Abnormal Returns

SEPTEMBER 24, 2023

(capitalspectator.com) The credit markets are very different than they were in 2009. institutionalinvestor.com) Putting a valuation on Instacart ($CART). aswathdamodaran.blogspot.com) How to make the math behind home ownership work (or not). aswathdamodaran.blogspot.com) How to make the math behind home ownership work (or not).

Math 278

Math Valuation Portfolio Investments 278

The Big Picture

FEBRUARY 6, 2024

I’d say management consulting is any of the other thing that least at that time was the other career trajectory, just my personality, more of a math oriented introvert. I could maybe flip that around a little bit since I think particularly post 2008, 2009, the quality style of investing has become a lot more popular.

Valuation 130

Valuation Investments Investing Assets 130

The Big Picture

SEPTEMBER 10, 2024

He has a very interesting approach to thinking about market valuations and strategies and when to deploy capital, when to go with the crowd, when to lean against the crowd, and has amassed and excellent track record. 2009, 10 in that role. Second part of our framework is valuation fundamental work.

Valuation 162

Valuation Clients Investments Investing 162

The Big Picture

OCTOBER 21, 2024

I’m good at math and science and you know, I always had an idea what go into business, but I felt that electrical engineering would be a good foundation. You know, I, it always, I I see different numbers all the time, so it’s always kinda like, who’s math if you will? 00:02:16 [Speaker Changed] Me too.

Numbers 147

Numbers Banking Investments Investing 147

The Big Picture

OCTOBER 17, 2023

So I, I did a math degree at Oxford, which is more pure math. You know, pure math can be very theoretical and detached from the real world, and it’s getting worse. It’s just math stick to it over long periods of time. Then the volatility and, and the valuation makes an enormous difference.

Investing 130

Investing Investments Clients Numbers 130

Mr. Money Mustache

MAY 20, 2022

It’s fun math – a 20% drop in prices means you get 25% more shares for your dollar, and a 50% drop means twice as many , or 100% more shares per dollar invested.). It’d be like retiring at the bottom of 2009 with still-decent numbers. the current blowup) -20% so far What’s your guess?

Marketing 53

Marketing Marketing Retirement Investments 53

The Big Picture

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. I mean, one of our first ETF was our China Consumer ETF that we launched in 2009. Wait, markets go down?

Clients 162

Clients Investments Investing Management 162