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MARCH 12, 2024

morningstar.com) Has Nvidia ($NVDA) earned it valuation? newsletter.abnormalreturns.com) Mixed media How some media startups are thriving by focusing on subscriptions and newsletters. Markets Are the Magnificent Seven all that overvalued? theirrelevantinvestor.com) Crypto Why this crypto rally is different.

Financial Advising 289

Financial Advising Startup Media Economy 289

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FEBRUARY 28, 2024

on.ft.com) Private credit valuations are all over the board. bloomberg.com) Startups Stripe employees just sold shares at a $65 billion valuation. slate.com) How did Vice Media go bust? (awealthofcommonsense.com) Private credit Private credit fundraising is slowing. wsj.com) Oishii just raised a big new round of capital.

Valuation 278

Valuation Financial Advising Startup Media 278

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NOVEMBER 15, 2024

spglobal.com) Finance Elon Musk's xAI and SpaceX are getting a valuation boost. newsletter.abnormalreturns.com) Mixed media Not The Onion: The Onion has purchased Alex Jones' Infowars out of bankruptcy. Markets The equity risk premium has fallen. mrzepczynski.blogspot.com) The S&P SmallCap 600 index is 30 years old.

Financial Advising 147

Financial Advising Food Valuation Media 147

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MAY 2, 2024

Does that mean you are less enamored of Berkshire shares at current valuations? ' (barrons.com) How long will Ajit Jain stay in the lead of Berkshire's insurance business? riabiz.com) Why Hunterbrook Media is going to struggle at its dual missions. newsletter.abnormalreturns.com) Mixed media Horse racing has a doping problem.

Financial Advising 260

Financial Advising Startup Media Valuation 260

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JUNE 4, 2024

billion valuation? newsletter.abnormalreturns.com) Mixed media Five takeaways from 'MoviePass, MovieCrash.' (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 thedailybeast.com)

Financial Advising 293

Financial Advising Economy Valuation Media 293

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FEBRUARY 5, 2024

Strategy Valuations matter, but using them in your investment process is a challenge. newsletter.abnormalreturns.com) Mixed media How the media covers earnings season. entrylevel.topdowncharts.com) When does passive investing become a problem for valuing companies? Then check out our weekly e-mail newsletter.

Financial Advising 264

Financial Advising Media Valuation Economy 264

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DECEMBER 27, 2023

ft.com) Citigroup ($C) trades at a big valuation discount to its competitors. newsletter.abnormalreturns.com) Mixed media 9 big scientific breakthroughs in 2023 including malaria and RSV vaccines. (awealthofcommonsense.com) Michael reviews his ten predictions from 2023 including Bitcoin prices. bank profits in 2023.

Financial Advising 298

Financial Advising Valuation Banking Media 298

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DECEMBER 7, 2023

techcrunch.com) SpaceX SpaceX is reportedly planning a tender offer for employee shares at a $175 billion valuation. newsletter.abnormalreturns.com) Mixed media The ad-supported Internet is collapsing in front of our eyes. stratechery.com) The Information stands out as a digital media success, ten years in. thedailybeast.com)

Digital Media 273

Digital Media Electronics Financial Advising Startup 273

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MARCH 13, 2024

on.ft.com) There is still a lot of uncertainty around office building valuations. newsletter.abnormalreturns.com) Mixed media How the interstate highway system changed America forever. (wired.com) The spot Bitcoin ETF fee war is here. etf.com) Finance Why Evercore ($EVR) is outperforming other investment banks.

Financial Advising 316

Financial Advising Valuation Retail Media 316

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JUNE 27, 2024

hbr.org) Startups SpaceX is doing a tender at a $210 billion valuation. newsletter.abnormalreturns.com) Mixed media A summer reading list including "The Gap and The Gain: The High Achievers' Guide to Happiness, Confidence, and Success" by Dan Sullivan and Benjamin Hardy. kyla.substack.com) How Starbucks ($SBUX) devalued its brand.

Financial Advising 277

Financial Advising Startup Valuation Manufacturing 277

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SEPTEMBER 7, 2023

theirrelevantinvestor.com) Big tech stocks have their own valuation experience. newsletter.abnormalreturns.com) Mixed media No matter how you slice it the NFL is a big business that is only getting bigger. Strategy It's hard to overstate the impact of the big tech stocks on the U.S. stock market of late.

Financial Advising 288

Financial Advising Valuation Economy Insurance 288

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SEPTEMBER 1, 2024

wsj.com) Good luck trying to time the stock market using valuation metrics. newsletter.abnormalreturns.com) Mixed media Why Americans have seemingly stopped moving. (on.spdji.com) There are too many markets at all-time highs to count. whitecoatinvestor.com) Strategy High yields come with risk. Don't let anyone tell you otherwise.

