Brown Advisory

JUNE 21, 2017

equity funds in 2016 alone. As a practical matter, the largest and most liquid stocks attract more research coverage from Wall Street brokerage firms because their institutional shareholders represent a large audience for analysts’ research opinions and their higher trading volume offers an opportunity to generate commission income.

Investments 52

Investments Investing Portfolio Management 52

Brown Advisory

JUNE 21, 2017

equity funds in 2016 alone. As a practical matter, the largest and most liquid stocks attract more research coverage from Wall Street brokerage firms because their institutional shareholders represent a large audience for analysts’ research opinions and their higher trading volume offers an opportunity to generate commission income.

Investments 52

Investments Investing Portfolio Management 52

Brown Advisory

JANUARY 1, 2023

These are the businesses in which we want to invest your savings (and ours) so that they can compound over time, ensuring your security in retirement and our opportunity to create value for you. We funded this position by selling Otis’ peer, Schindler, an investment that we had in the portfolio since 2016. 5 on a net of fees basis.

Investments 52

Investments Investing Valuation Clients 52

The Irrelevant Investor

SEPTEMBER 10, 2018

years from 1997-2016 While we are seeing much larger IPOs than in the past, the argument that investors are missing out on the early growth of giant companies are coming from people that are falling prey to the availability bias. In 1998, the median amount raise prior to an IPO was $13 million. Today that number is close to $100 million.

Startup 52

Startup Valuation Numbers Commission 52

Brown Advisory

JULY 5, 2022

It is the banks who “catch crumbs falling off the table of capitalism through their trading fee commissions and the call and option shilling they push on investors,” Buffett said. Prior to this past fall’s announced $60 billion buyback program, the company launched $40 billion in buybacks in both 2016 and in 2013.

Investing 52

Investing Investments Insurance Portfolio 52

The Big Picture

AUGUST 8, 2022

So, reckless loans were made to people who couldn’t pay, liar’s loans who are clearly couldn’t pay because of the commissions of the mortgages …. But this was kind of after 2016 and into ’17. So, that’s why I used subprime to kind of raise a parallel. RITHOLTZ: The whole structure was stuck.

Banking 204

Banking Government Insurance Taxes 204

The Big Picture

JANUARY 24, 2023

So you sell a lot of houses and you get commission on what you sell. I will say when there were fewer firms, I was effectively — there had Ted and Nick Forstmann, Brian little had retired from the firm. I mean, even when I was at Goldman Sachs doing private equity work, it’s more equivalent to a merger work. You control it.

Investments 263

Investments Investing Numbers Banking 263

The Big Picture

SEPTEMBER 5, 2023

Listen, it’s always a good time to generate a commission if you’re a commission real estate agent. MILLER: Because, but sales that closed from the sponsor, the developer in 2016, by 2017, 2018, their values were 50% less. RITHOLTZ: It was great. MILLER: Of course. Like you, she wasn’t afraid to call people out.

Sales 130

Sales Numbers Marketing Marketing 130

Sara Grillo

SEPTEMBER 26, 2022

Securities and Exchange Commission. Securities and Exchange Commission. Along his journey he has been quoted in the following publications: The Wall Street Journal, Investor’s Business Daily, Kiplinger’s Retirement Report, TheStreet.com, Cheddar.TV, Crain’s Detroit Business and MarketWatch.com; among others. 2022, August 1).

CFP 59

CFP Financial Advisor Financial Planner Ethics 59