Nerd's Eye View

MARCH 6, 2024

The Shilller Cyclically Adjusted Price-to-Earnings (CAPE 10) Ratio is one example that takes into account current market valuations versus company earnings, generally predicting that the higher the valuation at the beginning of a period the lower the expected return for that period. Read More.

Valuation 246

Valuation Retirement Economics Financial Advisor 246

Nerd's Eye View

JANUARY 31, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that following the change of administration (and a new incoming chair of the SEC), the Investment Adviser Association is seeking to find ways to help RIAs (particularly smaller firms) manage the compliance responsibilities they (..)

Financial Planner 245

Financial Planner Retirement Planning Compliance Taxes 245

The Big Picture

OCTOBER 2, 2024

 At The Money: Finding Overlooked Private Investments , with Soraya Darabi, TMV (October 02, 2024) The Efficient Market Hypothesis informs us that stock markets reflect all of the information known about any company. How does this affect VC investing? But is that also true for start-ups and venture-funded private companies?

Investments 182

Investments Investing Startup Valuation 182

Validea

MARCH 11, 2025

In this episode, Jack and Matt dive deep into the state of value investing with special guest Tobias Carlisle, founder of the Acquirers Funds and author of multiple books on value investing. They explore why value investing has struggled in recent years, examine value spreads, and discuss whether this time is truly different.

Investments 59

Investments Investing Valuation Assets 59

Validea

DECEMBER 27, 2024

In this episode of Excess Returns, hosts Jack Forehand and Justin Carbonneau sit down with Jacob Pozharny, partner at Bridgeway Capital Management, to explore the increasingly important role of intangible assets in modern investing.

Investments 52

Investments Investing Valuation Assets 52

Abnormal Returns

APRIL 30, 2024

Factor investing Portfolio construction matters when it comes to factor investing. insights.finominal.com) Does machine learning improve on factor investing? rcmalternatives.com) What valuations miss. morganstanley.com) How much do valuations matter for multi-asset investing?

Valuation 262

Valuation Media Portfolio Assets 262

Wealth Management

JUNE 22, 2023

The “denominator effect” put institutions in a position where real estate allocations exceeded target levels, but observers expect that issue has begun to resolve itself as values of other investments have recovered.

Valuation 277

Valuation Investments Investing 277

Validea

NOVEMBER 2, 2024

As one of the pioneers of contrarian investing, he built an impressive track record by systematically targeting stocks that were out of favor with the market. The Psychology Behind Contrarian Investing At the core of Dreman’s philosophy is his deep understanding of investor psychology. for the market between 1970-1996.

Investments 52

Investments Investing Valuation Portfolio 52

Abnormal Returns

FEBRUARY 11, 2024

(morningstar.com) Some classic investing lessons from Ed Thorp. allstarcharts.com) A valuation analysis of the Magnificent Seven. barrons.com) Valuations matter, but using them in your investment process is a challenge. barrons.com) Valuations matter, but using them in your investment process is a challenge.

Valuation 283

Valuation Portfolio Investments Investing 283

Wealth Management

MARCH 12, 2024

Rising valuations and growing opportunities for media rights and sponsorships make professional sports teams an attractive bet. However, data on how these investments will work in the long term remains scarce.

Valuation 319

Valuation Media Investments Investing 319

Validea

DECEMBER 12, 2024

Throughout the conversation, he offers thought-provoking perspectives on market efficiency, the limitations of forecasting, and why humility is crucial for investment success. They explore several fascinating market insights, including: Why high bond yields don’t necessarily translate to high returns The dramatic outperformance of U.S.

Investments 52

Investments Investing Valuation Government 52

Nerd's Eye View

FEBRUARY 11, 2025

David is the President of Succession Resource Group, an advisory consulting and valuation business based in Portland, Oregon that serves independent financial advisors with RIAs and broker-dealers. Welcome to the 424th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is David Grau, Jr.

Planning 157

Planning Valuation Financial Advisor Sales 157

Abnormal Returns

DECEMBER 3, 2024

wsj.com) Meta ($META) is reportedly investing $10 billion in subsea cables. techcrunch.com) Musk SpaceX could soon be the world's most valuable startup with a $350 billion valuation. theverge.com) Fidelity marked up its valuation of X. (crr.bc.edu) Technology AWS is spinning up an Nvidia ($NVDA) competitor using its own chips.

