The Big Picture

DECEMBER 5, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. ’cause then I figure I could always be employed either managing the numbers or doing law and get those two degrees. And Bain was kind enough to offer me a job to facilitate.

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Management Investing Investments Numbers 174

The Big Picture

SEPTEMBER 3, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. They do a number of things at Diamond Hill that many other investment shops don’t. So, so you’ve held analyst roles and a number of asset managers.

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Investing Investments Management Valuation 147

The Big Picture

JANUARY 21, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. But the numbers you can’t argue with, I mean, we all know that the brutal math of investing before costs investors collectively will earn the market return after costs.

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Investing Investments Management Retirement 147

Steve Sanduski

MAY 31, 2022

Paul and I discuss: Why prospective buyers and sellers shouldn’t be relying on “industry standard” valuation metrics alone when considering an acquisition. The importance of determining the optimal number of manageable clients for your business. Promoting specialization as a means to attract synergistic buyers.

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The Big Picture

OCTOBER 21, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And so there was a number of less liquid markets that made for quite wide spreads. And so there was certainly a number of different movements, but there was certainly downside of these things.

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Numbers Banking Investing Investments 147

Darrow Wealth Management

APRIL 25, 2023

A downloadable checklist is available at the end of this article. You need to be sure the estate plan authorizes you to do this, obtain appraisals and valuations, and adhere to creditor claim periods in the event of a valid claim against the estate. “Remember, your Social Security number dies with you,” Dzialo says.

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Estate Planning Accounting Taxes Retirement 85

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.

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Assets Management Portfolio Marketing 173

The Big Picture

MAY 7, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. She has a number of investments as as really a entrepreneur and a venture investor. I went in there and the valuation was below a billion dollars. And so the magic number was $388 a month.

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Startup Advertising Engineering Numbers 147

The Big Picture

SEPTEMBER 10, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Second part of our framework is valuation fundamental work. You know, earnings analysis, predicting earnings, whereas a valuation based on kind of where we are in the cycle. Is low, right?

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Valuation Clients Investing Investments 162

The Big Picture

AUGUST 29, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Stitcher , Google , YouTube , and Bloomberg. And it worked out and had multiple job offers coming out of school from a number of different insurance companies. RITHOLTZ: How’d you end up at Merrill Lynch in the 1990s?

Portfolio 130

Portfolio Investing Investments Numbers 130

Trade Brains

MAY 22, 2023

Source: Trade Brains Portal ) Further, you can also add a number of financial ratios in your criteria like ROCE, Current Ratio, ROA, P/Book value, etc. Further, if you can find the annual report of the company, download and read it. Valuation: Find out if its valuation is fair and if it is worth investing in.

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Investing Investments Valuation Assets 98

James Hendries

AUGUST 30, 2022

The numbers. Some of the key numbers include: Estimates for S&P 500 earnings per share (EPS) growth coming into reporting season were around 4.1%. That number looks like it will end up at around 6.2%, according to FactSet estimates [Figure 1]. Click here to download a PDF of this report. IMPORTANT DISCLOSURES.

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Marketing Marketing Valuation Numbers 52

The Big Picture

OCTOBER 17, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Graham Foster] : 00:02:54 That was a number, that was number theory, pure number theory. And whether it’s all numbers or even numbers. It’s part of the system.

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Investing Investments Clients Numbers 130

The Big Picture

NOVEMBER 8, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , and YouTube. CHANCELLOR: And look — yeah, but then if you look at the valuation of the market at that time, the market was — the U.S. All our economic actions are taking place across time.

Banking 147

Banking Valuation Economy Investing 147

Trade Brains

AUGUST 19, 2022

Here’s the link to download the app on the play store. You can read a number of interesting articles regarding stock investing, mutual funds, real estate, income tax, personal finance, etc on this blog. You can also learn about stock market investing in Trade Brains’ recently launched android mobile app. Get Money Rich (GMR).

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Marketing Marketing Investing Investments 59

The Big Picture

OCTOBER 31, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And now we have a number of different hedge funds, some we have in the macro, we have multi-Strat, we have point hedge funds with in technology in the healthcare field. There’s no guarantee.

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Management Investing Investments Portfolio 162

James Hendries

SEPTEMBER 13, 2022

Since last year, the number of part timers who would prefer a full time job is steadily declining. One risk is the high number of workers in temporary help services since these jobs often are the first to go during times of economic uncertainty. Click here to download a PDF of this report. Home Sales Fall (Again).

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Marketing Marketing Economy Valuation 52

The Irrelevant Investor

JULY 24, 2018

After five years as a private business, they went public in 2004 at a valuation of $27B. A googol is the number one followed by 100 zeros (Larry Page thought it was spelled Google). It took them just 28 hours to reach their two-year earn-out milestone of 500,000 downloads. They thought big from day one.

