The Big Picture

NOVEMBER 26, 2024

Full transcript below. ~~~ About this week’s guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. I’m Barry Ritholtz, and on today’s edition of At the Money , we’re going to discuss how retail investors can responsibly invest in crypto.

Investing 147

Investing Investments Assets Retail 147

The Reformed Broker

AUGUST 15, 2023

On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Retail Earnings – Consumers are still spending. Stock Picker’s Delight – Sector correlation and valuation disparities are providing value opportunities. Michael Burry Loves Attention – Fully.

Valuation 130

Valuation Retail Investing Investments 130

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). institutionalinvestor.com) Economy Retail sales fell 1.1% in December 2022.

Financial Advising 130

Financial Advising Startup Wealth Management Valuation 130

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 9, 2023

Your Investing Strategy Just Failed. Venture capital’s reckoning looms closer : Valuations on holdings will have to converge sooner rather than later with listed tech sector ( Financial Times ). Digital platforms are struggling, meanwhile a 136-year-old book retailer is growing again. All Star Charts ). It’s Time to Double Down.

Economy 173

Economy Valuation Education Retail 173

The Big Picture

JUNE 29, 2023

Bloomberg ) • AI’s Winners, Losers and Wannabes : An NVIDIA Valuation, with the AI Boost! Chief Investment Officer ) • Carry That Weight : There’s a problem with transporting new vehicles across the country: They’re too heavy. Slate ) • St. . The consequences of this dysfunction can be far-reaching. (

Recruitment 130

Recruitment Transportation Valuation Consulting 130

Carson Wealth

JULY 27, 2022

By Scott Kubie, Senior Investment Strategist . . Two sectors that could skew earnings are energy and retail, primarily due to inflation and supply chain concerns. And supply chain issues may continue causing headaches for the big box retailers. Valuations Could Move to a More Normal Range . High inflation. Bear market.

Marketing 98

Marketing Marketing Valuation Economy 98

Trade Brains

OCTOBER 28, 2024

Comparing a company’s P/E to its peers and historical averages provides essential context for better investment decisions. popularly known as “Nykaa” is a digitally native consumer technology platform, that delivers a content-led, lifestyle retail experience to consumers.

Medical 90

Medical Manufacturing Engineering Valuation 90

James Hendries

DECEMBER 4, 2022

Economic and corporate data support the initial strong reads on holiday retail sales despite the macro headwinds, reinforcing the idea that today’s consumer is in a better position than usual at this point in the business cycle. Will a Resilient Consumer Support Holiday Retail?

Retail 52

Retail Marketing Marketing Sales 52

Validea

OCTOBER 24, 2024

Oftentimes in investing, all of us think we have figured something out. And this idea applies to much more than investing. And this idea applies to much more than investing. This principle is one of the most misunderstood aspects of investing: the relationship between a company’s performance and its stock price.

Investing 52

Investing Investments Valuation Retail 52

Advisor Perspectives

APRIL 4, 2024

The economy, inflation, interest rates and market valuations drive the key questions facing advisors. What are the challenges faced by retail banks by not providing competitive rates and the resulting opportunity cost of holding cash? Does the tech stock landscape mirror the boom of 1996 or the bust of 2000?

Valuation 64

Valuation Retail Banking Economy 64

Validea

APRIL 4, 2024

Benjamin Graham (1894-1976) is considered the father of value investing and one of the most influential figures in investment history. Pioneering a disciplined, “defensive” approach focused on financial strength and cheap valuations, Graham achieved an excellent long-term track record.

Investing 52

Investing Investments Valuation Manufacturing 52

Validea

DECEMBER 13, 2024

Warren Buffett and Peter Lynch stand as two of investing’s most legendary figures, each with distinct approaches to identifying exceptional companies. Unlock exclusive access to Valideas stock analysis and investment tools start your free trial today! over the past decade Strong ROE averaging 26.4% Lynch criteria: Strong 22.8%

Investing 52

Investing Investments Advertising Valuation 52

Trade Brains

JULY 28, 2023

In the next 5 minutes, I’ll walk you through the most important points about Tata Elxsi, including fundamentals, technicals, analyst ratings, and retail sentiment on Stocktwits , which will help you in your decision-making process. But as I have highlighted earlier, the valuation is very expensive, which is a significant negative.

Retail 96

Retail Sales Valuation Consulting 96

Carson Wealth

APRIL 8, 2024

Pockets of attractive valuations exist despite above-average valuations in some high-profile areas of the market. One of our favorite indicators at Carson Investment Research is the December Low Indicator, which is fairly straightforward. Following the huge 11.2% on average. However, cyclical areas are bouncing back.

Marketing 96

Marketing Marketing Valuation Economy 96

MarketWatch

MARCH 8, 2023

WHP Global, an acquirer of retail brands backed by Oaktree Capital Management, on Wednesday said it reached a company valuation of $1.6 billion based on a fresh $375 million investment from Ares Management Corp. For its part, Oaktree is owned by Brookfield Asset Management Ltd.

Valuation 40

Valuation Investing Investments Retail 40

The Big Picture

FEBRUARY 6, 2024

I love finding these people who are just absolute rock stars within their space that most of the investing public probably is not familiar with, haven’t heard about them. This is the first time they’re putting out a product for retail. . ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio.

Valuation 130

Valuation Investing Investments Assets 130

Nationwide Financial

APRIL 3, 2023

This either sets the stage for upward revisions as pessimism eases or suggests the S&P 500 has gotten ahead of itself, with a valuation of 18x forward earnings. Pessimists argue about still elevated inflation, tightening financial conditions, the risk to earnings estimates, and rising valuations.

