Abnormal Returns

AUGUST 22, 2023

theirrelevantinvestor.com) Do market valuations mean revert over time? abnormalreturns.com) Adviser links: reducing portfolio volatility. newsletter.abnormalreturns.com) Mixed media Top tier shopping malls are still doing just fine. Markets The stock market is laser focused on interest rates.

Financial Advising 246

Financial Advising Valuation Retail Media 246

Abnormal Returns

JANUARY 3, 2023

capitalspectator.com) 2022 was the third worst year for the 60/40 portfolio. wsj.com) Startups are going to experience a "new normal" valuation-wise. avc.com) SpaceX is raising new capital at a $137 billion valuation. newsletter.abnormalreturns.com) Mixed media It helps to love the business you are in. seths.blog).

Startup 242

Startup Valuation Financial Advising Distribution 242

Abnormal Returns

MARCH 20, 2024

Strategy Ten things to know about building a diversified portfolio. morningstar.com) Real assets can be a portfolio drag during periods of quiescent inflation. marginalrevolution.com) Finance Private equity is stuck between elevated valuations high interest rates and a moribund IPO market. ofdollarsanddata.com)

Financial Advising 251

Financial Advising Startup Valuation Economy 251

Abnormal Returns

JANUARY 27, 2023

awealthofcommonsense.com) 2022 shows that every portfolio strategy comes under pressure. nytimes.com) Companies Revisiting Tesla's ($TSLA) valuation, post-Twitter fiasco. newsletter.abnormalreturns.com) Mixed media We are still learning how to live with e-mail, Slack etc. How do they perform over the long run?

Financial Advising 245

Financial Advising Distribution Valuation Media 245

Abnormal Returns

AUGUST 9, 2023

axios.com) Venture capital Why more markdowns are coming to venture capital portfolio valuations. newsletter.abnormalreturns.com) Mixed media Junior consultants are sitting on the beach. (bloomberg.com) In China, new EVs are now cheaper to buy than ICEs. washingtonpost.com) The earlier adopter era for EVs is over.

Financial Advising 238

Financial Advising Economy Valuation Consulting 238

The Big Picture

APRIL 24, 2023

It is a meaningless, media-creation fiction, a rule of thumb with no evidence showing it to be significant 1 (beyond the fact we have that many fingers and toes). Within the equity portion of your portfolios, they can provide some measure of diversification. Note we have not even referencing the valuation debate.

Economics 299

Economics Marketing Marketing Portfolio 299

Abnormal Returns

JANUARY 10, 2024

awealthofcommonsense.com) The 60/40 portfolio had a big comeback in 2023. entrylevel.topdowncharts.com) Strategy 12 lessons the markets taught investors in 2023 including 'Valuations cannot be used to time markets.' newsletter.abnormalreturns.com) Mixed media How to read more books in 2024 by swapping doomscrolling for reading.

Financial Advising 170

Financial Advising Valuation Banking Media 170

Dear Mr. Market

APRIL 2, 2025

My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. Historically, this bracket has been dominated by the tech sector, but after years of outsized gains, big tech valuations are stretched.

Investing 78

Investing Investments Valuation Advertising 78

Validea

NOVEMBER 9, 2024

Over several months, this trader generated impressive returns by following social media trends and timing market sentiment. No matter how well-timed the trades might have seemed, cryptocurrency prices are largely driven by factors beyond social media sentiment. Their process has helped them navigate various market cycles successfully.

Investing 52

Investing Investments Media Portfolio Management 52

Abnormal Returns

FEBRUARY 16, 2023

howardlindzon.com) Private assets Why private equity needs much better valuations. ft.com) Why where investors mark the portfolios can be all over the place. newsletter.abnormalreturns.com) Mixed media Seth Godin, "Lossy compression is forever. (theatlantic.com) Finding a good retail CEO is tough these days.

Financial Advising 146

Financial Advising Engineering Valuation Retail 146

Abnormal Returns

SEPTEMBER 22, 2022

Markets Market valuations are a lot more attractive than they were a year ago. mantaro.money) Media Jeff Jarvis, "If network prime time has lost its value, so have networks, so has television, so has broadcast." (axios.com) It's not just you, planes are dirtier now. blog.validea.com) Visualizing U.S. interest rates since 2020.

