Brown Advisory

JUNE 12, 2017

It doesn’t manage for quarter-to-quarter earnings, provide earnings guidance or have budgets at the parent company, though many of the subsidiaries do. Insurance operations in total contributed about 20% of Berkshire’s revenue in 2016, and about 6% of pretax income came from insurance underwriting profits. annualized compared with 6.9%

Investing 52

Investing Investments Ethics Taxes 52

Brown Advisory

JUNE 12, 2017

It doesn’t manage for quarter-to-quarter earnings, provide earnings guidance or have budgets at the parent company, though many of the subsidiaries do. Insurance operations in total contributed about 20% of Berkshire’s revenue in 2016, and about 6% of pretax income came from insurance underwriting profits. annualized compared with 6.9%

Investing 52

Investing Investments Ethics Taxes 52

Brown Advisory

OCTOBER 18, 2016

Investment Perspectives | Seeking Yield achen Tue, 10/18/2016 - 11:03 Late September announcements by the Federal Reserve and the Bank of Japan (BOJ) underscore that today’s extraordinarily low interest rates are likely to persist for some time to come. As we’ve already noted, debt levels remain high by historical standards.

Investments 52

Investments Investing Banking Portfolio 52

Brown Advisory

OCTOBER 18, 2016

Tue, 10/18/2016 - 11:03. Real estate investment trusts, utilities and other moderate-to-high dividend payers, for example, have been among the best performers in the stock market during the past four years and are trading at unusually high valuations. Investment Perspectives | Seeking Yield.

Investments 52

Investments Investing Banking Portfolio 52

The Big Picture

AUGUST 15, 2023

And what’s their budget like a fraction of it, right? What’s the valuation? And I had written that first book about hedge funds, which led me- RITHOLTZ: In 2016, right? SEIDES: In 2016. RITHOLTZ: Right. It just overwhelmed them. I’m sure. That’s great. RITHOLTZ: Right. Is there any chance of fraud?”

Management 130

Management Investments Investing Government 130

The Big Picture

SEPTEMBER 5, 2023

And we’d sort of turn that into a valuation business. MILLER: Well actually I thought, leading up to the great financial crisis, I thought to myself, we’re going to be out of business within a couple of years because nobody wanted an independent valuation. What are the, you know, I’d literally have it in my handheld.

Sales 130

Sales Numbers Marketing Marketing 130

The Better Letter

JANUARY 26, 2024

In December of 2016, Dent went on CNBC to insist the Dow would “end up between 3,000 and 5,000 a couple years from now.” 2014 : “What concerns us beyond valuations is the full ensemble of overvalued, overbought, overbullish conditions.” 2020 : “[E]xtreme valuations. ” The S&P advanced 13.52

Assets 105

Assets Valuation Management Marketing 105

The Better Letter

JANUARY 10, 2025

IBM’s return was fueled by growing earnings, growing dividends, and buying back stock at cheap valuations. Apple, buoyed by quality products, Buffett’s big position (he bought his first stake in 2016 and added very substantially in 2020), and very sticky customers, led the parade. All 1990 list members are gone by 2010.

Retail 97

Retail Numbers Pharmaceutical Government 97

Brown Advisory

MAY 16, 2016

2016 Berkshire Hathaway Annual Shareholder Meeting. Mon, 05/16/2016 - 16:07. Highly recognized noninsurance businesses within Berkshire are Burlington Northern Railroad (BNSF), Fruit of the Loom, Dairy Queen, See’s Candies and Duracell (added in 2016). Low rates also raise valuations for business acquisitions.

Insurance 52

Insurance Banking Investing Investments 52