The Big Picture

AUGUST 20, 2024

We were one of the last to get what’s called a value added license to the compus stat database. Initially I joined to help them manage their equity portfolio. 00:15:57 [Speaker Changed] Portfolio was 00:15:58 [Speaker Changed] The portfolio insurance components, right? It was the exact same trade. I buy everything.

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Trade Brains

MAY 6, 2023

At its height spanning 14 years between 2002 and 2016, the company went on an acquisition spree. Yes Bank however under-reported its NPA by a huge margin from 2016-2018 in an attempt to mislead its investors. The carrier also lost its flying license during the period. But Then How did it All Go Wrong for Cox & Kings?

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Brown Advisory

SEPTEMBER 22, 2017

Hundreds of academic studies and thousands of media commentaries have taken different angles on this issue, with the conversation centered on one key question: Does the incorporation of ESG factors in portfolios help, hurt, or do nothing to returns? Can we also generate predictable utility from managing portfolios around an "ESG factor?"

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Brown Advisory

SEPTEMBER 22, 2017

Hundreds of academic studies and thousands of media commentaries have taken different angles on this issue, with the conversation centered on one key question: Does the incorporation of ESG factors in portfolios help, hurt, or do nothing to returns? Can we also generate predictable utility from managing portfolios around an "ESG factor?"

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Trade Brains

MAY 25, 2023

An important point to know here is that all the brokers- Full service or discount brokers are licensed and regulated in India by regulating bodies like SEBI. He was named one of the “Top 10 Businessmen to Watch Out for in 2016 in India” by The Economic Times for pioneering and scaling discount broking in India.

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Trade Brains

SEPTEMBER 24, 2023

in 2016 to 2.5% JSW Infrastructure has developed its portfolio to cater to both exports and imports, and has won numerous bids for developing and operating terminals. Weaknesses of the company: JSW Infrastructure’s operations and growth are heavily dependent on government concession and license agreements.

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Trade Brains

SEPTEMBER 12, 2022

Likewise, its profits grew at a CAGR of 13.97% since 2016. Founded by Mr Vaidyanathan, Capital First had a strong retail presence and was looking for a banking license to become a bank. It has a well-diversified lending portfolio with more than 20 business lines. 3,270 crores in FY16 to Rs. 7,267 crore and Rs. Share Price (Rs.)

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Brown Advisory

OCTOBER 26, 2021

Investors may instinctively flock to small-caps for growth, innovation and portfolio beta. Our due diligence process is built on Brown Advisory’s small-cap heritage, a solid foundation developed over the 15 years of experience in the space, and implemented by a large team of analysts and portfolio managers.

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Trade Brains

JULY 29, 2022

In 2016, RIL launched JIO which turned out to be the disruptor of the telecom industry. It is building a portfolio of 5G products including 5G Radio Access Network (RAN) and 5G Transport equipment, both for Indian and foreign markets. Current Ratio: 1.12 Stock P/E: 27 Debt to Equity: 0.36 Dividend Yield (%): 0.27

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The Big Picture

JUNE 18, 2024

And we wanted to, I really wanted them to move beyond the blog at, at, when I got to Barstool in 2016, it was, it was predominantly a blog operation. We over time had licensing and product development revenue. Nobody cares about your portfolio. When the commerce business went down, we pivoted back to ads.

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The Big Picture

MAY 30, 2023

And so I remember Quincy told me, if you think you’re in the music business, and you don’t own music rights, publishing rights, licensing rights. And I want to own all of these affordable housing homes that are in the institutional portfolios. I was at the door in 2016, knocking on the door, saying … RITHOLTZ: Good timing.

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Brown Advisory

JANUARY 1, 2023

We think the quality of the investments within the portfolio today is probably at its highest since launch back in early 2015. We think our strategy of finding companies that do something special for their customers and deliver high return on capital for shareholders means we have great quality within the portfolio.

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The Big Picture

JANUARY 24, 2023

RITHOLTZ: — and having the guy — the attendant asked me, do you have an even number or odd number license plate? RITHOLTZ: My answer was, I’m 11, I don’t have a license plate, just give the kid a gallon of gas. I don’t have — coming from a family business, we say we don’t have portfolio theory.

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ClearMoney

DECEMBER 14, 2021

In Dimensional’s case, systematic fixed income is hardly new; we have been managing fixed income portfolios since 1983. For example, a bond trading like one rated BBB may become ineligible for a portfolio restricted to securities rated AA and above, even if its stated rating meets the portfolio’s guidelines. Fama and Kenneth R.

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Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners.

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Trade Brains

JULY 27, 2022

In addition to this, licenses are required to bottle, store, distribute, or retail all alcoholic beverages. The sector is exposed to prohibitively high taxes and licensing restrictions impacting pricing and the consequent demand. 2016 8,495 4,833. The regulatory scenario is quite tight in India with respect to alcohol.

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The Big Picture

OCTOBER 10, 2023

And figures out they get a five minute lead on C N N and they start trading futures overnight in 2016 in the presidential election, they’re up $300 million. They went to all the other exchanges and said, we’ll sell you this and we’ll keep a kind of licensing fee, but we don’t wanna run it. Tell us what happens.

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The Big Picture

DECEMBER 26, 2023

And I’m sitting there like, man, I’m glad I’m not licensed yet, because, you know, the last thing I wanna do is, you know, get booted outta the business before I even start. What do you see in, in treasuries and the fixed income half of the portfolio? Also 2016 Brexit and the election that year, right?

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The Big Picture

FEBRUARY 7, 2023

It was like 13 out of 13 in the GE portfolio. He had decided to license his name and just take fees and you know, that’s a much better business model. I mean, of course, as we all know, he capitalized it on 2016. He was taking fees for licensing his name. And Dave Cote is a great guy, by the way. RITHOLTZ: Yeah.

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Brown Advisory

FEBRUARY 7, 2017

In theory, one might try to weight portfolios to favor those sectors or securities that would presumably benefit from low-probability factors on the positive side but not be hurt by similarly remote but negative possibilities. for the Standard & Poor’s 500® Index over the eight-year period ended December 31, 2016.

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Brown Advisory

FEBRUARY 7, 2017

In theory, one might try to weight portfolios to favor those sectors or securities that would presumably benefit from low-probability factors on the positive side but not be hurt by similarly remote but negative possibilities. for the Standard & Poor’s 500® Index over the eight-year period ended December 31, 2016. A Deeper Look.

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The Big Picture

AUGUST 22, 2023

Here’s something that pulls them apart, I’m going to give a simplified version of the best data I’m aware of on this, where people in the 2016 election who favored Trump or Clinton also had predictions about whether Trump or Clinton would win before the election. Let’s take Clinton voters. Are you aggressive?

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