Abnormal Returns

JANUARY 10, 2024

(entrylevel.topdowncharts.com) Strategy 12 lessons the markets taught investors in 2023 including 'Valuations cannot be used to time markets.' realreturns.blog) Lessons learned from markets in 2023 including 'Years like 2023 are why investors should not put much weight into market or economic predictions.' wired.com)

Financial Advising 173

Financial Advising Valuation Banking Media 173

Diamond Consultants

DECEMBER 16, 2024

Multigenerational teams have several options for monetizing and transitioning the book from one generation to the next. Namely, even when senior advisors have a rockstar inheriting advisor in place, these Gen 2 advisors seldom have the capital at hand to facilitate the purchase of the book in a timely and orderly fashion.

Wealth Management 52

Wealth Management Recruitment Retirement Valuation 52

Validea

JANUARY 15, 2025

Moreover, high free cash flow yield stocks tend to exhibit defensive characteristics during market downturns, as their robust cash generation provides a buffer against economic uncertainties. These companies are often better positioned to maintain their operations and financial commitments even when business conditions deteriorate.

Valuation 52

Valuation Insurance Accounting Economics 52

Validea

JANUARY 23, 2025

In an era of market volatility and economic uncertainty, value investing continues to prove its worth as a time-tested strategy for building long-term wealth. Cheapest Value Stocks Ticker Company Name Price Market Cap ($mil) PE Ratio Price/ Sales Relative Strength Price/ Book Price/ Cash Flow Neg. 79 3 NOV NOV INC $14.93 $5,809 5.5

Valuation 52

Valuation Economics Media Investing 52

Abnormal Returns

JANUARY 18, 2023

institutionalinvestor.com) Startup valuations trended down in the second half of 2022. angellist.com) Economic uncertainty is not slow the pace of investment at Brookfield Infrastructure Partners ($BIP). Then check out our (newsletter.abnormalreturns.com) Mixed media How to use Substack to write a book and bypass the publishing houses.

Financial Advising 130

Financial Advising Startup Wealth Management Valuation 130

Validea

MARCH 9, 2025

These businesses exemplify qualities highly valued by celebrated investors: robust balance sheets, consistent cash flow generation, sustainable competitive advantages, and reasonable valuations when measured against their growth trajectory and market position. Take a Free Trial Today! ENS ENERSYS $101.23 $3,991 12.5

Marketing 52

Marketing Marketing Valuation Investing 52

The Big Picture

JANUARY 9, 2023

Venture capital’s reckoning looms closer : Valuations on holdings will have to converge sooner rather than later with listed tech sector ( Financial Times ). central bank to avoid overdoing it with higher-than-needed interest rates, a top economic adviser in the Obama White House said after a fresh review of Fed policy since World War Two.

Economy 173

Economy Valuation Education Retail 173

Validea

FEBRUARY 13, 2025

This systematic approach reveals that even in a sector that has seen significant price appreciation, there remain technology companies trading at attractive valuations relative to their fundamental strength. Visit Validea.com to access in-depth stock analysis and tools designed to emulate proven investment principles. Take a Free Trial Today!

Valuation 52

Valuation Investing Investments Economics 52

Validea

MARCH 13, 2025

Historically, buying stocks with low prices relative to earnings, book value, and cash flows has delivered superior returns over time. His model is both conservative and disciplined, focusing on balance sheet strength and attractive valuations. Reasonable Price/Book Ratio (P/B P/E 22) A safeguard against excessive valuations.

Valuation 52

Valuation Investing Investments Portfolio 52

Trade Brains

OCTOBER 24, 2024

Several global and domestic factors have contributed to this downturn, including geopolitical tensions, regulatory changes, market valuations, and economic concerns. China’s Economic Stimulus: A Cause for Concern China’s efforts to stimulate its slowing economy have also impacted global markets, including India.

Valuation 97

Valuation Economy Economics Investing 97

Validea

AUGUST 6, 2024

During economic downturns, certain types of stocks tend to perform better than others. Strong balance sheets: Low debt levels and ample cash reserves help weather economic storms. Value orientation: Stocks trading at reasonable valuations may have less downside risk. National Beverage Corp.

Economics 52

Economics Valuation Food Healthcare 52

Cornerstone Financial Advisory

OCTOBER 28, 2024

Weekly Market Insights | October 28th, 2024 Stocks Mixed Ahead of Election Stocks were mixed last week as fresh economic data points and election-related uncertainty slowed market momentum. 8 This Week: Key Economic Data Tuesday: International Trade in Goods. AMGN), Booking Holdings Inc. Consumer Confidence. Pending Home Sales.

Marketing 52

Marketing Marketing Taxes Economics 52

The Big Picture

MARCH 20, 2024

. ~~~ About this week’s guest: Jim O’Shaughnessy, former chairman and founder of O’Shaughnessy Asset Management (now part of Franklin Templeton) and author of the New York Times bestselling book, “What Works on Wall Street” — the first quantitative investing book available to the general public.

