Validea

FEBRUARY 7, 2025

The G-Score is a financial analysis framework created by Professor Partha Mohanram in 2005 to evaluate growth stocks, complementing the F-Score system that Joseph Piotroski developed for value stocks. It also considers profitability metrics like return on assets and operational cash flow.

Advertising 52

Advertising Investing Investments Sales 52

Validea

MARCH 5, 2025

The G-Score is a financial analysis framework developed by Professor Partha Mohanram in 2005. Additionally, it examines profitability metrics such as return on assets and operational cash flow. It was specifically designed to evaluate growth stocks, serving as a counterpart to Joseph Piotroski’s F-Score system for value stocks.

Advertising 52

Advertising Sales Assets Investing 52

The Big Picture

FEBRUARY 4, 2025

And this was in 2005. So we moved our family over here from Paris in 2005. And who by the way, also have a PhD in economics because they were the ones who got me into de bank starting in 2005. White paper was about asset backed finance. It hurts those who have debt and it helps those who have assets.

Economy 253

Economy Banking Economics Taxes 253

The Big Picture

MAY 2, 2025

Founded in June 2005 (with Yoav Roth) they manage $20B in client assets. Major Asset Classes | April 2025 Source: Capital Spectator Sign up for our reads-only mailing list here. The firm is a global multi-strategy investment firm based in Greenwich, with offices in NY, Miami, London, Hong Kong, and Dubai.

Retail 130

Retail Assets Economy Numbers 130

The Big Picture

MAY 2, 2025

In 1997, he founded Gerber Asset Management to develop and engage in proprietary investment strategies. In late 2005, Mr. Gerber and Yoav Roth co-founded Hudson Bay Capital, which concentrates on generating positive returns while maintaining a focus on risk management and capital preservation.

Risk Management 176

Risk Management Assets Management Portfolio 176

The Big Picture

MAY 5, 2025

Founded in June 2005 (with Yoav Roth) they manage $20B in client assets. Then came the transformer. Quanta ) see also In the age of AI, we must protect human creativity as a natural resource : As AI outputs flood the Internet, diverse human perspectives are our most valuable resource.(

Food 130

Food Valuation Economy Investing 130

The Big Picture

OCTOBER 29, 2022

Professor Jeremy Siegel at the University of Pennsylvania, where he is frequently voted Best professor at Wharton, and is the author of Stocks for the Long Run , Jeremy Schwartz is CIO at Wisdom Tree Asset Management , where he has worked since May 2005.

Assets 293

Assets Financial Market Investing Investments 293

The Big Picture

OCTOBER 22, 2022

The firm manages or advises on about $250 billion in advisor assets. Norton’s responsibilities include equity, alternative and fixed income research, asset allocation, and portfolio management. Before joining Morningstar in 2005, Norton was an economist with the Bureau of Labor Statistics and a research analyst at LECG LLC.

Management 225

Management Investing Investments Asset Allocation 225

The Big Picture

AUGUST 20, 2022

The founder and CEO of Hermitage Capital Management, which was the investment adviser to the largest foreign investment fund in Russia until 2005, Browder is also the author of “ Red Notice: A True Story of High Finance, Murder and One Man’s Fight for Justice.” The Global Magnitsky Act of 2016 authorizes the U.S.

Government 284

Government Assets Media Investing 284

The Big Picture

FEBRUARY 23, 2024

billion in client assets, and has created over $11 billion of net P&L across all strategies since its 2005 inception. Be sure to check out our Masters in Business next week with David Snyderman , Global Head of Alternative Credit + Fixed Income for Magnetar Capital.

Management 196

Management Investing Investments Wealth Management 196

The Big Picture

MARCH 18, 2024

Housing was featured on the cover in 2005, which was near the top of the housing boom and bust. Time named Amazon.com Inc. chief Jeff Bezos as Person of the Year in December 1999 as the dot-com bubble was about to burst (true, Amazon stock went nowhere for a decade, but since then the shares have increased roughly 15-fold).

Marketing 335

Marketing Marketing Media Investments 335

Good Financial Cents

AUGUST 14, 2023

The creator(s) of this first-of-its-kind asset developed the cryptocurrency in response to the Great Recession of 2007-2009 , spurred by a distrust of the traditional banking system and concerns about its stability. Read on for insights on Bitcoin milestones, historical returns, and how its returns compare to those of other assets.

Assets 119

Assets Investments Investing Numbers 119

Random Roger's Retirement Planning

SEPTEMBER 30, 2024

Eddy Elfenbein and Cullen Roche came a long shortly after me, sometime in 2005 I believe and Tadas Viskanta from Abnormal Returns also started in 2005. I started to contribute posts to them in 2005, the first article there was about TIPS ETFs. The first one was writing for TheStreet.com from 2005 to early 2014.

