The Big Picture

OCTOBER 24, 2022

So there are a number of us heading in out of college into the BLS. The managed portfolio business began in 2001. And how do we think about them from a valuation perspective? You said earlier, valuations were historically high both stocks and bonds late 2021, right about now, what are we? RITHOLTZ: I remember that.

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Mr. Money Mustache

MAY 20, 2022

True to form, she got back to me within just a few minutes with these thoughts: MMM: How should potential retirees think of the recent crash in valuation – has it really pushed out their retirement date, or not? It’d be like retiring at the bottom of 2009 with still-decent numbers.

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Marketing Marketing Retirement Investing 55

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. Dot-com hangover/9-11 October 2000 December 2001 -16.5% 9/21/2001 12/31/2001 52 18.9% at the beginning of the year to 16.6x by year-end. to nearly 3.9%

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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. Second, we keep a keen eye on valuation.

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. Second, we keep a keen eye on valuation.

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

The Big Picture

MAY 7, 2024

She has a number of investments as as really a entrepreneur and a venture investor. 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 so the magic number was $388 a month. He’s great.

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The Big Picture

JULY 26, 2022

What makes Graham so interesting is while everybody else in the world of private equity is focused on the analytics and crunching numbers and creating econometric models that will tell you where to invest, I think they’ve found a very different model that has been extremely successful for them, where the key focus is on talent.

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The Big Picture

JULY 24, 2023

The fact that you’ve got declining risk appetite, declines are prolonged, deep and valuations mean revert. The second, and what’s interesting about that period, is the fact that valuations actually peaked in 1961. MIAN: Valuations are ebb and flow. But number two is from a demographic standpoint.

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The Big Picture

MAY 9, 2023

He co-chairs a number of the asset management investment committees. So I interviewed with a bunch of banks, got a number of job offers by the end of the week, and joined Goldman Sachs in October 1998. I ended up being hired onto the high yield desk as a research analyst and did that for a number of years, a couple of years.

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James Hendries

NOVEMBER 1, 2022

The steady climb in mortgage rates to over 7% for the first time since 2001 has stopped the parabolic rise in housing prices. It is a financial ratio used for valuation: a higher PE ratio means that investors are paying more for each unit of net income, so the stock is more expensive compared to one with lower PE ratio.

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Marketing Marketing Manufacturing Economy 52

James Hendries

JUNE 20, 2023

As such, we don’t think it will be long before official government numbers reflect the decrease in rent prices. It is a financial ratio used for valuation: a higher PE ratio means that investors are paying more for each unit of net income, so the stock is more expensive compared to one with lower PE ratio. All index data from FactSet.

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Marketing Marketing Economy Communication 52

The Irrelevant Investor

JANUARY 21, 2021

Stocks flooded the market, and valuations stretched into the stratosphere. The number of tech stocks exploded from under 300 at the beginning of 1995 to 952 at the bubble's peak. By the time sales peaked in July 2001, tech had already lost 60% of its market cap. Sound familiar? It's not so black and white. Heck if I know.

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Sales Valuation Marketing Marketing 52

Dear Mr. Market

MARCH 11, 2023

In other words, these investments (or “teams”) are ranked and seeded on a number of factors but one of the main drivers is how hot they recently performed within the past few months or recent year. IBM loses to QCOM based on valuation. times and return on equity (ROE) of 9%.

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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. RITHOLTZ: So you lasted two or three years, and then you get tapped to go to London in 2001. BARATTA: In November of 2001, when I moved over — RITHOLTZ: Sure.

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Assets Investing Investments Valuation 152

The Big Picture

APRIL 11, 2023

 The transcript from this week’s, MiB: Aswath Damodaran: Valuations, Narratives & Academia , is below. You’re known as the dean of valuation. He said, oh, dean of valuation, it’s easier to say. So let’s start with the question, what led you to focus on valuation? RITHOLTZ: Right. And I said, why?

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The Big Picture

FEBRUARY 20, 2024

’cause L-I-B-O-R was probably the most important number, certainly in credit, maybe in all of finance. Not only were they late to start tightening in, in 2001, they they 2021, they were late to recognize inflation peaked in 22. Number one, the economy’s a lot stronger than they thought it was gonna be.

Economy 141

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The Big Picture

FEBRUARY 7, 2023

He’s really well known on the street and puts out a number of fascinating books, arguably a sort of parallel career to Michael Lewis. So that’s important, number one. RITHOLTZ: He had Bernie Madoff numbers, didn’t he? He is one of the co-founders of Puck. RITHOLTZ: Absolutely. COHAN: Okay. He was fine.

Engineering 252

Engineering Banking Management Numbers 252

Brown Advisory

MAY 16, 2016

Reported earnings don’t grow every year due to the business cycle and occasional outsized insurance losses (2001), but the progress over time is clear. Buffett explained that people confuse the number of calories consumed with the source of the calories. Low rates also raise valuations for business acquisitions. in the bush.

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The Big Picture

NOVEMBER 21, 2023

And we sold our stake in the business to Barry Diller in 2001. 00:17:50 You wanna know why Dara reported for Uber that again, their number of employees was down quarter of over quarter. It’s 10 blue links, but it’s an infinite number of blue links. It was about $170 million valuation. It was fortuitous.

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