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Adviser links: a fundamental misalignment

Abnormal Returns

financial-planning.com) The biz What variables matter when it comes to RIA valuation. thinkadvisor.com) A number of tax provisions will sunset in 2026 including the lifetime exclusion amount. (investmentnews.com) How JP Morgan Chase ($JPM) is trying to hold onto First Republic advisers. investmentnews.com)

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What Company Will Be the Second to Lose $1 Trillion in Market Cap?

Mish Talk

Wood calls for Zoom, ARKK’s largest holding, to approach $1,500 a share in 2026. ARK is predicting the valuation of Tesla will exceed the entire US real GDP by the early 2030s. That is based in part on expectations of a worker backlash against returning to offices. Her bear case is for shares to trade at $700. What a hoot!

Marketing 210
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Are You Keeping the Faith in Cathie Wood's ARK?

Mish Talk

Wood calls for Zoom, ARKK’s largest holding, to approach $1,500 a share in 2026. ARK is predicting the valuation of Tesla will exceed the entire US real GDP by the early 2030s. Wood's Predictions The price of bitcoin will hit $1 million by 2030, a roughly 6,000% increase from current levels. Zoom Round Trip. That's what the model says.

Valuation 157
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Market Commentary: Earnings in the Long Run, and Short

Carson Wealth

There is a more cyclical element related to valuations, but over time the impact of valuations tends to average out to near flat. The most well-known valuation measure is the price-to-earnings ratio (P/E), which captures the amount investors are willing to pay for a dollar of current earnings as a kind of proxy for long-term earnings.

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83(b) Election: Tax Strategies for Unvested Company Stock

Darrow Wealth Management

Stock at early-stage startups usually will have a very, very low valuation, making this tax strategy possible. For employees with stock options, making an 83(b) election can be important later if valuations increase. Tax laws change periodically, and they’re scheduled to change again in 2026. Current valuation = $0.1

Taxes 98
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: JPMorgan upgrades Philip Morris to overweight from neutral as top pick among tobacco companies

MarketWatch

Over the medium to long term, as PMI crosses the threshold to become a majority smokefree company (which we anticipate in 2026), we see scope for valuation multiple expansion,” Dinges said. The company may also have an opportunity to pursue separate stock listings for its next-generation products and its tobacco business.

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Large cap stock down by 5.6% after it plans to raise funds via QIP

Trade Brains

Market analysts suggest that Blinkit is driving the upside in Zomato’s valuation as it extends its aggressive expansion plan. Chief Executive Albinder Dhindsa has also announced that Blinkit aims to have 2,000 dark stores by the end of 2026.

B2B 52