The Irrelevant Investor

JULY 24, 2018

After five years as a private business, they went public in 2004 at a valuation of $27B. In Google's 2004 Founders’ IPO Letter , Larry Page wrote: We will not shy away from high-risk, high-reward projects because of short term earnings pressure. The search-engine giant became the fastest company ever to reach $1 billion in revenue.

Engineering 52

Engineering Valuation Investing Investments 52

The Big Picture

OCTOBER 30, 2022

Streams are king and on that chart physical and files mean more, but even worse, acts release vinyl to bump their numbers and everywhere you see they’re number one, but not in the eyes (and ears) of the public. But the number of new acts vaulting into the top 10 of the Hot 100 has declined precipitously in the last few years.

Numbers 143

Numbers Management Engineering Education 143

Fortune Financial

MARCH 11, 2023

For example, the smoking rate is currently as low as perhaps it has ever been, yet this is mostly driven by population growth as the absolute number of adult smokers in the U.S. Simply put, there is still a very large number of people in the U.S. has declined at a somewhat glacial pace of 1.76% since 1998.

Math 52

Math Financial Advisor Numbers Marketing 52

Walkner Condon Financial Advisors

FEBRUARY 15, 2024

While no significant decreases in charitable giving were found, CCS did find that “in more recent presidential election years, it appears that political giving is making up an increasingly larger percentage of all giving during the months surrounding the election, hovering around 12% in the fall of 2016 compared to around 8% in the fall of 2004.”

Nonprofit 89

Nonprofit Distribution Taxes Government 89

The Irrelevant Investor

DECEMBER 4, 2019

In 2004, Jonathan Clements wrote: With the formula that Dalbar uses, stock-fund investors don't earn the full monthly return on any money that they invest during that month. was the average cash position in defined contribution plans over the last 10 years, it's easy to imagine this number being 20% or higher in taxable accounts.

Portfolio 52

Portfolio Risk Tolerance Accounting Retirement 52

Carson Wealth

NOVEMBER 13, 2023

The third quarter’s blockbuster productivity data follows a hot number from the prior quarter, when productivity rose 3.5% (annualized). Higher wages can result from higher productivity in any number of ways, including businesses introducing more machines or organizing work more efficiently. annual pace between 1996 and 2004.

Marketing 96

Marketing Marketing Economy Startup 96

The Irrelevant Investor

JUNE 15, 2019

These numbers are pretty encouraging. The biggest takeaway for me here is the cash number. That number fell to 19% in 2018. People under 25 had just 55% of their portfolio in stocks in 2004, and 88% of their portfolio in stocks today. I wonder if student loans have something to do with this. There is way too much of it.

Asset Allocation 52

Asset Allocation Retirement Accounting Distribution 52

The Big Picture

AUGUST 23, 2022

And I was kind of intrigued and so I said, can we discuss it, and he laid it out on a conference table and I said, what’s this number? And then I said, what’s this number down here, and he said, this is last year’s earnings. And that number was $160 million. I said, no, that couldn’t be right. RITHOLTZ: Wow.

Government 315

Government Banking Numbers Investing 315

Trade Brains

MARCH 29, 2024

In 2004, it was acquired by Bharti Airtel and renamed Bharti Hexacom Ltd. Both FY21 & FY22 saw exceptional gains/losses that distorted numbers from normalized earnings. The Company is in the Northeastern states of Arunachal Pradesh, Mizoram, Manipur, Nagaland, Meghalaya, and Tripura.

Government 59

Government Communication Valuation Consulting 59

Random Roger's Retirement Planning

DECEMBER 22, 2023

There's a lot of neat things about 19+ years of blogging, I started in Sept 2004, including circling back around to ideas that we started talking about a longggggg time ago.

Portfolio 57

Portfolio Asset Allocation Accounting Management 57

Trade Brains

OCTOBER 8, 2023

IRB has one of the highest FII holdings with numbers as of June 30, 2023, coming around 48.37%. The Bank was founded by Rana Kapoor and Late Ashok Kapur back in 2004. It also has a 20% Share in the Golden Quadrilateral Project. The total order book of the Company as of June 30, 2023, is Rs. 33,708Cr including the Hyderabad ORR project.

