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FEBRUARY 5, 2024

Strategy Valuations matter, but using them in your investment process is a challenge. ft.com) Economy The U.S. is leading the global economy, post-pandemic. newsletter.abnormalreturns.com) Mixed media How the media covers earnings season. hbr.org) A look at the tail winds behind the aggregates business.

Financial Advising 264

Financial Advising Media Valuation Economy 264

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SEPTEMBER 7, 2023

theirrelevantinvestor.com) Big tech stocks have their own valuation experience. nytimes.com) Economy Weekly initial unemployment claims are off their lows of a year ago. disciplinefunds.com) Have Fed rate hikes already worked its way through the economy? stock market of late. bloomberg.com) Salt Lake City is booming.

Financial Advising 288

Financial Advising Valuation Economy Insurance 288

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SEPTEMBER 1, 2024

wsj.com) Good luck trying to time the stock market using valuation metrics. ft.com) Policy Why housing (policy) matters so much for the economy. wsj.com) Economy Q3 GDP is tracking mid-2% growth. newsletter.abnormalreturns.com) Mixed media Why Americans have seemingly stopped moving. Don't let anyone tell you otherwise.

Financial Advising 294

Financial Advising Valuation Economy Economics 294

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MAY 2, 2024

Does that mean you are less enamored of Berkshire shares at current valuations? ' (barrons.com) How long will Ajit Jain stay in the lead of Berkshire's insurance business? riabiz.com) Why Hunterbrook Media is going to struggle at its dual missions. semafor.com) Economy The quits rate keeps falling.

Financial Advising 260

Financial Advising Startup Media Valuation 260

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MARCH 13, 2024

on.ft.com) There is still a lot of uncertainty around office building valuations. axios.com) Economy "Real aggregate non-supervisory payrolls made a new all-time high in February." newsletter.abnormalreturns.com) Mixed media How the interstate highway system changed America forever. Then check out our weekly e-mail newsletter.

Financial Advising 316

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JUNE 27, 2024

hbr.org) Startups SpaceX is doing a tender at a $210 billion valuation. nytimes.com) Economy Continuing unemployment claims are heading higher. (safalniveshak.com) Companies Monster Beverage ($MNST) is unique not only for its stock performance. kyla.substack.com) How Starbucks ($SBUX) devalued its brand.

Financial Advising 277

Financial Advising Startup Valuation Manufacturing 277

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OCTOBER 26, 2023

bestinterest.blog) 60/40 portfolios Where the valuation of the 60/40 portfolio stands. vox.com) Economy The U.S. economy grew at a 4.9% newsletter.abnormalreturns.com) Mixed media We can never solve the problem of inequality, but we can make it the baseline for everyone higher. rate in Q3.

Financial Advising 278

Financial Advising Valuation Portfolio Economy 278

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DECEMBER 7, 2023

(techcrunch.com) SpaceX SpaceX is reportedly planning a tender offer for employee shares at a $175 billion valuation. axios.com) Economy Kyla Scanlon, "People are complex and economics doesn’t (can’t!) (abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? thedailybeast.com)

Digital Media 273

Digital Media Electronics Financial Advising Startup 273

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SEPTEMBER 17, 2023

frontofficesports.com) Why seed stage valuations haven't dropped as much as you would think. longreads.com) Populism is bad for a country's economy. marginalrevolution.com) Economy Shouldn't there be more layoffs by now? Finance Goldman Sachs ($GS) want to sell HNW clients a piece of a sports franchise.

Financial Advising 288

Financial Advising Valuation Economy Economics 288

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MARCH 17, 2024

Markets Market valuations aren't that helpful in the short term. bloomberg.com) Economy Consumer balance sheets are in good shape. newsletter.abnormalreturns.com) Mixed media On the end of the 6% real estate commission. tker.co) The U.S. yield curve has been inverted for a record amount of time. nytimes.com)

Financial Advising 288

Financial Advising Commission Valuation Consulting 288

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JANUARY 20, 2023

ft.com) Startups How unicorns are dealing with the decline in valuations. theinformation.com) The bloom is off the 'passion economy' rose? ft.com) Economy Existing home sales plunged in December. newsletter.abnormalreturns.com) Mixed media Why did Amazon ($AMZN) kill Amazon Smile? Those stakes are set to change hands.

Investments 246

Investments Investing Startup Financial Advising 246

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JUNE 15, 2023

(theinformation.com) Is there an AI premium for startup valuations? etf.com) Economy The change in weekly initial unemployment claims are are nearing recessionary levels. newsletter.abnormalreturns.com) Mixed media Remember the creator economy? tomtunguz.com) AI-generated junk is flooding Etsy ($ETSY).