Financial Advising 294

Financial Advising Valuation Economy Economics 294

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JANUARY 30, 2023

newsletter.abnormalreturns.com) Mixed media Fidelity has cut its valuation for Twitter shares, again. axios.com) Five insights from Max Fisher's new book, "The Chaos Machine: The Inside Story of How Social Media Rewired Our Minds and Our World." Then check out our weekly e-mail newsletter. nextbigideaclub.com)

Financial Advising 246

Financial Advising Media Valuation Economy 246

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MARCH 17, 2024

Markets Market valuations aren't that helpful in the short term. newsletter.abnormalreturns.com) Mixed media On the end of the 6% real estate commission. tker.co) The U.S. yield curve has been inverted for a record amount of time. ft.com) Strategy Why you can ignore all the magazine cover commentary. nytimes.com)

Financial Advising 288

Financial Advising Commission Valuation Consulting 288

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OCTOBER 24, 2022

theinformation.com) Snowflake ($SNOW) is growing into its valuation. newsletter.abnormalreturns.com) Mixed media On the difference between a mentor and a coach. (rogersplanning.blogspot.com) Companies Brad Gerstner on how to turn Meta's ($META) stock around. medium.com) Big tech companies are sitting on their own bond market losses.

Marketing 246

Marketing Marketing Financial Advising Valuation 246

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JULY 11, 2024

scheplick.com) NA beer Athletic Brewing is riding the wave of interest in NA beverages to a much higher valuation. newsletter.abnormalreturns.com) Mixed media Why are so many concert tours getting cancelled? (newatlas.com) Eli Lilly ($LLY) could become the first $1 trillion health care company. npr.org) Economy June CPI actually fell.

Financial Advising 246

Financial Advising Valuation Media Economy 246

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FEBRUARY 11, 2024

wsj.com) Companies Just how important AI is for valuations today. newsletter.abnormalreturns.com) Mixed media Private equity is pounding on the door of the NFL. (axios.com) A look at Gary Sernovitz's new novel "Counting House." msn.com) An excerpt from "Private Equity: A Memoir" by Carrie Sun.

Assets 287

Assets Financial Advising Valuation Media 287

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OCTOBER 31, 2022

allstarcharts.com) And valuations are still attractive. theirrelevantinvestor.com) Media mentions of recession do tick higher before a recession. newsletter.abnormalreturns.com) Mixed media Five insights from Jonathan D. Small caps Small caps are outperforming of late. Then check out our weekly e-mail newsletter.

Financial Advising 246

Financial Advising Media Valuation Retail 246

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OCTOBER 26, 2023

bestinterest.blog) 60/40 portfolios Where the valuation of the 60/40 portfolio stands. newsletter.abnormalreturns.com) Mixed media We can never solve the problem of inequality, but we can make it the baseline for everyone higher. (theirrelevantinvestor.com) The stock-bond correlation does one thing: it changes. (fa-mag.com)

Financial Advising 278

Financial Advising Valuation Portfolio Economy 278

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APRIL 25, 2024

allstarcharts.com) What are to make of the big, and persistent, valuation disparities between large and small caps. newsletter.abnormalreturns.com) Mixed media Companies should stop giving out inflated 'senior' titles. Markets The energy sector is still less than 4% of the S&P 500. seeitmarket.com) There's no return without risk.

Accounting 264

Accounting Consulting Financial Advising Valuation 264

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DECEMBER 20, 2023

finance.yahoo.com) Hipgnosis is having a hard time coming up with song valuations. newsletter.abnormalreturns.com) Mixed media The case against setting goals for the new year. (bloomberg.com) Om Malik talks with Reilly Brennan, co-founder of Trucks.vc, about the future of self-driving cars. Don't let them define your life.

Financial Advising 260

Financial Advising Valuation Media Economy 260

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SEPTEMBER 17, 2023

frontofficesports.com) Why seed stage valuations haven't dropped as much as you would think. newsletter.abnormalreturns.com) Mixed media Brett & Kate McKay, "The average human is a bundle of intentions never acted upon." Finance Goldman Sachs ($GS) want to sell HNW clients a piece of a sports franchise.

Financial Advising 288

Financial Advising Valuation Economy Economics 288

Abnormal Returns

JANUARY 3, 2023

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. feld.com) 2023 is going to be a year or reckoning for the startup space. seths.blog).

Startup 242

Startup Valuation Financial Advising Distribution 242

Abnormal Returns

JANUARY 20, 2023

ft.com) Startups How unicorns are dealing with the decline in valuations. newsletter.abnormalreturns.com) Mixed media Why did Amazon ($AMZN) kill Amazon Smile? (variety.com) Finance How Morgan Stanley ($MS) outpaced Goldman Sachs ($GS) in wealth management. on.ft.com) The CPA shortage is real. Those stakes are set to change hands.

Investments 246

Investments Investing Startup Financial Advising 246

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JUNE 15, 2023

theinformation.com) Is there an AI premium for startup valuations? newsletter.abnormalreturns.com) Mixed media Remember the creator economy? (msn.com) AI The story of how Microsoft ($MSFT) became the leader in AI. bloomberg.com) How YouTube could help Google ($GOOGL) with its AI push. Then check out our weekly e-mail newsletter.

