Trade Brains

FEBRUARY 16, 2024

Welcome to our in-depth exploration of Azad Engineering Limited, a key player in the production of components for energy turbines and aerospace & defence aircraft. Azad Engineering Limited Business Overview Azad Engineering Limited started its core business in 2008. Azad Engineering Ltd. Ansaldo Energia S.P.A.,

Engineering 111

Engineering Manufacturing Certification Sales 111

Abnormal Returns

FEBRUARY 16, 2023

(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."

Financial Advising 146

Financial Advising Engineering Valuation Retail 146

The Big Picture

OCTOBER 2, 2024

You think about some of the best engineering schools in the U S just to focus on the United States for a second. Typically the, the valuations are. That’s how sensible the valuations are outside of the major terrains. And as a matter of fact, we would as well as we’d invest in, Boston or Toronto or Austin.

Investing 176

Investing Investments Startup Valuation 176

Trade Brains

NOVEMBER 18, 2023

Tata Technologies IPO Review – About The Company Tata Technologies, a subsidiary of Tata Motors, is a global leader in Engineering and product development. The Company has been a pioneer in the Automotive and Aerospace segment providing industry-leading Engineering Research and design services (ER&D). 67 Lakh Cr. 3578 Cr in FY22.

Engineering 115

Engineering Assets Clients Manufacturing 115

The Big Picture

OCTOBER 2, 2024

You think about some of the best engineering schools in the U S just to focus on the United States for a second. Typically the, the valuations are. That’s how sensible the valuations are outside of the major terrains. And as a matter of fact, we would as well as we’d invest in, Boston or Toronto or Austin.

Investing 130

Investing Investments Startup Valuation 130

Truemind Capital

JANUARY 25, 2024

Elon Musk is a brilliant engineer and a businessman but his followers also take his advice on cryptos. You must follow some rules to avoid the halo effect playing on your mind: – Do your own research to identify the right investment opportunity, fund managers, investment process, portfolio valuation, etc.

Fee Only 52

Fee Only Certification Consulting Financial Advice 52

Trade Brains

MAY 26, 2024

Behind the roar of the engine and the comfort of the seat lies a hidden world, the world of precision engineered automotive components. From intricate engine components to robust braking systems, the quality and precision of these elements determine a vehicle’s performance, safety and ultimately, your riding experience.

Engineering 64

Engineering Manufacturing Sales Valuation 64

The Big Picture

SEPTEMBER 19, 2022

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. We’ve seen valuations come way down for public companies.

Valuation 299

Valuation Investments Investing Food 299

Trade Brains

OCTOBER 12, 2023

They work with Auto OEMs by providing services in Product Engineering & Embedded Software which is basically designed specifically to perform certain instructions. The company entered into development and engineering service providers in automotive, media, broadcast, communications, and healthcare. Let us know your view on this.

Planning 105

Planning Engineering Healthcare Manufacturing 105

The Big Picture

SEPTEMBER 3, 2024

All of their portfolio managers not only are substantial investors in each of their funds, but they do a disclosure year that shows each manager by name and how much money they have invested in their own fund. So we really think that it creates alignment to have our portfolio managers meaningfully owning shares of the funds that they manage.

Investments 144

Investments Investing Management Valuation 144

The Big Picture

FEBRUARY 6, 2024

If you’re at all interested in focused portfolios, the concept of quality as a sub-sector under value and just how you build a portfolio and a track record, that’s tough to beat. That led me down that track and really well, I had a software engineering job. Jeremy’s never really been a portfolio manager.

Valuation 130

Valuation Investments Investing Assets 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

Trade Brains

NOVEMBER 6, 2023

As the company has partnerships with various automakers, Force manufactures engines in their hub for automakers like Mercedes-Benz and BMW. Force Motors, with existing partnerships and joint ventures like Mercedes-Benz, BMW, and Rolls-Royce, has witnessed volume growth in producing engines in India. 2021-22 0.61 -2.16 2020-21 0.35 -5.23

Planning 105

Planning Transportation Engineering Manufacturing 105

Brown Advisory

MARCH 9, 2023

While most economists were previously discussing whether a soft landing could be engineered, the implications of a “no landing” scenario where further policy tightening may be in store are now front burner. A look at who may benefit from China’s long-awaited reopening. As always, we welcome your thoughts, feedback and questions.

