipping Services Founded in 2005 as a freight forwarders and shipping agents company, Seacoast Shipping Services Limited (SCSSL) has grown to become one of the largest freight forwarders in Gujarat. .) ₹ 33.48 Stock P/E (TTM) 12.9

Manufacturing 96

Manufacturing Commission Sales Portfolio 96

Random Roger's Retirement Planning

OCTOBER 25, 2022

I thought I first bought it a day or two after it started trading but in researching old blog posts for this one, it is possible I actually bought it in November, 2005. GLD started trading on November 18th, 2004. Either way, I've been holding it for 17 or 18 years. I did have a fairly lucky, partial sale in 2011.

Management 74

Management Sales Accounting Portfolio 74

Trade Brains

FEBRUARY 28, 2024

Let us look at what form of intangible assets/platforms are they developing and what potential these assets have. The Parent Company of Affle (India) was founded in Singapore in 2005. We will also be taking a look at their Foreign Institutional holding and see who are their biggest investors.

Engineering 100

Engineering Government B2B Clients 100

The Irrelevant Investor

JANUARY 19, 2017

Here is an article from 2005, when he recommended to sell Netflix and buy Blockbuster. They're a special kind of mutual fund where their shares trade on markets and the price of the shares can deviate from the value of the assets that they own. And for many years it traded at a discount of about 10-15% of net asset value.

Assets 52

Assets Investing Investments Sales 52

Trade Brains

JANUARY 22, 2024

In 2005, the Company acquired a UK-based ER&D Company named INCAT International. Since both Companies operate in an asset-light industry, the need for fresh capital remains low. Ratan Naval Tata , the Chairman Emeritus of the Tata Group. Later Tata Tech secured funding from Apla TC Holdings and Tata Capital Growth Fund.

Planning 119

Planning Engineering Manufacturing Clients 119

The Big Picture

AUGUST 29, 2022

And I think that’s maybe part of my legacy if there is one here is to — I was — in 2005’-‘07, I was like, oh, my god, I was like kicking the tires on ETFs, and I’m like, “These things are going to take over.” And honestly, I — I just really was like a one-man army for a little while, but then the asset started come in.

Assets 173

Assets Management Marketing Marketing 173

The Big Picture

JULY 19, 2022

You mentioned in the beginning of the book lower asset yields and richer asset prices have pulled forward future returns. So, starting yields of all major assets were coming down in the last decade and last decade — actually, several decades. RITHOLTZ: Really quite interesting. Explain that. RITHOLTZ: Right.

Investing 130

Investing Investments Valuation Portfolio 130

Trade Brains

DECEMBER 31, 2023

The company also offers third-party products from various asset management and insurance companies. For FY23, the company reported an NNPA of 1.14%, which indicates a small fraction of the bank’s loans or assets are non-performing. Coming to the return ratios, the bank reported an ROE and ROA of 12.55% and 1.89% respectively.

Banking 64

Banking Distribution License Retail 64

Brown Advisory

MAY 31, 2018

for more than a decade—it began to decline in 2005 through the credit crisis and since then has recovered, but at a tepid pace. It should not be assumed that investments in such securities or asset classes have been or will be profitable. Productivity growth has been weak in the U.S.

Economics 52

Economics Budgeting Government Clients 52

Brown Advisory

MAY 31, 2018

for more than a decade—it began to decline in 2005 through the credit crisis and since then has recovered, but at a tepid pace. It should not be assumed that investments in such securities or asset classes have been or will be profitable. Productivity growth has been weak in the U.S.

Economics 52

Economics Budgeting Government Clients 52

Brown Advisory

NOVEMBER 29, 2016

Alternatively, nonprofits can boost potential portfolio returns, which often means tolerating more risk and illiquidity, through a recalibration of asset allocation— the single biggest driver of long-term gains. Reassess asset allocation. Callan estimated that a portfolio in 2005 could achieve a 7.5% Please see chart below.)

Nonprofit 52

Nonprofit Asset Allocation Portfolio Budgeting 52