Investing 162

Investing Investments Portfolio Valuation 162

The Big Picture

JULY 19, 2022

He is the author of a new book, “Investing Amid Low Expected Returns: Making the Most When the Markets Offer the Least.” So, first, I found the book to be quite fascinating, very in depth and you managed to take some of the more technical arcana and make it very understandable. Welcome to Bloomberg. ANTTI ILMANEN.

Investing 130

Investing Investments Valuation Portfolio 130

Trade Brains

JULY 9, 2023

we regularly use Economic Time (ET) Markets app for reading market news and updates as they provide the best latest news. Its Valuation determines how the stock is valued at its current price. Every portfolio goes through our test of seven parameters-Returns, Risk, Diversification, Liquidity, Quality, Valuation & Financial Trend.

Marketing 98

Marketing Marketing Valuation Portfolio 98

Cornerstone Financial Advisory

DECEMBER 30, 2024

6 This Week: Key Economic Data Monday: Pending Home Sales. Source: I nvestors Business Daily – Econoday economic calendar ; December 27, 2024 The Econoday economic calendar lists upcoming U.S. Do you maintain complete and accurate books and records for your hobby? 3-Month Treasury Bill Auction.

Marketing 52

Marketing Marketing Taxes Economics 52

Validea

SEPTEMBER 6, 2023

By Justin Carbonneau ( Twitter | LinkedIn | YouTube ) — Over the past few weeks, I’ve seen a number of charts highlighting the opportunity in small-cap stocks given their absolute and relative valuations. of time Price/Book 1.04 Honing in on Small Cap Value Universe Things are even more compelling in the small-cap value universe.

Valuation 64

Valuation Numbers Economics Investing 64

The Big Picture

AUGUST 16, 2022

We do discretionary macro trading, which is typically a portfolio manager — and we have some number of portfolio managers, 15 or 18 different portfolio managers that independently manage a book of, you know, risk assets. How does this impact global trade and other economic factors? That’s a great book.

Management 305

Management Assets Risk Management Marketing 305

Cornerstone Financial Advisory

OCTOBER 31, 2022

Stocks overcame poor earnings results from some of America’s largest companies to post gains last week as investors cheered positive earnings surprises, easing inflation and a rebound in economic growth. Economic Growth Exceeds Expectations. This Week: Key Economic Data. HUM), Cigna Corporation (CI), Booking Holdings, Inc.

Marketing 105

Marketing Marketing Economics Taxes 105

Carson Wealth

JANUARY 16, 2024

DOWNLOAD OUR 2024 MARKET OUTLOOK The Macroeconomic Backdrop As we look to the year ahead, our proprietary Leading Economic Index (LEI) indicates even lower odds of a recession than 2023. Our Market Views This economic environment should support solid earnings growth and improved margins, leading to a good year for markets.

Investing 96

Investing Investments Marketing Marketing 96

Discipline Funds

DECEMBER 10, 2024

I’ve had my head down working on my new book which is due in a few weeks here. Anyhow, here are some things I am thinking about in addition to my book: 1) The Strategic Bitcoin Reserve. No other country comes remotely close to competing with the US dominance in global market valuations. Sorry for the brief hiatus.

Government 103

Government Asset Allocation Assets Valuation 103

Cornerstone Financial Advisory

FEBRUARY 19, 2024

Weekly Market Insights: Market Retreats On Inflation, Economic Reports Presented by Cornerstone Financial Advisory, LLC Stocks fell last week as investors reacted to disappointing inflation updates and other economic reports that fell short of estimates. 4 This Week: Key Economic Data Tuesday: Leading Indicators.

Marketing 105

Marketing Marketing Taxes Economics 105

The Big Picture

SEPTEMBER 3, 2024

A bachelor’s in economics from Northwestern and then an MBA from University of Chicago. And so I kind of leveraged that when I went to Morningstar because they’re very focused on quality, the whole concept of economic moats, but also about buying companies when they’re trading at a discount to intrinsic value.

Investing 147

Investing Investments Management Valuation 147

Cornerstone Financial Advisory

AUGUST 1, 2022

Stocks on Thursday shrugged off news of a second-consecutive quarter of negative economic growth to build on Wednesday’s gains as fresh earnings continued to comfort, if not impress, investors. It was the second-consecutive quarter of negative economic growth, meeting the technical definition of a recession. Economy Contracts .

