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.

Banking 147

Banking Valuation Economy Investing 147

Brown Advisory

SEPTEMBER 3, 2015

For example, so-called appropriation bonds such as some sold by Puerto Rico are repaid only if government officials approve payments as part of annual budgetary planning. million in 2006, inhibiting demand and economic growth, according to the Krueger report. Such protection can be a cornerstone for sound estate planning.

Transportation 52

Transportation Government Economy Asset Allocation 52

The Big Picture

OCTOBER 24, 2022

I think it was just a bit of poor planning more than anything else. And so my coverage list kind of converted over time to focus more on mutual funds, to focus on five to nine plans, college savings. NORTON: So 2005-2006 timeframe. And how do we think about them from a valuation perspective? RITHOLTZ: At the BLS, no.

Portfolio 130

Portfolio Management Assets Investing 130

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. RITHOLTZ: So let’s take a couple of examples.

Marketing 130

Marketing Marketing Economy Valuation 130

Brown Advisory

JUNE 16, 2022

Our standard valuation framework looks out over a 10-year cash flow forecast ending with zero % real growth in the terminal cashflow (technically we use 3% nominal terminal growth). By this valuation method, the portfolio cashflow duration is in the 16 to 17-years range. DCFs are very dangerous if not used thoughtfully.

Investing 52

Investing Investments Accounting Valuation 52

Brown Advisory

DECEMBER 2, 2015

In 2015, though, three trends began to weigh on stock prices: equity valuations rose above their historical average, record central-bank stimulus failed to fuel faster growth, and corporations, having already wrung out significant inefficiencies, made fewer gains in streamlining and improving profit margins, especially in the U.S.

Economy 52

Economy Taxes Clients Assets 52

Brown Advisory

SEPTEMBER 22, 2015

Fed policy makers on September 17 reiterated their expectation to raise the main interest rate sometime this year for the first time since 2006. Finally, investors can establish a bedrock valuation by researching the price assigned to similar companies after bankruptcy and a restructuring.

Economics 40

Economics Economy Clients Investing 40

The Big Picture

SEPTEMBER 5, 2023

And we’d sort of turn that into a valuation business. MILLER: Well actually I thought, leading up to the great financial crisis, I thought to myself, we’re going to be out of business within a couple of years because nobody wanted an independent valuation. What are the, you know, I’d literally have it in my handheld.

Sales 130

Sales Numbers Marketing Marketing 130

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

Assets 105

Assets Valuation Management Marketing 105

Trade Brains

NOVEMBER 26, 2023

The acquisition of Celfinet strengthens the Company’s position as a technology partner with the world’s leading Communication Services Providers (CSP) with end-to-end network planning in the rollout of 5G. Within 11 Years of starting up multiple online classified businesses, Info Edge listed itself on the exchanges in 2006.

Recruitment 102

Recruitment Startup Engineering Education 102

The Big Picture

DECEMBER 14, 2022

By the way, when I’ve switched from M&A to real estate, I spent basically 18 months, in my mind, just converting yields into multiples because I learned — relearning the lingo of valuation. MCCARTHY: And he drove down there in 2006 or 2005 — yeah, 2005 or ‘06, and he — RITHOLTZ: And you went with him?

Assets 162

Assets Investing Investments Portfolio 162

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.

Assets 162

Assets Investing Investments Valuation 162

The Big Picture

MARCH 12, 2024

And I would say that Washington was pretty interesting because we had gone and, and spoken to people in 2005, 2006, and to kind of let people know that there was something, these are, this is a trillion dollars worth of misprice risk. We participated in that with treasury and FHFA and the regulators, the White House.

Banking 147

Banking Marketing Marketing Investments 147

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 I’m like, dad, I found I need 25 grand to get going and my dad said send me a business plan. LINDZON: No, so obviously, I did the business plan, I’m kidding. I’m like, dude I’m your son.

Media 290

Media Investments Investing Valuation 290

The Big Picture

NOVEMBER 25, 2024

Quantitative investing was, was that the plan from the beginning? This was the era, 2005, 2006, all of my friends were looking to get banking roles. 00:21:21 [Speaker Changed] So this story came out that, oh, value is defensive because it has this valuation buffer to it 00:21:28 [Speaker Changed] In that one example. It was not.

Portfolio 147

Portfolio Management Marketing Marketing 147

The Big Picture

SEPTEMBER 28, 2023

Hollywood Reporter ) • The art of keeping it simple, by JPMorgan’s Jan Loeys : “We feel that keeping things simple in finance, fewer assets, simple valuation rules, simple investment rules, is an underrated strategy and one that too few of us actively pursue as the mainstay of their strategic allocation.”

Medicine 255

Medicine Valuation Economics Media 255

The Big Picture

FEBRUARY 7, 2023

They went public in 2006. They went public in May of 2006, and they’ve been public now for — RITHOLTZ: The argument is they avoided trouble in the financial crisis because they didn’t have a decade of overleverage. And I didn’t take a single note or anything, I had no plans ever to write a book.

Engineering 259

Engineering Banking Numbers Management 259

Brown Advisory

DECEMBER 14, 2016

We have identified securities that, amid the market turbulence, are selling at more attractive valuations than before the November 8 election. The president-elect has also announced plans to cut taxes, prompting expectations for reflationary growth. Several other factors suggest that any further tightening will be slow. In the U.S.,

Clients 52

Clients Banking Economics Investing 52

Brown Advisory

DECEMBER 14, 2016

We have identified securities that, amid the market turbulence, are selling at more attractive valuations than before the November 8 election. The president-elect has also announced plans to cut taxes, prompting expectations for reflationary growth. Several other factors suggest that any further tightening will be slow. In the U.S.,

Clients 52

Clients Banking Economics Investing 52