Startup 98

Startup Asset Allocation Clients Investing 98

The Big Picture

JULY 16, 2022

This week, we speak with Antti Ilmanen, who is the principal and global co-head of the portfolio solutions group at AQR Capital Management. His research into markets and valuation has won numerous accolades and recognitions, including the Graham and Dodd award, the Harry M. in engineering from Princeton.

Portfolio 354

Portfolio Valuation Engineering Economics 354

Trade Brains

FEBRUARY 26, 2024

The sponsor is into testing services in the field of transportation engineering, NSV survey, FWD Survey, and pavement designs of roads & airports. The sponsor has an associate Company NMHPL, which is into road engineering, procurement, and construction of road/highway infrastructure. Investment Rs.

Government 59

Government Assets Compliance Transportation 59

The Big Picture

AUGUST 20, 2024

And so in the 1990s, I developed the, the late 1980s, early 1990s, I developed a skillset around valuation, in particular discounted cash flow or residual income type models, along with a couple of peers out of the consulting industry. Initially I joined to help them manage their equity portfolio. It was the exact same trade.

Assets 167

Assets Management Portfolio Taxes 167

The Big Picture

AUGUST 29, 2023

DAVIS: It’s a long story, but originally I went to school for engineering. Got to school, realized that I wasn’t very good at mechanical drawing, which is a big part of aerospace engineering curriculum. Undergraduate, you get a BS in insurance from Penn State. What led to an interest in insurance?

Portfolio 130

Portfolio Investing Investments Numbers 130

Dear Mr. Market

MARCH 11, 2023

We’re proud to say that My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. IBM loses to QCOM based on valuation. MSFT’s search engine Bing just reached 100 million daily active users after its ChatGPT adoption.

Investing 93

Investing Investments Portfolio Assets 93

Validea

AUGUST 9, 2024

Compounding Returns : Reinvested dividends can accelerate portfolio growth through the power of compounding. Applied Materials Inc (AMAT) Applied Materials is a leading materials engineering solutions provider for the semiconductor, display, and related industries. Dividend Growth: 35% over 3 years. 14% over one year.

Sales 52

Sales Valuation Engineering Distribution 52

The Big Picture

DECEMBER 19, 2023

There are about 13 different portfolio managers each focused on a different sub-sector. And when they look at a sector, they want to be long, the very best stocks at the best valuations they can, and short the worst stocks at the worst valuations. Since then, it’s grown to about $7 billion. Your next stop is Millennium.

Healthcare 157

Healthcare Portfolio Management Investments 157

Brown Advisory

FEBRUARY 1, 2021

Some other recent reading has included investing history books such as the recently published Boom and Bust and the twenty year old Engines That Move Markets 4. When does crowd psychology take hope for economic return beyond what valuation can support? A Global History of Financial Bubbles; Alastair Nairn, Engines That Move Markets.

Investing 52

Investing Investments Valuation Engineering 52

Brown Advisory

FEBRUARY 1, 2021

Some other recent reading has included investing history books such as the recently published Boom and Bust and the twenty year old Engines That Move Markets 4. When does crowd psychology take hope for economic return beyond what valuation can support? A Global History of Financial Bubbles; Alastair Nairn, Engines That Move Markets.

Investing 52

Investing Investments Valuation Engineering 52

The Big Picture

OCTOBER 24, 2022

She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. Let me give you some background on Morningstar Managed Portfolios. I saw how personal money is.

