Advisor Perspectives

MARCH 4, 2024

This free event will provide CE credits. The Equity Symposium on March 13 is shaping up to give investors critical insights into the equity space. VettaFi is fresh off the smashing success of Exchange and continuing to provide the insights investors need to navigate today’s complicated environment.

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Valuation 52

The Big Picture

DECEMBER 1, 2022

This “Process” is not a single event but rather, a series of events the totality of which increasingly weighs the probability towards that positive resolution. I use the word probability because this outcome is not pre-ordained, but rather, subject to future events which have yet to unfold. Hence, I have caveats.

Economy 289

Economy Economics Valuation Marketing 289

Trade Brains

OCTOBER 16, 2024

Tesla, the renowned electric vehicle manufacturer, recently hosted its “We, Robot” event on October 10, 2024. Optimus: The Remote-Controlled Bartender Optimus, Tesla’s humanoid robot, took centre stage at the event’s afterparty. Investors and analysts responded cautiously to the event.

Transportation 52

Transportation Valuation Manufacturing Marketing 52

Abnormal Returns

MARCH 16, 2024

wsj.com) Covid vaccines helped prevent post-infection cardiac events. billion valuation. (nature.com) How technology is being used to suss out faked scientific results. wsj.com) Covid What lessons can we learn from the Covid pandemic? heart.bmj.com) Why those 65+ are encouraged to get another Covid booster.

Financial Advising 276

Financial Advising Media Transportation Valuation 276

Mish Talk

NOVEMBER 8, 2022

The pact marks a victory for Binance founder Changpeng Zhao and a humbling comedown for Sam Bankman-Fried, the founder of FTX, which had been growing in size and recognition before a clash between the two men set off a series of events that shook investor confidence in his firm. It was all over in a matter of about 4 hours, rally to bottom.

Valuation 247

Valuation Assets Marketing Marketing 247

Truemind Capital

JANUARY 22, 2024

Not exactly for the Russia-Ukraine event, but for all the possible events that can puncture the bubble in various asset classes that were created on the back of unlimited and cheap liquidity. The prices get more expensive from their long-term mean valuations and downside risk becomes much deeper. Read below to know HOW.

Asset Allocation 52

Asset Allocation Assets Valuation Portfolio 52

Darrow Wealth Management

JULY 30, 2024

Typically, equity-based compensation is subject to vesting requirements: time, performance, liquidity events, perhaps multiple factors. Stock at early-stage startups usually will have a very, very low valuation, making this tax strategy possible. Depending on the strike price and valuation, early exercising can still be cash intensive.

Taxes 79

Taxes Tax Planning Startup Valuation 79

Carson Wealth

MARCH 8, 2024

Highlights include: Valuations are high due to increased profitability The economy is strong because the labor market is strong Residential and manufacturing construction are up Earnings for the S&P 500 this year are expected to grow 13% Looking for more investment insights and market analysis? Visit our Insights page today.

Valuation 52

Valuation Manufacturing Economy Investing 52

Darrow Wealth Management

JULY 30, 2024

Typically, equity-based compensation is subject to vesting requirements: time, performance, liquidity events, perhaps multiple factors. Stock at early-stage startups usually will have a very, very low valuation, making this tax strategy possible. Depending on the strike price and valuation, early exercising can still be cash intensive.

Taxes 52

Taxes Tax Planning Startup Valuation 52

MarketWatch

FEBRUARY 8, 2023

After displaying updates to Bing on Tuesday, Google held its own AI event Wednesday, but Google shares declined strongly after the event as Microsoft’s increased. equities to close a session with a $2 trillion valuation — Alphabet has hit the level in intraday trading, but never made it to the end of a session.

Engineering 75

Engineering Marketing Marketing Valuation 75

The Big Picture

OCTOBER 2, 2024

Typically the, the valuations are. That’s how sensible the valuations are outside of the major terrains. It’s a terrific event, brought 70 different VCs to her campus. Just hyperbolic in the U. They’re really insane. And we were able to invest 1 million U. for 10 percent of the company just a year ago.

Investing 176

Investing Investments Startup Valuation 176

Carson Wealth

APRIL 8, 2024

Pockets of attractive valuations exist despite above-average valuations in some high-profile areas of the market. While some commodity prices are rising amid tensions in the Middle East, these events are volatile and prices can reverse just as quickly. Following the huge 11.2%

Marketing 92

Marketing Marketing Valuation Economy 92

Harness Wealth

MARCH 3, 2023

A Stripe liquidity event is coming Rumors of a Stripe IPO began circling in 2021, after a $600 million Series H financing round pushed the company’s valuation to a massive $95 billion. So instead, they’re looking to raise enough money on the private markets and facilitate a liquidity event for their employees along the way.

