A Wealth of Common Sense

DECEMBER 30, 2024

Today’s Talk Your Book is brought to you by Motley Fool Asset Management: See here for more information on the Motley Fool 100 Index ETF On today’s show, we discuss: How the index is constructed The difference between active and passive management Investing in growth vs value How to have conviction as an analyst The Motley Fool’s (..)

Investing 53

Investing Investments Valuation Assets 53

The Big Picture

DECEMBER 17, 2022

Koenigsberger discusses why EM Debt often has a low correlation to equity markets: By using historical measures of drawdowns and valuations, the firm can own an assortment of debt at prices that are non-correlated to stocks. A list of his favorite books is here ; A transcript of our conversation is available here next week.

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Abnormal Returns

FEBRUARY 11, 2024

flyoverstocks.com) Books A look at five new finance books including "The Trading Game" by Gary Stevenson. wsj.com) Companies Just how important AI is for valuations today. (humbledollar.com) A company moat is no guarantee of good performance. axios.com) A look at Gary Sernovitz's new novel "Counting House."

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Assets Financial Advising Valuation Media 287

Abnormal Returns

SEPTEMBER 6, 2024

awealthofcommonsense.com) Three reasons to buy Josh Brown's new book "You Weren’t Supposed To See That." ritholtz.com) Semiconductors Trying to put a valuation on Nvidia ($NVDA). Strategy Three reasons why the stock market declines. aswathdamodaran.blogspot.com) TSMC's ($TSM) Arizona plant is on track for 2025 production.

Financial Advising 287

Financial Advising Media Valuation Economy 287

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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Valuation Banking Assets Investing 279

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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Valuation Advertising Economy Food 298

Abnormal Returns

DECEMBER 28, 2022

(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. hollywoodreporter.com) The best books of 2022 including "Indigenous Continent: The Epic Contest for North America" by Pekka Hämäläinen.

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Financial Advising Valuation Media Economy 243

A Wealth of Common Sense

JUNE 24, 2024

Today’s Talk Your Book is brought to you by Harbor Capital: See here to learn more about Harbor Capital and here for further disclosures On today’s show, we discuss: Inspiration for growth managers Concentration within the Russell 1K and the S&P 500 How growth managers deal with high-performing markets What market concentration means (..)

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Valuation Management Marketing Marketing 102

A Wealth of Common Sense

AUGUST 19, 2024

Today’s Talk Your Book is brought to you by Jensen Investment Management: See here to learn more about Jensens Quality Growth ETF On today’s show, we discuss: What quality means to Jensen Why META is not in the Quality growth strategy Thoughts on AI and tech bubbles How Jensen thinks about valuation Sectors Jensen is excited about for the (..)

Investing 98

Investing Investments Valuation Management 98

The Big Picture

FEBRUARY 7, 2024

Dividends come from earnings, and so those are sort of anchors to valuation. Jeremy Schwartz : And basically said that there’s huge Tech stocks, triple-digit PEs, you can never justify the valuations no matter what the growth rates are. Present value of future cash flows, any asset is present value of future cash flows.

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Investing Investments Valuation Portfolio 296

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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A Wealth of Common Sense

DECEMBER 25, 2023

Today’s Talk Your Book is brought to you by Polen Capital: We are joined by Todd Morris, International Growth Portfolio Manager and Analyst for Polen Capital to discuss investing outside the US.

Investing 102

Investing Investments Portfolio Management Valuation 102

The Big Picture

OCTOBER 30, 2024

Meb Faber : When we wrote this book a decade ago, you know, we looked at the historical returns of shareholder yield companies and it turned out that shareholder yield beat any dividend strategy we could come up with. Because of the valuation gap looks about the best it’s ever looked, uh, over the past decade.

Investing 147

Investing Investments Valuation Numbers 147

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.

Portfolio Management 98

Portfolio Management Valuation Portfolio Investing 98

The Big Picture

MARCH 25, 2025

Extra special guest, Jim O’Shaughnessy, his book that I came to know him with first was, what Works on Wall Street, which has been just a perennial seller. If you have to take a 10 or 20% haircut, I want all this off the books. Valuations tended to crash and burn very, very cheap valuations tended to do well.

Management 147

Management Numbers Investing Investments 147

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. And, I agree!!

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Investing Investments Valuation Education 98

Abnormal Returns

JANUARY 30, 2023

newsletter.abnormalreturns.com) Mixed media Fidelity has cut its valuation for Twitter shares, again. axios.com) Five insights from Max Fisher's new book, "The Chaos Machine: The Inside Story of How Social Media Rewired Our Minds and Our World." (abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 246

Financial Advising Media Valuation Economy 246

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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Marketing Marketing Valuation Investing 98

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. His new book is “ Fluke: Chance, Chaos, and Why Everything We Do Matters.”

