Validea

APRIL 7, 2025

The “twin engines” of growth and multiples, and why great businesses often trade at high valuations. Main Topics Covered: The potential for 100-bagger stocks in emerging industries like AI and how time reveals the winners.

Engineering 52

Engineering Valuation Investments Investing 52

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.

Investments 182

Investments Investing Startup Valuation 182

The Big Picture

JULY 25, 2022

Valuations have plummeted at a record rate, but that’s before Wall Street has taken account of a slowing profit growth. in engineering from Princeton. . • There Was Never Anything Wrong With Value : How the influence of popular value benchmarks challenges investor faith in the style and even the business of some value managers.

Medicine 147

Medicine Engineering Valuation Management 147

Validea

NOVEMBER 9, 2024

He implemented strict criteria to identify companies with strong, sustainable earnings growth while maintaining reasonable valuations and solid financials. He believed that sustainable earnings growth had to be driven by revenue growth, not just cost-cutting or financial engineering.

Investments 52

Investments Investing Sales Valuation 52

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

Trade Brains

OCTOBER 28, 2024

Eraaya Lifespaces Ltd PE (Price to Earnings Per Share Ratio): 3,455 Incorporated in 1967, Just Ride Enterprises Ltd is in the business of digital marketing services JREL (previously known as Tobu Enterprises Private Ltd) is a manufacturer and seller of engineering goods, automobile parts, indigenously made bicycles, and deals in securities.

Medical 90

Medical Manufacturing Engineering Valuation 90

MarketWatch

FEBRUARY 8, 2023

Microsoft has gained in six of the past nine trading sessions to near the mark again, as excitement builds around the company’s use of OpenAI’s technology in its products, especially the Bing search engine, as it could beef up Microsoft’s rival to Alphabet Inc.’sGOOGLGOOGdominant sGOOGLGOOGdominant search engine, Google.

Engineering 75

Engineering Marketing Marketing Valuation 75

Trade Brains

AUGUST 18, 2023

Best Vijay Kedia Portfolio Stocks #1 – Elecon Engineering Company Particulars Amount Particulars Amount CMP ₹831 Market Cap (Cr.) An industrial and mechanical engineering company, Elecon Engineering was established over 7 decades ago in 1951. Price to Book Value 6.63 Net Profit Margin 15.6% Operating Margin 22.3%

Portfolio 97

Portfolio Engineering Manufacturing Sales 97

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.

Investments 130

Investments Investing Startup Valuation 130

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

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

Investing Caffeine

JUNE 1, 2023

the computing engines behind the AI revolution. Some pundits are comparing AI proliferation to the Industrial Revolution – on par with productivity-enhancing advancements like the steam engine, electricity, personal computers, and the internet. Source: NVIDIA Corp. – Why Such the Fuss Over AI?

Engineering 105

Engineering Accounting Healthcare CFP 105

Validea

SEPTEMBER 12, 2022

Montgomery began his career as an engineer in the transit industry, until earning his M.B.A. While the fund carries low valuation statistics in its category, that valuation is driven by Bridgeway’s tendency to select smaller companies that many other managers miss. from Harvard in 1985.

Valuation 59

Valuation Numbers Engineering Management 59

The Big Picture

AUGUST 16, 2022

And last market question, so we’ve seen equity valuations come down. I get the sense you’re expecting cheaper valuations, if not much cheaper valuations. TROPIN: Well, I wouldn’t go so far as to say much cheaper valuation. Sarah Livesley [ph] is my audio engineer. But we’re not there.

Management 305

Management Assets Risk Management Marketing 305

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

Cornerstone Financial Advisory

FEBRUARY 19, 2024

Last week’s riddle: If a single-engine airplane taxied not onto a runway but onto an enormous conveyor belt whose speed precisely equaled that of the plane in the opposite direction, could the plane still manage to take off? Answer: Yes, eventually.