Financial Advising 244

Financial Advising Startup Valuation Economy 244

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SEPTEMBER 20, 2023

behaviouralinvestment.com) IPOs Putting a valuation on Instacart ($CART). newsletter.abnormalreturns.com) Mixed media Five insights from "Where Is My Office?: Strategy A wide range of outcomes is always on the table. tonyisola.com) The hardest thing about being an investor is deciding what to focus on.

Financial Advising 264

Financial Advising Valuation Media Economy 264

Abnormal Returns

FEBRUARY 6, 2024

Markets A look at Magnificent Seven valuations. newsletter.abnormalreturns.com) Mixed media How the NFL came to embrace sports gambling wholeheartedly. ft.com) Nvidia ($NVDA) has added some $500 billion market cap in just six weeks or so. markets.businessinsider.com) Newsletter writers are bullish.

Financial Advising 264

Financial Advising Valuation Manufacturing Media 264

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AUGUST 22, 2023

theirrelevantinvestor.com) Do market valuations mean revert over time? newsletter.abnormalreturns.com) Mixed media Top tier shopping malls are still doing just fine. Markets The stock market is laser focused on interest rates. thediff.co) Why there's never a shortage of pundits willing to make a big market call.

Financial Advising 246

Financial Advising Valuation Retail Media 246

Abnormal Returns

MAY 26, 2023

tomtunguz.com) Morgan Housel, "Companies should want the valuation they deserve, and not a penny more." newsletter.abnormalreturns.com) Mixed media The 11 best finance movies to watch this weekend including 'Boiler Room.' (awealthofcommonsense.com) When trading, it's okay to hit the reset button. wsj.com) Movies aren't real.

Financial Advising 245

Financial Advising Valuation Retail Economy 245

Abnormal Returns

JULY 28, 2023

tomtunguz.com) With valuations down, why aren't big tech companies buying more startups? newsletter.abnormalreturns.com) Mixed media Why you should strive to be unique, not #1. (awealthofcommonsense.com) Big Tech All things considered, Meta ($META) and Google ($GOOGL) dominate online ad spending. newsletter.osv.llc)

Financial Advising 240

Financial Advising Startup Valuation Media 240

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AUGUST 17, 2023

finance.yahoo.com) Markets Valuations don't matter in the short term. newsletter.abnormalreturns.com) Mixed media Why does Elon Musk get away with it all? Rates Mortgage rates are at levels not seen since 2001. axios.com) Global government bond yields are at 15-year highs. theinformation.com) The city of San Francisco is struggling.

Financial Advising 246

Financial Advising Valuation Manufacturing Media 246

Abnormal Returns

JANUARY 27, 2023

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. (rationalwalk.com) Funds Dividend-focused funds are having their moment. How do they perform over the long run? paulgraham.com)

Financial Advising 245

Financial Advising Distribution Valuation Media 245

Abnormal Returns

DECEMBER 28, 2022

tomtunguz.com) Instacart continues to slash its valuation. newsletter.abnormalreturns.com) Mixed media All the players wanting to become the new Twitter. (cnn.com) Big Tech is set to cut costs (and jobs) in 2023. nytimes.com) How Constellation Software is a $30b+ publicly-traded software holding company employing more than 25,000.

Financial Advising 243

Financial Advising Valuation Media Economy 243

Abnormal Returns

JUNE 27, 2023

bloomberg.com) SpaceX's valuation keeps rising, due in part to Starlink's success. newsletter.abnormalreturns.com) Mixed media Is the Apple ($AAPL) Vision Pro the future of movie watching? (behaviouralinvestment.com) Do commodities have a role to play in a long-term, strategic asset allocation?

Asset Allocation 243

Asset Allocation Financial Advising Startup Valuation 243

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JUNE 25, 2023

riabiz.com) Companies Nvidia's ($NVDA) valuation has gotten ahead of itself. newsletter.abnormalreturns.com) Mixed media Why your brain tricks you into thinking things are getting worse. (awealthofcommonsense.com) Crypto Bitcoin had a good week. aswathdamodaran.blogspot.com) Business at Boeing ($BA) and Airbus is booming.

Financial Advising 245

Financial Advising Valuation Retail Media 245

Abnormal Returns

JULY 19, 2022

ft.com) Venture Tomasz Tunguz, "The bid/ask spread in VC is the difference between the post-money valuation between a VC (the bidder) & a company (seller)." newsletter.abnormalreturns.com) Mixed media Joshua Brown and Ben Carlson talk with Matthew Ball about the metaverse. Then check out our weekly e-mail newsletter.

Financial Advising 245

Financial Advising Valuation Media Economy 245

Abnormal Returns

DECEMBER 5, 2022

Markets Small cap stocks stand out for their cheap valuations. newsletter.abnormalreturns.com) Mixed media How Twitter's decision to backtrack on moderation will affect other companies. morningstar.com) Why have energy stocks and oil prices diverged? Then check out our weekly e-mail newsletter.

Startup 244

Startup Marketing Marketing Financial Advising 244