Validea

OCTOBER 19, 2022

While some of that outperformance was due to improving fundamentals and earnings, most of it the returns came from the valuation investors assigned to these stocks. The chart below shows that of the tech sector’s 760% total return, 620% came from the change (increase) in valuation while 140% came from increasing earnings and dividends.

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Validea

MARCH 7, 2025

A companys price-to-earnings (P/E) ratio must be in line with or lower than its earnings growth rate to ensure valuation remains attractive. This strategy had big winning years like 2013 (+65.9%) , 2020 (+106.5%) , and 2021 (+51.7%) but also suffered steep declines, including 2008 (-27.0%) , 2011 (-16.7%) , 2015 (-9.6%) , and 2022 (-30.3%).

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Carson Wealth

JULY 27, 2022

Valuations Could Move to a More Normal Range . The decline in the equity market pushed valuations down to levels in line with the period between 2015 and 2020. While uncertainty is a bigger challenge to markets, valuations could rise if other factors move in the right direction. . Q3 2022’s Five Big Risks.

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Brown Advisory

MARCH 1, 2016

Less than two years later, Palo Alto Networks purchased the company for $200 million—a more than 25-fold surge in valuation. In November 2015, Square, a San Francisco-based creator of mobile payment technology, went public at $9 per share and immediately rocketed 45% to a valuation of more than $4 billion. Not necessarily.

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Truemind Capital

APRIL 19, 2024

Indian equity benchmark BSE Sensex went up by only 2% due to already stretched equity valuations. Mid & small cap indices witnessed some correction after the SEBI expressed concerns regarding frothy valuations and nudged mutual funds to restrict inflows. European indices also saw decent returns.

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Validea

AUGUST 29, 2024

By identifying stocks that satisfy both Buffett’s and Lynch’s criteria, investors can potentially find high-quality companies with strong fundamentals and attractive valuations. in 2015 to $5.41 in 2015 to $5.97 in 2015 to $13.69 in 2015 to $12.20 in 2024 Strong ROE: 21.8% P/E ratio of 14.1,

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The Irrelevant Investor

MAY 23, 2017

Netflix has had triple digit returns in five of the last fourteen years, was the best performing S&P 500 stock in 2013, and 2015, and it's up 27% in 2017. I suppose a better way to say this is that it was cheap based on expectations, but expensive based on traditional valuation metrics.

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James Hendries

AUGUST 23, 2022

Outside of the onset of the pandemic, July levels were the lowest since late 2015 when the real estate market was. It is a financial ratio used for valuation: a higher PE ratio means that investors are paying more for each unit of net income, so the stock is more expensive compared to one with lower PE ratio.

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The Irrelevant Investor

MAY 15, 2020

8 million Americans are not paying their mortgage Why home prices are rising And why they're likely to hold up fine Ben on housing The city exodus Multiples are not valuation (Mauboussin) Druckenmiller offers a bearish warning (2015) Too Dumb, Too Young You are not Stanley Druckenmiller Young investors pile into stocks Is value investing dead?

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The Irrelevant Investor

NOVEMBER 20, 2021

When The Wall Street Journal first published "The Billion Dollar Startup Club" in February 2015, 84 companies had the rare unicorn status. A private company with a billion-dollar valuation used to be special. Today there are 1,000 of 'em. Now it's ordinary. These numbers, which felt crazy at the time, seem quaint compared to today.

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The Irrelevant Investor

JULY 9, 2020

From April 2015 to today, $1 invested in the Nasdaq-100 grew to $2.42 (price only), compounding at 18.4% Like so many companies back then, their valuations were writing checks that their fundamentals couldn't cash. These 5 stocks now: Represent 23.3% In the dotcom bubble, $1 turned into $11.82 (at the peak), growing at 60% a year!

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James Hendries

JANUARY 13, 2023

economy to avoid recession, and support above-average valuations. The relationship between inflation and stock valuations is a strong one, as shown in Figure 2 , which meant the market could no longer support price-to-earnings (P/E) ratios over 20 (the same goes for the relationship between interest rates and stock valuations).

