Advisor Perspectives

AUGUST 1, 2024

Here is a summary of the four market valuation indicators we update on a monthly basis.

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Valuation Marketing Marketing 115

Abnormal Returns

APRIL 30, 2024

rcmalternatives.com) What valuations miss. morganstanley.com) How much do valuations matter for multi-asset investing? (insights.finominal.com) Does machine learning improve on factor investing? alphaarchitect.com) Research Managed futures returns are lumpy. alphaarchitect.com) How does family leadership affect company returns?

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Valuation Media Portfolio Assets 262

Wealth Management

MAY 8, 2024

A recent New York Times article suggested that Blackstone's non-traded REIT is inflating its property valuations. But real estate industry insiders say they are not worried.

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Valuation 117

Advisor Perspectives

OCTOBER 3, 2023

Here is a summary of the four market valuation indicators we update on a monthly basis.

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Valuation Marketing Marketing 119

Advisor Perspectives

JANUARY 2, 2024

Here is a summary of the four market valuation indicators we update on a monthly basis.

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Valuation Marketing Marketing 108

Advisor Perspectives

NOVEMBER 2, 2023

Here is a summary of the four market valuation indicators we update on a monthly basis.

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Valuation Marketing Marketing 116

The Big Picture

OCTOBER 17, 2022

I have a few ideas, none of which are conclusive, but perhaps together they explain some of the price action: the distraction to Elon Musk from the Twitter acquisition (and litigation); company valuation, and last, competition from legacy car makers. Let’s spend a few moments on each: 1.

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Valuation Numbers Sales Marketing 317

Abnormal Returns

SEPTEMBER 8, 2024

worksinprogress.co) Good luck trying to time the stock market using valuation metrics. (whitecoatinvestor.com) Three reasons to buy Josh Brown's new book "You Weren’t Supposed To See That." ritholtz.com) How pour-over coffee got so good. awealthofcommonsense.com) How index funds have changed demand for large cap stocks.

Tax Planning 299

Tax Planning Valuation Retirement Taxes 299

Abnormal Returns

MAY 6, 2024

podcasts.apple.com) Altruist Altruist has raised $169 million, elevating its valuation to more than $1.5 advisorhub.com) How Altruist merited its new valuation. (newretirement.com) Sam Parr talks with Taylor and 'Jane' about how to find a purpose when living with great wealth.

Estate Planning 260

Estate Planning Valuation Financial Planning Planning 260

Abnormal Returns

APRIL 28, 2024

scienceblog.com) What are to make of the big, and persistent, valuation disparities between large and small caps. (barrons.com) Good luck trying to dial risk up and down at the right times. collabfund.com) At what age do we say people are 'old'? kk.org) A look at how geopolitical events affect the stock market.

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Valuation Taxes Marketing Marketing 307

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.

Valuation 306

Valuation Investing Investments Marketing 306

Abnormal Returns

MARCH 17, 2024

morningstar.com) Has Nvidia ($NVDA) earned it valuation? (thedailybeast.com) Why this crypto rally is different. ofdollarsanddata.com) Are the Magnificent Seven all that overvalued? theirrelevantinvestor.com) How much should you spend on vacation? artofmanliness.com) Privately-owned Publix is putting other grocery chains to shame.

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Valuation Retail 278

Abnormal Returns

AUGUST 4, 2024

awealthofcommonsense.com) A look at the valuation of the S&P 490. Top clicks this week Are small caps cheap for a reason? disciplinefunds.com) Bonds are doing okay in 2024, except for long duration. capitalspectator.com) How major asset classes performed in July 2024.

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Valuation Assets Marketing Marketing 289

Abnormal Returns

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. (disciplinefunds.com) What happens if you invest at a stock market top? awealthofcommonsense.com) Private credit Private credit fundraising is slowing.

