The Big Picture

AUGUST 20, 2024

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. The F, there is a subsequent change in 2006 called the Pension Protection Act.

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Assets Management Portfolio Taxes 167

Trade Brains

AUGUST 19, 2022

You can read a number of interesting articles regarding stock investing, mutual funds, real estate, income tax, personal finance, etc on this blog. He teaches MBA students (at MDI Gurgaon) two popular courses: “Behavioral Finance & Business Valuation” and “Financial Shenanigans & Governance”. Get Money Rich (GMR).

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Marketing Marketing Education Investing 59

Validea

NOVEMBER 2, 2022

This would narrow the valuation spread between value and growth stocks because value stocks would become more expensive and growth stocks less expensive. It is in the 7 th percentile for the period beginning in 2006. Where the potential problem comes in is in a situation where we have a permanent reduction in the number of recessions.

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Investing Investments CFP Economics 119

Trade Brains

JANUARY 21, 2024

Company Overview Jupiter Wagons Ltd, a subsidiary of the Kolkata-based Jupiter Group was founded in 2006 and has since been a leading player in the railway wagon manufacturing industry. It should be noted that Jupiter Wagons remained a standalone company from FY19-21, hence its financials & metrics are reported in Standalone numbers.

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Manufacturing Transportation Budgeting Government 105

The Irrelevant Investor

JUNE 30, 2018

There were plenty of people warning about valuations during the late 90s. In April 1999, he wrote : Because the numbers ultimately have to make sense, the majority of all currently public Internet companies are predestined to the ash heap of history. It merged with Alcatel in 2006, which currently has an $11 billion market cap.

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Valuation Sales Accounting Marketing 52

Trade Brains

NOVEMBER 26, 2023

Within 11 Years of starting up multiple online classified businesses, Info Edge listed itself on the exchanges in 2006. Real Estate: The platform 99acres is India’s largest property marketplace covering almost all the major cities and a large number of agents and developers. Info Edge earned a Revenue of Rs. 2029 Cr in FY22.

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Recruitment Startup Engineering Education 102

The Big Picture

MAY 9, 2023

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.

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The Big Picture

NOVEMBER 8, 2022

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. All our economic actions are taking place across time.

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Banking Valuation Economy Investing 144

The Big Picture

JULY 24, 2023

The fact that you’ve got declining risk appetite, declines are prolonged, deep and valuations mean revert. The second, and what’s interesting about that period, is the fact that valuations actually peaked in 1961. MIAN: Valuations are ebb and flow. But number two is from a demographic standpoint.

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Marketing Marketing Economy Valuation 130

Brown Advisory

JUNE 16, 2022

We remain highly dubious of price-to-earnings ratios as a proxy for value given earnings can be distorted by “creative” accounting and the measure embeds a range of factors into a single number. By this valuation method, the portfolio cashflow duration is in the 16 to 17-years range. We inherently prefer actual cash flow.

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Investing Investments Valuation Accounting 52

The Big Picture

OCTOBER 24, 2022

So there are a number of us heading in out of college into the BLS. NORTON: So 2005-2006 timeframe. And how do we think about them from a valuation perspective? You said earlier, valuations were historically high both stocks and bonds late 2021, right about now, what are we? I was on the Producer Price Index.

Portfolio 130

Portfolio Management Assets Investing 130

Brown Advisory

SEPTEMBER 20, 2017

In early 2006, he took over the small-cap initiative at Brown Advisory, pioneering the current approach. While valuation is critical to our approach, it occurs near the end of our process. Second, we keep a keen eye on valuation. After that, we set target prices and model multiple scenarios. We target position sizes between 0.5

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

Brown Advisory

SEPTEMBER 20, 2017

In early 2006, he took over the small-cap initiative at Brown Advisory, pioneering the current approach. While valuation is critical to our approach, it occurs near the end of our process. Second, we keep a keen eye on valuation. After that, we set target prices and model multiple scenarios. We target position sizes between 0.5

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

Brown Advisory

SEPTEMBER 22, 2017

In studying the characteristics of socially responsible indices, some researchers have found high correlations with conventional indices (Statman, 2006). Finally, a growing number of meta-analyses conclude that incorporating ESG issues into investment decision making generates better returns than comparable non-ESG strategies (Clark, et al.,

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

SEPTEMBER 22, 2017

In studying the characteristics of socially responsible indices, some researchers have found high correlations with conventional indices (Statman, 2006). Finally, a growing number of meta-analyses conclude that incorporating ESG issues into investment decision making generates better returns than comparable non-ESG strategies (Clark, et al.,

Portfolio 52

Portfolio Investing Investments Management 52

The Big Picture

SEPTEMBER 5, 2023

And I literally put the entire Schedule A, which is the pricing square footage unit numbers in a Hewlett Packard 41B using bit mapping. And we’d sort of turn that into a valuation business. Everybody knew the number but the appraiser. What are the, you know, I’d literally have it in my handheld. Just keep it fair.