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The Irrelevant Investor

OCTOBER 14, 2015

They'll check the institutional ownership, look at the competition, look at its historical valuation, growth rates, debt levels, etc. Below is a table from April 1, 2015, which shows the 10 S&P 500 stocks with the highest percentage of sell ratings. Maybe they'll dig a little deeper and look at the some other statistics.

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Brown Advisory

NOVEMBER 29, 2016

Charitable giving to foundations in 2015 shrank 3.8% stocks since early 2015 has also constricted funding. Indeed, compared with 1995, investors in 2015 needed to take on nearly three times more potential volatility in order to achieve a 7.5% ©2015 Morningstar, Inc. from the previous year to $42.3 Please see chart below.)

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The Irrelevant Investor

JANUARY 5, 2021

2012- Jeremy Grantham Warns 2013 Will Be A Dangerous Year For Stocks 2013- Much of everything else is once again brutally overpriced 2014- Big stock bubble will end badly in 2016 2015- GMO founder Grantham says markets ‘ripe for major decline’ in 2016 Okay, you get the point. It's been over four years since he wrote this.

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Validea

OCTOBER 5, 2022

Two weeks ago, I wrote an article where I looked at the valuation of the median stock and how it has changed over time. 12/31/2015 3.2% 12/31/2015 49.4% By Jack Forehand, CFA, CFP® ( @practicalquant ) —. Year End Date Negative Earner Percentage 12/30/2005 1.1% 12/29/2006 1.2% 12/31/2007 1.0% 12/31/2008 2.1% 12/31/2009 4.9%

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The Irrelevant Investor

SEPTEMBER 21, 2015

In parentheses, I show what the 2015 version of these articles would look like.

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Brown Advisory

SEPTEMBER 12, 2016

We bought shares in WhiteWave in December 2015, in recognition of the healthy-living category of foods moving mainstream. We look for fundamental strengths, attractive valuations and what we call Sustainable Business Advantage (SBA). They then construct their portfolios by using traditional measures for valuation and performance.

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Brown Advisory

SEPTEMBER 12, 2016

We bought shares in WhiteWave in December 2015, in recognition of the healthy-living category of foods moving mainstream. We look for fundamental strengths, attractive valuations and what we call Sustainable Business Advantage (SBA). They then construct their portfolios by using traditional measures for valuation and performance.

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The Irrelevant Investor

JANUARY 8, 2022

The two other markets that saw such lofty valuations were 1929 and 2000. To be very clear, at that time, I was in the "lower your return expectations camp" due to a combination of recent performance and high valuations. But, and there is a but, I still think valuations matter.

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Brown Advisory

MAY 3, 2018

As we discuss in this article, this approach has directly contributed to our outperformance during the most recent period of rising interest rates dating from the end of 2015. For one, we reduced our exposure to shorter-duration fixed-rate municipals, as their valuations grew increasingly unattractive last year. (We

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Brown Advisory

MAY 3, 2018

As we discuss in this article, this approach has directly contributed to our outperformance during the most recent period of rising interest rates dating from the end of 2015. For one, we reduced our exposure to shorter-duration fixed-rate municipals, as their valuations grew increasingly unattractive last year. (We

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Brown Advisory

APRIL 1, 2015

Wed, 04/01/2015 - 16:48. 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. Investment Perspectives | Bubbles II.

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Brown Advisory

AUGUST 25, 2017

as featured in the book, “Valuation: Measuring and Managing the Value of Companies, University Edition." 6th Edition, 2015. Beyond that indicator, the managers look for companies with three other qualities: solid fundamentals, strong leadership and reasonable valuations. ROIC is calculated as % without goodwill.