Banking 97

Banking Manufacturing Pharmaceutical Portfolio 97

The Irrelevant Investor

SEPTEMBER 10, 2018

In a related but tangential matter, the number of publicly traded companies in the United States has been cut in half over the last twenty years. As you can see in the chart below from the 2018 IPO Report by WilmerHale, both the number and dollar volume of IPOs have been fairly steady over the last decade. The evidence backs this up.

Startup 52

Startup Valuation Numbers Commission 52

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 289

Valuation Education Government Numbers 289

The Irrelevant Investor

APRIL 1, 2020

Exploration and Production (-76%) This number reflects the average change from the 52-week high for each group. Recreational Vehicles (-54%) It's hard to believe, but Harley Davidson had a bigger market cap than Apple in 2004. I wanted to look under the hood at different industry groups to see which areas have been hit the hardest.

Retail 52

Retail Economy Marketing Marketing 52

Random Roger's Retirement Planning

JUNE 3, 2023

Now comes the grim numbers about how much we have collectively saved for retirement. Finally at the end of the article was an idea that I have been talking about for ages, like going back to the original version of this site in 2004 which is means testing. Nearly half of U.S. I hadn't heard that one before.

Retirement 52

Retirement Taxes Math Accounting 52

The Big Picture

JUNE 6, 2023

So, you start the blog in 2004, more or less. And they do that for 35 years tweaking numbers I go you won, you won the game. Number one, everybody has credit cards, everybody misunderstands how to use them, and there are actually some secret perks that people have no idea about. SETHI: Yes, number one is eating out or dining.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

Brown Advisory

APRIL 22, 2020

The fossil fuel divestment “movement” has gained some momentum in recent years, and it is a topic we discuss with a growing number of clients. This concept has caught on with a growing number of investors, but a key problem is verification and monitoring: How can investors be sure that their money is going where the issuer says it is?

Portfolio 52

Portfolio Clients Investing Investments 52

Brown Advisory

APRIL 22, 2020

The fossil fuel divestment “movement” has gained some momentum in recent years, and it is a topic we discuss with a growing number of clients. This concept has caught on with a growing number of investors, but a key problem is verification and monitoring: How can investors be sure that their money is going where the issuer says it is?

Portfolio 52

Portfolio Clients Investing Investments 52

James Hendries

JANUARY 13, 2023

When LPL Research released the Outlook 2022: Passing the Baton in December 2021, the team’s view was that the hit from inflation would be manageable and would therefore limit the number and magnitude of interest rate increases, enable the U.S. economy to avoid recession, and support above-average valuations.

Marketing 52

Marketing Marketing Valuation Asset Allocation 52

The Big Picture

OCTOBER 17, 2023

Graham Foster] : 00:02:54 That was a number, that was number theory, pure number theory. And whether it’s all numbers or even numbers. Some people look at a casino as entertainment and hey, we’re gonna spend X dollars, pick a number, 500, 2000, whatever it is. Number one, longevity.

Investing 130

Investing Investments Clients Management 130

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. Number one, the economy’s a lot stronger than they thought it was gonna be. We just had a giant number, a giant upside surprise in payrolls. Tell us, I always get the name SOR the new one that replaced it.

Economy 143

Economy Banking Marketing Marketing 143

Trade Brains

JUNE 2, 2023

The bank has periodically improved quarterly numbers while maintaining an impressive dividend yield of 1.17%. In June 2004, the bank amalgamated with Ashok Leyland Financing, one of India’s leading leasing financing and hire purchase businesses. HDFC Bank controls 47% of the POS and e-commerce platform sector.

Banking 52

Banking Financial Services Retail Assets 52

The Big Picture

OCTOBER 31, 2022

It’s sold ungodly numbers of copies, and is on everybody’s best finance books of all-time list. When a professor says, “Come in, we’ll talk about the assignment,” and you come in and say, “I’ve already crunched the number. There’s a number of them in our earnings index that are being overweighted.

Numbers 143

Numbers Investing Investments Marketing 143

The Big Picture

MAY 30, 2023

Number one, a school district is a business. And number two, and I think that they were like, I’m sure there’s a note coming after this with a congressional allocation, and it never came. BRYANT: Number two, money is emotional. They’ve hit their number. BRYANT: A couple of very practical reasons.