Taxes 52

Taxes Valuation Startup Sales 52

Brown Advisory

SEPTEMBER 12, 2016

Private Credit Outshines Many High-Valuation Stocks, Bonds. With interest rates at record lows and many publicly traded bonds and stocks approaching historically high valuations, private credit has become increasingly attractive to investors because of its total return prospects, steady income and role in diversification.

Valuation 52

Valuation Banking Portfolio Communication 52

Validea

DECEMBER 1, 2022

The argument could explain why valuations have been trending upwards for the past 4 decades, as the income gap has widened. Traditional financial institutions and minds will undoubtedly push back on the idea of inequality driving demand for stocks, but there’s no golden lightning rod for determining valuations.

Marketing 52

Marketing Marketing Valuation Portfolio 52

The Big Picture

FEBRUARY 9, 2023

We are back from the ETF Exchange event and ready to rumble! (Or It’s hard to see a scenario aside from rates staying higher for longer—lifting bond yields and putting pressure on stock valuations—or growth disappointing, dragging down earnings. Or at least read). Barron’s ) • Strong Dollar Still Rattles U.S.

Economy 130

Economy Valuation Investing Investments 130

Truemind Capital

JULY 19, 2024

Several factors were common between the two markets: robust corporate earnings growth, expected cuts in interest rates and a shift in investor expectations from a valuation-led phase to an earnings-led phase. We continue to hold 7-10% exposure to Southeast Asian markets due to attractive valuations and improving growth prospects.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Darrow Wealth Management

OCTOBER 31, 2022

If you have stock or options from a company that’s about to go public, there may be a temptation to include a future sudden wealth event into current financial decisions. Exercising ISOs isn’t a taxable event for the regular income tax calculation, but it is for the alternative minimum tax. Instacart isn’t alone.

Marketing 79

Marketing Marketing Taxes Valuation 79

MarketWatch

JUNE 13, 2023

rally toward a 13-month high in afternoon trading Tuesday, after the entertainment and dining venue operator laid out its plan to boost earnings, including modernizing its marketing strategy, raising prices on games, improve its food offerings and grow its special events business. PLAY scored an 18.8%

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Valuation Food Planning Marketing 40

Random Roger's Retirement Planning

SEPTEMBER 28, 2024

In the mini crash at the end of 2018, FNDX and SPHQ did worse than the S&P 500, SPYV was about the same as market cap weighting and SCHD was the best performer for that event. There is no way to know if fundamental or dividends will offer any protection in the next event.

Taxes 52

Taxes Valuation Marketing Marketing 52

The Big Picture

OCTOBER 2, 2024

Typically the, the valuations are. That’s how sensible the valuations are outside of the major terrains. It’s a terrific event, brought 70 different VCs to her campus. Just hyperbolic in the U. They’re really insane. And we were able to invest 1 million U. for 10 percent of the company just a year ago.

Investing 130

Investing Investments Startup Valuation 130

Trade Brains

OCTOBER 18, 2024

Zomato recently announced a standalone app named District targeting going-out businesses which is for dining out, ticketing, and events. Market analysts suggest that Blinkit is driving the upside in Zomato’s valuation as it extends its aggressive expansion plan.

B2B 52

B2B Planning Food Advertising 52

Harness Wealth

OCTOBER 5, 2024

This arises when the per-share purchase price in a secondary sale exceeds other measures of the private company stock’s fair market value, such as the company’s option price or a recent 409A valuation. These events often happen before an IPO or a large fundraising round.

Startup 52

Startup Sales Taxes Consulting 52

Truemind Capital

AUGUST 12, 2023

The recent rally in the market has made the valuations more expensive compared to historical standards. However, heightened valuations do not provide comfort in replicating higher returns of the past in the medium term. However, heightened valuations do not provide comfort in replicating higher returns of the past in the medium term.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Trade Brains

JULY 9, 2023

Key Features Daily Updates Section for filtered major market tracking with News, NSE & BSE Corporate Announcements, Forthcoming events, & Corporate Actions and more. Peer comparisons, news, and events are presented in such a way that will help in your investment decisions. You can download the Marketsmojo app here!

