The Big Picture

FEBRUARY 2, 2023

New York Times ) see also The Private Markets Valuation Debate Isn’t Settled Yet : The Miami conference circuit was abuzz with valuation chatter as investors weigh the pros and cons. He is also a NYT bestselling author of multiple books on Goldman Sachs, Bear Stearns, and Lazard Frères.

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The Big Picture

APRIL 7, 2023

Known as the Dean of Valuation, he teaches Corporate Finance and Valuation to the MBA students at Stern where he has been voted “Professor of the Year” by the graduating M.B.A. His textbook “ Investment Valuation ” is the standard in the field. class nine times.

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Trade Brains

APRIL 3, 2023

Best Value Investing Books For Stock Market Investors: Hi there. Past few weeks, I’ve received dozens of emails regarding the suggestions on best value investing books. That’s why I decided to write this blog discussing my personal favourite value investing books which I highly recommend to my readers to read.

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Abnormal Returns

DECEMBER 28, 2022

morningstar.com) 35 ideas from 2022 including 'Long term investing is hard.' tomtunguz.com) Instacart continues to slash its valuation. theinformation.com) Books The best books of 2022 including "Tomorrow and Tomorrow and Tomorrow" by Gabrielle Zevin. realreturns.blog) 13 lessons from the FTX meltdown.

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A Wealth of Common Sense

SEPTEMBER 16, 2024

Today’s Talk Your Book is sponsored by Victory Capital: On today’s show, we spoke with Michael Mack of Victory Capital to discuss their small cap and large cap free cash flow strategies.

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The Big Picture

OCTOBER 2, 2024

 At The Money: Finding Overlooked Private Investments , with Soraya Darabi, TMV (October 02, 2024) The Efficient Market Hypothesis informs us that stock markets reflect all of the information known about any company. How does this affect VC investing? But is that also true for start-ups and venture-funded private companies?

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The Big Picture

MARCH 20, 2024

At the Money: Benefits of Quantitative Investing (March 20, 2024) Throughout history, investing has been a lot more “Art” than “Science.” For most of the last century, investing was a lot more art than science. He is also the author of the New York Times bestselling book, What Works on Wall Street, now in its fourth edition.

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The Big Picture

MARCH 18, 2023

He explains how the firm is only “half hedge fund,” as they employ over 40 different quantitative, many of which are specific investments based on their quantitative research. Specifically, when Value doesn’t work, strategies like profitability, fundamental momentum, and low-risk work when Value as an investment style did not.

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The Big Picture

SEPTEMBER 19, 2022

He has a fascinating background in technology and software, and is interested in all sorts of interesting things, ranging from climate change to humanism, to the huge transitions that humans have gone through as a species and what it means to society, investing, scarcity and just the quality of life that we will enjoy as a species.

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Abnormal Returns

JANUARY 30, 2023

fortunesandfrictions.com) Why you need a well-articulated investment strategy to ride out tough times. newsletter.abnormalreturns.com) Mixed media Fidelity has cut its valuation for Twitter shares, again. (ft.com) Strategy What can you assume about stock, bond and cash returns over the long run. nextbigideaclub.com)

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A Wealth of Common Sense

AUGUST 14, 2023

Today’s Talk Your Book is brought to you by F/m Investments: We are joined by Francisco Bido, Senior Portfolio Manager for the Integrated Alpha group of F/m Investments to discuss large Cap Strategies.

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Abnormal Returns

JULY 19, 2022

ft.com) Venture Tomasz Tunguz, "The bid/ask spread in VC is the difference between the post-money valuation between a VC (the bidder) & a company (seller)." tomtunguz.com) A reading list on how to go about getting started in angel investing. (finance.yahoo.com) Fund managers are starting to end money market mutual fund fee waivers.

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Abnormal Returns

DECEMBER 5, 2022

Markets Small cap stocks stand out for their cheap valuations. abnormalreturns.com) It's been awhile since anyone has commented on my book. morningstar.com) Why have energy stocks and oil prices diverged? thinkadvisor.com) Crypto Crypto advocates are trying to push blame for FTX onto regulators. Thanks, Dave!

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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.' morningstar.com) 10 ideas from 2023 that stuck including 'Keep it simple in investing when everyone knows everything.' insidehook.com) AI-generated books are flooding Amazon ($AMZN).

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The Big Picture

JUNE 28, 2024

She leads the company’s 35-person team of engineers, attorneys, and analysts, and is a member of the firm’s valuation and investment committees. A list of her favorite books is here ; A transcript of our conversation is available here Tuesday.

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A Wealth of Common Sense

DECEMBER 5, 2022

Today’s Talk Your Book is brought to you by StepStone: See here to learn more about investing in StepStone Private Wealth strategies and here for disclosure information On today’s show, we are joined by Bob Long, CEO of StepStone Private Wealth to give us an update on all things Private markets.

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The Big Picture

MAY 17, 2024

Prior to joining the firm in 2001, Subramanian was an analyst at Scudder Kemper Investments in New York and San Francisco. A list of her favorite books is here ; A transcript of our conversation is available here Tuesday. She has been a ranked analyst in the Institutional Investor survey for the last eleven years.

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The Big Picture

APRIL 1, 2023

Kencel, who has more than three decades of experience in the investment industry, also serves as chairman of the board, president, and CEO of Nuveen Churchill Direct Lending Inc., His textbook “ Investment Valuation ” is the standard in the field. Churchill Asset Management is an affiliate of Nuveen, the $1.1

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The Big Picture

NOVEMBER 26, 2024

Full transcript below. ~~~ About this week’s guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. I’m Barry Ritholtz, and on today’s edition of At the Money , we’re going to discuss how retail investors can responsibly invest in crypto.