Financial Advising 130

Financial Advising Media Valuation Assets 130

Abnormal Returns

JANUARY 18, 2023

(allstarcharts.com) Why 2022 was an unusually bad year for the 60/40 portfolio. institutionalinvestor.com) Startup valuations trended down in the second half of 2022. Then check out our (newsletter.abnormalreturns.com) Mixed media How to use Substack to write a book and bypass the publishing houses.

Financial Advising 130

Financial Advising Startup Wealth Management Valuation 130

Trade Brains

OCTOBER 7, 2024

Additionally, foreign investors are shifting funds from India to China, attracted by lower valuations. These valuations reflect different economic conditions and investor sentiments in each country. However, the IT, Metal, FMCG, and Media sectors outperformed the Nifty 50. US markets follow closely with a P/E of 26.06.

Valuation 52

Valuation Marketing Marketing Government 52

The Big Picture

OCTOBER 2, 2024

Typically the, the valuations are. That’s how sensible the valuations are outside of the major terrains. Soraya Darabi : We’re not ignoring California, we just think some better valuations are available in Los Angeles, or Berkeley for that matter, versus San Francisco proper. Just hyperbolic in the U.

Investing 182

Investing Investments Startup Valuation 182

The Big Picture

AUGUST 16, 2022

The firm that he’s built is one of those very quiet, very successful entities that without a whole lot of media coverage, without a whole lot of fanfare, just amassed an enormous amount of capital because they’ve done so well for their clients over time. And last market question, so we’ve seen equity valuations come down.

Management 305

Management Assets Risk Management Marketing 305

Validea

OCTOBER 17, 2024

The term “bubble” has become ubiquitous in financial media. While there’s no universally accepted definition, we can outline some general characteristics and criteria: Extreme Valuations : Prices are significantly higher than can be justified by fundamental analysis.

Valuation 52

Valuation Media Investment Planning Marketing 52

The Big Picture

OCTOBER 2, 2024

Typically the, the valuations are. That’s how sensible the valuations are outside of the major terrains. Soraya Darabi : We’re not ignoring California, we just think some better valuations are available in Los Angeles, or Berkeley for that matter, versus San Francisco proper. Just hyperbolic in the U.

Investing 130

Investing Investments Startup Valuation 130

The Big Picture

APRIL 18, 2023

In the short run, there can be distortions in public market valuations as we saw in 2001 and we saw prior to that in 2007, and prior to that in 2000, in ‘99. BARATTA: The media conglomerate? Valuations go up and you saw it, of course, in the late ‘90s, in the tech sector. BARATTA: Yeah. In the long run. RITHOLTZ: Sure.

Assets 162

Assets Investing Investments Valuation 162

Trade Brains

APRIL 3, 2023

Hagstrom describes the necessary aspects to achieve similar success like Buffett that you can apply immediately to your own portfolio. The book educates the readers about the much-needed topics that are ignored by most financial websites, books, and media. The book contains all the things that it promises.

Investing 98

Investing Investments Valuation Education 98

Validea

DECEMBER 7, 2023

In a briefing to various media outlets, BlackRock predicts that active investing strategies will dominate in 2024, with quality companies doing particularly well, according to an article in Barron’s. Having those kinds of stocks in your portfolio will help “immunize you from higher rates,” DeSpirito says.

Portfolio 52

Portfolio Valuation Media Investments 52

Discipline Funds

SEPTEMBER 7, 2023

02:32 – Cullen’s goals with his personal portfolio 04:50 – Matching the duration of assets with liabilities 09:38 – How Cullen views retirement 14:28 – Do Cullen’s macro views influence his portfolio? I hope you learn something new from this interview.

Assets 58

Assets Asset Allocation Valuation Portfolio 58

Validea

NOVEMBER 29, 2023

And so even though current portfolio values might be down, the expected future returns are higher. Independent & Balanced Thinking : Felix highlights how negative biases in the financial media have a larger impact on investors’ overall perception of market crashes and future declines. Take 2022 and 2023 as an example.

Investing 64

Investing Investments Risk Tolerance Financial Advisor 64

Truemind Capital

NOVEMBER 7, 2019

Media-induced- In this digital age, we consume online content at a fast rate and brands are very much aware of this. Through predictive modelling, your social media might and must be full of alternate product suggestions from the brands you previously bought from. How to keep halo out of your investments?

Media 52

Media Valuation Consulting Investing 52

Trade Brains

OCTOBER 12, 2023

The company entered into development and engineering service providers in automotive, media, broadcast, communications, and healthcare. Their solutions include Distribution, delivery, and Ad monetization for Media and OTT service providers. Are the companies leading the front of the growth curve in EVs? Let us know your view on this.

