Brown Advisory

JANUARY 18, 2024

The Pulitzer Prize winner’s second book, an epic about the engineering and construction of the Brooklyn Bridge in the mid-to-late 19th century has stood the test of time, much like its subject. The question for investors today is whether this optimistic scenario is largely priced into valuations.

Marketing 52

Marketing Marketing Valuation Clients 52

Trade Brains

JULY 8, 2023

Debt Equity Ratio 0 Face value (in Rs) 2 Best Low PE Small Cap Stocks #2 – PTC India PTC India Financial Services , which has been promoted by PTC (Power Trading Corporation) India Ltd is a leading power trading solutions provider in India. PTC India Financial Services 6.03 PTC India Financial Services 6.03

Manufacturing 52

Manufacturing Government Engineering Financial Services 52

The Big Picture

MAY 9, 2023

And my dad had always said, as many young kids get this advice, doctor, lawyer, accountant, engineer. And again, I ended up in the financial services audit practice at KPMG. Samantha Danziger is my audio engineer, Atika Valbrun is my project manager Sean Russo is my researcher, Paris Wald is our producer. RITHOLTZ: Sure.

Assets 299

Assets Clients Investing Investments 299

Trade Brains

SEPTEMBER 12, 2024

The Bajaj Group’s strong brand presence and a well-diversified portfolio in the financial services sector played a significant role in the overwhelming response to this IPO. Tata Technologies: 73.6 Lakhs Applications Tata Technologies’ IPO was another highly anticipated public offering, attracting 73.6 lakh applications.

Pharmaceutical 52

Pharmaceutical Retail Government Healthcare 52

The Big Picture

OCTOBER 24, 2022

And how do we think about them from a valuation perspective? And actually, that sweet, that collection of strategies, which is in the Morningstar alternatives fund is where a lot of our portfolio managers were turning to at the end of last year when, you know, fixed income is so poor on a prospective basis, equity, valuations are really high.

Portfolio 130

Portfolio Management Assets Investing 130

The Big Picture

OCTOBER 31, 2023

And so our initial thrust was what our first hedge fund called Bay Pond, which is a financial services hedge fund, started by Nick Adams back in 1994, which will, I guess be celebrating its 30th anniversary next year. Post money valuations until the market has changed dramatically. 00:09:40 [Speaker Changed] Correct.

Management 162

Management Investing Investments Portfolio 162

The Big Picture

MARCH 5, 2024

So I saw many companies then taxed and financial services. What happened over the last year and a half or so is rates went up and valuations went down. Sarah Livesey is my audio engineer. So for me it was much more around, you know, being around fantastic people and really taking advantage of opportunities.

Banking 147

Banking Portfolio Assets Investing 147

The Big Picture

AUGUST 15, 2023

What’s the valuation? Certainly in financial services, we recognize now that there are all these microaggressions that have been in place for decades. I got an engineer, I got all the latest equipment. RITHOLTZ: Right. So you had written, you spend 99% of the time assessing the merits of the deal.

Management 130

Management Investing Investments Government 130

Indigo Marketing Agency

OCTOBER 25, 2019

There are 65% of Americans who still do not trust financial services, and it’s not that they don’t trust you, that you’re going to steal their money, they don’t trust that, am I getting a return on the investment that we’re making? What kind of valuations are you seeing? CA: Absolutely.

Clients 52

Clients Financial Advisor Planning Numbers 52

The Big Picture

JUNE 13, 2023

You know, that’s one thing in Europe where London was, I actually think, still remains the one place where you want to get exposure when you join financial services. And so we go back to the basics of what our job should be, risk underwriting, risk assessment, asset prices are different from asset valuation.

Banking 147

Banking Assets Investing Investments 147

The Big Picture

SEPTEMBER 5, 2023

And we’d sort of turn that into a valuation business. So before we get to the pandemic, which obviously had an enormous outsized effect on real estate, let’s talk a little bit about the financial crisis in the mid-2000s, a lot of real estate companies crashed and burned then. RITHOLTZ: Wow, that’s amazing.

Sales 130

Sales Numbers Marketing Marketing 130

Trade Brains

NOVEMBER 26, 2023

Operating Profit Margin (%) 44.50% Net Profit Margin (%) 28.50% Top IT Stocks With High FII Holdings #2 – Cyient Cyient is a global Engineering and Technology Company. It is a leader in Plant and Product engineering services with customers across the energy, process, oil, gas, and manufacturing industries. Market Cap (Cr.)

Recruitment 102

Recruitment Startup Engineering Education 102

The Big Picture

APRIL 18, 2023

In the short run, there can be distortions in public market valuations as we saw in 2001 and we saw prior to that in 2007, and prior to that in 2000, in ‘99. Valuations go up and you saw it, of course, in the late ‘90s, in the tech sector. You saw it in the financial services sector. BARATTA: Yeah. In the long run.

Assets 162

Assets Investing Investments Valuation 162

The Big Picture

FEBRUARY 28, 2023

And this isn’t dissimilar from what’s happened in prior eras within the financial services sector. And then the related question is, how dependent are private markets on public market valuations? LAYTON: — some of the differences in valuation that have been out there. Justin Milner is my audio engineer.

Investing 147

Investing Investments Clients Assets 147

The Big Picture

APRIL 11, 2023

 The transcript from this week’s, MiB: Aswath Damodaran: Valuations, Narratives & Academia , is below. You’re known as the dean of valuation. He said, oh, dean of valuation, it’s easier to say. So let’s start with the question, what led you to focus on valuation? RITHOLTZ: Right. And I said, why?

Valuation 298

Valuation Education Numbers Government 298

The Big Picture

JANUARY 27, 2025

It is a financial services hub. It’s certainly not New York City, but it’s, it’s definitely the top two or three in terms of large financial services. And there’s a lot of aspects of financial services, and this is somewhat timely. And, and, and we’ve the talent’s there.

Assets 147

Assets Insurance Investing Investments 147

The Big Picture

MAY 21, 2024

00:01:58 [Savita Subramanian] Well, I started out as an electrical engineering computer science major. 00:03:00 [Speaker Changed] I read a quote from you way back when you said your parents were pushing you to be either an engineer or a doctor. My dad was an engineer and my mom was a software person, so Oh, really?

Numbers 147

Numbers Management Banking Marketing 147

The Big Picture

MAY 16, 2023

Literally the first check-in to Robinhood, which went public in 2021 at about a $34 billion valuation. RITHOLTZ: He was the first (inaudible) in round B at the higher valuation. Is it about the valuation? Back then I was Wallstrip was like a 400K valuation. RITHOLTZ: Valuation didn’t make much of a difference.

Media 290

Media Investing Investments Valuation 290

The Big Picture

JANUARY 7, 2025

So I was delving through your background and I had to first ask BS in management science and a master’s in engineering and in chemical engineering from Stanford, where you were a Mayfield fellow and then an MBA from Harvard. There was not that many new entrepreneurs starting financial services companies.

Valuation 130

Valuation Engineering Numbers Marketing 130

The Big Picture

FEBRUARY 4, 2025

How do you think about valuations for both equities and fixed income here in the beginning of 2025? And the answer to that is that the Sheila cyclically adjusted PE ratio, which is an attempt to try to correct the stock market valuations for the business cycle, is currently at a very elevated 37. Sarah Livesey is my audio engineer.

Economy 257

Economy Banking Economics Taxes 257