Marketing 104

Marketing Marketing Taxes Economics 104

Trade Brains

APRIL 23, 2023

Stock P/E 47 RoCE 25% RoE 20% Promoter Holding 57% Book Value ₹79 Debt to Equity 0.10 Price to Book Value 10 Net Profit Margin 9% Operating Profit Margin 17% A subsidiary of Diageo PLC, United Spirits Ltd. Stock P/E 63 RoCE 10% RoE 7% Promoter Holding 34% Book Value ₹160 Debt to Equity 0.09 Book Value ₹385 NIM 4.3%

Banking 105

Banking Pharmaceutical Insurance Distribution 105

James Hendries

FEBRUARY 23, 2023

Your Client List As a financial services professional, you’ve probably spent years building up your book of business. If so, your book of business ratchets up the sale price. Offering someone a well-oiled, turnkey operation is always a better deal than simply selling a book of business on its own.

Valuation 40

Valuation Retirement Financial Services Commission 40

Cornerstone Financial Advisory

MARCH 4, 2024

1 Economic news also helped boost markets. Consumers Remain Upbeat With all the excitement over AI, it’s easy to overlook some key economic indicators that also speak to the underlying strength of the economy—specifically, consumer data. 3,4 This Week: Key Economic Data Monday: Motor Vehicle Sales. Beige Book.

Marketing 101

Marketing Marketing Economics Taxes 101

Cornerstone Financial Advisory

FEBRUARY 12, 2024

Economic Strength The strength of the U.S. 5 This Week: Key Economic Data Tuesday: Consumer Price Index (CPI). Source: Investors Business Daily – Econoday economic calendar; February 8, 2024 The Econoday economic calendar lists upcoming U.S. ROC 5 = the rate of change in the index for the previous 5 trading days.

Marketing 105

Marketing Marketing Economics Taxes 105

Brown Advisory

FEBRUARY 1, 2021

In our investment book club we are currently reading Factfulness 2 by Hans Rosling which has many insights on calibration—updating our view when the facts change 3 —and the danger of some of the evolutionary behavioural shortcuts as described above that we all instinctively use. In his book “What is Time? What is Space?”

Investing 52

Investing Investments Valuation Engineering 52

Brown Advisory

FEBRUARY 1, 2021

In our investment book club we are currently reading Factfulness 2 by Hans Rosling which has many insights on calibration—updating our view when the facts change 3 —and the danger of some of the evolutionary behavioural shortcuts as described above that we all instinctively use. In his book “What is Time? What is Space?”

Investing 52

Investing Investments Valuation Engineering 52

Cornerstone Financial Advisory

NOVEMBER 20, 2023

6 This Week: Key Economic Data Tuesday: Existing Home Sales. Source: Econoday, November 17, 2023 The Econoday economic calendar lists upcoming U.S. economic data releases (including key economic indicators), Federal Reserve policy meetings, and speaking engagements of Federal Reserve officials. FOMC Minutes.

Marketing 105

Marketing Marketing Taxes Economics 105

The Irrelevant Investor

OCTOBER 18, 2020

Articles A crisis of trust (By David Brooks) The median European stock trades at about half the valuation of the median US stock (By Verdad) The most popular video service in the United States is now YouTube, which is almost entirely user-generated content (By Matthew Ball) Pessimists are underappreciated (By Scott Galloway) Buy now pay later (By Marc (..)

Valuation 52

Valuation Economics 52

Trade Brains

JUNE 26, 2024

This can be due to various reasons like global economic concerns or shifts in investment strategies. High Valuations and Sector Underperformance which Disappointed FIIs Most of the FIIs sold Indian stocks due to high valuation concerns and sector-wise underperformance. February -1538.88 March 35098.32 April -8671.27 May -25586.33

Valuation 59

Valuation Economy Banking Economics 59

Trade Brains

JANUARY 21, 2024

The railways, like the veins of the country, connect states, making it very economical to transport goods across India as well as to the ports, from where they will be exported to the world. Jupiter’s Order book remains strongly supported by clients from across multiple industries like Commercial Vehicles, Railways, and Logistical Companies.

Manufacturing 105

Manufacturing Transportation Budgeting Government 105

The Big Picture

FEBRUARY 6, 2024

There’s also quantitative metrics that we look at Those have evolved, but always within that capa, that cluster of high returns on investment stability across the economic cycle are consistent and strong balance sheets. Going back to the eighties and nineties, I told you kind of the fundamental definition. It was over 50 right?

Valuation 130

Valuation Investing Investments Assets 130

Truemind Capital

AUGUST 12, 2023

All the sectors went up with major sectoral growth seen in auto (up 22%), realty (up 33%), and consumer durables (up 13%) on the back of an improving economic outlook. The recent rally in the market has made the valuations more expensive compared to historical standards. Valuations across all sectors do not offer any margin of safety.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Validea

AUGUST 31, 2022

Verdad, a value oriented and global asset manager, recently published a piece highlighting the valuation gap that exists between small caps and large cap stocks, as represented by the S&P 500. In summary: Small caps trade at one of the widest valuation gaps vs. large caps in the last five decades. Five Systematic Value Models.

Investing 59

Investing Investments Valuation Assets 59