The Irrelevant Investor

JANUARY 3, 2017

Amazon's stock has received a lot of attention over the years because its performance has been off the charts while maintaining a nosebleed valuation that has been the envy of their competition. It fell 15% in just three days 107 different times, it has lost 6% in a single day 199 times, and it fell 95% from December 1999 to October 2001.

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Valuation Portfolio Retail Investing 52

Carson Wealth

OCTOBER 7, 2024

That’s higher than anything we saw between 2001 and 2019 (when it peaked at 80.4%). A diversified portfolio does not assure a profit or protect against loss in a declining market. The prime-age employment population ratio was unchanged at 80.9% in September. Since the end of 2019, the S&P 500 is up 92%.

Marketing 96

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Trade Brains

JANUARY 23, 2024

Subsequently, the company expanded its product portfolio to include a range of LED lighting solutions, Solar Street lights, Solar-Hybrid Inverters, and LED solar lighting solutions. The extent of this growth and its impact on the company’s valuation remains a topic for discussion and speculation.

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Medical Manufacturing Government Portfolio 69

Brown Advisory

JUNE 16, 2021

In March 2021, we started to see nonearners’ performance roll over, which is more in line with historical averages; for the 2001–2021 period, earners outperformed nonearners by 3% on an annualized basis. Note: 2001-2021 period is annualized. Exhibit 3: Sector composition of R2G Source: FactSet. GICS Sectors. Data as of March 31, 2021.

Valuation 52

Valuation Investing Investments Government 52

Brown Advisory

JUNE 16, 2021

In March 2021, we started to see nonearners’ performance roll over, which is more in line with historical averages; for the 2001–2021 period, earners outperformed nonearners by 3% on an annualized basis. Note: 2001-2021 period is annualized. Exhibit 1: Performance of earners vs. nonearners. Exhibit 3: Sector composition of R2G.

Valuation 52

Valuation Investing Investments Government 52

Carson Wealth

JANUARY 22, 2024

Waller noted that in the past the Fed had lowered rates reactively, quickly, and by large amounts, but that was after shocks to the economy threatened recession (like in 2000-2001 and 2007-2008). A diversified portfolio does not assure a profit or protect against loss in a declining market.

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Marketing Marketing Economy Portfolio 97

The Big Picture

NOVEMBER 21, 2023

And we sold our stake in the business to Barry Diller in 2001. And I said, Paul, I don’t know anything about managing a public portfolio, but the deal we made with each other. So we repositioned our portfolio at the end of 22, recognizing that there had been too many dollars that went into safety trades. It was fortuitous.

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James Hendries

JUNE 20, 2023

Despite raising rates by 5% over the past 15 months, the majority of the Committee, not just the median policymaker, sees at least two more 0.25% rate hikes this year, which would take the fed funds rate to 5.625%—the highest level since 2001. It is also a major component used to calculate the price-to-earnings valuation ratio.

Marketing 52

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The Irrelevant Investor

JANUARY 21, 2021

I started with a diversified portfolio that eventually went the way of FAANG; however, over the past 3-4 years I’ve gravitated around the highest growth companies out there.If Stocks flooded the market, and valuations stretched into the stratosphere. By the time sales peaked in July 2001, tech had already lost 60% of its market cap.

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Sales Valuation Marketing Marketing 52

Trade Brains

FEBRUARY 2, 2024

The company was incorporated in 2001. They believe the stock is undervalued or the business is buoyant based on their assumptions and valuation. .) ₹ 23,062 EPS (TTM) ₹ 19.44 Stock P/E (TTM) 34.17 Promoter Holdings (%) 20.83% FII Holdings (%) 61.87% RoE 21.34% RoCE 12.12% Enterprise Value (Cr.) ₹ 24,771.03 Price to Book Value 7.29

Healthcare 59

Healthcare Wealth Management Insurance Financial Services 59

Mr. Money Mustache

MAY 20, 2022

It’s quite similar to owning a portfolio of rental houses spread throughout the world: while house prices fluctuate all the time in different cities, the total rent paid by a group of thousands of tenants will tend to remain pretty stable and just rise at the rate of inflation.