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Engineering Valuation Government Accounting 182

Abnormal Returns

OCTOBER 31, 2022

allstarcharts.com) And valuations are still attractive. Cohen's new book "For A Dollar and A Dream: State Lotteries in Modern America." Small caps Small caps are outperforming of late. gmo.com) Strategy The past two years help show the agony and ecstasy of stock picking. Then check out our weekly e-mail newsletter.

Financial Advising 246

Financial Advising Media Valuation Retail 246

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)." nextbigideaclub.com) A Q&A with Matthew Ball about his new book "The Metaverse: And How It Will Revolutionize Everything." venturebeat.com).

Financial Advising 245

Financial Advising Valuation Media Taxes 245

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? valueplays.net) Earlier on Abnormal Returns Adviser links: technical skill. Thanks, Dave!

Startup 244

Startup Marketing Marketing Financial Advising 244

The Big Picture

JULY 21, 2023

Gramm wrote a book that was published last year, “ The Myth of American Inequality: How Government Biases Policy Debate.” It’s almost as if Gramm wasted his time writing a book and its readers wasted theirs reading it. In a nutshell, the SPM renders Gramm’s book more irrelevant than it otherwise would have been.

Math 246

Math Government Economics Food 246

Wealth Management

APRIL 25, 2023

banks have been preparing themselves for drops in asset valuations for office properties on their books, reported Financial Times. Multifamily owners and managers are experiencing serious staff shortages, according to Bisnow. These are among current must reads for investors in commercial real estate.

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Valuation Banking Assets Management 162

The Big Picture

SEPTEMBER 19, 2022

There’s a strong relationship between some of the ideas in the book and some of the ideas that inform our investing. RITHOLTZ: We’ll circle back to the book in a little bit. Is valuation significant, or is it, hey, we’re going to make 100 investments and if two or three workout, the valuations are irrelevant?

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Valuation Investing Investments Engineering 305

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.

Marketing 84

Marketing Marketing Valuation Investing 84

The Big Picture

MARCH 18, 2023

” You can find him on Twitter here ; a list of his favorite books is here; A transcript of our conversation is available here Tuesday. The book is a fun romp covering the 1998-2018 era. The post MiB: Cliff Asness, AQR appeared first on The Big Picture.

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Retirement Management Sales Investing 310

The Big Picture

MAY 17, 2024

We discuss what her valuation models are showing: “I think that where we are today is actually a reasonably healthy point for equities…I don’t worry as much about big cap companies that everybody is tracking and watching and monitoring.” Subramanian is on the advisory board of the UCLA Master of Financial Engineering program.

Banking 173

Banking Asset Allocation Portfolio Management Engineering 173

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.' newsletter.abnormalreturns.com) Mixed media How to read more books in 2024 by swapping doomscrolling for reading. insidehook.com) AI-generated books are flooding Amazon ($AMZN).

Financial Advising 173

Financial Advising Valuation Banking Media 173

Nerd's Eye View

JULY 9, 2024

In this episode, we talk in-depth about how Alex gained the trust of his firm's founder and its clients by gradually increasing his client-facing responsibilities over a span of 4 years in advance of a potential succession, how Alex and the firm's founder negotiated a valuation and transaction terms with a seller-financed note with protective covenants (..)

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Financial Advisor Clients CFP Planning 245

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.

Portfolio Management 70

Portfolio Management Valuation Portfolio Investing 70

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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Marketing Marketing Valuation Media 195

The Big Picture

APRIL 1, 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.

Assets 173

Assets Management Valuation Investing 173

Validea

MARCH 11, 2025

In this episode, Jack and Matt dive deep into the state of value investing with special guest Tobias Carlisle, founder of the Acquirers Funds and author of multiple books on value investing.

Investing 59

Investing Investments Valuation Assets 59

Validea

MARCH 20, 2025

Ticker Company Name Value Investor Price Market Cap ($mil) PE Ratio Price/ Sales Relative Strength Price/ Book Price/ Cash Flow Dividend Yield Long-Term EPS Growth BCC BOISE CASCADE CO 100 $100.36 $3,807 10.5 Here are the top 10 stocks using Validea’s Benjamin Graham strategy for March of 2025. BG BUNGE GLOBAL SA 100 $75.24 $10,080 9.3

Valuation 52

Valuation Debt Management Assets Investing 52

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

DECEMBER 18, 2024

Valuation plays a crucial role in the final selection. Additionally, the combined price-to-earnings and price-to-book ratios cannot exceed 22. By applying these rigorous standards, investors can build a portfolio of established businesses with strong fundamentals and compelling valuations.

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Valuation Portfolio Investing Investments 52