Brown Advisory

APRIL 1, 2020

These planning opportunities are driven primarily by four factors: Materially lower market values for publicly traded securities, and a likely downturn in valuations of real estate and other illiquid assets. to a grantor trust) similarly remain attractive because of low interest rates and potentially low valuations. Outright Gifting.

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Validea

NOVEMBER 29, 2023

Over the last 25 years, we have seen four bear markets (1999-2002, 2008-2009, 2020, 2022) and numerous market corrections (10% losses). Valuation Concerns: Some technology stocks have high valuations, which means you could be buying at a high price, increasing the risk of a correction.

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Brown Advisory

APRIL 1, 2015

In Engines That Move Markets, a 2002 book about the cycles of technology investing, Alasdair Nairn defines “bubbles” as periods when investors appear to suspend rational valuation, much as they had during the dotcom craze shortly before the book was published. Unsurprisingly, as volume has increased, so have valuations.

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Brown Advisory

JUNE 16, 2022

Our standard valuation framework looks out over a 10-year cash flow forecast ending with zero % real growth in the terminal cashflow (technically we use 3% nominal terminal growth). By this valuation method, the portfolio cashflow duration is in the 16 to 17-years range. GAAP in 2002 7.

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Investing Investments Accounting Valuation 52

Park Place Financial

JULY 6, 2022

For plans with amortization periods exceeding 30 years during three consecutive annual actuarial valuations, the plan and sponsoring groups must form an FSRP. Texas Legislature offered several benefit increases in the 1980s and 90s when the debt was lower, but no increases have occurred since 2002.

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Retirement Retirement Planning Certified Financial Planner Ethics 52

The Irrelevant Investor

JANUARY 21, 2021

Stocks flooded the market, and valuations stretched into the stratosphere. Amazon continued to grow between the peak in 99 through the end of 2002. These businesses are growing fast, and their share prices are growing even faster. We've seen this prequel before. Sound familiar? Their quarterly revenue growth averaged a whopping 48%!

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Sales Valuation Marketing Marketing 52

Trade Brains

AUGUST 3, 2022

to aid the valuation of the company. Rain Vikas Nigam traces back its origin to 2002. It is majorly owned by the Government of India. However, efforts are underway to privatize the listed PSU. The Railway Ministry plans to reduce the land licensing fee from 6% to 3.5% In addition to this, it has also worked on metro-rail projects.

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Transportation Engineering Government Consulting 52

The Big Picture

DECEMBER 19, 2023

And when they look at a sector, they want to be long, the very best stocks at the best valuations they can, and short the worst stocks at the worst valuations. I got an internship at a investment fund in Baltimore, and this was 2002 at the time. With no further ado my conversation with Woodline partners, Mike Rockefeller.

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Cornerstone Financial Advisory

JULY 18, 2022

dollar to six other major currencies) reached a fresh high, while the euro fell to parity with the dollar and to its lowest level since 2002. The increasing strength of the U.S. dollar moved to center stage last week as the dollar index (a measure of the U.S. A rising U.S products and services more expensive.

Marketing 52

Marketing Marketing Economics Taxes 52

Brown Advisory

MAY 10, 2018

Or are the steel tariffs of 2002 a better indicator of what we should expect—an orderly, low-impact process resolved by the WTO in fairly short order? Should we brace for the impact of the infamous 1930 Smoot-Hawley Tariff Act, which led to a contraction in global trade and exacerbated the Great Depression?

Economy 52

Economy Portfolio Clients Sales 52

Brown Advisory

MAY 10, 2018

Or are the steel tariffs of 2002 a better indicator of what we should expect—an orderly, low-impact process resolved by the WTO in fairly short order? Should we brace for the impact of the infamous 1930 Smoot-Hawley Tariff Act, which led to a contraction in global trade and exacerbated the Great Depression?

Economy 52

Economy Portfolio Clients Sales 52

Trade Brains

MAY 6, 2023

At its height spanning 14 years between 2002 and 2016, the company went on an acquisition spree. Not only this the company also had services spanning 17 international locations. But Then How did it All Go Wrong for Cox & Kings? They successfully acquired 9 major business units across the world. Sounds all good right?

