Abnormal Returns

JULY 11, 2024

(scheplick.com) NA beer Athletic Brewing is riding the wave of interest in NA beverages to a much higher valuation. bonddad.blogspot.com) We really don't have an analogy for the current economic environment. newsletter.abnormalreturns.com) Mixed media Why are so many concert tours getting cancelled? spyglass.org) RIP, Redbox.

Financial Advising 246

Financial Advising Valuation Media Economy 246

Abnormal Returns

FEBRUARY 11, 2024

wsj.com) Companies Just how important AI is for valuations today. tker.co) The economic schedule for the coming week. newsletter.abnormalreturns.com) Mixed media Private equity is pounding on the door of the NFL. (axios.com) A look at Gary Sernovitz's new novel "Counting House." Then check out our weekly e-mail newsletter.

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Assets Financial Advising Valuation Media 287

Abnormal Returns

AUGUST 17, 2023

finance.yahoo.com) Markets Valuations don't matter in the short term. morningstar.com) Economy Any single economic data point is filled with noise. newsletter.abnormalreturns.com) Mixed media Why does Elon Musk get away with it all? Rates Mortgage rates are at levels not seen since 2001. fortune.com)

Financial Advising 246

Financial Advising Valuation Manufacturing Government 246

Abnormal Returns

DECEMBER 28, 2022

tomtunguz.com) Instacart continues to slash its valuation. calculatedriskblog.com) Indicators show the economic cycle is maturing, but not yet in recession. newsletter.abnormalreturns.com) Mixed media All the players wanting to become the new Twitter. (cnn.com) Big Tech is set to cut costs (and jobs) in 2023.

Financial Advising 243

Financial Advising Valuation Media Economy 243

Abnormal Returns

JUNE 25, 2023

riabiz.com) Companies Nvidia's ($NVDA) valuation has gotten ahead of itself. econbrowser.com) The economic schedule for the coming week. newsletter.abnormalreturns.com) Mixed media Why your brain tricks you into thinking things are getting worse. (awealthofcommonsense.com) Crypto Bitcoin had a good week.

Financial Advising 245

Financial Advising Valuation Retail Media 245

Abnormal Returns

AUGUST 9, 2023

axios.com) Venture capital Why more markdowns are coming to venture capital portfolio valuations. awealthofcommonsense.com) Base effects matter when analyzing economic data. newsletter.abnormalreturns.com) Mixed media Junior consultants are sitting on the beach. (bloomberg.com) In China, new EVs are now cheaper to buy than ICEs.

Financial Advising 238

Financial Advising Economy Valuation Consulting 238

Abnormal Returns

MARCH 20, 2024

marginalrevolution.com) Finance Private equity is stuck between elevated valuations high interest rates and a moribund IPO market. reuters.com) Economy By any reasonable measure, the average American is better off economically than they were four years ago. spyglass.org) This is Apple's ($AAPL) brand promise. ofdollarsanddata.com)

Financial Advising 253

Financial Advising Startup Valuation Economy 253

The Big Picture

APRIL 24, 2023

It is a meaningless, media-creation fiction, a rule of thumb with no evidence showing it to be significant 1 (beyond the fact we have that many fingers and toes). They all have different sensitivities to economic factors like trade, inflation, commodities, and growth. Note we have not even referencing the valuation debate.

Economics 300

Economics Marketing Marketing Portfolio 300

The Big Picture

JUNE 20, 2024

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. Making good progress on the book, about 60-70% finished (I feel good about it). The table above shows the major market peaks going back to 1990.

Marketing 196

Marketing Marketing Valuation Media 196

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

Dear Mr. Market

APRIL 2, 2025

Historically, this bracket has been dominated by the tech sector, but after years of outsized gains, big tech valuations are stretched. Teslas falling stock price, quality control issues, and the negative media attention surrounding Elon Musk leave the electric vehicle leader in a precarious position.

Investing 78

Investing Investments Valuation Advertising 78

Abnormal Returns

FEBRUARY 16, 2023

(howardlindzon.com) Private assets Why private equity needs much better valuations. bloomberg.com) Economy What does a 'no landing' economic scenario look like? newsletter.abnormalreturns.com) Mixed media Seth Godin, "Lossy compression is forever. ft.com) Why where investors mark the portfolios can be all over the place.