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Brown Advisory

AUGUST 25, 2017

as featured in the book, “Valuation: Measuring and Managing the Value of Companies, University Edition." 6th Edition, 2015. Beyond that indicator, the managers look for companies with three other qualities: solid fundamentals, strong leadership and reasonable valuations. src="[link] />?. ROIC is calculated as % without goodwill.

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The Irrelevant Investor

MARCH 10, 2017

Needless to say, when stocks are going straight up, some funky things happen to valuations. Money managers who pay attention to the traditional measures of valuation post horrible results and see customers flee. In 2015, just a few stocks were responsible for all of the gains and many viewed this as the fly in the ointment.

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Investing Caffeine

APRIL 1, 2022

On the surface this sounds scary, but do you remember what happened the last time the Fed tapped the interest rate brakes during 2015 – 2018? They certainly could, but valuations remain attractive given where interest rates currently stand. Source: Yardeni.com. Could the headwinds previously described cause prices to go lower?

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The Irrelevant Investor

JUNE 30, 2018

There were plenty of people warning about valuations during the late 90s. And even if we could see the future and identify the ultimate winner in e-commerce, at today’s valuations it is probably already over-priced.No Unlike the late 90s, you can justify the valuations. ETFs may even distort valuations outright.

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The Irrelevant Investor

JANUARY 3, 2017

Amazon's stock has received a lot of attention over the years because its performance has been off the charts while maintaining a nosebleed valuation that has been the envy of their competition. Even if Bezos were to capture 100% of the total retail revenue, its price-to-earnings ratio would still be 63!

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Brown Advisory

SEPTEMBER 12, 2016

Treasury Department recently issued proposed regulations that would virtually eliminate valuation discounts on the transfer of shares in family businesses and investment pools held in Family Limited Partnerships or Limited Liability Companies, collectively known as FLPs.

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Brown Advisory

SEPTEMBER 12, 2016

Treasury Department recently issued proposed regulations that would virtually eliminate valuation discounts on the transfer of shares in family businesses and investment pools held in Family Limited Partnerships or Limited Liability Companies, collectively known as FLPs.

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Good Financial Cents

NOVEMBER 16, 2022

The company was founded in 2015 by Gregor Watson, Gary Beasley, and Rich Ford, all having years of real estate experience. Remember to obtain an accurate valuation of your home before you list. Property inspection and valuation: This includes the title report and an insurance quote so that you know exactly what you’re signing up for.

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Brown Advisory

AUGUST 8, 2018

While we don’t believe this is a primary driver in every situation, the fact remains that we are at a favorable point in the cycle for spinoff activity—valuations are higher, and companies can monetize their assets on good terms (this is especially true for cyclical businesses). spun out its power generation business in 2015.

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Brown Advisory

SEPTEMBER 22, 2017

In a world increasingly enamored of "strategic beta" and, more recently, "smart beta" solutions, investors believe they can manage portfolios vis-à-vis these types of market risk factors (Mainie, 2015). Nearly all smartphones today have at least one ARM-designed chip (Hern, 2015).

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Brown Advisory

SEPTEMBER 22, 2017

In a world increasingly enamored of "strategic beta" and, more recently, "smart beta" solutions, investors believe they can manage portfolios vis-à-vis these types of market risk factors (Mainie, 2015). Nearly all smartphones today have at least one ARM-designed chip (Hern, 2015). Broader Application and Paths for Future Research.

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The Irrelevant Investor

AUGUST 5, 2018

Bull markets are in the eye of the beholder, and when we mark the beginning is of little importance, unlike things like earnings and valuation and interest rates. I also think we saw a bear market from May 2015 through on February 2016. The Netflix of fitness has a $4 billion valuation. The S&P 500 only fell 14.2%

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Walkner Condon Financial Advisors

FEBRUARY 6, 2024

It’s actually quite instructive to look at this depiction of 2015 from our current 2023 perspective. From the lens of 1989, Marty’s 2015 Nikes with “power laces” seemed a logical progression (not to mention the auto-sizing “Members Only” jacket!). I could make a more multi-factored argument against holding only U.S.

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