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Valuation Financial Advising Startup Media 279

Abnormal Returns

JANUARY 14, 2024

awealthofcommonsense.com) 12 lessons the markets taught investors in 2023 including 'Valuations cannot be used to time markets.' (downtownjoshbrown.com) Good luck trying to pick the best performing asset class on a year-by-year basis. morningstar.com) A visualization of the top 10 S&P 500 stocks by market cap.

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Valuation Assets Investing Investments 294

Abnormal Returns

OCTOBER 29, 2023

awealthofcommonsense.com) Where the valuation of the 60/40 portfolio stands. (theirrelevantinvestor.com) Remember the guy who forgot the password for a hard drive with 7,002 Bitcoin on it? wired.com) Bond bear markets are different than stock bear markets. disciplinefunds.com) Stop betting against America. marknewfield.substack.com)

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Valuation Economy Financial Market Portfolio 303

Abnormal Returns

AUGUST 27, 2024

mrzepczynski.blogspot.com) How Japanese companies plan to boost valuations. (dimensional.com) Do evergreen PE funds adequately capture returns? alphaarchitect.com) Research Sector performance mean reverts. mailchi.mp) The market cares who is CEO, just look at the stock prices.

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Valuation Planning Marketing Marketing 277

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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Valuation Advertising Economy Food 298

Abnormal Returns

DECEMBER 13, 2022

linkedin.com) A round-up of recent research on valuation including 'Valuation When Disaster Risks Increase at an Increasing Rate.' Quant The CFA Institute has fallen down on the job of advancing industry knowledge. capitalspectator.com) Hedging strategies Hedging strategies come in two different flavors: fast and slow.

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Valuation Portfolio Management 246

The Big Picture

FEBRUARY 7, 2024

Dividends come from earnings, and so those are sort of anchors to valuation. Jeremy Schwartz : And basically said that there’s huge Tech stocks, triple-digit PEs, you can never justify the valuations no matter what the growth rates are. Present value of future cash flows, any asset is present value of future cash flows.

Investing 296

Investing Investments Valuation Portfolio 296

Abnormal Returns

JULY 16, 2024

alphaarchitect.com) On the valuation of TIPS and nominal Treasury bonds. (blogs.cfainstitute.org) Are analyst earnings forecast errors predictable with macroeconomic data? federalreserve.gov) Why do investors prefer lottery stocks? papers.ssrn.com) How views of the market differ between academics and normies. than in other markets.

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Valuation Management Portfolio Investing 265

Nerd's Eye View

APRIL 3, 2024

Notably, the work-from-home movement has resulted in a dramatic drop in office valuations that could lead to a whole host of issues, including lending constraints in the banking sector, which is already sitting on a mountain of unrealized losses on Treasuries and mortgages.

Economics 244

Economics Marketing Marketing Valuation 244

Financial Symmetry

NOVEMBER 14, 2024

Current valuations have been a common basis for these pessimistic views. The difficulty of predicting the absolute level of … Continued The post What Today’s Valuations Are Telling Investors appeared first on Financial Symmetry, Inc. stocks over the next decade.

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Valuation Marketing Marketing 64

Abnormal Returns

DECEMBER 27, 2023

ft.com) Citigroup ($C) trades at a big valuation discount to its competitors. (awealthofcommonsense.com) Michael reviews his ten predictions from 2023 including Bitcoin prices. theirrelevantinvestor.com) Banks JP Morgan Chase ($JPM) is going earn nearly 20% of U.S. bank profits in 2023.

Financial Advising 299

Financial Advising Valuation Banking Media 299

Abnormal Returns

SEPTEMBER 24, 2023

institutionalinvestor.com) Putting a valuation on Instacart ($CART). (tonyisola.com) Leveraged loans have put corporate bonds to shame in 2023. wsj.com) The life of a short-seller, even when proven correct, is no easy thing. aswathdamodaran.blogspot.com) How to make the math behind home ownership work (or not). morningstar.com)

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Math Valuation Portfolio Investing 279

Abnormal Returns

MARCH 13, 2024

on.ft.com) There is still a lot of uncertainty around office building valuations. (wired.com) The spot Bitcoin ETF fee war is here. etf.com) Finance Why Evercore ($EVR) is outperforming other investment banks. axios.com) The long and winding road to a Reddit IPO.