Financial Advising 147

Financial Advising Engineering Valuation Retail 147

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

NOVEMBER 9, 2024

Over several months, this trader generated impressive returns by following social media trends and timing market sentiment. No matter how well-timed the trades might have seemed, cryptocurrency prices are largely driven by factors beyond social media sentiment.

Investing 52

Investing Investments Media Portfolio Management 52

Abnormal Returns

JULY 20, 2023

Strategy Why stock market valuations are logically higher today than they were in the past. marketwatch.com) What's driving economic pessimism? newsletter.abnormalreturns.com) Mixed media Not everyone in the C-suite wants to return to the office. ofdollarsanddata.com) Why compounding is still unheralded. wsj.com) The U.S.

Financial Advising 130

Financial Advising Valuation Media Economy 130

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. 76 5 NXST NEXSTAR MEDIA GROUP INC $154.70 $4,799 9.0 Quality Percentile Value Percentile TEX TEREX CORP $48.62 $3,248 7.1 81 4 GIII G-III APPAREL GROUP LTD $31.46 $1,381 8.2

Valuation 52

Valuation Economics Media Investing 52

Abnormal Returns

JUNE 11, 2023

wsj.com) How a seed investor approaches valuation discussions. axios.com) The economic schedule for the coming week. newsletter.abnormalreturns.com) Mixed media AI is going to create a cognitive burden on all of us. (om.co) Twitter really hates paying its bills. hunterwalk.com) Focus matters for VCs.

Financial Advising 130

Financial Advising Startup Budgeting Valuation 130

Trade Brains

OCTOBER 7, 2024

Additionally, foreign investors are shifting funds from India to China, attracted by lower valuations. These valuations reflect different economic conditions and investor sentiments in each country. On the other hand, low P/E ratios might signal undervaluation or economic challenges.

Valuation 52

Valuation Marketing Marketing Government 52

Cornerstone Financial Advisory

NOVEMBER 18, 2024

Confident consumers tend to spend money, which may take some pressure off the Fed as it looks to manage economic activity. This Week: Key Economic Data Monday: Fed Official Austan Goolsbee speaks. Ironically, strong retail sales numbers—while a sign of a strong economy—send a mixed message to investors. Housing Market Index.

Marketing 52

Marketing Marketing Economics Taxes 52

The Big Picture

AUGUST 16, 2022

The firm that he’s built is one of those very quiet, very successful entities that without a whole lot of media coverage, without a whole lot of fanfare, just amassed an enormous amount of capital because they’ve done so well for their clients over time. How does this impact global trade and other economic factors?

Management 306

Management Assets Risk Management Marketing 306

The Big Picture

APRIL 17, 2025

You see this all the time: After a huge run of spectacular gains, the media fetes a manager, and buyers pour in late. My advice was not based on fear of a bubble or the (over)valuation of Yahoo; rather, I suggested employing a regret minimization framework.2 This was just before an 81% collapse that bottomed in December 2023.

Investing 130

Investing Investments Accounting Startup 130

Validea

SEPTEMBER 16, 2022

In one high-profile example, the South African-based Naspers reduced much of its stake in the gaming and social media company Tencent, selling off 1.1 Many early backers of some of China’s most successful tech companies are starting to withdraw their support, according to an article in Forbes.

Valuation 59

Valuation Economics Government Media 59

The Big Picture

APRIL 18, 2023

In the short run, there can be distortions in public market valuations as we saw in 2001 and we saw prior to that in 2007, and prior to that in 2000, in ‘99. BARATTA: The media conglomerate? Valuations go up and you saw it, of course, in the late ‘90s, in the tech sector. So we share themes and we share these economic signals.

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Assets Investing Investments Valuation 163

Cornerstone Financial Advisory

APRIL 3, 2023

Inflation Grinds Lower I n an otherwise news-light week, Friday saw the release of February’s personal income and outlays report, which provides insight into inflation and consumer expenditures, the dominant contributor to economic growth. 4 This Week: Key Economic Data Monday: Institute for Supply Management (ISM) Manufacturing Index.

Marketing 59

Marketing Marketing Taxes Economics 59

Bell Investment Advisors

AUGUST 2, 2023

Bureau of Economic Analysis showed the domestic economy grew at an inflation-adjusted pace of 2.4% The most economically sensitive industries saw the strongest stock price gains. The low interest rates that justified higher stock valuations are not so low anymore. Part of that answer can be found in the strength of the U.S.

