David Nelson

MAY 15, 2023

You’ve Got Mail The first origins of the internet go back as far as the 50’s as academia and the military explored new communication technologies. By 2000 investors were rabid dogs ready to invest in anything that could be associated with the net. Who can deny the iPhone hasn’t changed the way we view communication?

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Valuation Communication Medicine Investments 59

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. Valuations go up and you saw it, of course, in the late ‘90s, in the tech sector. But you’re looking at valuations and what sort of multiples you want to pay.

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Brown Advisory

SEPTEMBER 11, 2016

There have been tremendous advances in worldwide communications, medicine and computing power, and some promising recent indicators such as gains in U.S. Patent and Trademark Office nearly doubled from 2000 until 2015 to 630,000. The Russell 2000® Index measures the performance of the small-cap segment of the U.S.

Economics 52

Economics Economy Communication Banking 52

Brown Advisory

SEPTEMBER 11, 2016

There have been tremendous advances in worldwide communications, medicine and computing power, and some promising recent indicators such as gains in U.S. Patent and Trademark Office nearly doubled from 2000 until 2015 to 630,000. The Russell 2000® Index measures the performance of the small-cap segment of the U.S.

Economics 52

Economics Economy Communication Banking 52

Brown Advisory

MARCH 18, 2022

CIO Perspectives Webinar, 2022 Asset Allocation Outlook mhannan Fri, 03/18/2022 - 06:42 Markets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. The Russell 2000® Index measures the performance of the small-cap segment of the U.S. equity universe.

Asset Allocation 52

Asset Allocation Assets License Government 52

Brown Advisory

MARCH 18, 2022

Markets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. Any business or tax discussion contained in this communication is not intended as a thorough, in-depth analysis of specific issues. CIO Perspectives Webinar, 2022 Asset Allocation Outlook. equity universe.

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Asset Allocation Assets License Government 52

The Big Picture

FEBRUARY 12, 2024

He has put together an amazing track record at Greenlight in the middle 2000 and tens. That explaining that process and communication to people built confidence. Then we stayed open until about 2000. And then in 2000, I don’t know, we were maybe around six or 700 million at that point.

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Cornerstone Financial Advisory

JUNE 12, 2023

For instance, the Russell 2000 index (which measures the performance of 2,000 smaller-cap companies) rose 1.90% this week, outpacing the S&P 500 and the technology-heavy Nasdaq. This communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, GA, IN, MA, NC, OH, SC,TN, TX and VA.

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Brown Advisory

AUGUST 6, 2019

Taylor is also an excellent communicator and regularly shares his thoughts with our balanced portfolio managers serving private clients, endowments and foundations. Optimists point out that every recession in the last 45 years was preceded by either a large financial bubble (technology stocks in 2000, U.S.

Investments 52

Investments Investing Clients Portfolio Management 52

Brown Advisory

AUGUST 6, 2019

Taylor is also an excellent communicator and regularly shares his thoughts with our balanced portfolio managers serving private clients, endowments and foundations. Optimists point out that every recession in the last 45 years was preceded by either a large financial bubble (technology stocks in 2000, U.S.

Investments 52

Investments Investing Clients Portfolio Management 52

ClearMoney

DECEMBER 14, 2021

Valuation theory helps us identify relevant factors by providing insights about differences in expected returns across stocks. 5Wes Crill, “Out of Bounds: Style Drift in the Russell 2000 Value Index,” Insights (blog), Dimensional Fund Advisors, June 2021. This material is not a sales communication. 1 (January 2016): 69–103.

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The Big Picture

AUGUST 15, 2023

You had the run up in the dot coms to 2000. SEIDES: And I’ll tell you a story that’s fun about the communication of it too. ” 29, 87, 74, just pick any 50 plus percent number and certainly 2000 and ’08, ’09, a major index gets cut in half. What’s the valuation? SEIDES: Yeah.

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Brown Advisory

OCTOBER 11, 2021

With traditional assets like stocks and bonds at high valuations, the implications for future returns of those assets may be underwhelming. Private Equity and Venture Capital benchmark from December 31, 2000 through December 31, 2017, which represents the most relevant recent data available. Source: BLOOMBERG.

Assets 52

Assets Portfolio Asset Allocation Risk Tolerance 52

Brown Advisory

OCTOBER 11, 2021

With traditional assets like stocks and bonds at high valuations, the implications for future returns of those assets may be underwhelming. Private Equity and Venture Capital benchmark from December 31, 2000 through December 31, 2017, which represents the most relevant recent data available. Muted Expectations. Source: BLOOMBERG.

Assets 52

Assets Portfolio Asset Allocation Risk Tolerance 52

Bell Investment Advisors

JUNE 29, 2023

We have consumer discretionary, communications and information technology doing really well, and then everything else (utilities, material, health care, energy, etc.) So again, that Russell 2000 benchmark, either Microsoft or Apple are actually worth more than the entire index combined, which is quite an astounding statistic.

Marketing 52

Marketing Marketing Banking Numbers 52

The Big Picture

JULY 1, 2025

So of course, what the Fed will do impacts markets, impacts valuations, impacts interest rates. I think it was just the way it was communicated, right. 00:46:16 [Speaker Changed] I mean, if you look at the, the valuations, if you look at the fundamentals, it is, it’s surprising, right? So of course we follow it.