Math 147

Math Valuation Startup Economy 147

Validea

JANUARY 23, 2025

growth stocks at current valuations Rob brings over four decades of investment experience to this discussion, offering candid perspectives on market valuation, index fund dynamics, and the future of passive investing.

Investments 52

Investments Investing Valuation Portfolio Management 52

The Big Picture

MARCH 20, 2024

At the Money: Benefits of Quantitative Investing (March 20, 2024) Throughout history, investing has been a lot more “Art” than “Science.” For most of the last century, investing was a lot more art than science. What Works on Wall Street was the first quantitative equity investing work, more or less for the layperson.

Investments 162

Investments Investing Portfolio Valuation 162

Abnormal Returns

JANUARY 13, 2025

morningstar.com) Michael Kitces talks sustainability with Peter Krull, the Director of Sustainable Investing of Earth Equity Advisors. citywire.com) Mariner Wealth Advisors has purchased institutional consultant Cardinal Investment Advisors. kitces.com) Custodians Charles Schwab ($SCHW) has cut its cash sweep rate to 0.05%.

Wealth Management 162

Wealth Management Financial Advising Wealth Advisor Valuation 162

Nerd's Eye View

MARCH 14, 2025

Which, if implemented under the new administration, could provide relief for investment advisers, particularly smaller firms that already have to balance compliance with client service, marketing, and the other duties that go into running a firm.

Financial Planner 144

Financial Planner Compliance Commission Retirement 144

Validea

NOVEMBER 9, 2024

Yet despite the initial development period, their systematic approach was fundamentally sound and eventually led to one of the most successful track records in investment history, with the Medallion Fund averaging over 60% returns annually for several decades. So what constitutes a sound investment process?

Investments 52

Investments Investing Media Portfolio Management 52

The Reformed Broker

SEPTEMBER 22, 2023

This week, Michael Batnick, Jeremy Grantham, and Downtown Josh Brown discuss being the “Bubble Historian”, Inflation, Modern Valuations, the Four most Dangerous Words, Real Estate, Impact Investing, and much more! Welcome to the latest episode of The Compound & Friends. Listen here: Apple podcasts Spotif.

Valuation 306

Valuation Investments Investing Marketing 306

Nerd's Eye View

JANUARY 10, 2025

Also in industry news this week: A survey indicates that nearly 71% of new financial advisors drop out in the first 5 years, with firms offering better training and mentorship opportunities (as well as entry-level positions that don't come with business development targets) seeing higher employee retention rates How broker-dealer self-regulatory organization (..)

Financial Planner 189

Financial Planner Clients Financial Advice Numbers 189

Abnormal Returns

DECEMBER 18, 2024

ritholtz.com) Investing How to deal with a stock market at or near all-time highs. awealthofcommonsense.com) Market valuations aren't going to help you time the stock market. humbledollar.com) Letting go Success in life, and investing, means letting stuff go. morningstar.com) Doing your spouse a favor, while you can.

Retirement Planning 130

Retirement Planning Retirement Valuation Insurance 130

Validea

NOVEMBER 9, 2024

Martin Zweig may have owned one of the most expensive penthouses in Manhattan, but his path to wealth was paved with disciplined, methodical investing rather than risky speculation. By high school, he had already set his sights on becoming a millionaire through stock investing.

Investments 52

Investments Investing Sales Valuation 52

Abnormal Returns

OCTOBER 29, 2023

(mrzepczynski.blogspot.com) Byron Wien's 20 rules for investing and life. awealthofcommonsense.com) Where the valuation of the 60/40 portfolio stands. ritholtz.com) Why aren't stocks down more? theirrelevantinvestor.com) Remember the guy who forgot the password for a hard drive with 7,002 Bitcoin on it?

Valuation 302

Valuation Economy Financial Market Portfolio 302

The Big Picture

OCTOBER 30, 2024

Meb Faber, Cambria Investments (October 30, 2024) Dividend investing has a long and storied history, but it turns out dividends are only part of the picture driving stock returns. He is the author of shareholder yield, a better approach to dividend investing just out in its second edition this week.

Investments 147

Investments Investing Valuation Numbers 147

A Wealth of Common Sense

DECEMBER 30, 2024

Today’s Talk Your Book is brought to you by Motley Fool Asset Management: See here for more information on the Motley Fool 100 Index ETF On today’s show, we discuss: How the index is constructed The difference between active and passive management Investing in growth vs value How to have conviction as an analyst The Motley Fool’s (..)

