James Hendries

OCTOBER 25, 2022

Click here to download a PDF of this report. It is a financial ratio used for valuation: a higher PE ratio means that investors are paying more for each unit of net income, so the stock is more expensive compared to one with lower PE ratio. It is also a major component used to calculate the price-to-earnings valuation ratio.

Marketing 52

Marketing Marketing Economics Economy 52

James Hendries

NOVEMBER 15, 2022

Click here to download a PDF of this report. It is also a major component used to calculate the price-toearnings valuation ratio. Insurance products are offered through LPL or its licensed affiliates. times the STAAC’s 2023 S&P 500 earnings per share forecast of $230. IMPORTANT DISCLOSURES.

Portfolio 52

Portfolio Taxes Government Investment Advisor 52

James Hendries

OCTOBER 7, 2022

Click here to download a PDF of this report. It is also a major component used to calculate the price-toearnings valuation ratio. Insurance products are offered through LPL or its licensed affiliates. The STAAC Committee’s revised S&P 500 year-end fair value target of 4,000-4,100 is based on a price-to earnings ratio of 17.5

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

SEPTEMBER 8, 2022

Click here to download a PDF of this report. It is also a major component used to calculate the price-toearnings valuation ratio. Insurance products are offered through LPL or its licensed affiliates. IMPORTANT DISCLOSURES.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

JULY 13, 2022

Click here to download a PDF of this report. It is also a major component used to calculate the price-toearnings valuation ratio. Insurance products are offered through LPL or its licensed affiliates. IMPORTANT DISCLOSURES.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

James Hendries

AUGUST 15, 2022

Stock valuations are higher but bond yields are still low enough to support valuations with the 10-year Treasury yield well under 3% despite the big jobs number. Click here to download a PDF of this report. It is also a major component used to calculate the price-to-earnings valuation ratio. IMPORTANT DISCLOSURES.

Marketing 52

Marketing Marketing Economy Valuation 52

The Big Picture

AUGUST 20, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments. 00:04:02 That’s what value add software was originally.

Assets 173

Assets Management Portfolio Marketing 173

Brown Advisory

JANUARY 1, 2021

Download it here > What is Time? When does crowd psychology take hope for economic return beyond what valuation can support? And why do markets irregularly detach fundamentals from valuation to their own detriment? as featured in the book, “Valuation: Measuring and Managing the Value of Companies, University Edition.”

Investments 52

Investments Investing Valuation Economics 52

James Hendries

NOVEMBER 1, 2022

Click here to download a PDF of this report. It is a financial ratio used for valuation: a higher PE ratio means that investors are paying more for each unit of net income, so the stock is more expensive compared to one with lower PE ratio. It is also a major component used to calculate the price-to-earnings valuation ratio.

Marketing 52

Marketing Marketing Manufacturing Economy 52

James Hendries

OCTOBER 11, 2022

Click here to download a PDF of this report. It is a financial ratio used for valuation: a higher PE ratio means that investors are paying more for each unit of net income, so the stock is more expensive compared to one with lower PE ratio. It is also a major component used to calculate the price-to-earnings valuation ratio.

Marketing 52

Marketing Marketing Banking Government 52

James Hendries

SEPTEMBER 7, 2022

Click here to download a PDF of this report. It is a financial ratio used for valuation: a higher PE ratio means that investors are paying more for each unit of net income, so the stock is more expensive compared to one with lower PE ratio. It is also a major component used to calculate the price-to-earnings valuation ratio.

Marketing 52

Marketing Marketing Valuation Insurance 52

James Hendries

AUGUST 15, 2022

Click here to download a PDF of this report. It is a financial ratio used for valuation: a higher PE ratio means that investors are paying more for each unit of net income, so the stock is more expensive compared to one with lower PE ratio. It is also a major component used to calculate the price-to-earnings valuation ratio.

Marketing 52

Marketing Marketing Economy Valuation 52

The Big Picture

OCTOBER 24, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. And there was just a very rich development period, which I think at the time, I don’t know, if I fully appreciate it, I’m someone who likes to see change licensing developments.

Portfolio 130

Portfolio Management Assets Investments 130

James Hendries

SEPTEMBER 20, 2022

Click here to download a PDF of this report. It is a financial ratio used for valuation: a higher PE ratio means that investors are paying more for each unit of net income, so the stock is more expensive compared to one with lower PE ratio. It is also a major component used to calculate the price-to-earnings valuation ratio.

Marketing 52

Marketing Marketing Banking Economy 52

James Hendries

OCTOBER 4, 2022

Click here to download a PDF of this report. It is a financial ratio used for valuation: a higher PE ratio means that investors are paying more for each unit of net income, so the stock is more expensive compared to one with lower PE ratio. It is also a major component used to calculate the price-to-earnings valuation ratio.

Marketing 52

Marketing Marketing Economy Economics 52

Brown Advisory

JANUARY 1, 2023

Download it here > Dear Fellow Investors, If we had to sum up 2022 in one word it would be valuation. War, inflation, recession, deglobalisation, decoupling, strikes, crypto-crash and energy (crisis) all featured but for us the overriding focus for 2022 was valuation. which was greater than our -1.1% relative underperformance.

Investments 52

Investments Investing Valuation Clients 52

The Big Picture

JUNE 18, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. I got the sense that, so Churnin takes 51% for a fairly modest valuation, 10 or $15 million. We over time had licensing and product development revenue. And that was really the end of that.

Media 147

Media Food Advertising Investing 147

The Big Picture

SEPTEMBER 5, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. And we’d sort of turn that into a valuation business. MILLER: Yeah, the challenge is that when we’re looking at valuation of a property, we’re looking more than price.

Sales 130

Sales Numbers Marketing Marketing 130

The Big Picture

OCTOBER 8, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. You know, valuation sense, 00:30:47 [Speaker Changed] Right. The transcript from this week’s, MiB: Vincent Aita of Cutter Capital on the DNA of Biotech Investing , is below.

Healthcare 147

Healthcare Medicine Portfolio Investing 147

James Hendries

JULY 6, 2022

While we acknowledge that a V-shaped recovery is probably not in the cards and prior valuation targets no longer appear achievable, we remain constructive on equities for the second half, but not complacent. Remember stock valuations are inversely correlated to inflation and interest rates. Click here to download a PDF of this report.

Marketing 52

Marketing Marketing Valuation Economy 52

The Big Picture

NOVEMBER 25, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Would you license these models to me? The transcript from this week’s, MiB: Corey Hoffstein on Return Stacking , is below. I’m a broke college student who needs some beer money.

Portfolio 147

Portfolio Management Marketing Marketing 147

The Big Picture

FEBRUARY 7, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. And so Goldman’s valuation is around, you know, 110, $120 billion; and Morgan Stanley’s is around 170. He was taking fees for licensing his name. times book.

Engineering 259

Engineering Banking Numbers Management 259

James Hendries

NOVEMBER 8, 2022

Click here to download a PDF of this report. It is a financial ratio used for valuation: a higher PE ratio means that investors are paying more for each unit of net income, so the stock is more expensive compared to one with lower PE ratio. It is also a major component used to calculate the price-to-earnings valuation ratio.

Marketing 52

Marketing Marketing Government Banking 52