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The Irrelevant Investor

DECEMBER 4, 2022

Today’s Talk Your Book is brought to you by StepStone: See here to learn more about investing in StepStone Private Wealth strategies and here for disclosure information On today’s show, we are joined by Bob Long, CEO of StepStone Private Wealth to give us an update on all things Private markets. Updates on venture capital in to.

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Trade Brains

JULY 12, 2022

Comparing Growth Stocks vs Value stocks: While investing in the stock market, one can choose multiple approaches to pick stocks as there are many types of stocks with different characteristics in the market. However, two popular types of stocks and approaches that investors prefer are growth investing and value investing.

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Abnormal Returns

DECEMBER 18, 2024

ritholtz.com) Investing How to deal with a stock market at or near all-time highs. awealthofcommonsense.com) Market valuations aren't going to help you time the stock market. humbledollar.com) Letting go Success in life, and investing, means letting stuff go. blairbellecurve.com) Learning is unlearning. signaturefd-3437664.hs-sites.com)

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The Big Picture

OCTOBER 2, 2024

 At The Money: Finding Overlooked Private Investments , with Soraya Darabi, TMV (October 02, 2024) We expect our investments to generate positive financial returns, but can they also have a positive societal effect? How does this affect VC investing? Can your capital make an impact? As it turns out, it depends where you look.

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The Irrelevant Investor

AUGUST 13, 2023

Today’s Talk Your Book is brought to you by F/m Investments: We are joined by Francisco Bido, Senior Portfolio Manager for the Integrated Alpha group of F/m Investments to discuss large Cap Strategies. The post Talk Your Book: Large Cap Alpha appeared first on The Irrelevant Investor.

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The Big Picture

JUNE 20, 2024

Making good progress on the book, about 60-70% finished (I feel good about it). I wanted to pop out of hiding to share a few charts/tables that should raise your confidence levels that — despite media coverage to the contrary — we are not on the verge of collapse. The table above shows the major market peaks going back to 1990.

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The Big Picture

MARCH 11, 2023

This week, we speak with Richard Bernstein, the chief executive officer and chief investment officer of Richard Bernstein Advisors LLC, which manages $14.6 Bernstein explains the four drivers of their models: Profits, Liquidity, Sentiment, and Valuation. billion in assets. We also reminisce about the good old days at Mother Merrill.

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The Big Picture

OCTOBER 17, 2023

  The transcript from this week’s MiB: Graeme Forster, Orbis Investments , is below. Barry Ritholtz] This week on the podcast, I have an extra special guest, Graham Foster’s pm at Orbis Investment Management. They have a truly unique approach to investing. Is that poker, is that investing sounds like both.

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The Irrelevant Investor

DECEMBER 16, 2018

Today's Animal Spirits Talk Your Book is presented by iShares On today's episode, we discuss: Is market cap weighting really sub-optimal? Can factor investing replace old-school active management? Constraining a portfolio when investing outside of the U.S. Why should investors bother diversifying internationally? S&P envy.

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The Big Picture

FEBRUARY 8, 2024

In our wide-ranging discussion, Einhorn stated that “Market structures are broken and value investing is dead.” His books on his experiences shorting Allied Capital is here ; A transcript of our conversation is available here Tuesday.

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Carson Wealth

JANUARY 16, 2024

Carson Investment Research 2024 Market Outlook: Seeing Eye to Eye We are targeting a total return of 11-13% for the S&P 500 Index in 2024 and 4-6% for the Bloomberg U.S. We take a deep dive into our outlook for 2024 in Carson Investment Research’s Outlook ‘24: Seeing Eye to Eye. In addition, the investment in the U.S.

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The Big Picture

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He co-chairs a number of the asset management investment committees. I thought this was an absolutely fascinating way to see the world of investment management. Investment banks were not really a known concept in the area where I grew up.

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Abnormal Returns

MAY 19, 2023

(theringer.com) Finance Brent Beshore and David Cover talk with Morgan Housel author of the forthcoming book "Same as Ever: A Guide to What Never Changes." permanentequity.com) Barry Ritholtz talks with Howard Lindzon about the state of seed stage investing. capitalallocators.com) Christine Benz and Jeff Ptak talks with Prof.

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Validea

DECEMBER 12, 2024

Throughout the conversation, he offers thought-provoking perspectives on market efficiency, the limitations of forecasting, and why humility is crucial for investment success. They explore several fascinating market insights, including: Why high bond yields don’t necessarily translate to high returns The dramatic outperformance of U.S.

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The Big Picture

OCTOBER 30, 2024

Meb Faber, Cambria Investments (October 30, 2024) Dividend investing has a long and storied history, but it turns out dividends are only part of the picture driving stock returns. He is the author of shareholder yield, a better approach to dividend investing just out in its second edition this week.

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The Big Picture

AUGUST 21, 2024

Full transcript below. ~~~ About this week’s guest: Professor Aswath Damodaran of NYU Stern School of Business is known as the Dean of Valuation. His newest book, “ The Corporate Life Cycle: Business Investment and Management Implications ” is out today. He has written numerous books on valuation and finance.

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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.

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Dear Mr. Market

MARCH 11, 2023

We’re proud to say that My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. For example, a #1 seeded investment could lose right out of the gate just as a #12 could potentially win it all.

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