Trade Brains

JANUARY 24, 2024

The Q3FY24 results displayed a positive outlook for the company with a 34% YoY increase in Total Revenue and 43% YoY in their assets under management (AUM). As of 2023, the industry boasts a staggering AUM (assets under management) of over Rs 39.4 The number of taxpayers having an income of > Rs. in FY18 to 15.2%

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Trade Brains

NOVEMBER 23, 2023

Best RK Damani Portfolio Stocks: Investing in the stock market can be a daunting task, given the sheer number of stocks available to choose from. Net Profit Margin 5.55 % Operating Profit Margin 8.49 % Popularly known as Dmart, Avenue Supermarts was founded in 2002 by RK Damani himself. Market Cap ₹ 2,49,767 Cr EPS 35.84 Stock P/E 106.27

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Portfolio Analysis Portfolio Sales Accounting 99

The Big Picture

AUGUST 15, 2023

So if you start with the S&P 500 or in this case stocks and bonds, you only have two asset classes, right. So the proper benchmark for those pools has to look a little bit like the underlying assets they’re investing in. If you look at the types of assets that Yale invests in, you can create a benchmark for each pool.

Management 130

Management Investing Investments Government 130

Brown Advisory

SEPTEMBER 6, 2022

However, there is an important nuance in that more players have exited than the limited number who entered over time due to high barriers to entry and exit. It is not just Asset Heavy Industries with Capital Cycles The capital cycle is not restricted to asset intensive industries. Recently governments in the U.S.,

Investments 52

Investments Investing Insurance Ethics 52

Trade Brains

MARCH 16, 2023

Financial Highlights If we look at the financials of Udayshivakumar Infra Limited we find out that their assets have grown from Rs.158.26 A significant amount of revenue of the company is mostly derived from a limited number of clients and the loss of such can have a significant impact on its revenues. Keep reading to find out!

Government 52

Government Clients Engineering Management 52

Random Roger's Retirement Planning

DECEMBER 11, 2024

The way portable used to primarily be implemented was to leverage up with correlated assets and it ended up going very badly in 2008 when equities dropped 40%. The first from when I worked at Fisher Investments in 2002. I'd put an asterisk by the volatility number because of how little of the original capital was exposed to risk.

Portfolio 52

Portfolio Management Math Taxes 52

Brown Advisory

APRIL 1, 2020

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. We are working to help you take those steps forward.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

Brown Advisory

APRIL 1, 2020

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. We are working to help you take those steps forward.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

Brown Advisory

APRIL 1, 2015

Although we expressed some worry about the long-term effects of mounting deficits, we concluded that stocks and other assets were not in bubble territory and represented good value despite what we saw as a weak economic recovery. Some might argue that the Fed’s policy could trigger another crisis as asset prices become overly inflated.

Investments 52

Investments Investing Valuation Assets 52

Brown Advisory

MAY 10, 2018

In this article, our head of asset allocation discusses how we are managing trade risk, while still embracing global growth opportunities in our portfolios. As a result, our portfolios currently seek exposure to asset classes and holdings with less dependency on foreign trade. Tariffs: Bark or Bite?

Economy 52

Economy Portfolio Clients Sales 52

Brown Advisory

MAY 10, 2018

In this article, our head of asset allocation discusses how we are managing trade risk, while still embracing global growth opportunities in our portfolios. As a result, our portfolios currently seek exposure to asset classes and holdings with less dependency on foreign trade. Tariffs: Bark or Bite? Thu, 05/10/2018 - 11:18.

Economy 52

Economy Portfolio Clients Sales 52

Brown Advisory

JUNE 16, 2022

Long duration assets are losing favour given higher rates act like gravity on the price of securities whose intrinsic value is based on cash flows generated further into the future. Another hidden impact comes as maintaining the current asset base becomes more expensive when the replacement cost of maintenance capex rises with inflation.

Investments 52

Investments Investing Accounting Valuation 52

The Irrelevant Investor

JANUARY 21, 2021

You don't understand how low interest rates make long-duration assets more valuable today. I turned to my friends at O'Shaughnessy asset management for some tech data to see what happened to the sector as the bubble was inflating and after it burst. Amazon continued to grow between the peak in 99 through the end of 2002.

Sales 52

Sales Valuation Marketing Marketing 52

Trade Brains

NOVEMBER 28, 2022

Avenue Supermarts, the holding company of the supermarket chain DMart was launched in 2002 in Powai, Mumbai. Additionally, the business boasts a high fixed-asset turnover ratio and a high inventory turnover ratio of 3.1 It is a leading player both in terms of hospitals and the number of beds available in India. Debt to Equity 0.05

Pharmaceutical 52

Pharmaceutical Healthcare Retail Food 52

Trade Brains

OCTOBER 5, 2022

By 2002, Baba Ramdev was popularizing yoga among Indians through the medium of television and his mass yoga camps. Therefore, the above table represents numbers from its standalone statements. The company has a return on assets of 7.02% which is good. This started in the late ’90s.

Food 52

Food Manufacturing Distribution Retail 52

Mr. Money Mustache

MAY 20, 2022

Instead of investing in a productive asset, these speculators were just assuming the recent momentum would continue. On the other hand, If you HAVEN’T retired yet, and your numbers still look good even now, I think it may actually be a better time to retire, since you can hope that history repeats itself and there is a recovery.

Marketing 53

Marketing Marketing Retirement Investing 53

The Big Picture

MARCH 27, 2023

She is an author and former hedge fund trader, specializing in distressed assets. MIELLE: Well, I mean, it was a fairly new asset class. I think, you know, it’s not until probably Farallon came into existence, that it became a real asset class in itself, that stressed and distressed was a category that was thought as investable.

