The Irrelevant Investor

MAY 8, 2018

Given where valuations are, and that he has many decades ahead of him, would it make sense to wait for a better pitch over the next five years? We could have had the exact same conversation in 2013 as the market was approaching new all-time highs. In March 2013, at a CAPE of 22.5, And stocks weren't exactly a bargain.

Marketing 52

Marketing Marketing Risk Management Valuation 52

The Big Picture

MAY 9, 2023

SALISBURY: So I led the European Special Situations Group from 2008 to 2013. We just get to focus on assets and asset risk management. So earlier we were talking about assets, and then you referenced risk management. RITHOLTZ: Tell us a little bit about the difference between managing risk and merely owning assets.

Assets 299

Assets Clients Investing Investments 299

Good Financial Cents

DECEMBER 14, 2022

The CFO role is multi-faceted and includes everything from financial planning and analysis to business budgeting, financial decision-making, and risk management. Some people find investment banking, controllers, tax managers, and valuation analysts to be the most challenging, while others find corporate finance more difficult.

Budgeting 88

Budgeting Compliance Accounting Insurance 88

The Big Picture

DECEMBER 6, 2022

I did in 2013 the largest banking transaction that the market had seen since the financial crisis, it was a $2.4 BERRUGA: We think it’s a great solution for clients that are looking for two things, either income or like a risk management tool to play the volatile environment that we have seen in the markets. billion deal.

Clients 162

Clients Investing Investments Management 162

Validea

MARCH 21, 2025

This Weeks Featured Strategy: Martin Zweig Growth Investor Model This week, we spotlight the Martin Zweig Growth Investor Model , a strategy that seeks to balance the aggressive pursuit of growth with a conservative attention to risk management. Zweigs track record speaks for itself. gains, respectively.

Risk Management 52

Risk Management Valuation Portfolio Sales 52

The Better Letter

JANUARY 26, 2024

2013 : “[S]tock returns prospectively are very low.” 2014 : “What concerns us beyond valuations is the full ensemble of overvalued, overbought, overbullish conditions.” 2020 : “[E]xtreme valuations. .” The S&P earned 15.89 percent that year while HSGFX lost 12.62 2015 : “Exit now.”

Assets 105

Assets Valuation Management Marketing 105

The Big Picture

NOVEMBER 7, 2023

It was literally a decade ago, October, 2013 when Silk Road got busted when the founder Ross Albright got busted. 01:09:02 [Speaker Changed] So the problem is that FTX, the way the exchange was set up, they claim they had this great risk management system, this amazing liquidation engine. 00:07:23 [Speaker Changed] Yeah.

Numbers 162

Numbers Banking Accounting Taxes 162