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On today’s show we discuss: We're shopping online 3. 8 million Americans are not paying their mortgage Why home prices are rising And why they're likely to hold up fine Ben on housing The city exodus Multiples are not valuation (Mauboussin) Druckenmiller offers a bearish warning (2015) Too Dumb, Too Young You are not Stanley Druckenmiller Young investors pile into stocks Is value investing dead?
Do you need to improve your marketing as a financial advisor? Financial advisors across the country are now working from home due to the coronavirus pandemic. Even if you can’t meet with prospects face-to-face, there are steps you can take to improve your marketing—beef up your online presence and attract your ideal clients—without even leaving your couch.
An Advisor’s Guide to “The New Normal” of Business During COVID-19 It’s the “new normal” they say. “We could see a resurgence in the fall,” some warn. #Stayhomestaysafe or some iteration is everywhere you look. So how is a financial advisor supposed to “advise” amidst a lingering pandemic? While a pandemic in it of itself is mind-boggling to grapple with, and if you are an advisor who caters to the retirement demographic, you cannot ignore the fact that they are most impacted by this virus.
Reflections for Five Years of Global Leaders ajackson Tue, 05/12/2020 - 09:38 The Global Leaders strategy is focused on delivering long-term performance by building a concentrated portfolio of market-leading companies from across the globe. We believe that companies that combine exceptional outcomes for their customers with strong leadership can generate high and sustainable returns on invested capital (ROIC) which can lead to outstanding shareholder returns.
As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R
Today’s Animal Spirits is brought to you by YCharts Mention Animal Spirits to receive 20% off when you initially sign up for the service Listen here: On today’s show we discuss: The Fed's going to buy junk bonds Airlines are in big trouble Shanghai Disney Land Air BnB layoffs Air BnB signaling a V shaped recovery Uber Layoffs NBC Universal paycuts Ben's Peloton quote in New York Times The S&P 500 is not a momentum fund $4.5 trillion in stimulus There's a Beef shortage How to save the rest
In March of 1955, Ben Graham was invited to speak to Congress about the stock market. They asked him: When you find a special situation and you decide.that you can buy it for 10 and it is worth 30, and you take a position, and then you cannot realize it until a lot of other people decide it is worth 30, how is that process brought about.what happens?
The value premium, which is this idea that a basket of statistically cheap companies would outperform the market was thought to exist for two reasons: You're being compensated for the extra risk that you're taking. These companies are generally flawed businesses, but investors overdo it to the downside. Basically momentum but in reverse. It has not delivered on either of these premises for a very long time.
The value premium, which is this idea that a basket of statistically cheap companies would outperform the market was thought to exist for two reasons: You're being compensated for the extra risk that you're taking. These companies are generally flawed businesses, but investors overdo it to the downside. Basically momentum but in reverse. It has not delivered on either of these premises for a very long time.
On February 19th, Chipotle had a market capitalization of $25.93 billion. Today it hit a new all-time high of $26.78 billion. What makes this story so interesting is what happened in between. From the peak of ~$26 billion February, in just 20 sessions, the market cap fell to ~$13 billion. 57 sessions later, it's at a new all-time high. I understand that we just experienced an economic shutdown that is without precedent, but come on, how hard is it to value a burrito company?
Reflections for Five Years of Global Leaders. ajackson. Tue, 05/12/2020 - 09:38. The Global Leaders strategy is focused on delivering long-term performance by building a concentrated portfolio of market-leading companies from across the globe. We believe that companies that combine exceptional outcomes for their customers with strong leadership can generate high and sustainable returns on invested capital (ROIC) which can lead to outstanding shareholder returns.
Articles Tech is not driving the extreme valuations today vs. the past By Cliff Asness The cost of rolling into new contracts is the main reason ETF returns differ from physical commodity prices By Adam Collins Genius is obvious, only after it was crazy By Scott Galloway The one and only other time that Berkshire's relative strength hit a five-year low, it didn't stay low for long By Bespoke Investment Group Which value screen is right?
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