Abnormal Returns

SEPTEMBER 1, 2024

wsj.com) Good luck trying to time the stock market using valuation metrics. axios.com) Why Apple ($AAPL) would 'invest' in OpenAI. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Don't let anyone tell you otherwise. Then check out our weekly e-mail newsletter.

Financial Advising 294

Financial Advising Valuation Economy Economics 294

Abnormal Returns

FEBRUARY 5, 2024

Strategy Valuations matter, but using them in your investment process is a challenge. entrylevel.topdowncharts.com) When does passive investing become a problem for valuing companies? nytimes.com) Earlier on Abnormal Returns Adviser links: the curse of knowledge. abnormalreturns.com) Top clicks last week on the site.

Financial Advising 264

Financial Advising Media Valuation Economy 264

Abnormal Returns

APRIL 25, 2024

allstarcharts.com) What are to make of the big, and persistent, valuation disparities between large and small caps. axios.com) Investment consultants Nearly all U.S. institutional investors work with a investment consultant. institutionalinvestor.com) Investment consultants hold a lot of sway over pension funds.

Accounting 264

Accounting Consulting Financial Advising Valuation 264

Abnormal Returns

DECEMBER 20, 2023

finance.yahoo.com) Hipgnosis is having a hard time coming up with song valuations. abnormalreturns.com) Research links: persistent investment factors. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly adviser-focused newsletter.

Financial Advising 260

Financial Advising Valuation Media Economy 260

Abnormal Returns

JUNE 15, 2023

theinformation.com) Is there an AI premium for startup valuations? msn.com) Fund management How restrictions on the use of ESG data in investing can backfire. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (bloomberg.com) How YouTube could help Google ($GOOGL) with its AI push.

Financial Advising 244

Financial Advising Startup Valuation Economy 244

Abnormal Returns

JANUARY 3, 2023

investment in semiconductor manufacturing can only do so much. wsj.com) Startups are going to experience a "new normal" valuation-wise. avc.com) SpaceX is raising new capital at a $137 billion valuation. avc.com) SpaceX is raising new capital at a $137 billion valuation. axios.com) U.S. in 2022 vs. 2021.

Startup 242

Startup Valuation Financial Advising Distribution 242

Abnormal Returns

SEPTEMBER 20, 2023

behaviouralinvestment.com) IPOs Putting a valuation on Instacart ($CART). ft.com) Fund management Ark Invest is expanding into Europe, via acquisition. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy A wide range of outcomes is always on the table.

Financial Advising 264

Financial Advising Valuation Media Economy 264

Abnormal Returns

FEBRUARY 6, 2024

Markets A look at Magnificent Seven valuations. behaviouralinvestment.com) How to pick a proper investment benchmark. behaviouralinvestment.com) How to pick a proper investment benchmark. abnormalreturns.com) Adviser links: the curse of knowledge. markets.businessinsider.com) Newsletter writers are bullish.

Financial Advising 264

Financial Advising Valuation Manufacturing Media 264

Abnormal Returns

AUGUST 22, 2023

theirrelevantinvestor.com) Do market valuations mean revert over time? wsj.com) Earlier on Abnormal Returns Research links: investment time horizons. abnormalreturns.com) Adviser links: reducing portfolio volatility. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 246

Financial Advising Valuation Retail Media 246

Abnormal Returns

SEPTEMBER 14, 2023

ritholtz.com) On the power of keeping an investing journal. rationalwalk.com) What the life of Napoleon can teach us about investing. tonyisola.com) Investing inspiration from 'blue zone' habits. wsj.com) Databricks just raised fresh capital at a $43 billion valuation. blog.validea.com) Great investors have a checklist.

Financial Advising 278

Financial Advising Advertising Economy Valuation 278

Abnormal Returns

OCTOBER 31, 2022

(allstarcharts.com) And valuations are still attractive. awealthofcommonsense.com) Joachim Klement, "The people who are committed to sin stock investing are a small minority and are unlikely to shift the consensus away from the ESG investing trend." abnormalreturns.com) What you missed in our Sunday linkfest.

Financial Advising 246

Financial Advising Media Valuation Retail 246

Abnormal Returns

JANUARY 30, 2023

fortunesandfrictions.com) Why you need a well-articulated investment strategy to ride out tough times. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media Fidelity has cut its valuation for Twitter shares, again.

Financial Advising 246

Financial Advising Media Valuation Economy 246

Abnormal Returns

DECEMBER 26, 2022

Podcasts Michael Kitces talks setting boundaries with Emily Rassam who is the Senior Financial Planner for Archer Investment Management. rationalreminder.libsyn.com) The biz The DeVoe 2023 M&A report shows expectations for lower RIA valuations. squarespace.com) CI Financial ($CIXX) is moving forward with an IPO of its U.S.

Risk Tolerance 241

Risk Tolerance Financial Planner Financial Advising Compliance 241

Abnormal Returns

JANUARY 27, 2023

Strategy The investment landscape has completely transformed in the past century. nytimes.com) Companies Revisiting Tesla's ($TSLA) valuation, post-Twitter fiasco. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? How do they perform over the long run?

