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 289

Valuation Education Government Numbers 289

Brown Advisory

MAY 31, 2017

Throughout this period, we often saw windows in which we believed that European valuations were more attractive, but we were cautious due to Europe’s high debt levels and struggles to generate economic growth. Further, we see room for the European economy to grow. stocks since the middle of 2004. is not particularly notable.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

Throughout this period, we often saw windows in which we believed that European valuations were more attractive, but we were cautious due to Europe’s high debt levels and struggles to generate economic growth. Further, we see room for the European economy to grow. stocks since the middle of 2004. is not particularly notable.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

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. And how do we think about them from a valuation perspective? NORTON: Yeah. NORTON: Yeah.

Portfolio 130

Portfolio Management Assets Investing 130

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. economy following the financial crisis. Possible Signs.

Investing 52

Investing Investments Valuation Assets 52

The Big Picture

OCTOBER 17, 2023

Then the volatility and, and the valuation makes an enormous difference. ’cause they, it’s a learning mechanism as a recommendation mechanism for portfolio managers and thinking about how to allocate capital. So this is more like the real economy, slower growth businesses. Or they just did well, right?

Investing 130

Investing Investments Clients Management 130