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Engineering Valuation Investing Investments 52

The Irrelevant Investor

NOVEMBER 5, 2018

Stocks on the 52-week low list often appear attractive based on blunt valuation ratios, but in investing, sometimes you get what you pay for. His famous paper, A Quantitative Approach to Tactical Asset Allocation is the most downloaded paper at the SSRN network. I first met Meb through his writing, like so many others.

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Asset Allocation Investing Investments 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. So there are a number of us heading in out of college into the BLS. And how do we think about them from a valuation perspective? ? ?. Transcript: Marta Norton.

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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.

Investing 52

Investing Investments Valuation Clients 52

The Big Picture

JULY 24, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Stitcher , Google , YouTube , and Bloomberg. The fact that you’ve got declining risk appetite, declines are prolonged, deep and valuations mean revert. MIAN: Valuations are ebb and flow. RITHOLTZ: Right.

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Marketing Marketing Economy Valuation 130

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.

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Marketing Marketing Economy Valuation 52

James Hendries

SEPTEMBER 7, 2022

Here are some numbers to illustrate the consistency of this seasonal pattern: Since 1950, the S&P 500 Index has averaged a 0.54% decline in September, the worst of all 12 months. Click here to download a PDF of this report. It is also a major component used to calculate the price-to-earnings valuation ratio.

Marketing 52

Marketing Marketing Valuation Insurance 52

James Hendries

DECEMBER 12, 2022

Click here to download a PDF of this report. It is expressed as a number of years. It is also a major component used to calculate the price-toearnings valuation ratio. times the STAAC’s 2023 S&P 500 earnings per share forecast of $230. IMPORTANT DISCLOSURES.

Portfolio 52

Portfolio Taxes Asset Allocation Investing 52

James Hendries

AUGUST 15, 2022

Click here to download a PDF of this report. It is expressed as a number of years. It is also a major component used to calculate the price-toearnings valuation ratio. IMPORTANT DISCLOSURES. Securities with credit ratings of BBB and above are considered investment grade.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

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.”

Investing 52

Investing Investments Valuation Economics 52

James Hendries

NOVEMBER 15, 2022

Click here to download a PDF of this report. It is expressed as a number of years. It is also a major component used to calculate the price-toearnings valuation ratio. 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 expressed as a number of years. It is also a major component used to calculate the price-toearnings valuation ratio. 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 IMPORTANT DISCLOSURES.

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 expressed as a number of years. It is also a major component used to calculate the price-toearnings valuation ratio. IMPORTANT DISCLOSURES. Securities with credit ratings of BBB and above are considered investment grade.

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 expressed as a number of years. It is also a major component used to calculate the price-toearnings valuation ratio. IMPORTANT DISCLOSURES. Securities with credit ratings of BBB and above are considered investment grade.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

The Big Picture

FEBRUARY 13, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. And like I say, that’s part of why it’s translated to a number of people coming to BlackRock and be with me today. And we have a great team in Asia and Europe.

Economy 147

Economy Numbers Marketing Marketing 147

Carson Wealth

JANUARY 22, 2024

For a broad view of our expectations for the economy, stocks, and bonds in 2024, download our 2024 Market Outlook. We believe the first interest rate cut may come in May, unless inflation data over the next six weeks surprises to the downside or we get terrible payroll numbers. Aggregate Index in 2024.

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Marketing Marketing Economy Portfolio 97

James Hendries

NOVEMBER 1, 2022

Expectations are the economic slowdown will become more pronounced, and as the lagged effect of cumulative rate hikes works its way into the broader economy, the unemployment rate will rise and the number of job openings will continue to fall. Click here to download a PDF of this report. economy grew at a 2.6% IMPORTANT DISCLOSURES.

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Marketing Marketing Manufacturing Economy 52

The Big Picture

DECEMBER 6, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. I was employee number 10. BERRUGA: I mean, cybersecurity is one of our highest conviction themes right now, for a number of reasons, Barry. RITHOLTZ: And where are we now?

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Brown Advisory

DECEMBER 2, 2015

Set hard numbers. This helps to meet your immediate needs and instill discipline in a longterm context, averting excessive spending when valuations are rising. Please download The Advisory to read other articles in this issue including: Off the Beaten Trail. By Taylor Graff, CFA, Asset Allocation Analyst.

Taxes 52

Taxes Clients Estate Planning Portfolio 52

The Big Picture

SEPTEMBER 23, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. They have a number of businesses that they’ve taken over through the debt side of the equation. With a number of different people leading different departments.

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