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The Big Picture

SEPTEMBER 10, 2024

He has a very interesting approach to thinking about market valuations and strategies and when to deploy capital, when to go with the crowd, when to lean against the crowd, and has amassed and excellent track record. And so it’s, it’s sort of managing that, all of those different constituents with communication.

Valuation 162

Valuation Clients Investments Investing 162

The Big Picture

JULY 26, 2022

WEAVER: Well, thankfully, we were — I really communicated a lot with Doug and Tom, and they understood. RITHOLTZ: And not the one that maybe happened sometime in 2022 and certainly not 2000. And since we look at both private and public markets, what do you think of in terms of valuation? They could see us getting better.

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The Big Picture

AUGUST 29, 2023

DAVIS: Where international equities, because of valuations, probably 7% to 7.5%. RITHOLTZ: So let’s talk about that, because that gap in valuation has persisted for a long time. How durable is that shift, given how large that gap has gotten in valuation between US stocks and the rest of the developed world?

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The Big Picture

MARCH 25, 2025

Valuations tended to crash and burn very, very cheap valuations tended to do well. But with me, it’s always more like I’m fascinated by the thought or the message that’s being communicated. In 1999, 2000. Right, right. Very, very high. Absolutely correct. That’s what I want people to focus on.

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The Big Picture

OCTOBER 17, 2023

Some people look at a casino as entertainment and hey, we’re gonna spend X dollars, pick a number, 500, 2000, whatever it is. Then the volatility and, and the valuation makes an enormous difference. So in 2021 was the equivalent of March, 2000, right? Here’s what I’m gonna spend that night.

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The Big Picture

SEPTEMBER 26, 2022

But thankfully, the next decade, things really accelerated in terms of the growth of the company and growth in the valuation, things like that. So let’s circle back to 2000, the Time Warner-AOL deal goes through. Hayes, the communications modem company was in Atlanta, Georgia. CASE: Exactly. You set up a family office.

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The Big Picture

MAY 6, 2025

If the s and p moves by 10 basis points, it doesn’t communicate to you how the s and p affects other things. I hope we won’t go into a Hal 2000 type situation. The Gerber statistic, which is the basis for the work with Harry, is a rank order statistic because it recognizes the failures of parametric normal distributions.

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The Big Picture

MARCH 12, 2024

And that’s, that’s the predecessor to Amherst, which we bought in 2000 and had been running it since then. So think about 2003 home prices had gone up a lot from 2000. So mortgage position in 2000 were way more valuable in 2003 than they were when they originated because they weigh less credit risk. Anything else?

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The Big Picture

JANUARY 27, 2025

So I think the balance of those two and marrying those two together, and while we’re a large company, we’re around 200, 2000 people, again in, in over 2020 countries, it’s big enough where it requires, you know, certain process. And I think the, the, the communications was the big part.

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The Big Picture

MARCH 14, 2023

RITHOLTZ: That whole irrational exuberance era from ’96, from the speech to 2000, that could be the best four-year run in market history. Everybody wants to sell a company when they get a good valuation. Obviously, profits, very important to company valuation — BERNSTEIN: Absolutely. So we do a lot of valuation work.

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Carson Wealth

DECEMBER 30, 2024

Valuations Are a Poor Short-Term Timing Indicator Do you like buying things when they are pricey? There is virtually no proof that high (or low) valuations can predict what stocks might do the following year. Rather than making investing decisions based on valuations, you are better off investing in days that end in y if you ask me.

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Marketing Marketing Valuation Economy 64

The Big Picture

DECEMBER 10, 2024

They were very interested in the company’s suite of primarily communications technologies, CC mail, Lotus Notes, because the sort of networking boom had already started up, and they saw a world where all of these PCs would be interconnected. 00:14:15 [Speaker Changed] What was Silver Lake like in 2000 as the dot coms all imploded?

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The Big Picture

DECEMBER 17, 2024

There was the optical communications boom, some of the original software internet assets. Doesn’t it deserve a, a richer valuation? One is just generally on the valuation question with technology and similarly, the market concentration of the magnificent seven. I remember working on one or two software deals.

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Engineering Numbers Investments Investing 130

The Big Picture

NOVEMBER 25, 2024

And I think that helped fuel the smart beta boom of the 2000 tens. 00:21:21 [Speaker Changed] So this story came out that, oh, value is defensive because it has this valuation buffer to it 00:21:28 [Speaker Changed] In that one example. And by the way, here’s the 30 year back test. 00:14:40 [Speaker Changed] Yeah.

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The Big Picture

MAY 16, 2023

Literally the first check-in to Robinhood, which went public in 2021 at about a $34 billion valuation. In 2000, I mean, sorry, in 1980, I was 15 years old, I’m sneaking into comedy clubs watching, you know, Jim Carrey and Dave Thomas and, you know, like everybody could show up on a night. Is it about the valuation?

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The Big Picture

OCTOBER 31, 2022

So this is after March of 2000, his famous op-ed “Big-Cap Tech Stocks are a Sucker’s Bet.”. In every recession, except one and that was the tech bust of 2000, the drawdown of REITs was greater than the S&P 500. Then 25 years after that, in 2000, well, we all know dot-com burst and then bust. You have to apply.

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Numbers Investing Investments Marketing 147

The Big Picture

FEBRUARY 7, 2023

When we look at GE from ‘82 to 2000, under the Jack Welch reign, it began priced as a stodgy industrial and I have argued that he left this giant ticking time bomb of a 47 PE on an industrial, with a cratering capital business that had a ticking time bomb of an accounting fraud that SEC finds about to happen. times book.

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