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 (..)

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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.

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Abnormal Returns

JANUARY 20, 2023

ft.com) Startups How unicorns are dealing with the decline in valuations. news.crunchbase.com) Crypto companies, like FTX, invested in a bunch of crypto startups. (on.ft.com) The CPA shortage is real. wsj.com) Why PE firms are reluctant to put 'dry powder' to work. Those stakes are set to change hands.

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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.

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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?

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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.

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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.

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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.

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Nerd's Eye View

OCTOBER 4, 2023

The expectations for the future economic outlook also appear in the valuations of equities, which tend to reflect how markets anticipate that corporate earnings will grow in the future.

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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%.

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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.

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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.

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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 (..)

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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.

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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?

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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?

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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.

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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.

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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.

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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?

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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?

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Wealth Management

APRIL 4, 2023

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

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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.

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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.

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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.'

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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.

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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)

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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.

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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)

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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.

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Abnormal Returns

JUNE 4, 2024

billion valuation? bloomberg.com) Has the 'anti-woke' investing movement peaked? (sherwood.news) Fund management Fidelity has been successful in getting ETF companies to agree to revenue sharing agreements. bloomberg.com) How much in AUM do you need to justify a $10.5 riabiz.com) Global China's internet history is getting erased.

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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.

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Abnormal Returns

AUGUST 29, 2023

Research 15 lessons learned from the quantitative investment research business. blog.thinknewfound.com) Should market valuations revert over time? Not necessarily. thediff.co) Is illiquidity a feature or a bug? savantwealth.com) How the 52-week high affects stock prices. papers.ssrn.com) Historical returns are not set in stone.

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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.

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Abnormal Returns

SEPTEMBER 6, 2024

ritholtz.com) Semiconductors Trying to put a valuation on Nvidia ($NVDA). worksinprogress.co) Global China is investing in so-called 'connector countries' like Mexico. Strategy Three reasons why the stock market declines. awealthofcommonsense.com) Three reasons to buy Josh Brown's new book "You Weren’t Supposed To See That."

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The Big Picture

JANUARY 17, 2025

Chief Investment Officer ) After a Great Run for Stocks, Be Ready for Something Different : Sizzling returns may well continue, but our columnist suggests that it would be wise to prepare for the next storm. ( New York Times ) Mega Cap World Domination :Markets are hard because most things exist in shades of gray.

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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.

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