Brown Advisory

JUNE 16, 2016

A good example took place in 2012; at the time we helped many clients prepare for anticipated changes to policy regarding taxes on asset transfers. The transfer-tax exemption has been indexed to inflation since 2012, which has added an additional $450,000 per individual in allowable lifetime gifts. million).

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Planning Taxes Assets Clients 52

The Irrelevant Investor

DECEMBER 31, 2021

All we have are numbers on a screen. Valuations don't matter. Of course valuations matter. Strong earnings can support high valuations. From 2012-2014, the S&P 500 gained 16%, 35%, then 14%. Somewhere in that time the bears became vocal about valuations and profit margins and a whole host of other issues.

Valuation 52

Valuation Marketing Marketing Numbers 52

Trade Brains

JULY 4, 2023

Quick fact— According to the Dec 2021 report by NSE, Zerodha is the biggest stockbroking firm in India (based on the total number of active clients), outranking many old and big broking corporates like ICICI direct, HDFC Securities, Sharekhan, etc. Upstox started as RKSV in 2012 and rebranded to Upstox in 2015.

Accounting 98

Accounting Planning Clients Investing 98

Brown Advisory

APRIL 1, 2015

In Engines That Move Markets, a 2002 book about the cycles of technology investing, Alasdair Nairn defines “bubbles” as periods when investors appear to suspend rational valuation, much as they had during the dotcom craze shortly before the book was published. Unsurprisingly, as volume has increased, so have valuations. Possible Signs.

Investing 52

Investing Investments Valuation Assets 52

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

Brown Advisory

NOVEMBER 12, 2015

In this letter, we outline a number of tax-saving and other opportunities to consider before the close of the year. As we note in some of the suggestions that follow, there are a number of ways to accelerate or delay income that may make sense for you, depending on where your income sits relative to the various thresholds listed above.

Planning 52

Planning Taxes Distribution Medical 52

Cornerstone Financial Advisory

JANUARY 9, 2023

However, stocks staged a powerful rally on Friday despite another strong job number, partly due to a deceleration in wage growth. Fast Company, August 22, 2012. The Labor Market Juggernaut . The Wall Street Journal, January 6, 2023. CNBC, January 5, 2023. The Wall Street Journal, January 5, 2023. IRS.gov, July 7, 2022.

Marketing 59

Marketing Marketing Economics Taxes 59

Brown Advisory

AUGUST 6, 2019

Instant access to information allows analysts to monitor a greater number of stocks, and portfolio managers are able to analyze their holdings and track performance in myriad ways. Valuations are elevated but nowhere near the bubble levels of the late 1990s. The key is in determining whether the patterns represent noise or signal.”

Investing 52

Investing Investments Clients Portfolio Management 52

Brown Advisory

AUGUST 6, 2019

Instant access to information allows analysts to monitor a greater number of stocks, and portfolio managers are able to analyze their holdings and track performance in myriad ways. Nate Silver, 2012. Valuations are elevated but nowhere near the bubble levels of the late 1990s. THEN AND NOW: The Value Of Historical Perspective.

Investing 52

Investing Investments Clients Portfolio Management 52

Brown Advisory

SEPTEMBER 20, 2017

In early 2012, institutional investors provided seed capital to test that theory and our Mid-Cap Growth strategy was born. 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.

Portfolio Management 52

Portfolio Management Portfolio Management Investments 52

Brown Advisory

SEPTEMBER 20, 2017

In early 2012, institutional investors provided seed capital to test that theory and our Mid-Cap Growth strategy was born. 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.

Portfolio Management 52

Portfolio Management Portfolio Management Investments 52

The Big Picture

SEPTEMBER 26, 2023

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. And if they don’t, we’re happy to own them at the valuation that we are creating that company act. Crazy number. 00:37:26 [Speaker Changed] Huh.

Banking 130

Banking Investing Investments Clients 130

The Big Picture

AUGUST 15, 2023

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. So you’re talking about an average of a large number. You still had 2012 to 2017 to finish the bet.

