Remove 2000 Remove Numbers Remove Strategic Planning
article thumbnail

Strategic Planning in Volatile Markets

Brown Advisory

Strategic Planning in Volatile Markets ajackson Wed, 04/01/2020 - 09:31 Our conversations with clients usually cover topics that range beyond investment and financial affairs. In sum, there are a variety of planning opportunities (many of which are summarized below) that we can consider together as we think about your long-term plans.

article thumbnail

Strategic Planning in Volatile Markets

Brown Advisory

Strategic Planning in Volatile Markets. We believe that the current environment offers a number of strategic planning opportunities to improve your financial plan, enhance wealth transfers to heirs or charities, minimize the impact of income taxes and broadly help you advance your progress toward long-term goals.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Transcript: Tim Buckley, Vanguard’s CEO

The Big Picture

And we had prioritized all our strategic plans, we had to figure out how to get them done while people were remote. And everyone was talking about that ’99, 2000. We’ve always been a virtual company, just used to be through the mail and 1-800 number when I joined. So that’s a number I hadn’t seen before.

Clients 279
article thumbnail

2019 Berkshire Hathaway Annual Shareholder Meeting

Brown Advisory

It doesn’t manage for quarter-to-quarter earnings, provide earnings guidance, court investors with quarterly earnings calls and management meetings, or even have budgets and strategic plans at the parent company. Buffett places a very high value on this float but won’t give a number. He quoted Thomas Watson Sr., equity universe.

article thumbnail

2019 Berkshire Hathaway Annual Shareholder Meeting

Brown Advisory

It doesn’t manage for quarter-to-quarter earnings, provide earnings guidance, court investors with quarterly earnings calls and management meetings, or even have budgets and strategic plans at the parent company. Buffett places a very high value on this float but won’t give a number. General Investment Questions.

article thumbnail

Transcript: Mike Green, Simplify Asset Management

The Big Picture

We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments. The problem is that model, the wisdom of crowds actually requires everybody to have what’s called equal endowment or the same number of votes. And people who are making just total wild guesses, right?

Assets 173
article thumbnail

Transcript: Sander Gerber, CEO and CIO Hudson Bay Capital

The Big Picture

Because what we would do is we would parachute into places like British Airways, Montreal Trust Ca Industries, and we were like the external strategic planning. 00:14:36 [Speaker Changed] That that’s number one. I hope we won’t go into a Hal 2000 type situation. 00:14:50 [Speaker Changed] That’s right.