Marketing 105

Marketing Marketing Taxes Economics 105

The Big Picture

MAY 7, 2024

And Microsoft was an, an insanely good company to work for to learn how to work at an engineering led company. So I went to a company called Demand Media, which was sort of the first reverse engineering of the algorithm. I went in there and the valuation was below a billion dollars. It was an amazing, amazing time in my career.

Startup 147

Startup Advertising Engineering Numbers 147

The Big Picture

FEBRUARY 6, 2024

That led me down that track and really well, I had a software engineering job. Let, 00:04:08 [Speaker Changed] Let’s lead up to that transition software engineer at IBM, then you get your PhD, then research at Siemens, which seems to be more of a technological position than a finance position. I really loved it. In 2000, right.

Valuation 130

Valuation Investments Investing Assets 130

The Big Picture

SEPTEMBER 3, 2024

But there’s always gotta be some element of the valuation really being compelling. But even in the book I wrote in 2014, you could see that the focus on competitive advantage can never be absolute, you always have to take valuation into consideration. But maybe second to valuation as a primary consideration.

Investments 147

Investments Investing Management Valuation 147

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.

Investments 52

Investments Investing 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.

Investments 52

Investments Investing Valuation Engineering 52

Truemind Capital

MARCH 12, 2024

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.

Government 52

Government Investments Investing Valuation 52

Truemind Capital

JANUARY 24, 2024

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.

Portfolio 52

Portfolio Valuation Engineering Banking 52

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.

Startup 98

Startup Asset Allocation Clients Investments 98

The Irrelevant Investor

JULY 6, 2019

By Phil Huber Construction requires engineers; demolition only requires a sledgehammer. By Morgan Housel If a tweet doesn’t come to me within 5-15 seconds, there isn’t anything there.

Engineering 52

Engineering Valuation Management Marketing 52

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

DECEMBER 22, 2022

3 billion market valuation, after TCS and Infosys. It employs standards of the Software Engineering Institute’s (SEI) Capability Maturity Model Integration (CMMI) and is a Maturity Level 5 assessed organization. and is a leading global pure-play Engineering Research & Development (ER&D) services company. Mindtree Ltd.

Consulting 52

Consulting Marketing Marketing Engineering 52

Validea

AUGUST 25, 2024

He looked for stocks with: Persistent earnings growth at a moderate to high rate Earnings growth supported by revenue growth, not just cost-cutting Accelerating earnings Reasonable valuations relative to growth rates Insider buying and low debt Zweig was also a strong believer in the importance of overall market trends.

Valuation 52

Valuation Nonprofit Investments Investing 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

David Nelson

MARCH 20, 2023

While technology and other long duration equities were exposed to rising rates because of excessive valuations, a credit crunch isn’t as big of a burden as most other growth engines of the economy. 2-year yields crash Bloomberg Data Of course the above doesn’t hold true for all tech.

Banking 64

Banking Retail Economy Healthcare 64

Cornerstone Financial Advisory

OCTOBER 2, 2023

percent–a worrisome revision since consumer spending is the engine of the U.S. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. percent rise from its earlier estimate of 1.7

Marketing 111

Marketing Marketing Taxes Economics 111

Trade Brains

AUGUST 3, 2022

These companies offer ticketing, financing, engineering consultancy and other services to the Indian Railways. to aid the valuation of the company. Rail India Technical and Economic Service, abbreviated as RITES is a government-owned engineering consulting company. RITES Engineering Consultancy 252 6,055 Public 72.2.

Transportation 52

Transportation Engineering Government Consulting 52

The Big Picture

JULY 19, 2022

ILMANEN: It’s always good to think of starting yields and valuation sort of two sides of the same coin. But in conclusions, I did put there that it just seems that stars are aligning for some fast pain and it wasn’t just high valuations but there was a catalyst. Explain that. RITHOLTZ: Right. So, everything gets diluted.

Investments 130

Investments Investing Valuation Portfolio 130

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. But you’re looking at valuations and what sort of multiples you want to pay.

Assets 162

Assets Investing Investments Valuation 162