Management 130

Management Investing Investments Government 130

The Better Letter

JANUARY 26, 2024

2012 : “The present menu of investment opportunities continues to be among the worst in history.” 2014 : “What concerns us beyond valuations is the full ensemble of overvalued, overbought, overbullish conditions.” 2020 : “[E]xtreme valuations. percent while the S&P 500 made 14.82

Assets 104

Assets Valuation Management Marketing 104

Trade Brains

DECEMBER 22, 2022

3 billion market valuation, after TCS and Infosys. is an Indian IT company that is a part of Mahindra Group that provides Network technology solutions and Business Process Outsourcing (BPO) services to a large number of industries. 3 billion market valuation. Recently, Wipro Ltd. became the third IT company to reach the Rs.

Consulting 52

Consulting Marketing Marketing Engineering 52

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. Even when you read that announcement from — that was 2012 — RITHOLTZ: 2012. BARATTA: — we’re probably three times the size as we were in 2012.

Assets 162

Assets Investing Investments Valuation 162

The Big Picture

MAY 21, 2024

So it’s got this math angle where it, you know, it’s all numbers, but then there’s this behavioral angle and psychological angle where, you know, it’s, it’s kind of a fun problem to tackle. It’s kind of a silly number, but people are going to think you’re smart or dumb based on that number.

Numbers 147

Numbers Management Banking Marketing 147

The Big Picture

APRIL 11, 2023

 The transcript from this week’s, MiB: Aswath Damodaran: Valuations, Narratives & Academia , is below. You’re known as the dean of valuation. He said, oh, dean of valuation, it’s easier to say. So let’s start with the question, what led you to focus on valuation? RITHOLTZ: Right. And I said, why?

Valuation 298

Valuation Education Government Numbers 298

The Big Picture

NOVEMBER 21, 2023

00:17:50 You wanna know why Dara reported for Uber that again, their number of employees was down quarter of over quarter. It’s 10 blue links, but it’s an infinite number of blue links. So remember data and data infrastructure, that is the number one primitive to ai. It was about $170 million valuation.

Investing 246

Investing Investments Startup Accounting 246

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. 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: Absolutely. COHAN: Okay. He was fine.

Engineering 259

Engineering Banking Numbers Management 259

Brown Advisory

NOVEMBER 19, 2016

2017 may see the elimination of valuation discounts on transfers of family-held business assets. Below we discuss the one significant shift that is squarely in sight for 2017, namely the possible elimination of valuation discounts on the transfer of family-held business assets. Key Planning Notes for 2017.

Planning 52

Planning Taxes Distribution Clients 52

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. There’s a number of them in our earnings index that are being overweighted.

Numbers 147

Numbers Investing Investments Marketing 147

The Big Picture

AUGUST 22, 2023

That’s an attractive-enough after-inflation yield for many investors, and it presents more competition for stocks, especially those with high valuations. WSJ ) • Letter to a Young Crypto Enthusiast (or the Merely Curious) : An ever-growing number of young people, males in particular, have bought cryptocurrencies. What to Expect.

Economy 242

Economy Economics Valuation Retail 242

Aleph

DECEMBER 31, 2022

I did sorted weekly tweets from 2012 to 2014, then I stopped tweeting as much for a while, and so discontinued them. 6) Distribute pro-rata to shareholders [link] Dec 30, 2022 Silicon Valley staff rush to offload start-up shares as valuations plummet [link] Too much money chased too little profit in the past. Now liquidity is needed.

Government 59

Government Banking Taxes Advertising 59

Carson Wealth

NOVEMBER 11, 2024

Many noted how the 2022 midterms came in much closer to expectations and that maybe this time so would the presidential election, but this is yet another election involving President Trump that saw his eventual numbers come in better than expected, similar to 2016 and 2020. Productivity is at some of the best levels since the late ‘90s.

Marketing 95

Marketing Marketing Economy Numbers 95

Carson Wealth

NOVEMBER 8, 2024

Many noted how the 2022 midterms came in much closer to expectations and that maybe this time so would the presidential election, but this is yet another election involving President Trump that saw his eventual numbers come in better than expected, similar to 2016 and 2020. Productivity is at some of the best levels since the late ‘90s.

Economy 142

Economy Investing Investments Taxes 142