Financial Advising 244

Financial Advising Startup Valuation Economy 244

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OCTOBER 24, 2022

(theinformation.com) Snowflake ($SNOW) is growing into its valuation. economist.com) Economy This high yield bond indicator is signalling economic trouble ahead. newsletter.abnormalreturns.com) Mixed media On the difference between a mentor and a coach. thediff.co) Global How the U.S. is trying to throttle China chip production.

Marketing 246

Marketing Marketing Financial Advising Valuation 246

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JULY 11, 2024

scheplick.com) NA beer Athletic Brewing is riding the wave of interest in NA beverages to a much higher valuation. npr.org) Economy June CPI actually fell. newsletter.abnormalreturns.com) Mixed media Why are so many concert tours getting cancelled? wsj.com) Should minors be allowed to buy non-alcoholic drinks? theverge.com)

Financial Advising 246

Financial Advising Valuation Media Economy 246

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FEBRUARY 11, 2024

wsj.com) Companies Just how important AI is for valuations today. nber.org) Economy The Federal Reserve has all the data in the world, and still gets things wrong. 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."

Assets 287

Assets Financial Advising Valuation Media 287

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JANUARY 30, 2023

klementoninvesting.substack.com) Economy Signs that the U.S. 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."

Financial Advising 246

Financial Advising Media Valuation Economy 246

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JANUARY 3, 2023

wsj.com) Startups are going to experience a "new normal" valuation-wise. avc.com) SpaceX is raising new capital at a $137 billion valuation. nytimes.com) The UK has 'deconverged' from the rest of the global economy. nytimes.com) Economy Where various measures of the jobs market stand. seths.blog).

Startup 242

Startup Valuation Financial Advising Distribution 242

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AUGUST 9, 2023

(axios.com) Venture capital Why more markdowns are coming to venture capital portfolio valuations. news.crunchbase.com) China China's economy is now experiencing deflation. economist.com) Economy A re-accelerating economy risks higher base inflation. hunterwalk.com) Do VC platform teams add value? auren.substack.com)

Financial Advising 238

Financial Advising Economy Valuation Consulting 238

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SEPTEMBER 14, 2023

wsj.com) Databricks just raised fresh capital at a $43 billion valuation. disciplinefunds.com) Economy It's still hard to see a recession on the horizon. bonddad.blogspot.com) The resumption of student loan repayments will hit the economy. ft.com) The UFC and WWE are now a part of TKO Group Holdings ($TKO).

Financial Advising 278

Financial Advising Advertising Economy Valuation 278

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MAY 26, 2023

tomtunguz.com) Morgan Housel, "Companies should want the valuation they deserve, and not a penny more." nytimes.com) Lower natural gas prices are helping buoy the global economy. wsj.com) Economy The current bout of inflation is nothing if not complicated. collabfund.com) The 100 most reputable companies in America.

Financial Advising 245

Financial Advising Valuation Retail Economy 245

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APRIL 25, 2024

allstarcharts.com) What are to make of the big, and persistent, valuation disparities between large and small caps. klementoninvesting.substack.com) Economy Q1 2024 GDP came in at 1.6% newsletter.abnormalreturns.com) Mixed media Companies should stop giving out inflated 'senior' titles. marginalrevolution.com)

Accounting 264

Accounting Consulting Financial Advising Valuation 264

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DECEMBER 20, 2023

(finance.yahoo.com) Hipgnosis is having a hard time coming up with song valuations. visualcapitalist.com) Economy The Fed is moderately tight. newsletter.abnormalreturns.com) Mixed media The case against setting goals for the new year. theguardian.com) Another (big) mall bites the dust. Don't let them define your life.

Financial Advising 260

Financial Advising Valuation Media Economy 260

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OCTOBER 31, 2022

allstarcharts.com) And valuations are still attractive. fortune.com) Economy Three things that are dampening economic pain, including remote work. theirrelevantinvestor.com) Media mentions of recession do tick higher before a recession. newsletter.abnormalreturns.com) Mixed media Five insights from Jonathan D.

Financial Advising 246

Financial Advising Media Valuation Retail 246

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DECEMBER 5, 2022

Markets Small cap stocks stand out for their cheap valuations. morningstar.com) Economy The labor economy drives spending, not savings. newsletter.abnormalreturns.com) Mixed media How Twitter's decision to backtrack on moderation will affect other companies. morningstar.com) Why have energy stocks and oil prices diverged?

