Validea

SEPTEMBER 6, 2023

By Justin Carbonneau ( Twitter | LinkedIn | YouTube ) — Over the past few weeks, I’ve seen a number of charts highlighting the opportunity in small-cap stocks given their absolute and relative valuations. The chart below, also from our market valuation tool, compares small cap value to large cap growth stocks. Only 12.4%

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The Big Picture

MAY 27, 2025

He began with a single restaurant, a single cookie store, and eventually parlayed that into a series of acquisitions, mergers, expansions, ultimately leading to the Panera Bread concept, which now has 2000 locations and does about six and a half billion dollars. He sold the company in 2017 or so for about seven and a half billion dollars.

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Validea

AUGUST 5, 2022

With the Fed swiftly raising rates and the slowing of economic growth, small-cap stocks have gotten pummeled. The Russell 2000 has declined 32% from its November 2021 high through June 2022—worse than the S&P 500’s 24% drop. And the Russell 2000 is now up 14.3% from that June bottom, outperforming the S&P 500’s 12.6%

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Cornerstone Financial Advisory

OCTOBER 23, 2023

Yields rose after traders speculated that strong economic data might persuade the Fed to raise rates. for the first time since 2007, while mortgage rates hit 8%–the highest level since mid-2000. Economic Strength, Housing Weakness The economy continued to evidence surprising strength according to data released last week.

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The Big Picture

AUGUST 16, 2022

How do you contextualize the economic data and the broad stamp recession when you’re thinking about managing risk? I had a buddy who in the late ‘90s, in early 2000s, the last time the dollar was as strong, was flying to Europe, buying 911s and Z8s, and other European sheet metal Ferraris, bringing them back to the U.S.,

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Investing Caffeine

FEBRUARY 1, 2023

Commentators continue to shout the doom-and-gloom forecasts of a hard landing recession, but after an economic hurricane in 2022 there are some signs the financial clouds have begun to lift this year. Investors Waiting for Another Flood While the calls for a hard economic landing remain, healthy GDP growth ( +2.9% 1, 2023).

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Mr. Money Mustache

FEBRUARY 25, 2025

For example, if the house brings in $2000 per month ($24,000 each year) and the sale price is $240,000, the next investor is buying a business with a price-to-earnings ratio of 10, because 240k/24k=10. But if you manage to convince someone to hand over $480,000 for that same house, youve sold at a P/E of 20.

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Brown Advisory

JANUARY 19, 2023

at year-end can largely explain the compression in valuation, especially for higher multiple equities, primarily during the first half of the year. Since 1995, there are four rather distinct periods during which forward earnings estimates for the S&P 500 Index declined, tied to a specific event and/or economic downturn. by year-end.

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The Big Picture

SEPTEMBER 3, 2024

A bachelor’s in economics from Northwestern and then an MBA from University of Chicago. And so I kind of leveraged that when I went to Morningstar because they’re very focused on quality, the whole concept of economic moats, but also about buying companies when they’re trading at a discount to intrinsic value.

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Brown Advisory

MARCH 1, 2016

Less than two years later, Palo Alto Networks purchased the company for $200 million—a more than 25-fold surge in valuation. In November 2015, Square, a San Francisco-based creator of mobile payment technology, went public at $9 per share and immediately rocketed 45% to a valuation of more than $4 billion. Not necessarily.

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Brown Advisory

APRIL 1, 2015

Although we expressed some worry about the long-term effects of mounting deficits, we concluded that stocks and other assets were not in bubble territory and represented good value despite what we saw as a weak economic recovery. If stocks with no earnings were included, the P/E ratio in 2000 would have been much higher than shown.)

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James Hendries

MARCH 13, 2023

Recent economic data has pointed to continued growth—giving rise to the “no landing” narrative. However, the pressure on valuations from higher interest rates, which have made bonds attractive alternatives, led to the Committee’s recent decision to reduce the size of the overweight from 5 points to 3.

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The Big Picture

FEBRUARY 6, 2024

There’s also quantitative metrics that we look at Those have evolved, but always within that capa, that cluster of high returns on investment stability across the economic cycle are consistent and strong balance sheets. In 2000, right. Going back to the eighties and nineties, I told you kind of the fundamental definition.

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Brown Advisory

NOVEMBER 29, 2016

Rising economic and political risks— including weak global growth and increasing nativism and protectionism in several countries such as the U.S., For example, we found opportunity in small-cap stocks during their 2016 rally because of their relatively low valuations and limited vulnerability to flagging global economic growth.

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Trade Brains

FEBRUARY 20, 2024

Capital Market Magazine Capital Market is a fortnightly publication that analyses 2000 Companies and provides an in-depth analysis of the fundamental performance of the stocks, as well as their business operations. The article was published in ‘The Economic Times’ bringing lots of fame to the agency and its founder.

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Cornerstone Financial Advisory

SEPTEMBER 16, 2024

Small Caps Shine Small-cap stocks, as measured by the Russell 2000 Index, have pushed higher in recent weeks, which is a telling move for some Wall Street observers. The Russell 2000 has outperformed the S&P 500 by more than 4 percent during Q3 so far. 7 This Week: Key Economic Data Monday: Empire State Manufacturing Index.