Marketing 105

Marketing Marketing Valuation Economics 105

Trade Brains

JULY 18, 2024

Reliance on Energy, Data, Telecom, and Retail are making significant inroads and poses a challenge for businesses in that industry. These investments instill confidence and growth prospects in the company. This can open opportunities to diversify the investments into various fields like Alternative Investments.

Investing 52

Investing Investments Financial Services Retail 52

Brown Advisory

APRIL 1, 2015

Investment Perspectives | Bubbles II. In Engines That Move Markets, a 2002 book about the cycles of technology investing, Alasdair Nairn defines “bubbles” as periods when investors appear to suspend rational valuation, much as they had during the dotcom craze shortly before the book was published. Wed, 04/01/2015 - 16:48.

Investing 52

Investing Investments Valuation Assets 52

The Big Picture

SEPTEMBER 10, 2024

Mike Wilson has been with Morgan Stanley since 1989, rising up through the ranks of institutional sales, trading, investing, banking to eventually becoming Chief Investment Officer and Chief US Equity Strategist. Was investing always the career plan? So I was really investment banking. MBA from Kellogg at Northwestern.

Valuation 162

Valuation Clients Investments Investing 162

Brown Advisory

AUGUST 1, 2018

Investment Perspectives | Managing Risk ajackson Wed, 08/01/2018 - 10:37 In 1963, Bob Dylan warned us that the times, they are a-changin’—and while he wasn’t talking about capital markets, his words ring as true today for investors as they did for those growing up in the turbulent '60s. From an economic perspective, growth in the U.S.

Management 52

Management Investing Investments Valuation 52

Brown Advisory

AUGUST 1, 2018

Investment Perspectives | Managing Risk. We tend to be strategic rather than tactical in our approach to investing, but a combination of recent fundamental developments and valuation changes has caused us to add a note of caution in conversations with clients and in the management of their portfolios. Wed, 08/01/2018 - 10:37.

Management 52

Management Investing Investments Valuation 52

The Big Picture

DECEMBER 5, 2023

And that was very important because when this was the dawning of what is now a big analyst program across the country in all banks and investment banks. There was no m and a departments in any investment bank really until the very late seventies. It was America’s largest retailer. That’s pretty reason.

Management 173

Management Investing Investments Numbers 173

Validea

AUGUST 15, 2024

per share Attractive valuation: P/E ratio of 19.94 Dillard’s Inc (DDS) Business: Dillard’s operates retail department stores primarily in the Southwestern, Southeastern, and Midwestern United States. historical EPS growth rate Attractive valuation: P/E ratio of 9.1 Solid return on equity: Average ROE of 16.4%

Investing 52

Investing Investments Assets Valuation 52

Truemind Capital

SEPTEMBER 13, 2021

Sentiment cycles move from one extreme of greed to another extreme of fear which takes valuations also to extremes from their long-term averages. At the extreme of fear sentiment (which coincides with dirt-cheap valuations), the risk-reward is highly favorable i.e., higher potential upside with lower potential downside risk.

Marketing 52

Marketing Marketing Valuation Retail 52

Cornerstone Financial Advisory

FEBRUARY 19, 2024

But stocks regained some momentum on Wednesday and rallied Thursday despite disappointing reports on both retail sales and industrial production for January. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. ” – Wayne Gretzky Taking A Side Gig?

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

MARCH 18, 2024

Retail sales, also reported on Thursday, were disappointing, rising less than expected and adding to the inflation angst. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. When sold, investments may be worth more or less than their original cost.

Marketing 105

Marketing Marketing Taxes Economics 105

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

Cornerstone Financial Advisory

MARCH 25, 2024

Retail Inventories. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost.

Marketing 105

Marketing Marketing Taxes Economics 105

Validea

APRIL 8, 2024

Many people think investing has to be complicated. In the book, Greenblatt outlined a simple investment strategy that used only two criteria to find good companies trading at a discount. In the book, Greenblatt outlined a simple investment strategy that used only two criteria to find good companies trading at a discount.

Valuation 52

Valuation Retail Investing Investments 52

Cornerstone Financial Advisory

MARCH 11, 2024

Retail Sales. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. stock market.

Marketing 103

Marketing Marketing Insurance Taxes 103

Brown Advisory

OCTOBER 18, 2016

Investment Perspectives | Seeking Yield achen Tue, 10/18/2016 - 11:03 Late September announcements by the Federal Reserve and the Bank of Japan (BOJ) underscore that today’s extraordinarily low interest rates are likely to persist for some time to come. Again, the result should be an incremental increase in economic activity.

Investing 52

Investing Investments Banking Portfolio 52

Brown Advisory

OCTOBER 18, 2016

Investment Perspectives | Seeking Yield. Encourage risk-taking: Since low interest rates result in minimal returns on “safe” investments like government bonds, investors will tend to seek higher returns by allocating capital to riskier, longer-dated assets. Tue, 10/18/2016 - 11:03.

Investing 52

Investing Investments Banking Portfolio 52

Cornerstone Financial Advisory

FEBRUARY 12, 2024

Retail Sales. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. stock market.

Marketing 105

Marketing Marketing Economics Taxes 105

Brown Advisory

FEBRUARY 26, 2021

Each year, our Investment Solutions Group (ISG) assess the current investment landscape and discuss how we are positioning client portfolios. We are pleased to share Brown Advisory’s 2021 Investment Solutions Group (ISG) Annual Outlook report. In many ways, the year’s investment backdrop is like no other.

Asset Allocation 52

Asset Allocation Assets Valuation Clients 52

Cornerstone Financial Advisory

DECEMBER 18, 2023

A solid retail sales number, which reflected a strong consumer and supported the soft landing thesis, also boosted enthusiasm. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. When sold, investments may be worth more or less than their original cost.

Marketing 105

Marketing Marketing Taxes Economics 105