The Big Picture

AUGUST 20, 2024

We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments. The problem is that model, the wisdom of crowds actually requires everybody to have what’s called equal endowment or the same number of votes. And people who are making just total wild guesses, right?

Assets 173

Assets Management Portfolio Marketing 173

Trade Brains

AUGUST 1, 2024

We are targeting a 15% market share in API mechanical seals and have laid out a strategic vision known as ‘Sealmatic Beyond 2028,” says Umar A K Balwa of Sealmatic India Ltd. The Make in India is a great concept promoted by the Indian Government and we will see a lot of traction in the coming years.

Planning 59

Planning Manufacturing Investments Investing 59

The Big Picture

SEPTEMBER 23, 2024

They have a number of businesses that they’ve taken over through the debt side of the equation. I have worked at Booz Allen and Hamilton, I’m a strategic planning guy. I get hired by Citibank in planning. I write a business plan for it. With a number of different people leading different departments.

Banking 147

Banking Investments Investing Assets 147

Brown Advisory

APRIL 1, 2016

There are many ways to illustrate volatility, but one of the simplest is to add up the number of days in which a market moves up or down by more than a certain amount over a defined period of time. Over the next four years until last August, the number of 1%+ price changes in each 90-day period was consistently under 20. per share. (We

Investing 52

Investing Investments Portfolio Assets 52

Good Financial Cents

AUGUST 12, 2023

The major limitation of active income is its direct correlation to time; you can only work a certain number of hours in a day, thus capping your earning potential. Careful risk assessment and strategic planning are vital to mitigate these risks and ensure consistent income streams.

Risk Tolerance 58

Risk Tolerance Taxes Compliance Retirement 58

Brown Advisory

NOVEMBER 1, 2019

These conditions present a variety of challenges for investors; more germane to our discussion in this letter, they also present a number of planning opportunities that may require near-term action. Market conditions may be volatile, but our planning efforts are, as always, focused on stability and consistency.

Planning 52

Planning Taxes Clients Assets 52

Brown Advisory

JULY 23, 2019

It doesn’t manage for quarter-to-quarter earnings, provide earnings guidance, court investors with quarterly earnings calls and management meetings, or even have budgets and strategic plans at the parent company. Buffett has been outspoken about financial institutions that have to be bailed out by the government.

Insurance 52

Insurance Investing Investments Management 52

Brown Advisory

JULY 23, 2019

It doesn’t manage for quarter-to-quarter earnings, provide earnings guidance, court investors with quarterly earnings calls and management meetings, or even have budgets and strategic plans at the parent company. Buffett has been outspoken about financial institutions that have to be bailed out by the government.

Insurance 52

Insurance Investing Investments Management 52

Brown Advisory

NOVEMBER 19, 2020

For a growing number of clients, we find that sustainable investing is becoming an essential component of their long-term plans. A helpful tool in organizing these family discussions is the development of a family mission statement and strategic plan that start with the purpose of preserving and growing their family capital.

Planning 52

Planning Taxes Clients Assets 52

The Big Picture

FEBRUARY 7, 2023

He’s really well known on the street and puts out a number of fascinating books, arguably a sort of parallel career to Michael Lewis. So that’s important, number one. RITHOLTZ: He had Bernie Madoff numbers, didn’t he? He is one of the co-founders of Puck. RITHOLTZ: Absolutely. COHAN: Okay. He was fine.

Engineering 259

Engineering Banking Numbers Management 259