Assets 285

Assets Investing Investments Management 285

The Big Picture

SEPTEMBER 23, 2024

They do everything from hard assets like real estate, infrastructure, aircraft, power plants, to private debt, event driven opportunities. They have a number of businesses that they’ve taken over through the debt side of the equation. So there was some assets that were salvageable. But so immediately this looks successful.

Banking 147

Banking Assets Investing Investments 147

The Big Picture

OCTOBER 19, 2022

He is the managing director of Vanguard’s Financial Advisor Services Division, where he began back in 2002. That group provides investment services, education and research to more than a thousand financial advisory firms, representing more than $3 trillion in assets. I was employee number one in London. RAMPULLA: Yeah.

Clients 286

Clients Financial Advisor Taxes Investing 286

The Big Picture

JANUARY 21, 2025

Barry Ritholtz : The the funny thing is, the behavioral aspect of mutual funds seems to have been when people finally learn about a manager who’s put up great numbers, by the time it makes to make makes it to Forbes, hey, most of that run is probably over and a little mean reversion is about to kick in. I did it in 2000, 2002.

Investing 147

Investing Investments Management Retirement 147

The Big Picture

AUGUST 29, 2022

I mean, I could count them on one hand the number of people who have his depth of knowledge in this space. And so, I was doing that in 2000, 2002, 2003, 2004. And honestly, I — I just really was like a one-man army for a little while, but then the asset started come in. I — I couldn’t believe the numbers.

Assets 173

Assets Management Marketing Marketing 173

The Big Picture

NOVEMBER 8, 2022

No, I — the first thing I spoke at was a Goldman Sachs Asset Management conference, strange enough in a place called Carefree, Arizona. Jeremy called and said, “Would you like to join the asset allocation team?” So he wanted a sort of non-quanty view input into the asset allocation process. CHANCELLOR: Filled with quants.

Banking 147

Banking Valuation Economy Investing 147

Sara Grillo

FEBRUARY 13, 2023

Third, share prices dropping doesn’t tick off the executives who hold large amounts of company stock because often their compensation is determined by the number, not price, of shares. So according to Yardini Research, there was $200 billion of buybacks in quarter two, 2002 for S&P stocks. We’re going to just serve you beta.

Investments 72

Investments Investing Clients Portfolio 72

The Irrelevant Investor

APRIL 16, 2018

What if they bought it in 2002 for $5 billion? The United States had the capability to remove Osama bin Laden from Afghanistan or to kill him," but it quailed when it came time to pull the trigger, said John MacGaffin, the number two officer in the clandestine service earlier in the Clinton years. What if Yahoo.

Numbers 52

Numbers Assets Marketing Marketing 52

Trade Brains

APRIL 30, 2023

As of 2018, India ranked third on the list of countries with the highest number of family-owned businesses with 111 such companies. At the time of his death in 2002, Reliance was already a conglomerate having its business in the Oil and Gas, Refining, petrochemical, Electricity, Telecom, and Financial services industries.

Management 52

Management Pharmaceutical Engineering Ethics 52

The Big Picture

FEBRUARY 13, 2023

And this is just a masterclass in how to manage assets, think about your career, understand the relationship between markets, between fixed income, the Fed, the dollar, sentiment, consumer spending, just everything is related and understanding what matters when is the key to your success. He helps to oversee $2.5

Economy 147

Economy Numbers Marketing Marketing 147

The Big Picture

DECEMBER 12, 2023

And because my mother and grandmother were looking at these trying to figure out what was going on, I was curious about the sea of numbers. And the assets under management were smaller. And 00:28:03 [Speaker Changed] That’s an amazing number. And the value line has all these statistical patterns. That’s amazing.

Management 264

Management Investing Investments Retail 264

The Big Picture

OCTOBER 15, 2024

Am I getting those numbers about right? And so, so, so what happened was, you remember like in late 2002, you had like five, 6% interest rates and, and, and it rates started to fall. ’cause you’re coordinating just massive numbers of things and production and, and all sorts of stuff. So it’s a fun area.

Government 147

Government Electronics Engineering Management 147

The Better Letter

JANUARY 12, 2023

with at least $1 billion in assets. For example, Ken Leech, Western Asset Management’s chief investment officer, was also convinced the Fed was in no hurry. ” As my friend Morgan Housel has explained , “Every forecast takes a number from today and multiplies it by a story about tomorrow.”

Economy 118

Economy Economics CFP Management 118

The Big Picture

APRIL 11, 2023

DAMODARAN: I am interested in numbers. I’m naturally a numbers person. To me, storytelling is much more — I mean, if you think about the history of humanity, for thousands of years, the way we pass down information was with stories, not numbers. It has allowed for this acceleration of number crunching.

Valuation 298

Valuation Education Numbers Government 298

The Big Picture

MAY 21, 2024

So it’s got this math angle where it, you know, it’s all numbers, but then there’s this behavioral angle and psychological angle where, you know, it’s, it’s kind of a fun problem to tackle. It’s kind of a silly number, but people are going to think you’re smart or dumb based on that number.

Numbers 147

Numbers Banking Management Marketing 147

The Better Letter

JANUARY 11, 2024

As my friend Morgan Housel has explained , “Every forecast takes a number from today and multiplies it by a story about tomorrow.” Bernstein, “Forecasting: Fables, Failures, and Futures – Continued,” in Economics and Portfolio Strategy , November 15, 2002, p. They were wrong, wrong, and wrong.

Economy 97

Economy Economics Math Banking 97