Trade Brains

SEPTEMBER 27, 2023

This Fin-Tech Company began its journey as a prepaid mobile and DTH recharge platform however, it later ventured into multiple other financial services. Today, the Company offers Mobile payment services to customers via UPI, Payment soundboxes, Point-of-sale machines (POS), and online payment gateway services among multiple others.

Healthcare 59

Healthcare Banking Communication Government 59

Carson Wealth

JANUARY 22, 2024

Waller noted that in the past the Fed had lowered rates reactively, quickly, and by large amounts, but that was after shocks to the economy threatened recession (like in 2000-2001 and 2007-2008). The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 97

Marketing Marketing Economy Portfolio 97

The Big Picture

OCTOBER 24, 2022

NORTON: So in 2008, I just received my CFA charter, and I was beginning to look around and think about, you know, where else would I want to go in this company or outside the company. And so I tossed my hat in the ring and moved over in October 15, 2008. And how do we think about them from a valuation perspective? NORTON: Yeah.

Portfolio 130

Portfolio Management Assets Investing 130

Brown Advisory

AUGUST 1, 2018

We tend to be strategic rather than tactical in our approach to investing, but a combination of recent fundamental developments and valuation changes has caused us to add a note of caution in conversations with clients and in the management of their portfolios. Concentration: Much of the U.S.

Management 52

Management Investing Investments Valuation 52

Brown Advisory

AUGUST 1, 2018

We tend to be strategic rather than tactical in our approach to investing, but a combination of recent fundamental developments and valuation changes has caused us to add a note of caution in conversations with clients and in the management of their portfolios. Concentration: Much of the U.S.

Management 52

Management Investing Investments Valuation 52

Brown Advisory

JULY 19, 2017

Valuations of the U.S. Today, we hear the word “unprecedented” far too often, referencing everything from stock valuations, to the U.S. For example, the market faces some legitimate challenges today—relatively high valuations, an aging bull market and geopolitical stresses that have yet to impact capital markets notably.

Investing 52

Investing Investments Portfolio Clients 52

Brown Advisory

JULY 19, 2017

Valuations of the U.S. Today, we hear the word “unprecedented” far too often, referencing everything from stock valuations, to the U.S. For example, the market faces some legitimate challenges today—relatively high valuations, an aging bull market and geopolitical stresses that have yet to impact capital markets notably.

Investing 52

Investing Investments Portfolio Clients 52

Brown Advisory

MARCH 30, 2020

The background liquidity conditions for capital markets have changed substantively since the 2008-09 financial crisis, and to some extent these changes have contributed to the liquidity crunch in various segments of the market in the wake of the coronavirus outbreak. As we now know, this celebration was premature.

Management 52

Management Marketing Marketing Clients 52

Brown Advisory

MARCH 30, 2020

The background liquidity conditions for capital markets have changed substantively since the 2008-09 financial crisis, and to some extent these changes have contributed to the liquidity crunch in various segments of the market in the wake of the coronavirus outbreak. RECENT TRENDS AFFECTING LIQUIDITY.

Management 52

Management Marketing Marketing Clients 52

Trade Brains

FEBRUARY 2, 2024

High FII Holding Stocks Under Rs 1000 High FII Holdings Stocks Under Rs 1000 #1: Max Financial Services Ltd. Max Financial Services Limited (MFSL) is a subsidiary of the Max Group. Five Star has been dealing in specialized financial services. 631.55 ₹ 47,352 41.61% Ujjivan Financial Services Ltd.

Healthcare 59

Healthcare Wealth Management Insurance Financial Services 59

The Better Letter

JANUARY 26, 2024

In late 2008, Dent published another book, The Great Depression Ahead: How to Prosper in the Crash Following the Greatest Boom in History , moving into the “doom and gloom” business. .” His anticipatory call on the 2008-09 financial crisis was spot-on, brought in lots of money, and made him a ton of money.

Assets 103

Assets Valuation Management Investing 103

The Big Picture

MAY 7, 2024

So then I, I knew the Yahoo folks, Jerry Yang and Sue Decker asked me to come in and help them in 2008. I went in there and the valuation was below a billion dollars. And at two years the valuation was $13 billion. Like everybody will eventually be a financial services company or an advertising company.

Startup 141

Startup Advertising Engineering Numbers 141

The Big Picture

MAY 9, 2023

And again, I ended up in the financial services audit practice at KPMG. And then I moved back to London at the end of 2008, which was a really interesting pivot. At the end of 2008, we owned a lot of illiquid assets. And there was a problem with 168 of them at the end of 2008. You have to finish the three years.

