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." institutionalinvestor.com) Are retail investors going to return to crypto?

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Financial Advising Media Valuation Retail 246

Abnormal Returns

JUNE 25, 2023

riabiz.com) Companies Nvidia's ($NVDA) valuation has gotten ahead of itself. wsj.com) Retail Dollar stores are attracting a more upscale crowd these days. noahpinion.blog) Google is investing $10 billion in India's digitisation fund. (axios.com) Why everybody and their brother submitted a spot Bitcoin ETF application this week.

Financial Advising 245

Financial Advising Valuation Retail Media 245

Trade Brains

OCTOBER 3, 2024

Tradition and modernity are merging in the fast-changing retail world. As a result, the retail industry in India is flourishing. Popular retail businesses including Westside and Zudio are operated by the corporation. In the end, Trent is a part of the retail industry’s success story.

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Valuation Retail Food Marketing 98

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.

Investing 162

Investing Investments Portfolio Valuation 162

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.

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Valuation Retail Investments Investing 130

Harness Wealth

FEBRUARY 4, 2025

Alternative investments offer investors access to startups, real estate, and other non-traditional opportunities beyond stocks and bonds. In this article, well explore all the details of alternative investments, the reasons behind their growth as an investment choice, and how their tax treatment differs from traditional assets.

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Taxes Investing Investments Startup 52

Validea

FEBRUARY 10, 2025

His candid insights on what really drives markets and the limited role of policy makers challenge common assumptions about investing. This episode offers valuable perspective for both professional and retail investors trying to navigate today’s complex market environment.

Valuation 52

Valuation Communication Retail Banking 52

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.

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Financial Advising Startup Wealth Management Valuation 130

Zoe Financial

MARCH 3, 2025

despite beating earnings expectations, showing high valuation pressure. Economic Update: Retail Sales: Weaker than expected in January. It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product.

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Marketing Marketing Economics Taxes 52

Validea

MARCH 24, 2025

What distinguishes this strategy is its ranking system that automatically identifies companies demonstrating both superior business performance and reasonable valuation. By prioritizing these dual criteria, investors can discover quality businesses at attractive prices.

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Valuation Education Retail Sales 52

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

Validea

JANUARY 18, 2025

Finding stocks that satisfy both Warren Buffett’s quality-focused investment approach and Peter Lynch’s growth-at-a-reasonable-price strategy can help identify exceptionally strong companies. Visit Validea.com to access in-depth stock analysis and tools designed to emulate proven investment principles. ROE averages 15.2%

Financial Services 52

Financial Services Valuation Banking Debt Management 52

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. (

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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

Cornerstone Financial Advisory

NOVEMBER 25, 2024

Disappointing earnings on Tuesday from a large box retailer held back some gains in the broader S&P 500. 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.

Marketing 52

Marketing Marketing Taxes Economics 52

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?

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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

Cornerstone Financial Advisory

NOVEMBER 18, 2024

4,5 Stocks dropped again on Friday as strong October retail sales seemed to reinforce Powell’s comments about Fed rate adjustments. Tug-O-War The inflation data that came in last week—retail and wholesale—show that the path to the Fed’s stated goal of 2 percent inflation may prove bumpy. 6 Source: YCharts.com, November 16, 2024.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

DECEMBER 16, 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 52

Marketing Marketing Taxes Economics 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.

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Retail Sales Valuation Consulting 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

AUGUST 16, 2022

If you’re all interested in macro investing, trend following, commodities, currencies, fixed income, various types of quantitative strategies, and most important of all, risk management, you’re going to find this conversation to be absolutely fascinating. John was one of our managers that we had, you know, our clients invest in.

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Cornerstone Financial Advisory

NOVEMBER 11, 2024

Friday: 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.

Marketing 52

Marketing Marketing Taxes Economics 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

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.

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Marketing Marketing Valuation Economics 105

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

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.

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Marketing Marketing Valuation Economy 96

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.

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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.

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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

Discipline Funds

SEPTEMBER 5, 2024

I really liked this question from Joe Weisenthal on Twitter: I began investing during the Nasdaq bubble and was immediately thrust into a brutal 3 year bear market. All of my early investing experience was trial by fire. All that scaremongering about the national debt, QE, valuations, Capitalism, etc. It’s healthy.

Economy 97

Economy Investments Investing Valuation 97

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.

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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.

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Management Investing Investments Valuation 52

The Big Picture

APRIL 18, 2023

When he began, PE was a little bit of a niche boutique sort of investment, and over the ensuing 25 years, it has grown to be really a major asset class with giant opportunities that have been expressed by then small, now very large companies, of which Blackstone is one of the largest. The first job for Morgan Stanley was McCown De Leeuw.

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Assets Investing Investments Valuation 162