Abnormal Returns

FEBRUARY 6, 2024

Markets A look at Magnificent Seven valuations. institutionalinvestor.com) Brookfield Asset Management ($BAM) keeps raising new infrastructure funds. newsletter.abnormalreturns.com) Mixed media How the NFL came to embrace sports gambling wholeheartedly. markets.businessinsider.com) Newsletter writers are bullish.

Financial Advising 263

Financial Advising Valuation Manufacturing Media 263

Abnormal Returns

JANUARY 3, 2023

Markets How major asset classes performed in December 2022. wsj.com) Startups are going to experience a "new normal" valuation-wise. avc.com) SpaceX is raising new capital at a $137 billion valuation. newsletter.abnormalreturns.com) Mixed media It helps to love the business you are in. seths.blog).

Startup 242

Startup Valuation Financial Advising Distribution 242

Abnormal Returns

MARCH 20, 2024

morningstar.com) Real assets can be a portfolio drag during periods of quiescent inflation. marginalrevolution.com) Finance Private equity is stuck between elevated valuations high interest rates and a moribund IPO market. newsletter.abnormalreturns.com) Mixed media Kevin Kelly, "Don't be the best, be the only."

Financial Advising 251

Financial Advising Startup Valuation Economy 251

Abnormal Returns

SEPTEMBER 22, 2022

Markets Market valuations are a lot more attractive than they were a year ago. mantaro.money) Media Jeff Jarvis, "If network prime time has lost its value, so have networks, so has television, so has broadcast." (wsj.com) Fund management What are the most owned private companies in mutual fund portfolios? interest rates since 2020.

Financial Advising 130

Financial Advising Media Valuation Assets 130

Abnormal Returns

FEBRUARY 16, 2023

howardlindzon.com) Private assets Why private equity needs much better valuations. newsletter.abnormalreturns.com) Mixed media Seth Godin, "Lossy compression is forever. Everything else it built in-house has crashed and burned." theatlantic.com) Finding a good retail CEO is tough these days. pragcap.com) Fidelity is hiring!

Financial Advising 146

Financial Advising Engineering Valuation Retail 146

Dear Mr. Market

APRIL 2, 2025

We break down and assign each of the four regions with an asset class and then pick teams (stocks) that we think have the best chance at doing well relative to others. Historically, this bracket has been dominated by the tech sector, but after years of outsized gains, big tech valuations are stretched.

Investments 78

Investments Investing Valuation Advertising 78

Abnormal Returns

JULY 20, 2023

Strategy Why stock market valuations are logically higher today than they were in the past. blog.validea.com) Finance Blackstone ($BX) now manages more than $1 trillion in assets. newsletter.abnormalreturns.com) Mixed media Not everyone in the C-suite wants to return to the office. wsj.com) The U.S. papers.ssrn.com)

Financial Advising 130

Financial Advising Valuation Media Economy 130

The Big Picture

MARCH 11, 2023

billion in assets. He is also the author of “ Style Investing: Unique Insight into Equity Management ,” widely viewed as the seminal book on style-oriented investment strategies; he also wrote, “ Navigate the Noise: Investing in the New Age of Media and Hype.” We also reminisce about the good old days at Mother Merrill.

Valuation 130

Valuation Investments Investing Management 130

Abnormal Returns

NOVEMBER 1, 2022

Markets How major asset classes performed in October 2020. every.to) Q3 saw big drops in startup valuations. newsletter.abnormalreturns.com) Mixed media Students are using AI to write term papers. capitalspectator.com) Don't be surprised to see the stock market rally before the economy bottoms out. theverge.com).

Accounting 130

Accounting Startup Financial Advising Valuation 130

The Big Picture

AUGUST 16, 2022

The firm that he’s built is one of those very quiet, very successful entities that without a whole lot of media coverage, without a whole lot of fanfare, just amassed an enormous amount of capital because they’ve done so well for their clients over time. So different time horizons, different assets. TROPIN: Yeah.

Management 306

Management Assets Risk Management Marketing 306

Discipline Funds

SEPTEMBER 7, 2023

where I’ve laid out my overarching methodology and process for thinking about asset allocation. 02:32 – Cullen’s goals with his personal portfolio 04:50 – Matching the duration of assets with liabilities 09:38 – How Cullen views retirement 14:28 – Do Cullen’s macro views influence his portfolio?

Assets 58

Assets Asset Allocation Valuation Portfolio 58

The Big Picture

APRIL 18, 2023

When he began, PE was a little bit of a niche boutique sort of investment, and over the ensuing 25 years, it has grown to be really a major asset class with giant opportunities that have been expressed by then small, now very large companies, of which Blackstone is one of the largest. It is an institutionalized asset class.