Financial Advising 317

Financial Advising Valuation Retail Media 317

Abnormal Returns

DECEMBER 19, 2023

on.ft.com) Corporate finance Stock-based compensation makes a big difference for company valuations. (advisorperspectives.com) A history of quant investing and the state of the factor zoo. tdmgrowthpartners.com) Profit margins are high, debt refinancings are coming. canvas.osam.com) Family firms do a better job of keeping information secret.

Investing 290

Investing Investments Valuation Retail 290

Abnormal Returns

JUNE 4, 2024

billion valuation? (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 bloomberg.com) Has the 'anti-woke' investing movement peaked? riabiz.com) Global China's internet history is getting erased.

Financial Advising 294

Financial Advising Economy Valuation Media 294

Nerd's Eye View

JULY 5, 2023

In addition to overlooking global long-term recovery patterns, investors often fail to consider the important role that valuation changes play in investment returns. As while investment returns can be driven by underlying economic performance, such as through growth in earnings, they can also be driven by changes in valuations.

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Valuation Economics Portfolio Investing 246

Advisor Perspectives

NOVEMBER 8, 2024

With the Q3 GDP first estimate and the October close data, we now have an updated look at the popular "Buffett Indicator" -- the ratio of corporate equities to GDP. The current reading is 194.7%, down from 196.9% the previous quarter.

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Valuation 111

Abnormal Returns

SEPTEMBER 6, 2024

ritholtz.com) Semiconductors Trying to put a valuation on Nvidia ($NVDA). Strategy Three reasons why the stock market declines. awealthofcommonsense.com) Three reasons to buy Josh Brown's new book "You Weren’t Supposed To See That." aswathdamodaran.blogspot.com) TSMC's ($TSM) Arizona plant is on track for 2025 production.

Financial Advising 288

Financial Advising Media Valuation Economy 288

Abnormal Returns

AUGUST 29, 2023

blog.thinknewfound.com) Should market valuations revert over time? Research 15 lessons learned from the quantitative investment research business. 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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Valuation Investing Investments Marketing 244

Trade Brains

OCTOBER 3, 2024

’s expansion, its potential future growth, and its sustainability, and whether the valuations are justified. Should you buy Trent despite having a high valuation? The post Should you buy Trent despite its high valuation? In the end, Trent is a part of the retail industry’s success story.

Valuation 98

Valuation Retail Food Marketing 98

The Big Picture

FEBRUARY 2, 2023

New York Times ) see also The Private Markets Valuation Debate Isn’t Settled Yet : The Miami conference circuit was abuzz with valuation chatter as investors weigh the pros and cons. Now, regular folk are outsmarting the pros.

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Valuation Banking Assets Investing 279

Abnormal Returns

MARCH 17, 2024

Markets Market valuations aren't that helpful in the short term. 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. downtownjoshbrown.com) Why it's so hard to profit from a big trend, like AI.

Financial Advising 289

Financial Advising Commission Valuation Consulting 289

Wealth Management

FEBRUARY 28, 2024

Fund managers in this red-hot asset class are often valuing their loans more generously than others do. Regulators are starting to worry.

Valuation 120

Valuation Assets Management 120

Abnormal Returns

JUNE 27, 2024

hbr.org) Startups SpaceX is doing a tender at a $210 billion valuation. (safalniveshak.com) Companies Monster Beverage ($MNST) is unique not only for its stock performance. kyla.substack.com) How Starbucks ($SBUX) devalued its brand. bloomberg.com) A24 just raised a new round of capital.

Financial Advising 278

Financial Advising Startup Valuation Manufacturing 278