The Big Picture

AUGUST 31, 2023

Nvidia is not the first giant tech company to trade at a rich valuation. Irrelevant Investor ) see also “No matter how you cut it, you’ve got to own Cisco” (2000) 23 years ago, Fortune magazine’s cover story about networking gear maker Cisco was published. We can’t compare things to the future, so we look to the past.

Strategic Planning 246

Strategic Planning Economics Valuation Consulting 246

Brown Advisory

APRIL 1, 2020

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.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

Brown Advisory

APRIL 1, 2020

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.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

The Big Picture

AUGUST 20, 2024

And so in the 1990s, I developed the, the late 1980s, early 1990s, I developed a skillset around valuation, in particular discounted cash flow or residual income type models, along with a couple of peers out of the consulting industry. The Russell 2000 has 2000 out of the roughly 3,500 stocks available publicly traded.

Assets 173

Assets Management Portfolio Marketing 173

The Big Picture

MAY 6, 2025

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. I hope we won’t go into a Hal 2000 type situation. We do that, as I said, through understanding uncertainty, events catalysts and change.

Risk Management 147

Risk Management Banking Portfolio Distribution 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. COHAN: Did a ton of deals.

Engineering 259

Engineering Banking Numbers Management 259