Banking 143

Banking Economics Economy Business Planning 143

The Big Picture

JULY 4, 2023

And number two, it may interest you to know, here are four or five different funds in the same situation. These are big numbers. WEINSTEIN: And there is also something too, as much as there has to be a respectful — number one, there has to be a respectful environment for everybody. And I realized I have his home number.

Management 143

Management Recruitment Numbers Banking 143

Mr. Money Mustache

JANUARY 29, 2021

Let’s start with an example of what I did, although with fictional rounded numbers just to make it simple. As I pay off this loan, the green number will grow and eventually the red number will rise above zero as well. As example of rapid increase, from 2004-2006 it went up from from 1.25 Introducing the Margin Loan.

Accounting 55

Accounting Taxes Investing Investments 55

The Big Picture

NOVEMBER 21, 2023

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. So remember data and data infrastructure, that is the number one primitive to ai. Sales centers are, are more productive.

Investing 246

Investing Investments Startup Accounting 246

The Big Picture

DECEMBER 19, 2023

They run long short across each of these, and they’ve put up some pretty impressive numbers over the past couple of years. 00:06:36 [Speaker Changed] So in, in 2004, I joined Morgan Stanley equity research. There are about 13 different portfolio managers each focused on a different sub-sector. That was great.

Healthcare 154

Healthcare Portfolio Management Investing 154

Brown Advisory

MAY 31, 2017

We have a number of reasons for our renewed comfort level: Improving economy: The weakness of Europe’s macroeconomic outlook in recent years was one of the primary red flags we saw for European stocks. stocks since the middle of 2004. But it is a meaningful change worthy of discussion after a long period of time. is much clearer.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

We have a number of reasons for our renewed comfort level: Improving economy: The weakness of Europe’s macroeconomic outlook in recent years was one of the primary red flags we saw for European stocks. stocks since the middle of 2004. But it is a meaningful change worthy of discussion after a long period of time. is much clearer.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

The Big Picture

APRIL 18, 2023

Probably somewhere around 2004 or ‘05, we started doing things by ourselves. So when I looked at the world of higher rates, does it have a big impact on how you structure deals, or is it just a factor that’s going to move up and down and everybody just changes their spreadsheets and the numbers all just move higher?

Assets 154

Assets Investing Investments Valuation 154

The Big Picture

MAY 16, 2023

RITHOLTZ: 2004, 2005. Uh, Fred said to give me your number.” ” (LAUGHTER) And he goes, and then he goes like this and tell Fred not to give up my (EXPLETIVE) phone number anymore. LINDZON: Lesson number two. And they go, what’s street.com’s number. How’s my 10 grand doing? I go, maybe.

Media 281

Media Investing Investments Valuation 281

The Big Picture

AUGUST 7, 2023

This was 2004. HARRIS: Okay, so that 12 and a half minute number, I believe comes from a neuroscientist. If you want to be really good at being selfish, you will be compassionate and generous, because that is the number one source of happiness. Tell us about that experience. HARRIS: It was awful. RITHOLTZ: Yes.

Medical 130

Medical Transportation Investing Investments 130

The Big Picture

OCTOBER 24, 2022

So there are a number of us heading in out of college into the BLS. And actually, I was at the PPI, most people may not remember this, but in 2004, the PPI was a month and a half late. And she had a number of standing slots on TV shows. MARTA NORTON, CHIEF INVESTMENT OFFICER, MORNINGSTAR INVESTMENT MANAGEMENT: Right.

Portfolio 130

Portfolio Management Assets Investing 130

The Big Picture

JUNE 13, 2023

RITHOLTZ: So let’s talk about what led to the decision to launch TIKEHAU Capital back in 2004. I made the commitment personally, and I can see the path because there is room to expand the business. You’re at Deutsche Bank, your colleague Antoine is at Goldman Sachs.

Banking 143

Banking Assets Investing Investments 143

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. I — I couldn’t believe the numbers. RITHOLTZ: So — so they, at one point in time, were the number one fund in a lot of specific categories.

Assets 164

Assets Management Marketing Marketing 164

Brown Advisory

APRIL 1, 2015

In the private company world, total venture capital financings reached $59 billion last year, up from about $23 billion in 2004, according to PitchBook’s 2015 venture industry annual report. Unsurprisingly, as volume has increased, so have valuations. PitchBook points out that median “pre-money” valuations (i.e.,

Investing 52

Investing Investments Valuation Assets 52