Assets 163

Assets Investments Investing Valuation 163

Validea

OCTOBER 17, 2024

The term “bubble” has become ubiquitous in financial media. While there’s no universally accepted definition, we can outline some general characteristics and criteria: Extreme Valuations : Prices are significantly higher than can be justified by fundamental analysis.

Valuation 52

Valuation Media Investment Planning Marketing 52

Darrow Wealth Management

SEPTEMBER 7, 2023

Unfortunately, for those tax savings to materialize, the post-IPO stock price at sale must be considerably more than the pre-IPO valuation at exercise. Most companies go public at their highest historical valuation. This is a way for the shares to fund the exercise without dipping into your diversified assets/cash reserves.

Wealth Management 84

Wealth Management Taxes Tax Planning Valuation 84

Darrow Wealth Management

OCTOBER 21, 2024

For example, in the Takeda acquisition of Shire, awards were converted on a predetermined valuation outlined in the terms of the deal. Please refer to the media page for more information and links to published works. Darrow Wealth Management offers Private Wealth and Asset Management to individuals and families.

Taxes 115

Taxes Wealth Management Planning Media 115

Trade Brains

APRIL 3, 2023

The book educates the readers about the much-needed topics that are ignored by most financial websites, books, and media. Bonus 2: Book on valuation The Little Book of Valuation: By Aswath Damodaran A short yet comprehensive book to learn how to value a company, pick a Stock and make profits.

Investments 98

Investments Investing Valuation Education 98

eMoney Advisor

MARCH 22, 2023

2 Additionally, with the significant wealth set to shift in their direction, both their size and financial potential means they could play a pivotal role in the growth, valuation, and long-term success of your firm. Up your game on social media to capture their attention. Innovation: How to Stand Out Become a coach.

Financial Advice 84

Financial Advice Clients Financial Planning Assets 84

Trade Brains

OCTOBER 12, 2023

The company entered into development and engineering service providers in automotive, media, broadcast, communications, and healthcare. Their solutions include Distribution, delivery, and Ad monetization for Media and OTT service providers. Tata Elxsi - D/E 0 0 0 0 0 0 KPIT Technologies - Interest Coverage 10.69

Planning 105

Planning Engineering Healthcare Manufacturing 105

Validea

OCTOBER 12, 2023

Still, Burry and his investment firm, Scion Asset Management, get plenty of attention; according to Factiva data that is cited in the article, print-media mentions of Burry numbered 264—an undeserved spotlight given his recent track record of being wrong on many accounts, the article maintains.

Marketing 52

Marketing Marketing Valuation Media 52

Trade Brains

JANUARY 6, 2023

An organization is generally evaluated on different parameters such as assets, revenue, profits, sales, market value, share price, etc, and is ranked accordingly. Market capitalization is the aggregate valuation of the company based on its current share price and the total number of outstanding stocks. What is Market Capitalization?

Marketing 98

Marketing Marketing Banking Consulting 98

MainStreet Financial Planning

JANUARY 25, 2024

Equity, credit history, assets, and debt-to-income ratio. Equity, cash on hand, asset report scoring, and debt-to-income ratio D. Liquidity, credit history, asset report scoring, and debt-to-income ratio 8. What four main areas do lenders review to qualify a loan applicant? Credit, cash, education, and income. Falling dollar D.

Education 52

Education Insurance Assets Budgeting 52

Truemind Capital

SEPTEMBER 10, 2019

It requires not just sophisticated skill-set for asset allocation calls (across asset classes, sub-categories, and schemes), the temperament to keep emotions under check but also an ability to quickly understand the impact of the latest market developments (global and domestic) on various asset classes in a rapidly-changing world.

Investments 52

Investments Investing Asset Allocation Fiduciary Duty 52

Brown Advisory

DECEMBER 14, 2017

They have attracted attention as a group—as a success story and, more recently, as a target of skeptics— but these companies have far less in common than the “FANG” acronym and associated media coverage suggest. Investors also tend to naturally focus their valuation fears on big, rapidly growing stocks.

Valuation 52

Valuation Advertising Clients Investments 52

Brown Advisory

DECEMBER 14, 2017

They have attracted attention as a group—as a success story and, more recently, as a target of skeptics— but these companies have far less in common than the “FANG” acronym and associated media coverage suggest. Investors also tend to naturally focus their valuation fears on big, rapidly growing stocks.