Numbers 81

Numbers Taxes Investments Investing 81

Trade Brains

NOVEMBER 18, 2023

In 2005, the Company acquired a UK-based ER&D Company named INCAT International. When we look closely at its Balance Sheet we realise that Trade Receivables are its biggest Asset constituting 21.27% of the total Balance Sheet. The Company has Contract Assets worth Rs.

Engineering 115

Engineering Assets Clients Manufacturing 115

Getting Your Financial Ducks In A Row

OCTOBER 17, 2022

Two primary goals of the IRA were to provide a tax-advantaged retirement plan to employees of businesses that were unable to provide a pension plan; in addition, to provide a vehicle for preserving tax-deferred status of qualified plan assets at employment termination (rollovers). trillion in assets, while traditional IRA are owned by 36.6

Retirement 111

Retirement Distribution Taxes Retirement Planning 111

Brown Advisory

SEPTEMBER 11, 2018

This metric still has a ways to go before it reaches the sub-2% level we last saw in 2005-2006, and there is fundamental room for improvement (legacy assets from the crisis era are still working through the foreclosure pipeline). Mix of Borrower FICO Scores: Non-agency Mortgage Origination, 2005 vs. 2017).

Marketing 52

Marketing Marketing Clients Assets 52

The Big Picture

APRIL 18, 2023

When he began, PE was a little bit of a niche boutique sort of investment, and over the ensuing 25 years, it has grown to be really a major asset class with giant opportunities that have been expressed by then small, now very large companies, of which Blackstone is one of the largest. It is an institutionalized asset class.

Assets 157

Assets Investing Investments Valuation 157

Validea

APRIL 25, 2024

In his 2005 research paper titled “Separating Winners from Losers among Low Book-to-Market Stocks using Financial Statement Analysis,” accounting professor Partha Mohanram laid out a strategy for finding promising growth stocks trading at attractive valuations. ROA and 10.7% ROA and 13.2% ROA and 13.2%

Advertising 52

Advertising Investing Investments Assets 52

Validea

OCTOBER 5, 2022

Year End Date Negative Earner Percentage 12/30/2005 1.1% Year End Date Negative Earner Percentage 12/30/2005 30.3% And with intangible assets rising in the economy, standard earnings calculations are becoming less and less accurate. 12/29/2006 1.2% 12/31/2007 1.0% 12/31/2008 2.1% 12/31/2009 4.9% 12/31/2010 1.4% 12/30/2011 1.5%

CFP 59

CFP Valuation Economy Assets 59

Truemind Capital

MAY 14, 2024

Popular investment sectors or themes gain momentum as more investors join, driving prices much higher than the worth of the underlying assets. The problem is the level of valuations.

Investing 52

Investing Investments Valuation Government 52

Steve Sanduski

AUGUST 22, 2023

John Furey and I discuss: John’s thoughts on the 2005-2010 “breakaway movement” that created so many new RIAs versus where the industry is today. Potential long-term effects of a concentration of assets at big firms and the “barbell effect.”

Strategic Planning 52

Strategic Planning Valuation Communication Investment Advisor 52

Trade Brains

OCTOBER 13, 2023

The Company has also set up an Alternative Asset Management via a 100% owned subsidiary and wealth management firm named Nuvama Wealth Management. The Company also is into Asset reconstruction with an AUM of Rs. A major reason for the spike in revenue was the Net Gain on the revaluation of its assets. 6819 Cr in FY22 to Rs.

Banking 105

Banking License Financial Services Retail 105

Trade Brains

OCTOBER 22, 2024

Varyaa Creations, originally incorporated as Kalgi India Private Limited in 2005, rebranded to its current name in 2016. It outsources production to job workers in Mumbai, maintaining an asset-light business model. crore through a fresh issue of 1,340,000 equity shares at a face value of ₹10 each. times on the fourth day.

Retail 52

Retail Investment Advisor Investing Investments 52

Validea

SEPTEMBER 26, 2024

Joel Greenblatt, founder of Gotham Capital, introduced his “Magic Formula” in the 2005 bestseller “The Little Book That Beats the Market.” Greenblatt calculates this by dividing EBIT by the sum of net working capital and net fixed assets.

Valuation 52

Valuation Manufacturing Taxes Assets 52

Trade Brains

OCTOBER 2, 2023

Ujjivan Small Finance Bank was established as a non-banking financial corporation (NBFC) in 2005. This suggests that the bank has earned a good return on shareholders’ capital and is efficiently using its assets to earn income. Coming to the return ratios, the bank reported an ROE and ROA of 27.43% and 3.30% respectively.