Portfolio 130

Portfolio Management Assets Investments 130

Trade Brains

FEBRUARY 12, 2024

An essential pillar of the Indian engineering sector is the machine tool industry. General Engineering 3,959.03 With their relatively low-profit margin and considerable debt, buying at this valuation is a bit risky. They offer an easy and precise way to manufacture vital components productively and efficiently. Others 1,584.66

Manufacturing 59

Manufacturing Electronics Engineering Healthcare 59

David Nelson

SEPTEMBER 26, 2023

Stock managers can do the same or factor tilt their portfolios to what’s working now. Bloomberg Data 10-year rates broke to a new cyclical high forcing investors back to the fundamental reality that the first input of most valuation models is the risk-free rate. Bloomberg Data Is the Fed done? What could force the Fed to cut?

Valuation 52

Valuation Government Healthcare Budgeting 52

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

Brown Advisory

APRIL 18, 2018

Balancing Act | For Good Measure: How We Value Global Leaders achen Wed, 04/18/2018 - 11:03 Valuation is a critical component of active investment management, yet many investors restrict themselves to a very narrow view of valuation by focusing on simple metrics like the price/earnings (P/E) ratio.

Valuation 52

Valuation Portfolio Investments Investing 52

Brown Advisory

APRIL 18, 2018

Valuation is a critical component of active investment management, yet many investors restrict themselves to a very narrow view of valuation by focusing on simple metrics like the price/earnings (P/E) ratio. This makes ratios like the P/E ratio dangerous as a valuation tool. Wed, 04/18/2018 - 11:03.

Valuation 52

Valuation Portfolio Investments Investing 52

The Big Picture

MAY 9, 2023

And my dad had always said, as many young kids get this advice, doctor, lawyer, accountant, engineer. But what was interesting about that was the quick need to both separate the portfolio between the old stuff and the new stuff, because there were a lot of new investment opportunities. RITHOLTZ: Sure. RITHOLTZ: Really intriguing.

Assets 293

Assets Clients Investments Investing 293

Trade Brains

MARCH 29, 2024

It is an engineering & Consultancy Company providing expertise in the fields of telecom & IT to developing countries across the globe. As of this RHP filing, Bharti Airtel owns 70% of the Company. The remaining 30% is owned by the Government of India through Telecommunications Consultants India Ltd. Investment Rs.

Government 59

Government Communication Valuation Consulting 59

The Big Picture

MARCH 5, 2024

So we really have to understand what we’re gonna invest in, value everything in the universe, rank order ’em, and then only can we put together portfolios. And the second, and this is very credit specific, was when you own a credit portfolio, your short volatility. Did those prior employees have a piece of you guys?

Banking 144

Banking Portfolio Assets Investing 144

Trade Brains

APRIL 22, 2024

The Company specializes in thermal designing, engineering, manufacturing, supplying, installing, and commissioning Heating Equipment and caters to both domestic and overseas markets. Cracking is the process of breaking down hydrocarbons, which typically includes heating the feedstock in the presence of a catalyst. Will you be applying for it?

Manufacturing 59

Manufacturing Transportation Commission Sales 59

The Big Picture

SEPTEMBER 10, 2024

He has a very interesting approach to thinking about market valuations and strategies and when to deploy capital, when to go with the crowd, when to lean against the crowd, and has amassed and excellent track record. Second part of our framework is valuation fundamental work. Well, that means valuations are probably too high.

Valuation 157

Valuation Clients Investing Investments 157

The Big Picture

OCTOBER 21, 2024

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

Numbers Banking Investing Investments 144

Brown Advisory

MARCH 2, 2020

We bring different backgrounds and a diversity of thinking to portfolio management. Karina came to investing from an engineering background, while David came to portfolio management from equity research covering the industrials sector. The team matters. We believe strongly that you have to constantly reinvest in the full team.

Management 52

Management Portfolio Management Portfolio Clients 52

Brown Advisory

MARCH 2, 2020

We bring different backgrounds and a diversity of thinking to portfolio management. Karina came to investing from an engineering background, while David came to portfolio management from equity research covering the industrials sector. The team matters. We believe strongly that you have to constantly reinvest in the full team.

Management 52

Management Portfolio Management Portfolio Clients 52