Sat.Jun 23, 2018 - Fri.Jun 29, 2018

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Vertical Leap: What’s Driving Vertical Software Companies

Brown Advisory

Vertical Leap: What’s Driving Vertical Software Companies achen Thu, 06/28/2018 - 10:28 In the software industry, the big, horizontal “platform” companies tend to attract the lion’s share of attention from investors and the financial media. Firms like Microsoft and Salesforce are household names at this point; other companies like Workday and ServiceNow are less familiar to the average person but quite well known to the investment community.

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Animal Spirits: Individual Alpha

The Irrelevant Investor

On this week's Animal Spirits, we discuss: Households are long of stocks Robinhood is going for it How many buyers and sellers are needed to create a decent market? Superforecasters A $3 trillion marketplace I've never heard of What to do with inconsistent income Survey says A steady 7% annual return It ain't what you don't know Trust the process TTM versus CAPE Mean reversion in disguise Investors are worried Will you ever be rich?

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Vertical Leap: What’s Driving Vertical Software Companies

Brown Advisory

Vertical Leap: What’s Driving Vertical Software Companies. achen. Thu, 06/28/2018 - 10:28. In the software industry, the big, horizontal “platform” companies tend to attract the lion’s share of attention from investors and the financial media. Firms like Microsoft and Salesforce are household names at this point; other companies like Workday and ServiceNow are less familiar to the average person but quite well known to the investment community.

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The Arc of the (Bond) Covenants

Brown Advisory

The Arc of the (Bond) Covenants achen Tue, 06/26/2018 - 16:11 The warning caveat emptor , or “buyer beware,” is particularly important to heed when investing in bonds late in the credit cycle. At those moments, issuers are pursuing more aggressive refinancing or acquisitions, underwriters are letting weaker credits slip through the cracks, and investors starved for yield are increasingly willing to hold their noses to outperform.

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Less Stress, More Success: Accounting Best Practices & Processes for 2025

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.

article thumbnail

The Arc of the (Bond) Covenants

Brown Advisory

The Arc of the (Bond) Covenants. achen. Tue, 06/26/2018 - 16:11. The warning caveat emptor , or “buyer beware,” is particularly important to heed when investing in bonds late in the credit cycle. At those moments, issuers are pursuing more aggressive refinancing or acquisitions, underwriters are letting weaker credits slip through the cracks, and investors starved for yield are increasingly willing to hold their noses to outperform.