Remove 2005 Remove Portfolio Remove Valuation
article thumbnail

Best Vijay Kedia Portfolio Stocks – Hidden Gems For Long Term?

Trade Brains

Best Vijay Kedia Portfolio Stocks: Many investors keep a close eye on stock buys and sales of ace investors for ideas and inspiration. In this article, we’ll look at the best Vijay Kedia portfolio stocks and see if they can be an interesting opportunity for us as well. Who is Vijay Kedia? He calls his investment philosophy ‘SMILE’.

article thumbnail

Animal Spirits: Rush For the Exits

The Irrelevant Investor

Passive investing is causing a market bubble, but not in stocks you'd expect Portfolios look alike $3.6 trillion of the S&P 500 is indexed Minivans are so 2005 The U.S. (yes) Bird is raising more money And ScootScoop is taking their products You should only own the best stocks Do global stocks outperform US treasury bills?

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Transcript: Antti Ilmanen

The Big Picture

The transcript from this week’s, MiB: Antti Ilmanen, Co-Head, Portfolio Solutions, AQR , is below. BARRY RITHOLTZ; HOST; MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Antti Ilmanen is AQR’s Co-head of the Portfolio Solutions Group. CO-HEAD, AQR’S PORTFOLIO SOLUTIONS GROUP: Thanks, Barry.

article thumbnail

Transcript: Joe Barratta of Blackstone

The Big Picture

In the short run, there can be distortions in public market valuations as we saw in 2001 and we saw prior to that in 2007, and prior to that in 2000, in ‘99. BARATTA: I think it was 2005, when we started to look at in China and in India, in particular, and also Japan. BARATTA: Yeah. In the long run. When did that beckon?

Assets 162
article thumbnail

Tata Technologies IPO Review – GMP, Details & Much More

Trade Brains

In 2005, the Company acquired a UK-based ER&D Company named INCAT International. Looking at its valuations, Tata Tech’s peer trades at an Average PE of 62x, which is significantly higher than Tata’s 32.5x. Ratan Naval Tata, the Chairman Emeritus of the Tata Group. KPIT currently trades at the highest PE of 82.6x.

article thumbnail

Separating Winners from Losers in Growth Investing: The Mohanram Approach

Validea

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 13.2%

article thumbnail

Making More From Less

Brown Advisory

The budget gap for nonprofits has widened because of a slump in their three sources of funds—donations, grants and portfolio returns. Yet the hardest funding challenge for many nonprofits is achieving sufficient portfolio returns. Consider changes to portfolio construction. Charitable giving to foundations in 2015 shrank 3.8%