Remove Engineering Remove Numbers Remove Valuation
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Thursday links: the cause of bubbles

Abnormal Returns

(theblock.co) Companies Cory Doctorow, "In its nearly 25-year history, Google has made one and a half successful products: a once-great search engine and a pretty good Hotmail clone. howardlindzon.com) Private assets Why private equity needs much better valuations. Everything else it built in-house has crashed and burned."

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Why does Corporate Governance matter in investments?

Truemind Capital

The numbers look fantastic from all angles. Would you consider it a buying opportunity, given the fact that the stock is now available at much lower valuation multiples (PE/PB, etc) compared to a few weeks ago? It could all just be fiction, engineered to present a rosy picture. You may be tempted to.

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Winning With Brain Power at Bridgeway Capital

Validea

Houston-based Bridgeway Capital, founded in 1993 by MIT graduate John Montgomery, has always used number-crunching as a fundamental, well before ETFs began relying on computer algorithms to select value or growth stocks. Montgomery began his career as an engineer in the transit industry, until earning his M.B.A. from Harvard in 1985.

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Transcript: Albert Wenger

The Big Picture

What Shift EV does is it takes existing delivery vans and retrofits them in a space of a couple of hours, from internal combustion engine to electric. What do they do with the internal combustion engine and — WENGER: That’s a great question. RITHOLTZ: A couple of hours? WENGER: A couple of hours. RITHOLTZ: That’s amazing.

Valuation 299
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Portfolio Positioning for High Inflation

Truemind Capital

In order to crush inflationary expectations, the US Fed had to engineer recession by increasing the interest rates to 20%, an unimaginable number at the beginning of the 1970s decade when interest rates were close to 4-6%. Similarly today, easy monetary policy has boosted the equity market valuations.

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Transcript: Brian Higgins, King Street

The Big Picture

00:02:13 [Speaker Changed] Well, actually I started out electrical engineering. First, 00:02:18 [Speaker Changed] First two years, electrical engineering. I’m good at math and science and you know, I always had an idea what go into business, but I felt that electrical engineering would be a good foundation.

Numbers 144
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The Martin Zweig Growth Strategy: Finding High-Quality Growth Stocks

Validea

Zweig’s disciplined, numbers-driven approach allowed him to identify high-quality growth stocks while avoiding the pitfalls that often plague growth investors. This helps eliminate companies boosting EPS through financial engineering or extreme cost-cutting. EPS growth Reasonable valuation: P/E of 9.2,