Brown Advisory

SEPTEMBER 20, 2017

After joining the investment industry in 2001, he served as director of research at two firms, creating a small-cap growth strategy at one of them before joining Brown Advisory in 2014. While valuation is critical to our approach, it occurs near the end of our process. A: One is Cogent Communications (CCOI).

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

Brown Advisory

SEPTEMBER 20, 2017

After joining the investment industry in 2001, he served as director of research at two firms, creating a small-cap growth strategy at one of them before joining Brown Advisory in 2014. While valuation is critical to our approach, it occurs near the end of our process. A: One is Cogent Communications (CCOI).

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

The Big Picture

MAY 7, 2024

So I got the job as Chief Revenue Officer of MSN in 2001. I went in there and the valuation was below a billion dollars. And at two years the valuation was $13 billion. And what do you do in that situation and how do you communicate that to your, to your boss, your manager, in those kinds of environments? One to 13.

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The Big Picture

JULY 26, 2022

When you launched in 2001, you started with $50 million, $55 million, something like that? WEAVER: Well, thankfully, we were — I really communicated a lot with Doug and Tom, and they understood. And since we look at both private and public markets, what do you think of in terms of valuation? WEAVER: Yeah. WEAVER: Yeah.

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The Big Picture

SEPTEMBER 23, 2024

He also spent time at Sebus and More Capital before launching his own firm in 2001. But that valuation, to be able to come up with the valuation, to be then able to work in a restructuring process, bankruptcy process, and say, Hey, I think at the end of this, we are buying debt at 50 cents. It could be worth 80, 90 cents.

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Dear Mr. Market

MARCH 17, 2024

5 seed Targa Resources ( TRGP ) knocks out #11 Charter Communications ( CHTR ). EOG is poised to breakout and trades at bargain valuation of about nine times earnings (relative to the S&P at 23 times earnings and a touch under the overall energy sector of 12 times earnings).

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Brown Advisory

NOVEMBER 1, 2023

Further, estate taxes in many states have been outright eliminated in the 21st century; before 2001, all 50 states had an estate tax, but today, there are only 12 (plus an additional six with various forms of inheritance taxes). There are other ways to generate valuation discounts through indirect gifting strategies.

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The Big Picture

FEBRUARY 20, 2024

The New York Fed is kind of, I don’t know how to say this first, amongst the regional feds, because you’re located right in the heart of the financial community. What is the communication like back and forth between the New York Fed and major players in finance, especially in the midst of a crisis like that?

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The Big Picture

FEBRUARY 7, 2023

COHAN: — right now, that allowed people to communicate with one another. COHAN: His memoir came out literally on September 11th, 2001. And this book comes out on September 11, 2001. So as part of the publicity that got picked up in October of 2001, by the way, the book was a big bestseller. It went memory down.

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The Big Picture

JULY 8, 2025

And then this is the one I was saying the pillar off to the side valuation is a nice to know, but it is not a driving force of my investment process. People kind of forget that bull markets that run 10, 20 years, valuations tend to start on the lower end and they tend to end on the higher end. 00:30:06 [Speaker Changed] Ton of upside.

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