Banking 105

Banking Engineering Distribution Food 105

The Irrelevant Investor

JULY 25, 2016

That's the number of global funds launched between January 2005 and 2013. This nugget from their study is really eye-popping, emphasis mine: Globally, we find that new funds account for the preponderance of new asset flows. billion across the three asset classes in our study- -equity, fixed income, and allocation.

Retail 52

Retail Financial Advisor Numbers Accounting 52

Trade Brains

JUNE 11, 2023

With more than 3 decades of experience in capital markets, the company offers all kinds of financial products and services such as equity, derivatives, mutual funds, insurance, and asset portfolio management services. Over the years, the company has built a trustworthy group of around one billion customers. CMP (in Rs.) EPS (in Rs.)

Banking 97

Banking Government Financial Services Insurance 97

Trade Brains

DECEMBER 24, 2023

Operating Profit Margin (%) 35.75% Net Profit Margin (%) 23.11% Best Penny Stocks under Rs 5 #2 – Seacoast Shipping Services Founded in 2005 as a freight forwarders and shipping agents company, Seacoast Shipping Services Limited (SCSSL) has grown to become one of the largest freight forwarders in Gujarat. .) ₹ 33.48 Stock P/E (TTM) 12.9

Commission 96

Commission Manufacturing Sales Portfolio 96

Trade Brains

JANUARY 22, 2024

In 2005, the Company acquired a UK-based ER&D Company named INCAT International. Since both Companies operate in an asset-light industry, the need for fresh capital remains low. Ratan Naval Tata , the Chairman Emeritus of the Tata Group. Later Tata Tech secured funding from Apla TC Holdings and Tata Capital Growth Fund.

Planning 119

Planning Engineering Manufacturing Clients 119

The Irrelevant Investor

JANUARY 19, 2017

Here is an article from 2005, when he recommended to sell Netflix and buy Blockbuster. They're a special kind of mutual fund where their shares trade on markets and the price of the shares can deviate from the value of the assets that they own. And for many years it traded at a discount of about 10-15% of net asset value.

Assets 52

Assets Investing Investments Sales 52

The Big Picture

JULY 19, 2022

You mentioned in the beginning of the book lower asset yields and richer asset prices have pulled forward future returns. So, starting yields of all major assets were coming down in the last decade and last decade — actually, several decades. RITHOLTZ: Really quite interesting. Explain that. RITHOLTZ: Right.

Investments 130

Investments Investing Valuation Portfolio 130

Trade Brains

DECEMBER 31, 2023

The company also offers third-party products from various asset management and insurance companies. For FY23, the company reported an NNPA of 1.14%, which indicates a small fraction of the bank’s loans or assets are non-performing. Coming to the return ratios, the bank reported an ROE and ROA of 12.55% and 1.89% respectively.

Banking 64

Banking License Distribution Retail 64

Brown Advisory

NOVEMBER 29, 2016

Alternatively, nonprofits can boost potential portfolio returns, which often means tolerating more risk and illiquidity, through a recalibration of asset allocation— the single biggest driver of long-term gains. Reassess asset allocation. Callan estimated that a portfolio in 2005 could achieve a 7.5% Please see chart below.)

Nonprofit 52

Nonprofit Asset Allocation Portfolio Budgeting 52

Trade Brains

SEPTEMBER 18, 2023

Sai Silks Kalamandir IPO Review – About the Company The company commenced its operations in 2005. Sai Silks Kalamandir IPO Review – Financials If we look at the financials of Sai Silks(Kalamandir) it has reported assets worth 665.42 Cr in FY23, the overall assets have almost doubled over the last 3 years.

Retail 59

Retail Economy Wealth Management Sales 59

The Big Picture

NOVEMBER 21, 2023

We, we made in 2005, I believe. That 00:15:42 [Speaker Changed] Was first AI investment, 2005. He said, I overpaid for the asset. It’s hard to know which assets are going to have durable value. Fair Cast was an investment, a series B investment. In fact, we backed the head of artificial intelligence. We back it.

Investments 246

Investments Investing Startup Accounting 246

Tucker Advisors

NOVEMBER 3, 2021

That tops the inflation fears that surged in 2008, just before the financial crisis, and a previous peak in early 2005, when the housing market was out of control.” . This way, people can better identify the assets they need to take risks with in order to outpace inflation. bond market’s prediction of U.S. to 6% in interest.”.

Retirement 52

Retirement Portfolio Retirement Planning Assets 52

Random Roger's Retirement Planning

JUNE 23, 2022

First we looked at Crisis Alpha from their conversation, then a more wide ranging recap and today, the idea of risk transfer as an asset class, or more correctly an uncorrelated income stream. Closing out the podcast with Eric Crittenden and Jason Buck on one point they made almost in passing that came back to me today.

Commission 52

Commission Portfolio Marketing Marketing 52