Sat.Jan 30, 2021 - Fri.Feb 05, 2021

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Large Caps Are…Underperforming?

The Irrelevant Investor

Big stocks get all of the attention, and for good reason. Apple and Amazon each reported $100 billion in revenue in their most recent quarter. We haven't seen numbers like this since Exxon and Walmart did it in the early 2000s. The big 5 are doing $200 billion in free cash flow, vaulting their market cap past $8 trillion. They now represent more than a quarter of the market cap of the entire S&P 500, up from 8% in 2013.

Numbers 52
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Investment Insights: What you need to know about Technology in 2021

Brown Advisory

Investment Insights: What you need to know about Technology in 2021 jharrison Fri, 02/05/2021 - 05:00 On the 27 January 2021, Priyanka Agnihotri , Head of the Equity Research Team at Brown Advisory in London and our Equity Research Analysts, John Canning and Lauren Cahalan took part in a virtual panel discussion on What you need to know about Technology in 2021.

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What Are the Leading and Lagging Indicators of Marketing Success? (Video)

Indigo Marketing Agency

Marketing for financial advisors is a long-term game. It generally takes one year from the time someone learns about you for them to officially move over their accounts. Still, there are certain indicators you can look for to know whether or not your marketing is working. Watch this 3-minute video to learn about: The leading and lagging indicators of success for marketing Key data points to look at to know if your marketing is working Results you should expect to see within 6 to 12 months of

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How smart planning can reduce your taxes?

Truemind Capital

The time is the middle of December and Rohit was busy finishing a task at work when he receives an email from his company’s HR. HR is asking to submit investment proofs by the end of the month. This reminded him of the last time when he didn’t submit any investment proof, a significant portion of his salary was deducted in lieu of taxes.

Taxes 52
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Pricing for Profit: How to Set, Negotiate, and Succeed

Speaker: Igli Laci, Strategic Finance Leader

In today’s competitive market, pricing is more than just a number — it’s the cornerstone of profitability. The right pricing strategy ensures that you capture the true value of your offering, paving the way for sustainable growth and long-term success. Join Igli Laci, Strategic Finance Leader, in this exclusive session where he will explore how a well-crafted pricing approach balances customer perception with business objectives, creating a powerful tool for securing both competitive advantage a

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Animal Spirits: Commission-Free Insurance

The Irrelevant Investor

Today’s Animal Spirits is brought to you by DPL Financial Partners On today’s show we discuss: -How insurance products are typically sold -How commission-free products are changing the industry -How annuities can fit into a financial plan, and much more Listen here Investor resources: Annuity comparison tool Financial planning and modeling with commission-free structured variable annuities Case studies DPL Capital raise Contact us at animalspiritspod@gmail.com with any feedback, recommendations,

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Agriculture Industry: Trading and Risk Management

Risk Management Guru

There is a race on across the globe towards increasing productivity and efficiency in the agriculture industry and making the businesses more sustainable. What we need is a fundamental shift in the way agriculture companies handle trading and risk operations and processes. Continuous pressure to increase operational efficiency, decrease reaction times, drive efficient collaboration and take informed decisions is at an all-time high.

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De-Grossing and the Butterfly Effect

The Irrelevant Investor

Man, what a roller coaster the past few days has been. As the dust from the atom bomb settles, I've been wondering just how contained this incident really is. I couldn't help but think about the likelihood of a butterfly effect. When a GameStop short flaps its wings, ah nevermind, you've seen the movie. Sure, the names don't amount to much, as Michael Santol pointed in his column over the weekend: The total market capitalization of the stocks with a short-to-float ratio above 20% is only about $

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Animal Spirits: The Big Squeeze

The Irrelevant Investor

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 If you're looking to join the team, hit this link On today’s show we discuss : Who owns the stock market? Hedge funds got hit in the squeeze Melvin Capital got it the worst But these suits made a killing So did these suits Citron is throwing in the towel on short-selling research Santoli on what happened last week Here's Matt Levine's take Cullen on short-sel

Banking 52
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It Feels Like the Game is Rigged

The Irrelevant Investor

There are about a million and one different angles to consider when talking about the big story in the stock market. The most important thing that's happening is the deterioration of faith that people have in financial institutions. Once trust is lost, it's almost impossible to gain it back. Memes aside, this is no laughing matter. A listener I'll call Jimmy asked us to comment on this: My wife recently came into a large sum of money about two weeks ago.

Retail 52
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Auditpalooza: Rocking the Month-End Close Audit

Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem

A good, fast, clean audit leads to a happy work life. Join us in this one-hour webinar, where we share the best ways to prepare and conduct your audit process to maximize audit satisfaction and minimize administrative time in month-end close and financial reporting. Learning objectives: This course objective is to review leading practices to maximize audit success.

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Global Leaders Investment Letter - Q4 2020

Brown Advisory

Global Leaders Investment Letter - Q4 2020 jharrison Mon, 02/01/2021 - 08:25 Just want the PDF? Download it here > What is Time? What is Space? One of the most important investing reminders of 2020 was around one of the few sources of investment edge: time. In particular, what is the right time-frame? Behavioural psychologists have repeatedly and consistently demonstrated that in periods of intense stress, our brain’s limbic system (a.k.a. survival system) overrides kick-in and our time horizon

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Global Leaders Investment Letter - Q4 2020

Brown Advisory

Global Leaders Investment Letter - Q4 2020. jharrison. Mon, 02/01/2021 - 08:25. Just want the PDF? Download it here >. What is Time? What is Space? One of the most important investing reminders of 2020 was around one of the few sources of investment edge: time. In particular, what is the right time-frame? Behavioural psychologists have repeatedly and consistently demonstrated that in periods of intense stress, our brain’s limbic system (a.k.a. survival system) overrides kick-in and our time hori

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These Are the Goods

The Irrelevant Investor

Articles I’ve been waiting for the day when being a failed mid-50’s former portfolio manager would come in handy! (By Dave Nadig) Social momentum is hard to model on a spreadsheet (By Morgan Housel) For a brief moment exactly than ten years ago, Volkswagen was 14x bigger than Amazon (By Drew Dickson) A quick trip through internet history (By Packy McCormick) Serious startups create serious value (By Jared Heyman) Can you imagine spending your entire career building a fund only to be taken down b

Startup 52