Marketing 98

Marketing Marketing Valuation Portfolio 98

Trade Brains

JUNE 26, 2024

High Valuations and Sector Underperformance which Disappointed FIIs Most of the FIIs sold Indian stocks due to high valuation concerns and sector-wise underperformance. The primary valuation concern was that Indian stocks run ahead of fundamentals, leading to high valuations. February -1538.88 March 35098.32 May -25586.33

Valuation 59

Valuation Economy Banking Economics 59

The Big Picture

SEPTEMBER 19, 2022

So along those lines, there are some venture firms that don’t really seem to care a lot about valuations and others seem to focus on a little bit. Is valuation significant, or is it, hey, we’re going to make 100 investments and if two or three workout, the valuations are irrelevant? Is that sort of events?

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Valuation Investing Investments Food 299

The Irrelevant Investor

OCTOBER 30, 2021

In a new report from AngelList, they shared that: In 4Q20, 80% of startups that changed valuations were marked up or had a positive exit—a new record for startups on AngelList at the time. Series B valuations are up 31% to $375 million. public stock market closed at an all-time high in October. The median pre-seed round is $8 million.

Startup 52

Startup Valuation Portfolio Investing 52

Validea

JULY 18, 2023

Value stocks—high-quality companies selling at lower valuations—outperformed growth much of last year, with the Russell 1000 Value Index beating its growth counterpart by 20%. And global events like the pandemic often provide a catalyst for a shift in what’s leading the market—i.e., a reversal from growth to value, Friedman adds.

Investing 52

Investing Investments Valuation Insurance 52

Mauldin Economics

FEBRUARY 26, 2021

Many analysts contend that current stock valuations resemble the dot-com era. Notice that the valuations in 1966, the beginning of a long-term bear market, were also high. Notice by this measure that valuations were not all that stretched in 1966. You can see it visually at CurrentMarketValuation.com. Interest rates are 1.6

Valuation 52

Valuation Marketing Marketing Government 52

Walkner Condon Financial Advisors

FEBRUARY 24, 2022

This helps to illustrate the fact that market corrections are common over most periods of time and should be viewed as the market resetting stock valuations back to a more fundamental level. Furthermore, many corrections have been caused by non-financial related events such as geopolitical issues or military skirmishes.

Marketing 52

Marketing Marketing Valuation Risk Tolerance 52

Carson Wealth

JUNE 29, 2023

In this approach, a business owner begins with a “triggering event,” which is defined as a personal, financial and business assessment correlated to the business’ range of value (EBITDA x range of industry multiples). Taking the step of business valuation also ensures you are prepared.

Planning 52

Planning Sales Valuation Wealth Advisor 52

Harness Wealth

MARCH 18, 2022

Increasing Valuation. When the company raises money, they’ll set a valuation with the investors and sell them new shares at this new price per share. . New valuation = (Existing shares + New shares being sold) x New price per share. That’s included in this valuation. This is based on the company’s 409a valuation.

Valuation 52

Valuation Taxes Tax Planning Startup 52

Harness Wealth

MARCH 23, 2023

Typically those conditions are timed based on a vesting schedule of three to four years, and may have an event-based condition as well (e.g. Private company RSUs If you have RSUs in a private company, the value of your shares is based on the current 409A valuation. There are two taxable events for restricted stock units.

Taxes 52

Taxes Startup Tax Planning Valuation 52

Darrow Wealth Management

SEPTEMBER 7, 2023

Unfortunately, for those tax savings to materialize, the post-IPO stock price at sale must be considerably more than the pre-IPO valuation at exercise. Most companies go public at their highest historical valuation. So let’s get that out of the way first.

Wealth Management 95

Wealth Management Taxes Tax Planning Valuation 95

The Irrelevant Investor

FEBRUARY 19, 2022

That's quite the lede from Pitchbook's 2021 VC Valuations Report. According to this report, the median early-stage valuation jumped 50% YoY to $45 million in 2021. Growth equity wasn't really a thing in the 90s when the hottest companies like Amazon were going public at half a billion-dollar valuation. But who knows?

Valuation 52

Valuation Startup Numbers Investing 52

Aleph

MARCH 25, 2023

And for those of you who don’t remember an old piece of mine on Social Security, there will be a payment event around 2032. Around that same time, maybe 20% of US states will have severe events regarding the defined benefit plans for public sector employees. Valuations are still extended.

Banking 64

Banking Assets Valuation Food 64