Marketing 53

Marketing Marketing Retirement Investing 53

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. If it’s more complex, we offer a strategic plan or a full comprehensive plan where we’ll help rebalance and, and do your portfolio for $7,500.

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Startup Advertising Engineering Numbers 147

Dear Mr. Market

MARCH 11, 2023

We’re proud to say that My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. IBM loses to QCOM based on valuation. Pull up a five year chart on them compared to the rest of the market and you’ll see a picture of growth.

Investing 105

Investing Investments Portfolio Assets 105

The Big Picture

OCTOBER 24, 2022

She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. Let me give you some background on Morningstar Managed Portfolios. I saw how personal money is.

Portfolio 130

Portfolio Management Assets Investing 130

The Big Picture

MAY 9, 2023

And then I was the beneficiary of the TMT bubble bursting in 2001. But what was interesting about that was the quick need to both separate the portfolio between the old stuff and the new stuff, because there were a lot of new investment opportunities. So the whole sector that I was covering went bankrupt. RITHOLTZ: Really intriguing.

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Dear Mr. Market

MARCH 17, 2024

My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. That said, it loses early in round one simply due to us believing it’s close to full valuation and due for a breather. While we absolutely nailed being bullish on the U.S.

Investing 105

Investing Investments Portfolio Assets 105

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.

Banking 147

Banking Assets Investing Investments 147

The Big Picture

JULY 26, 2022

When you launched in 2001, you started with $50 million, $55 million, something like that? And since we look at both private and public markets, what do you think of in terms of valuation? We have actually 52 people at Alpine and in our portfolio companies that are looking for deals. And so I made every mistake you can imagine.

Numbers 298

Numbers Consulting Management Investing 298

The Big Picture

JULY 24, 2023

MIAN: So Stray Reflections is a macro advisory and community that works with portfolio managers, CIOs around the world. The fact that you’ve got declining risk appetite, declines are prolonged, deep and valuations mean revert. MIAN: Valuations are ebb and flow. Tell us a little bit about your research. RITHOLTZ: Right.

Marketing 130

Marketing Marketing Economy Valuation 130

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?

Valuation 298

Valuation Education Numbers Government 298

The Big Picture

MAY 6, 2025

In other words, people had these models that would give you one volatility exposure across the entire portfolio. And it gives us a batting average so we can understand is a portfolio manager winning more ideas than they lose. You had this validated by Harry Markowitz, the, the creator of Modern Portfolio Portfolio Theory.

Risk Management 147

Risk Management Banking Portfolio Distribution 147

The Big Picture

MAY 21, 2024

Or, or people start out with a CFA and they decide, you know, I would rather manage the portfolio than tell I’d rather be a PM than advise the pm. So, so basically this model is just a simple straight average of all the Wall Street strategists recommended allocations to stocks in a balanced portfolio.

Numbers 147

Numbers Banking Management Marketing 147

Brown Advisory

MAY 16, 2016

Buffett and Munger are significant influences on the investment approach used in managing Flexible Equity Strategy portfolios. Berkshire holds a $130 billion equity portfolio, with large holdings in Wells Fargo (Berkshire owns 9.8% Low rates also raise valuations for business acquisitions. Berkshire Hathaway. in the bush.

Insurance 52

Insurance Banking Investing Investments 52

The Big Picture

FEBRUARY 20, 2024

Not only were they late to start tightening in, in 2001, they they 2021, they were late to recognize inflation peaked in 22. I think there are definitely commercial banks that are gonna have trouble due to their concentrated commercial office building portfolio. But we had a very mild recession in 2001.

Banking 147

Banking Economy Marketing Marketing 147

The Big Picture

JUNE 3, 2024

So that was in, that was in 2001 early then. And so I’ve noticed that me coming in 2001, think about it, not really a great equity market Barry Ritholtz : Dot.com implosion. So we, full disclosure, we used to own the way back in 09, 10, 11, 12, or so the double line mortgage backed portfolio. Signs him, right?]

Math 147

Math Marketing Marketing Engineering 147

The Big Picture

FEBRUARY 7, 2023

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. So as part of the publicity that got picked up in October of 2001, by the way, the book was a big bestseller.

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Engineering Banking Numbers Management 259