Assets 286

Assets Clients Investing Investments 286

Brown Advisory

OCTOBER 18, 2019

We know that equity valuations in the U.S. CURRENT VALUATION PREMIUMS, S&P 500 INDEX Metric Most Recent Long-Term Average Premium vs. Average Timeframe Trailing P/E 19.4 Any number of factors could cause valuations to quickly readjust or correlations to spike. 17% 3/31/1954- 9/30/2019 Price/Book Value 3.4

Marketing 52

Marketing Marketing Valuation Numbers 52

Brown Advisory

OCTOBER 18, 2019

We know that equity valuations in the U.S. CURRENT VALUATION PREMIUMS, S&P 500 INDEX. In the years after the 2008-09 financial crisis, securities tended to trade in lockstep with each other as the market focused most of its attention on the big-picture health of the economy. Most Recent. Long-Term Average. Trailing P/E.

Marketing 52

Marketing Marketing Valuation Numbers 52

The Irrelevant Investor

NOVEMBER 11, 2015

In a study by Vanguard conducted in 2008, they found that actively managed U.S. Note that in 2008, 54.3%, 74.7% When the current bull market inevitably turns, passive managers could be left holding stocks and sectors with poor fundamentals and inflated valuations. The post Do People Want to be Fooled?

Management 52

Management Financial Services Valuation Assets 52

The Big Picture

OCTOBER 31, 2023

And so our initial thrust was what our first hedge fund called Bay Pond, which is a financial services hedge fund, started by Nick Adams back in 1994, which will, I guess be celebrating its 30th anniversary next year. Post money valuations until the market has changed dramatically. 00:09:40 [Speaker Changed] Correct.

Management 152

Management Investing Investments Portfolio 152

The Big Picture

AUGUST 15, 2023

It started on January 1 of 2008. SEIDES: In Warren’s 2008 annual letter, I think it was 2008, he made a statement. What’s the valuation? Certainly in financial services, we recognize now that there are all these microaggressions that have been in place for decades. SEIDES: That’s right.

Management 130

Management Investing Investments Government 130

Brown Advisory

SEPTEMBER 11, 2016

High-yield bonds are especially attractive compared with developed-market stocks, which currently sell at valuations above the historical average and face headwinds to profitability from slowing global growth and rising labor costs. president—the S&P 500 Index increased at an annual average pace of about 6%.

Economics 52

Economics Economy Communication Clients 52

Brown Advisory

SEPTEMBER 11, 2016

High-yield bonds are especially attractive compared with developed-market stocks, which currently sell at valuations above the historical average and face headwinds to profitability from slowing global growth and rising labor costs. president—the S&P 500 Index increased at an annual average pace of about 6%.

Economics 52

Economics Economy Communication Clients 52

Brown Advisory

JULY 1, 2016

One can argue that today’s low interest rates merit even higher valuations, but there’s no disputing that the increase in price/earnings ratios has been an important driver of stocks since the lows of the early 1980s. Following the 2007–2008 financial crisis, some observers began referring to the “new normal.”

Investing 52

Investing Investments Portfolio Assets 52

Brown Advisory

JULY 1, 2016

One can argue that today’s low interest rates merit even higher valuations, but there’s no disputing that the increase in price/earnings ratios has been an important driver of stocks since the lows of the early 1980s. Following the 2007–2008 financial crisis, some observers began referring to the “new normal.”

Investing 52

Investing Investments Portfolio Assets 52

The Big Picture

JUNE 13, 2023

You know, that’s one thing in Europe where London was, I actually think, still remains the one place where you want to get exposure when you join financial services. And so we go back to the basics of what our job should be, risk underwriting, risk assessment, asset prices are different from asset valuation.

Banking 141

Banking Assets Investing Investments 141

The Big Picture

SEPTEMBER 5, 2023

And we’d sort of turn that into a valuation business. So before we get to the pandemic, which obviously had an enormous outsized effect on real estate, let’s talk a little bit about the financial crisis in the mid-2000s, a lot of real estate companies crashed and burned then. RITHOLTZ: Wow, that’s amazing.

Sales 130

Sales Numbers Taxes Marketing 130

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 286

Valuation Education Government Numbers 286

The Big Picture

OCTOBER 31, 2023

Barron’s ) see also Bond Market Outlook: Valuations Suggest Potential for Equity-Like Returns With Less Risk ( PIMCO ) • Workers Are Doing Less Work for the Same Pay : Employers are offering more paid time off in a strong labor market. Noahpinion ) • Bond Index Funds Are Hurting Again. It Isn’t Just Rising Interest Rates.

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Distribution Media Financial Services Valuation 130

David Nelson

APRIL 4, 2023

We start digging through our glove box for a 2008 playbook. With Silicon Valley Bank, Signature and rising concerns across the entire financial services industry, falling one after the other. Bloomberg Data For over a year now, investors have had to justify equity valuations in a rising yield environment. It’s like, whoa.

Insurance 52

Insurance Banking Valuation Management 52