Banking 52

Banking License Government Investing 52

The Big Picture

AUGUST 15, 2023

To give you a fun story, we launched Protégé Partners in 2002. And in 2002, the bucket of the largest hedge funds was those north of $1 billion. SEIDES: Before 2002, there were no capacity issues with whoever you thought the best hedge funds were. What’s the valuation? Oh my goodness. RITHOLTZ: Right.

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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? Lauren: It depends on how flexible you are willing to be with your spending.

Marketing 53

Marketing Marketing Retirement Investing 53

The Big Picture

NOVEMBER 8, 2022

CHANCELLOR: And look — yeah, but then if you look at the valuation of the market at that time, the market was — the U.S. CHANCELLOR: And look — yeah, but then if you look at the valuation of the market at that time, the market was — the U.S. CHANCELLOR: Yes. And that’s problematic. RITHOLTZ: Right.

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Banking Valuation Economy Investing 147

The Big Picture

SEPTEMBER 23, 2024

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. So in 2002, when we start, it’s not the.com debris we are looking through. It could be worth 80, 90 cents.

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Banking Investing Investments Assets 147

David Nelson

OCTOBER 17, 2022

I accept that rising rates means stock valuations have to go lower. this year so at the very least much of the valuation correction is behind us. Growth vs Value October 2002 – December 2007. The bottom occurred in October of 2002 as we were gearing up for the war but even here value outperformed by a wide margin.

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Marketing Marketing Valuation Banking 40

The Big Picture

JANUARY 21, 2025

I did it in 2000, 2002. I think it’s very hard to say stocks are objectively cheap because all of these valuation metrics have, have become unreliable over the decades as the nature of the stock market has changed. But you know, I’ve done it repeatedly. I did it in 2008 in oh nine.

Investing 147

Investing Investments Management Retirement 147

Brown Advisory

SEPTEMBER 12, 2016

Treasury Department recently issued proposed regulations that would virtually eliminate valuation discounts on the transfer of shares in family businesses and investment pools held in Family Limited Partnerships or Limited Liability Companies, collectively known as FLPs.

Estate Planning 52

Estate Planning Taxes Planning Clients 52

Brown Advisory

SEPTEMBER 12, 2016

Treasury Department recently issued proposed regulations that would virtually eliminate valuation discounts on the transfer of shares in family businesses and investment pools held in Family Limited Partnerships or Limited Liability Companies, collectively known as FLPs.

Estate Planning 52

Estate Planning Taxes Planning Clients 52

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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Valuation Education Numbers Government 298

The Big Picture

DECEMBER 12, 2023

00:44:11 [Speaker Changed] Kathy would may have her own valuation, so, but I can’t replicate it myself. 00:49:30 [Speaker Changed] I bought it around 2000 and it crashed around 2002. Why is there such a spread between US domestic and overseas companies in terms of you’re a value investor in terms of straight up valuation?

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The Big Picture

FEBRUARY 13, 2023

And then in ‘94 and ’98, you know, all had a different stream to 2002. Now, we’re shifting to more international places like China, Europe, et cetera, that are really growing, and that valuations are cheaper. You know, then by the way, it wasn’t like the crises ended between 1990 and the recession on the S&L dynamics.

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Economy Numbers Marketing Marketing 147

The Big Picture

MAY 21, 2024

I graduated Columbia 2002, and I’m the only person I know who stayed in the same job for the last 23 00:08:35 [Speaker Changed] Years. And one of the worst performing factors has been valuation. And I think that’s wrong because valuation does matter. But it’s, it’s sort of strange.

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Numbers Management Banking Marketing 147

The Big Picture

NOVEMBER 4, 2024

But I think the reality is right now, we just have an overhang from, I certainly in my world, I can speak to healthcare and FinTech, a number of companies going public and then disappointing or valuation just being excessive compared to the maturity of the businesses. And so we came in 2002 before anybody knew what FinTech was.

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