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Sales Numbers Taxes Marketing 130

The Irrelevant Investor

AUGUST 17, 2015

Rational measures of valuation had taken a backseat to “mouse clicks and momentum,” as Robertson put it, and he had no stomach for more punishment. In 2006 alone, his personal earnings reportedly came to $1.5 On March 30, with the NASDAQ already 15 percent off its peak, Robertson broke the news to his investors.

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Marketing Marketing Recruitment Assets 52

The Better Letter

JANUARY 26, 2024

In The Next Great Bubble Boom: How to Profit from the Greatest Boom in History: 2006-2010 , published in January 2006, Dent doubled down on his earlier predictions for the 2000s and called for big gains through the rest of the decade. 2020 : “[E]xtreme valuations. He missed this one, too. ” The S&P earned 15.89

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Assets Valuation Management Marketing 103

The Big Picture

SEPTEMBER 26, 2023

I remember when I bought my first house in 2006, they, all I was asked was if I intended to repay the debt. Ritholtz ] 00:09:37 I recall reading, and I know you can’t say this, but I recall reading that fund return something like 19% a year, some just astounding number. Crazy number. Panossian ] 00:05:18 Yeah.

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Banking Investing Investments Clients 130

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. Valuations go up and you saw it, of course, in the late ‘90s, in the tech sector. In 2006, ’07, ’08, you saw the financial crisis. BARATTA: Yeah. In the long run.

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Assets Investing Investments Valuation 157

The Big Picture

MARCH 12, 2024

So a lot of the headline names, you see a lot of the stories you see about, about the financial crisis, a significant number of, of those investors we were helping in security selection, modeling, and analytics. I I I tell you the analogy was something like this, is that we had seen what had happened and by 2006 it was over, right?

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Banking Investing Marketing Investments 144

The Big Picture

DECEMBER 14, 2022

I was thinking any number of things and mostly that I didn’t really know what I wanted to be when I grew up, but I was not kind of at all informed by, you know, gender norms that people asked me a lot about now, in particular how do you know a woman, how did you think about ending up in this thing? MCCARTHY: Yeah, absolutely.

Assets 157

Assets Investing Investments Portfolio 157

The Big Picture

FEBRUARY 20, 2024

’cause L-I-B-O-R was probably the most important number, certainly in credit, maybe in all of finance. Number one, the economy’s a lot stronger than they thought it was gonna be. We just had a giant number, a giant upside surprise in payrolls. He said, oh, it’d take at least two or three weeks, really?

Banking 144

Banking Economy Marketing Marketing 144

The Big Picture

MAY 16, 2023

Literally the first check-in to Robinhood, which went public in 2021 at about a $34 billion valuation. And then I didn’t do the internet again until 2006. Uh, Fred said to give me your number.” ” (LAUGHTER) And he goes, and then he goes like this and tell Fred not to give up my (EXPLETIVE) phone number anymore.

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Media Investing Investments Valuation 284

The Big Picture

FEBRUARY 7, 2023

He’s really well known on the street and puts out a number of fascinating books, arguably a sort of parallel career to Michael Lewis. They went public in 2006. So that’s important, number one. RITHOLTZ: He had Bernie Madoff numbers, didn’t he? He is one of the co-founders of Puck. RITHOLTZ: Oh, they did?

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Engineering Banking Numbers Management 256

The Big Picture

OCTOBER 31, 2022

It’s sold ungodly numbers of copies, and is on everybody’s best finance books of all-time list. When a professor says, “Come in, we’ll talk about the assignment,” and you come in and say, “I’ve already crunched the number. SIEGEL: — or 2006, ’07, ‘08. And they have some fascinating things to say.

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Numbers Investing Investments Marketing 144