The Irrelevant Investor
JULY 27, 2018
No, the S&P 500 is not a momentum fund. When Netflix was added to the S&P 500 in December 2010, at $10 billion, it represented 0.08% of the index. Today, 1200% later, Netflix has grown to 0.65% of the index and is now the 33rd largest component, behind Pepsi and Disney. With this example and others like it, some people have come to the conclusion that the S&P 500 is really just one giant momentum fund.
Brown Advisory
JULY 27, 2018
The Financial Cost of Food Waste ajackson Fri, 07/27/2018 - 09:00 We all remember being told to clean our plates when we were kids. Unfortunately, that advice hasn’t stopped food waste from becoming a massive problem in the U.S. At Brown Advisory’s recent “Boston Innovates” event on sustainable food systems, we convened a panel of experts and leaders who are working towards food waste solutions.
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Brown Advisory
JULY 27, 2018
The Financial Cost of Food Waste. ajackson. Fri, 07/27/2018 - 09:00. We all remember being told to clean our plates when we were kids. Unfortunately, that advice hasn’t stopped food waste from becoming a massive problem in the U.S. At Brown Advisory’s recent “Boston Innovates” event on sustainable food systems, we convened a panel of experts and leaders who are working towards food waste solutions.
The Irrelevant Investor
JULY 26, 2018
General Motors has done $140 billion in revenue over the last 12 months. Its market capitalization is $53 billion. Based off its price-to-sales ratio (0.37), it's the 9th cheapest stock in the S&P 500. These are facts, but of course there's a lot more to the story. When GM reported earnings today, management reduced its 2018 earnings-per-share forecast to $6, down from an expected range of between $6.30 and $6.60.
Speaker: Amanda Adams, Fractional CFO, CPA
Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Amanda Adams, a seasoned fractional CFO and CPA passionate about transforming back-office operations for finance teams. This session will cover critical best practices and process improvements tailored specifically for accounting professionals.
The Irrelevant Investor
JULY 26, 2018
Yesterday Facebook had a market capitalization of $602 billion. Today it's $500 billion. A 20% decline in one day hurts, a lot, but this is type of move happens from time to time in the strongest stocks. Even after today, Facebook is still up 500% over the last five years. One common theme amongst the best stocks is that they all fall down. To illustrate this point, let's look at what sort of experience a Disney shareholder has had over the last few decades. $1 invested in Disney in 1970 is now
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The Irrelevant Investor
JULY 24, 2018
Larry Page once built a programmable ink-jet printer out of Legos. Sergey Brin was described as a nerdier Steve Jobs. ( Playboy interview ) These guys aren't faking it. Page and Brin met as graduate students at Stanford, where they created an algorithm called PageRank, which would form the basis of Google as we know it today. The search-engine giant became the fastest company ever to reach $1 billion in revenue.
Brown Advisory
JULY 24, 2018
Strong Defense: The Falling Opportunity Cost of Allocating to Bonds ajackson Tue, 07/24/2018 - 09:25 For years, “defense” in portfolios—i.e., allocations to cash and core fixed income holdings—has meant a willingness to accept extremely low returns. But after many years of economic recovery, we finally have reached a point where defensive allocations once again provide a reasonable yield.
Brown Advisory
JULY 24, 2018
Strong Defense: The Falling Opportunity Cost of Allocating to Bonds. ajackson. Tue, 07/24/2018 - 09:25. For years, “defense” in portfolios—i.e., allocations to cash and core fixed income holdings—has meant a willingness to accept extremely low returns. But after many years of economic recovery, we finally have reached a point where defensive allocations once again provide a reasonable yield.
The Irrelevant Investor
JULY 23, 2018
I recently spoke with Michael Samuels about my book and investing in general. Michael is the portfolio manager of Broome Street Capital, a fund that specializes in m&a and event-driven trading. I've done half a dozen podcasts at this point about the book, and this was easily my favorite discussion. Michael is in the business, so it wasn't just a question followed by an answer, but rather a discussion, which I really enjoyed.
Speaker: Abdi Ali, Sr. Lease Accounting Consultant
Join this insightful webinar with industry expert Abdi Ali, who will discuss the challenges that can arise from managing lease accounting with spreadsheets! He will share real-world examples of errors, compliance issues, and risks that may be present within your spreadsheets. Learn how these tools, while useful, can sometimes lead to inefficiencies that affect your time, resources, and peace of mind.
The Irrelevant Investor
JULY 22, 2018
Articles The key to changing your worldview on time is knowing when to trade it for money. By Nick Maggiulli The inversion would likely be a premature “sell equities” signal By Tim Duy China uses control over electronic communication in vastly draconian cyber dystopia ways compared to the wide range of opinions that are allowed online in the rest of the world.
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