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. But you’re looking at valuations and what sort of multiples you want to pay.

Assets 162

Assets Investments Investing Valuation 162

Brown Advisory

MAY 31, 2017

Throughout this period, we often saw windows in which we believed that European valuations were more attractive, but we were cautious due to Europe’s high debt levels and struggles to generate economic growth. But after more than six years, we are ending this stance, and recommending a return to a neutral weighting in European stocks.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

Throughout this period, we often saw windows in which we believed that European valuations were more attractive, but we were cautious due to Europe’s high debt levels and struggles to generate economic growth. But after more than six years, we are ending this stance, and recommending a return to a neutral weighting in European stocks.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Aleph

APRIL 4, 2022

As I said there: This brings me to my conclusion: stock splits are a momentum effect, but it is larger when companies are still have a cheap valuation. Perhaps splits have no effect on stock performance — it is all momentum and valuation. One of those impacts is rule number three. On Stock Splits.

Valuation 52

Valuation Portfolio Commission Investing 52

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 was employee number 10. RITHOLTZ: Which is really a pretty big number. billion dollars in AUM.

Clients 162

Clients Investments Investing Management 162

Harness Wealth

FEBRUARY 27, 2023

Related reading: SPAC vs. Traditional IPO: Valuation, Lockup Period, and Employee Equity Founders have more options for reducing the tax consequences of an acquisition Founders are generally in the best position to engage in tax planning and limit the taxable consequences associated with an acquisition. Particularly relevant in 2020.)

Tax Planning 52

Tax Planning Startup Taxes Planning 52

Carson Wealth

JANUARY 22, 2024

We believe the first interest rate cut may come in May, unless inflation data over the next six weeks surprises to the downside or we get terrible payroll numbers. The average yield from 2010-2021 was just 2.34%. However, they don’t appear ready to move as early as March. As for how much the Fed will cut in 2024, the jury is still out.

Marketing 97

Marketing Marketing Economy Portfolio 97

The Big Picture

DECEMBER 19, 2023

They run long short across each of these, and they’ve put up some pretty impressive numbers over the past couple of years. And when they look at a sector, they want to be long, the very best stocks at the best valuations they can, and short the worst stocks at the worst valuations. It’s beta neutral, market neutral.

Healthcare 162

Healthcare Portfolio Management Investments 162

Brown Advisory

AUGUST 6, 2019

Ever since Taylor joined our firm in 2010, I’ve been deeply impressed with his understanding of the markets and his intellectual curiosity with respect to all types of investments. Valuations are elevated but nowhere near the bubble levels of the late 1990s. A cool change indeed. GDP than it was 100 years ago.

Investments 52

Investments Investing Clients Portfolio Management 52

Brown Advisory

AUGUST 6, 2019

Ever since Taylor joined our firm in 2010, I’ve been deeply impressed with his understanding of the markets and his intellectual curiosity with respect to all types of investments. Valuations are elevated but nowhere near the bubble levels of the late 1990s. A cool change indeed. GDP than it was 100 years ago.

Investments 52

Investments Investing Clients Portfolio Management 52

The Big Picture

AUGUST 15, 2023

SEIDES: But market returns across — RITHOLTZ: The past decade, 2010 to 2020, we were what? Or at least the top, pick a number, 30, 40%. I don’t remember the number. ” 29, 87, 74, just pick any 50 plus percent number and certainly 2000 and ’08, ’09, a major index gets cut in half.

Management 130

Management Investments Investing Government 130

Brown Advisory

MARCH 13, 2018

Our research contacts with a large number of companies in client portfolios tend to confirm that demand growth remains very much intact. which has declined from over 6% at the end of the financial crisis in 2010 to less than 2.5% Spending has been supported recently by a reduction in the personal savings rate in the U.S.,

Investments 52

Investments Investing Economy Assets 52

Brown Advisory

MARCH 13, 2018

Our research contacts with a large number of companies in client portfolios tend to confirm that demand growth remains very much intact. which has declined from over 6% at the end of the financial crisis in 2010 to less than 2.5% Spending has been supported recently by a reduction in the personal savings rate in the U.S.,

Investments 52

Investments Investing Economy Assets 52

The Big Picture

SEPTEMBER 19, 2022

So along those lines, there are some venture firms that don’t really seem to care a lot about valuations and others seem to focus on a little bit. Is valuation significant, or is it, hey, we’re going to make 100 investments and if two or three workout, the valuations are irrelevant? How do you fall in that spectrum?

