Remove 2005 Remove Investments Remove Valuation
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Revisiting the Market Valuation in the Wake of This Year’s Decline

Validea

With the S&P 500 now close to 20% off its highs, I thought now might be a good time to look to our market valuation tool to see where things stand. But before I do that, I wanted to first cover two caveats I always put in articles about market valuation. With that all being said, let’s look at the current valuation data.

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Perils of Investing in Popular Narratives

Truemind Capital

A client of mine asked me if we could invest in infrastructure funds, given the strong focus of the Government on the infrastructure sector. The sector is undoubtedly expected to do good, but is it a good investment right now? But, what’s the problem with investing in popular narratives? Most probably not! Why is that so?

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Separating Winners from Losers in Growth Investing: The Mohanram Approach

Validea

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 13.2%

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Animal Spirits: Rush For the Exits

The Irrelevant Investor

Passive investing is causing a market bubble, but not in stocks you'd expect Portfolios look alike $3.6 trillion of the S&P 500 is indexed Minivans are so 2005 The U.S. (yes) Bird is raising more money And ScootScoop is taking their products You should only own the best stocks Do global stocks outperform US treasury bills?

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Transcript: Joe Barratta of Blackstone

The Big Picture

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. The first job for Morgan Stanley was McCown De Leeuw.

Assets 162
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Transcript: Brad Gerstner

The Big Picture

 The transcript from this week’s, MiB: Brad Gerstner, Altimeter Capital & Invest America , is below. They invest primarily in private and public companies. 00:08:24 [Speaker Changed] No, in fact, that, in fact, I think they were still investing money off their balance sheet called FC Capital. Fiaco Cutler Capital.

Investing 246
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Best Vijay Kedia Portfolio Stocks – Hidden Gems For Long Term?

Trade Brains

India has multiple investors with crores of personal wealth invested in the stocks. Around 2005, he came across Atul Auto, Aegis Logistics, and Cera Sanitaryware which went up more than 100 times in the next decade. He calls his investment philosophy ‘SMILE’. Who is Vijay Kedia? EPS ₹2 Stock P/E 357.18 Price to Book Value 10.20