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Brown Advisory

AUGUST 1, 2018

We tend to be strategic rather than tactical in our approach to investing, but a combination of recent fundamental developments and valuation changes has caused us to add a note of caution in conversations with clients and in the management of their portfolios. From an economic perspective, growth in the U.S. In the U.S.,

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Brown Advisory

AUGUST 1, 2018

We tend to be strategic rather than tactical in our approach to investing, but a combination of recent fundamental developments and valuation changes has caused us to add a note of caution in conversations with clients and in the management of their portfolios. From an economic perspective, growth in the U.S. Incremental Equity Risks.

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The Big Picture

NOVEMBER 21, 2023

1999, 2000, the internet was blowing up. The SNL crisis Tiger Chase had started, you know, in the wake of the internet melding down in 2000. I I was speaking at the Javits Center, 2000 people in the audience. If you think back to 2000, Amazon was the disruptor to Walmart or to Macy’s. And that was 25 years ago.

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Brown Advisory

SEPTEMBER 11, 2016

Investors Facing Rising Risks Need Solid Defense, Savvy Offense achen Mon, 09/12/2016 - 02:00 As rising economic and political risk fuels market volatility worldwide, investors need to maintain adequate liquidity, stability and diversification to shield against any protracted economic downturn. France and Germany.

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Brown Advisory

SEPTEMBER 11, 2016

As rising economic and political risk fuels market volatility worldwide, investors need to maintain adequate liquidity, stability and diversification to shield against any protracted economic downturn. Innovation and dynamism are alive and well despite several years of low economic growth. Mon, 09/12/2016 - 02:00.

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Nationwide Financial

NOVEMBER 21, 2022

However, this is actually a sustainable situation where market returns appear modest but are instead growing into their valuation. The leading economic indicator index was negative for the third-straight month, a historical flag for a looming recession. To many, it may look like the market has stalled. What to Watch.

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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. You see these things before they start to show up in the economic data.

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David Nelson

MAY 15, 2023

Bubbles can last a long time The good news is that these technological achievements can drive investments and economic activity for long periods of time. By 2000 investors were rabid dogs ready to invest in anything that could be associated with the net. I know what you’re saying. It can’t be done. Let’s find out.

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Validea

AUGUST 7, 2024

This downturn has been driven by a combination of recession fears, disappointing earnings from major tech companies, the unwind of the Yen carry trade and broader economic concerns, including rising unemployment and shrinking manufacturing activity. On Monday, the U.S. Key strengths include: Large market capitalization of $295.7

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Validea

NOVEMBER 16, 2022

.: Grantham, who is well-known for identifying bubbles before they burst such as the dot-com bust in 2000 and the housing market crash in 2008, has been outspoken about his belief that the market was in a “super bubble” that has yet to truly burst. Valuations are still high, despite rampant inflation and an economic slowdown.

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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. 6 This Week: Key Economic Data Tuesday: Consumer Price Index (CPI). Source: Econoday, June 9, 2023 The Econoday economic calendar lists upcoming U.S.

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Brown Advisory

JUNE 24, 2019

That metaphor is particularly fitting for economic and credit cycles. Investors in corporate credit are generally looking at the same risks as equity investors, and during times of economic or company-specific stress, value tends to shift “up” the capital structure—i.e., Test enterprise valuation. Test the worst-case scenario.

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Brown Advisory

JUNE 24, 2019

That metaphor is particularly fitting for economic and credit cycles. Investors in corporate credit are generally looking at the same risks as equity investors, and during times of economic or company-specific stress, value tends to shift “up” the capital structure—i.e., Test enterprise valuation. Test the worst-case scenario.

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Carson Wealth

JANUARY 22, 2024

While new highs were set before bear markets in 1987, 2000, 2007, and 2020 in recent memory, the market has also made spectacular gains following new highs. In other words, the S&P has set more than 1,000 new highs since 1957, so investors shouldn’t treat them as a reason to worry or panic. They are perfectly normal.

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James Hendries

SEPTEMBER 27, 2022

Since 2000, the average increase in the 10-year yield during major moves higher is around 1.8%. As we know from historical precedents, when the Fed aggressively raises rates, economic growth slows or outright contracts, which is the Fed’s goal. Any economic forecasts set forth may not develop as predicted and are subject to change.

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Brown Advisory

APRIL 1, 2020

These planning opportunities are driven primarily by four factors: Materially lower market values for publicly traded securities, and a likely downturn in valuations of real estate and other illiquid assets. to a grantor trust) similarly remain attractive because of low interest rates and potentially low valuations.

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Brown Advisory

APRIL 1, 2020

These planning opportunities are driven primarily by four factors: Materially lower market values for publicly traded securities, and a likely downturn in valuations of real estate and other illiquid assets. to a grantor trust) similarly remain attractive because of low interest rates and potentially low valuations. Outright Gifting.

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Validea

NOVEMBER 18, 2022

.: Grantham, who is well-known for identifying bubbles before they burst such as the dot-com bust in 2000 and the housing market crash in 2008, has been outspoken about his belief that the market was in a “super bubble” that has yet to truly burst. Valuations are still high, despite rampant inflation and an economic slowdown.

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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. Reflecting this pattern, Brown Advisory’s U.S. equity universe.

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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. It underperformed primarily during very strong markets, as might be expected given its discipline with regard to valuations. equity universe.

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The Big Picture

OCTOBER 31, 2023

I had an amazing 99 in early 2000, and I had left a hedge fund, so I was probably one of the few people to leave a hedge fund and go to a larger institution in the middle of the tech bubble. The best example I always love to give is that Amazon’s last private round was at a $60 million post money valuation. It was April of 99.

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