Valuation 52

Valuation Advertising Clients Investments 52

Brown Advisory

AUGUST 8, 2018

The biggest media story in the industrial space this summer has been the accelerating breakup of General Electric. Recent Spinoffs: Mix of Good and Bad Results (Valuations expressed in $ billions). . It should not be assumed that investments in such securities or asset classes have been or will be profitable.

Assets 52

Assets Clients Valuation Education 52

The Big Picture

DECEMBER 5, 2023

They run over $27 billion in, in assets. How, how are the higher rates affecting valuations amongst private companies? 00:37:43 [Speaker Changed] So there’s two issues that are affecting valuations. 00:39:24 [Speaker Changed] So, so let’s look at valuation in a historical perspective.

Management 174

Management Investments Investing Numbers 174

Investing Caffeine

JUNE 3, 2024

Yet, every day you turn on the television or comb through the avalanche of news headlines through various media outlets, there is always some Armageddon story about an impending market crash, or some other speculative, get-rich-quick scheme. As Warren Buffett states, “Investing is like dieting. www.Sidoxia.com Wade W.

Risk Tolerance 52

Risk Tolerance Economics Economy Asset Allocation 52

Trade Brains

FEBRUARY 8, 2023

Intrinsic value, in simple words, is a measure of what an asset is worth. Some stocks may be trading at low prices because they are under the radar or are inadequately covered by analysts and the media. The company has a current ratio of 1.77, indicating that its current assets are nearly two times its current liabilities.

Pharmaceutical 52

Pharmaceutical Assets Investments Investing 52

Steve Sanduski

JANUARY 20, 2023

Tech company valuations were cratering, but interest in tech was still high thanks to the exploding popularity of the internet. These smaller companies don’t always make huge headlines, but they’re driving significant — and investible — growth well beyond social media, consumer tech, and SEO.

B2B 52

B2B Investments Investing Media 52

Brown Advisory

JUNE 19, 2019

With the daily stream of “7th inning” and “fourth quarter” articles about the current economic cycle, it is hard to avoid warnings in the media about the potential for a downturn and/or recession. Late-Cycle Investing: MBS Offer Attractive Income and Downside Protection. Wed, 06/19/2019 - 09:00. Downside Protection From Fixed Income.

Investments 52

Investments Investing Clients Government 52

Brown Advisory

JULY 1, 2016

Changes in their assumed rate of return can impact decisions ranging from asset allocation to the spending level that a portfolio can rationally support. Low rates are generally good for stocks, as they tend to drive investors into riskier asset classes with higher return potential. during the 30-year period, a gain of 60%.

Investments 52

Investments Investing Portfolio Assets 52

Brown Advisory

JULY 1, 2016

Changes in their assumed rate of return can impact decisions ranging from asset allocation to the spending level that a portfolio can rationally support. Low rates are generally good for stocks, as they tend to drive investors into riskier asset classes with higher return potential. during the 30-year period, a gain of 60%.

Investments 52

Investments Investing Portfolio Assets 52

Brown Advisory

SEPTEMBER 3, 2015

Still, we believe that attractive opportunities for fundamental, bottom-up investing endure in China S and Asia’s other emerging markets, where valuations are more attractive than for equities in the developed world like the U.S. Protecting inherited assets from a claim by a family member’s ex-spouse can help limit those losses.

Insurance 52

Insurance Portfolio Management Clients Government 52

Brown Advisory

JUNE 21, 2017

Investment Perspectives - The Great Debate achen Wed, 06/21/2017 - 12:35 Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing. In our view, it’s not a question of whether , but under what circumstances.

Investments 52

Investments Investing Portfolio Management 52

Brown Advisory

JUNE 21, 2017

Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing. are there better or worse moments in time to enact an indexing strategy) and choice of asset class (i.e., Wed, 06/21/2017 - 12:35.

Investments 52

Investments Investing Portfolio Management 52

The Big Picture

NOVEMBER 21, 2023

It was about $170 million valuation. He said, I overpaid for the asset. Well, I think it’s a, dude, it, it was toxic social media in general has this toxicity problem, but opening the floodgates. I will say, if anybody thinks the public square, as we’ve traditionally known it, is what people go to social media for.

Investments 246

Investments Investing Startup Accounting 246

The Big Picture

AUGUST 15, 2023

So if you start with the S&P 500 or in this case stocks and bonds, you only have two asset classes, right. So the proper benchmark for those pools has to look a little bit like the underlying assets they’re investing in. If you look at the types of assets that Yale invests in, you can create a benchmark for each pool.

Management 130

Management Investments Investing Government 130