Investments 53

Investments Investing Valuation Assets 53

Abnormal Returns

FEBRUARY 28, 2024

(blockworks.co) Strategy Rubin Miller, "Investing on hopes and hunches — making emotional decisions — is why so few portfolios earn the actual market return." fortunesandfrictions.com) The rise of passive investing hasn't broken the markets. disciplinefunds.com) What happens if you invest at a stock market top?

Valuation 278

Valuation Financial Advising Startup Media 278

Abnormal Returns

JULY 16, 2024

mrzepczynski.blogspot.com) Comparing the correlation benefits of managed futures vs. market-neutral multi-factor investing. alphaarchitect.com) On the valuation of TIPS and nominal Treasury bonds. Managed futures Why managed futures stand out among hedge fund strategies. federalreserve.gov) Why do investors prefer lottery stocks?

Valuation 264

Valuation Management Portfolio Investments 264

The Big Picture

FEBRUARY 24, 2023

” AQR’s Cliff Asness on 60/40 Strategy, Market Risks Source: Bloomberg , February 23, 2023 The post Asness on Value Investing & Humility appeared first on The Big Picture. They discuss AQR’s 60/40 portfolio strategy and the risks facing financial markets, with Sonali Basak and Guy Johnson on “Bloomberg Markets.”

Investments 147

Investments Investing Financial Market Portfolio 147

Nerd's Eye View

JULY 5, 2023

stocks has led to the favoritism of ‘local’ investments over international ones through behavioral biases (e.g., stocks has led to the favoritism of ‘local’ investments over international ones through behavioral biases (e.g., and global investments. As the U.S. The outperformance of U.S.

Valuation 246

Valuation Economics Portfolio Investments 246

Trade Brains

NOVEMBER 6, 2024

Many fundamentally strong Nifty 50 stocks are now trading at attractive valuations, For long-term investors, this dip could provide a chance to accumulate quality stocks at lower prices, particularly those with strong financials, solid growth prospects, and market leadership. Investing in equities poses a risk of financial losses.

Banking 98

Banking Distribution Valuation Retail 98

The Big Picture

JANUARY 12, 2024

As co-CEO, Marcus develops and leads the company’s global strategy; as global COO, she is responsible for overseeing business and investment operations globally. Finance in 2023 She discusses how from an early age, she was primarily interested in all aspects of real estate, from architecture to investments.

Startup 298

Startup Portfolio Management Assets Valuation 298

Abnormal Returns

JANUARY 14, 2024

(awealthofcommonsense.com) 12 lessons the markets taught investors in 2023 including 'Valuations cannot be used to time markets.' awealthofcommonsense.com) 10 ideas from 2023 that stuck including 'Keep it simple in investing when everyone knows everything.'

Valuation 293

Valuation Assets Investments Investing 293

The Big Picture

DECEMBER 17, 2022

This week, we speak with Robert Koenigsberger , the managing partner and chief investment officer of Gramercy Funds Management. A dedicated emerging markets investment manager, Gramercy Funds Management — which Koenigsberger founded in 1998 — now has more than $5 billion dollars in assets under management.

Management 281

Management Valuation Consulting Investments 281

Abnormal Returns

JUNE 6, 2023

(insights.finominal.com) Research Kai Wu, "While Quality seeks firms that are profitable today, Intangible Value seeks those investing in profitability tomorrow." papers.ssrn.com) Private equity fundamentals (and valuations) are not great. mailchi.mp) Family relationships seem to affect our investing decisions. caia.org)

Valuation 234

Valuation Investments Investing Marketing 234

The Big Picture

APRIL 7, 2023

Known as the Dean of Valuation, he teaches Corporate Finance and Valuation to the MBA students at Stern where he has been voted “Professor of the Year” by the graduating M.B.A. His textbook “ Investment Valuation ” is the standard in the field. class nine times.

Valuation 298

Valuation Advertising Economy Food 298

Abnormal Returns

SEPTEMBER 24, 2023

Top clicks this week How Morgan Housel invests his portfolio. institutionalinvestor.com) Putting a valuation on Instacart ($CART). etf.com) The hardest thing about being an investor is deciding what to focus on. behaviouralinvestment.com) Why selling a stock is harder than buying. morningstar.com)

Math 278

Math Valuation Portfolio Investments 278

Wealth Management

APRIL 4, 2023

The deal is the first outside investment in Rockefeller to be disclosed publicly.

Valuation 189

Valuation Investments Investing 189