Financial Advising 245

Financial Advising Distribution Valuation Media 245

Abnormal Returns

DECEMBER 28, 2022

morningstar.com) 35 ideas from 2022 including 'Long term investing is hard.' tomtunguz.com) Instacart continues to slash its valuation. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? safalniveshak.com) 11 ideas that stuck from 2022 including the 'power of quitting.'

Financial Advising 243

Financial Advising Valuation Media Economy 243

Abnormal Returns

JUNE 27, 2023

Strategy High uncertainty decisions, like investing, are by definition difficult. bloomberg.com) SpaceX's valuation keeps rising, due in part to Starlink's success. abnormalreturns.com) Adviser links: a decent place. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Asset Allocation 243

Asset Allocation Financial Advising Startup Valuation 243

Abnormal Returns

JUNE 25, 2023

riabiz.com) Companies Nvidia's ($NVDA) valuation has gotten ahead of itself. noahpinion.blog) Google is investing $10 billion in India's digitisation fund. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (awealthofcommonsense.com) Crypto Bitcoin had a good week. and India closer.

Financial Advising 245

Financial Advising Valuation Retail Media 245

Abnormal Returns

JULY 19, 2022

ft.com) Venture Tomasz Tunguz, "The bid/ask spread in VC is the difference between the post-money valuation between a VC (the bidder) & a company (seller)." tomtunguz.com) A reading list on how to go about getting started in angel investing. abnormalreturns.com) Adviser links: estate tax intricacies.

Financial Advising 245

Financial Advising Valuation Media Taxes 245

Abnormal Returns

DECEMBER 5, 2022

Markets Small cap stocks stand out for their cheap valuations. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? morningstar.com) Why have energy stocks and oil prices diverged? thinkadvisor.com) Crypto Crypto advocates are trying to push blame for FTX onto regulators. Thanks, Dave!

Startup 244

Startup Marketing Marketing Financial Advising 244

Abnormal Returns

AUGUST 9, 2023

Strategy Every investment strategy has multiple 'points of failure.' axios.com) Venture capital Why more markdowns are coming to venture capital portfolio valuations. frbsf.org) Earlier on Abnormal Returns Personal finance links: bad financial habits. vox.com) David Rubenstein on his Bitcoin regrets.

Financial Advising 238

Financial Advising Economy Valuation Consulting 238

Abnormal Returns

JANUARY 10, 2024

entrylevel.topdowncharts.com) Strategy 12 lessons the markets taught investors in 2023 including 'Valuations cannot be used to time markets.' morningstar.com) 10 ideas from 2023 that stuck including 'Keep it simple in investing when everyone knows everything.' (morningstar.com) Bond investor sentiment has turned.

Financial Advising 173

Financial Advising Valuation Banking Media 173

Abnormal Returns

JANUARY 18, 2023

institutionalinvestor.com) Startup valuations trended down in the second half of 2022. angellist.com) Economic uncertainty is not slow the pace of investment at Brookfield Infrastructure Partners ($BIP). abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? in December 2022.

Financial Advising 130

Financial Advising Startup Wealth Management Valuation 130

Abnormal Returns

SEPTEMBER 22, 2022

Markets Market valuations are a lot more attractive than they were a year ago. visualcapitalist.com) Strategy The hardest part of investing is holding through tough times. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? blog.validea.com) Visualizing U.S.

Financial Advising 130

Financial Advising Media Valuation Assets 130

Abnormal Returns

NOVEMBER 1, 2022

finance.yahoo.com) Strategy Joe Wiggins, "There is a stigma attached to saying “I don’t know”, not just in the investment industry but in many walks of life." every.to) Q3 saw big drops in startup valuations. abnormalreturns.com) Adviser links: the paradox of Social Security. Then check out our weekly e-mail newsletter.

Accounting 130

Accounting Startup Financial Advising Valuation 130

Brown Advisory

JANUARY 1, 2023

Global Leaders Strategy Annual Investment Review: January 2023 mhannan Sun, 01/01/2023 - 06:10 Just want the PDF? Download it here > Dear Fellow Investors, If we had to sum up 2022 in one word it would be valuation. We think the first half of 2022 was better than any CFA programme or MBA course on valuation.

Investing 52

Investing Investments Valuation Clients 52

Abnormal Returns

FEBRUARY 9, 2024

ft.com) A valuation analysis of the Magnificent Seven. ft.com) A review of "The Four Pillars of Investing, Second Edition: Lessons for Building a Winning Portfolio" by William J. anderson-review.ucla.edu) An investment fund that only invests in whiskey barrels. abnormalreturns.com) Longform links: why competition matters.

Financial Advising 278

Financial Advising Media Valuation Economy 278

Aleph

JANUARY 14, 2023

link] Abundant liquidity from the Fed emboldened growth investors to bid prices to unsustainable valuations. link] This situation may be hopeless, so learn from the broader principle: be careful before investing in anything where it is extra difficult to vote out management. Jan 11, 2023 Barbarians Are at Grayscale’s Gates.

Math 59

Math Assets Banking Government 59