Startup 244

Startup Marketing Marketing Financial Advising 244

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OCTOBER 16, 2022

on.ft.com) Companies Instacart keeps slashing its valuation in anticipation of an IPO. conversableeconomist.com) Economy How much impact is the Fed having on the real economy? newsletter.abnormalreturns.com) Mixed media What life skills you need before moving out on your own. Then check out our weekly e-mail newsletter.

Financial Advising 242

Financial Advising Portfolio Valuation Economy 242

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SEPTEMBER 20, 2023

behaviouralinvestment.com) IPOs Putting a valuation on Instacart ($CART). neckar.substack.com) Economy Don't get too hung up on all the various real-time GDP forecasts. newsletter.abnormalreturns.com) Mixed media Five insights from "Where Is My Office?: Strategy A wide range of outcomes is always on the table.

Financial Advising 264

Financial Advising Valuation Media Economy 264

Abnormal Returns

AUGUST 22, 2023

theirrelevantinvestor.com) Do market valuations mean revert over time? ft.com) It's hard to find much that is going well for the Chinese economy. newsletter.abnormalreturns.com) Mixed media Top tier shopping malls are still doing just fine. Markets The stock market is laser focused on interest rates.

Financial Advising 246

Financial Advising Valuation Retail Media 246

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MARCH 20, 2024

marginalrevolution.com) Finance Private equity is stuck between elevated valuations high interest rates and a moribund IPO market. entertainmentstrategyguy.com) Global It's hard to put a positive spin on Brexit for the UK economy. newsletter.abnormalreturns.com) Mixed media Kevin Kelly, "Don't be the best, be the only."

Financial Advising 253

Financial Advising Startup Valuation Economy 253

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JULY 28, 2023

tomtunguz.com) With valuations down, why aren't big tech companies buying more startups? reasonstobecheerful.world) Economy The Fed's favorite inflation indicator, the PCE, moderated in June. newsletter.abnormalreturns.com) Mixed media Why you should strive to be unique, not #1. Then check out our weekly e-mail newsletter.

Financial Advising 240

Financial Advising Startup Valuation Media 240

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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 Media 246

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JANUARY 27, 2023

nytimes.com) Companies Revisiting Tesla's ($TSLA) valuation, post-Twitter fiasco. thebasispoint.com) Housing The Fed's policies are hitting the economy primarily through the housing channel. newsletter.abnormalreturns.com) Mixed media We are still learning how to live with e-mail, Slack etc. paulgraham.com)

Financial Advising 245

Financial Advising Distribution Valuation Media 245

Abnormal Returns

DECEMBER 28, 2022

tomtunguz.com) Instacart continues to slash its valuation. wired.com) Economy The October Case-Shiller numbers show the rollover in housing prices. 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. infovores.substack.com).

Financial Advising 243

Financial Advising Valuation Media Economy 243

Abnormal Returns

JUNE 27, 2023

bloomberg.com) SpaceX's valuation keeps rising, due in part to Starlink's success. morningstar.com) Economy Home prices peaked June 2022. newsletter.abnormalreturns.com) Mixed media Is the Apple ($AAPL) Vision Pro the future of movie watching? axios.com) Finance The private equity crowd is finding mega-deals hard to come by.

Asset Allocation 243

Asset Allocation Financial Advising Startup Valuation 243

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JUNE 25, 2023

riabiz.com) Companies Nvidia's ($NVDA) valuation has gotten ahead of itself. axios.com) Economy Where various recession probability models stand. 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

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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)." wsj.com) Economy There is a record number of housing units currently under construction. tomtunguz.com) A reading list on how to go about getting started in angel investing.

Financial Advising 245

Financial Advising Valuation Media Taxes 245

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JANUARY 9, 2023

axios.com) Finance Private equity managers are abusing their discretion when it comes to valuations. theverge.com) Economy Roger Lowenstein, "The only “good” Fed is that one promotes sustainable growth. newsletter.abnormalreturns.com) Mixed media Form Energy has broken ground on a factory to build its iron-air batteries.

Financial Advising 242

Financial Advising Valuation Media Economy 242

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AUGUST 6, 2023

michaelparekh.substack.com) Venture capital Q2 2023 startup data from AngelList show median valuations back to pre-pandemic levels. nytimes.com) Economy How political affiliation has polluted economic sentiment. newsletter.abnormalreturns.com) Mixed media Gregg Doyel, "There is no tradition in college football.

Financial Advising 246

Financial Advising Startup Economics Valuation 246