Economy 52

Economy Valuation Investment Advisor Economics 52

Investing Caffeine

JUNE 3, 2024

Bad economic news turned out to be good news for stocks. This time around, good economic news meant bad news for stock prices, primarily because the Federal Reserve was slamming the brakes on the economy by increasing the Federal Funds interest rate target. The S&P 500 surged +16.3% (see chart below). What did the stock market do?

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Risk Tolerance Economics Economy Asset Allocation 52

Investing Caffeine

NOVEMBER 1, 2021

With the COVID Delta variant subsiding ( see chart below ), economic activity rising ( Q4 GDP is estimated at +4.8% ), and corporate profits going gang busters (33% growth and 84% of corporations are beating Q3 estimates ), it should come as no surprise that stock market values continue to rise. this month (+22.6%

Government 52

Government Valuation Investing Investments 52

Cornerstone Financial Advisory

AUGUST 22, 2022

Despite the week’s losses, stocks exhibited resiliency in the face of a string of troubling economic news that included flat retail sales, weak housing numbers, an inversion in the yield curve, and tepid economic data out of China. This Week: Key Economic Data. The market rally that began in mid-June paused last week.

Marketing 59

Marketing Marketing Economics Taxes 59

Brown Advisory

DECEMBER 14, 2017

They have attracted attention as a group—as a success story and, more recently, as a target of skeptics— but these companies have far less in common than the “FANG” acronym and associated media coverage suggest. Investors also tend to naturally focus their valuation fears on big, rapidly growing stocks.

Valuation 52

Valuation Advertising Clients Investing 52

Brown Advisory

DECEMBER 14, 2017

They have attracted attention as a group—as a success story and, more recently, as a target of skeptics— but these companies have far less in common than the “FANG” acronym and associated media coverage suggest. Investors also tend to naturally focus their valuation fears on big, rapidly growing stocks.

Valuation 52

Valuation Advertising Clients Investing 52

Trade Brains

MARCH 1, 2024

R K Swamy IPO Review About the R K Swamy Company R K Swamy is one of the leading marketing services providers, offering single-window solutions for creative, media, data analytics, and market research services. High Working Capital Requirements: The company reserves spaces for its clients with media houses and other digital platforms.

Advertising 59

Advertising Communication Media Clients 59

David Nelson

MAY 15, 2023

Bubbles can last a long time The good news is that these technological achievements can drive investments and economic activity for long periods of time. In the months to come those numbers will rocket higher as the media and CEOs push the technology as the next big thing. I know what you’re saying. It can’t be done.

Valuation 59

Valuation Communication Medicine Investing 59

Brown Advisory

SEPTEMBER 3, 2015

China’s plummeting stock prices, slowing economic growth and currency volatility have pushed many investors out of the market. Behind the change in investor sentiment lies deteriorating economics in China. Economic recoveries usually feature a surge in consumption as employment and wages rebound. Dream or Opportunity?

Insurance 52

Insurance Portfolio Management Clients Government 52

The Big Picture

MAY 7, 2024

She had very senior roles at places like Yahoo, Pinterest, demand Media Business Week. You know, we look at these economic busts or these market crashes, and it’s obvious in hindsight what spectacular opportunities there they were. And then we’d write that content and it was called Demand Media. Barry Ritholtz : Huh.

Startup 148

Startup Advertising Engineering Numbers 148

Trade Brains

FEBRUARY 20, 2024

The article was published in ‘The Economic Times’ bringing lots of fame to the agency and its founder. Outlook Money begins each edition with a topic that covers any ongoing economic scenario or gives a basic outlook of the market. The Magazine’s prime focus is on economic trends and their effect on a particular sector.

Marketing 59

Marketing Marketing Startup Education 59

Brown Advisory

JULY 22, 2020

Though China’s on-ramp to economic prosperity was cheap labor and manufacturing, its government set ambitious goals to move up the value chain and become a global leader in technology. In a relatively short period of time, China has become an enormous market for social media, mobile transactions, AI, and more. processed $2.2

Startup 52

Startup Government Manufacturing Clients 52

Brown Advisory

JULY 22, 2020

Though China’s on-ramp to economic prosperity was cheap labor and manufacturing, its government set ambitious goals to move up the value chain and become a global leader in technology. A 2016 study from the World Economic Forum showed that China now produces more STEM graduates each year than any other country—4.7 processed $2.2

Startup 52

Startup Government Manufacturing Clients 52