Valuation 305

Valuation Investments Investing Engineering 305

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. 00:04:02 That’s what value add software was originally. That’s the opportunity set.

Assets 173

Assets Management Portfolio Marketing 173

The Big Picture

NOVEMBER 8, 2022

And he did — when I met him, let’s say in 2010, he acknowledged that they’ve got things wrong. Now, not too long ago, just before the pre-pandemic period, like late 2010s, they kind of came out when Dow first crossed 36,000. What valuations will we place upon the house that we’re purchasing?

Banking 147

Banking Valuation Economy Investments 147

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.

Marketing 130

Marketing Marketing Economy Valuation 130

The Big Picture

OCTOBER 24, 2022

So there are a number of us heading in out of college into the BLS. And how do we think about them from a valuation perspective? Ross Kendall writes a piece, I think it was 2010, about how expense ratios and star ratings predict success. MARTA NORTON, CHIEF INVESTMENT OFFICER, MORNINGSTAR INVESTMENT MANAGEMENT: Right.

Portfolio 130

Portfolio Management Assets Investments 130

The Better Letter

MARCH 23, 2023

In March of 2010, Jordan paid $275 million for his interest. I want to minimize the number of regrets I have.’ Issue 147 (March 24, 2023) 1 The Phoenix Suns just changed hands at a $4 billion valuation. Forbes valued the team, as of last October, at $1.7 It’s the Jeff Bezos regret minimization framework.

Management 112

Management Investments Investing Planning 112

Trade Brains

JULY 4, 2023

Best Discount Brokers in India 2023 (Updated): With the rise of Zerodha, the first discount broker which was founded in 2010, the Indian broking industry saw a massive disruption. As of Dec 2021, Upstox has the second-highest number of active clients on NSE after Zerodha. It is also known as RKSV. Which is the best broker in India?

Accounting 98

Accounting Planning Clients Investments 98

The Big Picture

SEPTEMBER 26, 2022

He was instrumental in getting a number of very positive policy actions passed over the past decade. I’ve interviewed a number of people from Revolution. But thankfully, the next decade, things really accelerated in terms of the growth of the company and growth in the valuation, things like that.

Startup 173

Startup Investments Investing Numbers 173

The Big Picture

DECEMBER 14, 2022

Kathleen has been with Blackstone since 2010. RITHOLTZ: So I’m glad you mentioned that because before we get to 2010 when you moved to Blackstone, let’s talk about a tough environment. 2008 through 2010 was a particularly tough and very formative experience. That’s really an astonishing return.

Assets 162

Assets Investments Investing Portfolio 162

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. High on that success, as of September 2010, Hussman managed $6.7 2020 : “[E]xtreme valuations.

Assets 105

Assets Valuation Management Marketing 105

The Better Letter

JANUARY 10, 2025

GE jumped over Exxon to the top spot as the oil company (which had bought Mobil in 1998 in what was then the biggest merger ever) stayed at number two. Chevron, which had been known as Standard Oil of California, returned to the top ten at number eight. All 1990 list members are gone by 2010. IBM, at nine, made it back, too.

Retail 97

Retail Numbers Pharmaceutical Government 97

The Big Picture

MARCH 26, 2024

There’s Saunders is not spelled with a z There’s no numbers added to it. If 00:34:44 [Speaker Changed] You, so wait, gimme those numbers again. Pretty, pretty good numbers. But, but the big ones he really nailed. But it’s still a must read. There’s, there’s no e at the end of Ann.

Marketing 147

Marketing Marketing Investments Investing 147

Brown Advisory

MAY 16, 2016

Buffett explained that people confuse the number of calories consumed with the source of the calories. Low rates also raise valuations for business acquisitions. So far as railroad valuations, the stock market was very enthused about railroad shares a year or so ago, so the stocks are down. in the bush.

Insurance 52

Insurance Banking Investments Investing 52

The Big Picture

JUNE 3, 2024

The very first Masters in Business that was broadcast just about 10 years ago, July, 2014, episode number one, Jeffrey Gundlock, DoubleLine Capital. And the thing I remember is that the day we launched that total return fund at Double On, it was actually April 6th of, of 2010, Flash crash was May 10th, I think. And effectively I did.

Math 147

Math Marketing Marketing Engineering 147