Planning 105

Planning Engineering Healthcare Manufacturing 105

Truemind Capital

SEPTEMBER 10, 2019

To generate above-average risk-adjusted returns and to meet your investment objective successfully, you must look for these three non-negotiable qualities in an investment adviser which are extremely important for value addition to your investment portfolio: 1. Unchecked conflict of interest can ruin your investment returns.

Investments 52

Investments Investing Asset Allocation Fiduciary Duty 52

Investing Caffeine

JUNE 3, 2024

Yet, every day you turn on the television or comb through the avalanche of news headlines through various media outlets, there is always some Armageddon story about an impending market crash, or some other speculative, get-rich-quick scheme. As Warren Buffett states, “Investing is like dieting. www.Sidoxia.com Wade W.

Risk Tolerance 52

Risk Tolerance Economics Economy Asset Allocation 52

Brown Advisory

SEPTEMBER 3, 2015

Still, we believe that attractive opportunities for fundamental, bottom-up investing endure in China S and Asia’s other emerging markets, where valuations are more attractive than for equities in the developed world like the U.S. By Mick Dillon, CFA, Portfolio Manager, Global Leaders Strategy; Priyanka Agnihotri, Equity Research Analyst.

Insurance 52

Insurance Portfolio Management Clients Government 52

Brown Advisory

JULY 22, 2020

centric portfolio. Many venture portfolios take a similar approach, concentrating their bets around geographies and markets that have shown past success. In a relatively short period of time, China has become an enormous market for social media, mobile transactions, AI, and more. Consider electronic payments data from Statista.

Startup 52

Startup Government Manufacturing Clients 52

Brown Advisory

JULY 22, 2020

centric portfolio. Many venture portfolios take a similar approach, concentrating their bets around geographies and markets that have shown past success. In a relatively short period of time, China has become an enormous market for social media, mobile transactions, AI, and more. Consider electronic payments data from Statista.

Startup 52

Startup Government Manufacturing Clients 52

Trade Brains

MARCH 1, 2024

R K Swamy IPO Review About the R K Swamy Company R K Swamy is one of the leading marketing services providers, offering single-window solutions for creative, media, data analytics, and market research services. High Working Capital Requirements: The company reserves spaces for its clients with media houses and other digital platforms.

Advertising 59

Advertising Communication Media Clients 59

Fortune Financial

AUGUST 31, 2022

From an investment perspective, the global government policies underway to reduce emissions and promote healthy communities are ones that simply should not be ignored in your wealth-building portfolios. Investing in clean energy can be beneficial, not only for the environment but also for your financial portfolio. compared to 97.2%.

Investing 52

Investing Investments Government Portfolio 52

Brown Advisory

JUNE 21, 2017

Investment Perspectives - The Great Debate achen Wed, 06/21/2017 - 12:35 Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing. High portfolio turnover can be an indicator of changing risk.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing. Portfolios with greater active share could be said to reflect more independent thinking on the part of the managers. Manager Characteristics.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JULY 1, 2016

Since equities typically comprise the largest single component of a balanced portfolio, they are the greatest single determinant of overall returns for institutional and private clients alike. Still, investors need to incorporate a reasonable long-term assumption into their portfolio projections. the “real” return).

Investing 52

Investing Investments Portfolio Assets 52

Brown Advisory

JULY 1, 2016

Since equities typically comprise the largest single component of a balanced portfolio, they are the greatest single determinant of overall returns for institutional and private clients alike. Still, investors need to incorporate a reasonable long-term assumption into their portfolio projections. the “real” return). Key Factors.

Investing 52

Investing Investments Portfolio Assets 52

The Big Picture

FEBRUARY 12, 2024

And since we’re looking for narratives as opposed, and then do valuation work second as opposed to cheap, we don’t screen. I’m the portfolio manager and I’m actually the only portfolio manager. I don’t really spend very much time myself on these kinds of social media. Why aren’t you?

Management 294

Management Investing Investments Economy 294

The Big Picture

DECEMBER 5, 2023

How, how are the higher rates affecting valuations amongst private companies? 00:37:43 [Speaker Changed] So there’s two issues that are affecting valuations. 00:39:24 [Speaker Changed] So, so let’s look at valuation in a historical perspective. What sort of risks does this create for your portfolio companies?

Management 173

Management Investing Investments Numbers 173