Trade Brains

MAY 6, 2023

Worst Performing Stocks in India – PC JEWELLERS PC Jewellers was founded by Mr. Padam Chand Gupta in 2005. This resulted in the banks’ assets & advances growing by a CAGR of 34.1%. This made it the absolute worst-performing stock in India over the last 5 years. However, with growth came a substantial jump in NPA.

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The Big Picture

OCTOBER 17, 2023

I want to get into that before we start talking about asset management. Then the volatility and, and the valuation makes an enormous difference. And I mean, but it is endemic in the industry because the industry is incentivized to grow assets and hence admitting errors is not something that you want to do on tv. What is that?

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Walkner Condon Financial Advisors

FEBRUARY 6, 2024

Large Cap Stocks were the best performing asset class of all nine categories three times and finished second twice. Large Cap was the next asset class under these foreign blue chips. Large caps gained and both international stock asset classes lost ground. In the more recent decade not including 2023 (2003-2012), U.S.

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The Big Picture

DECEMBER 14, 2022

She and her team manages over $565 billion in real estate assets. But I’d say those are all similar things, whether you’re talking about, you know, companies that make something, or companies that own real estate or real estate assets. And real estate offered that. MCCARTHY: I think you pretty much have it, Barry.

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The Irrelevant Investor

JANUARY 2, 2021

Morgan Asset & Wealth Management just put out their 2021 outlook. As everybody knows by now, the stock market is expensive by traditional valuation metrics. P/E ratios of the asset-heavy US corporate sector of the 1960s-1980s might not be the best comparison for today’s asset-light, less capital-intensive S&P 500 universe.

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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.)

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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.

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The Big Picture

SEPTEMBER 5, 2023

And we’d sort of turn that into a valuation business. MILLER: Well actually I thought, leading up to the great financial crisis, I thought to myself, we’re going to be out of business within a couple of years because nobody wanted an independent valuation. Housing itself, it’s just a slow moving asset.

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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. ILMANEN: It’s always good to think of starting yields and valuation sort of two sides of the same coin. RITHOLTZ: Really quite interesting. Explain that. RITHOLTZ: Right.

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The Big Picture

MARCH 12, 2024

No income, no job, no assets were exactly ninja, Sean Dobson : No pulse seems reasonable. We see it as, like I said, about 50 million assets and we’re modeling up the value of every home in the country, every, every week, basically. And in the 2000 at the 2005 conference, it’s kind of wild.

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Brown Advisory

MAY 16, 2016

Low rates also raise valuations for business acquisitions. Berkshire is willing to pay some small amounts now for money it can’t really employ in order to have it available when something good comes along—like the deals Berkshire struck in 2008-09 when others were forced to sell assets at low prices or raise capital at high cost.

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Insurance Investing Investments Banking 52

The Big Picture

NOVEMBER 21, 2023

We, we made in 2005, I believe. That 00:15:42 [Speaker Changed] Was first AI investment, 2005. It was about $170 million valuation. He said, I overpaid for the asset. 00:59:32 [Speaker Changed] So, so in late 21, 20 22, valuations had gotten a touch frothy in, in both the public and the private markets. We back it.

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The Big Picture

FEBRUARY 7, 2023

You know, if you’ve got $650 billion of assets floating around, including loans of actual buildings because you’re in the real estate business — RITHOLTZ: Right. Jamie has been there since, whatever, 2005. Like, selling GE Capital assets was not an option. COHAN: — JPMorgan Chaser, right? RITHOLTZ: Right.

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The Big Picture

MAY 16, 2023

Literally the first check-in to Robinhood, which went public in 2021 at about a $34 billion valuation. RITHOLTZ: 2004, 2005. RITHOLTZ: 2005. RITHOLTZ: He was the first (inaudible) in round B at the higher valuation. Is it about the valuation? He was a pre-IPO investor in companies like Facebook and Twitter.

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The Big Picture

OCTOBER 31, 2022

When I look back at 2005, ’06, ’07, yeah, those growth stocks that collapsed from way too high, probably were too low. SCHWARTZ: But even broad developed markets, they’re half the valuation of the U.S. But in the postwar period, we’ve had the cycles. SIEGEL: Yes. SIEGEL: Right. RITHOLTZ: Right. SIEGEL: Yeah.

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