Validea

SEPTEMBER 6, 2023

By Justin Carbonneau ( Twitter | LinkedIn | YouTube ) — Over the past few weeks, I’ve seen a number of charts highlighting the opportunity in small-cap stocks given their absolute and relative valuations. The chart below, also from our market valuation tool, compares small cap value to large cap growth stocks. Only 12.4%

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The Big Picture

AUGUST 16, 2022

And if you’re able to do that in a diverse number of markets and asset classes, while managing risk in the markets that aren’t trending, you know, that’s in general how trend following works. Maybe we’ll get down to 4% or 5%, but that’s the number the Fed doesn’t like. RITHOLTZ: Wow. TROPIN: Correct.

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Carson Wealth

APRIL 8, 2024

Pockets of attractive valuations exist despite above-average valuations in some high-profile areas of the market. gain, but not a bad number by any means. These include some of the worst years in stock market history, including 1973, 1974, the tech bubble, 2008, and 2022. Following the huge 11.2% median return.

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Validea

OCTOBER 12, 2023

This generation’s fortune-teller has been Michael Burry, who called the 2007-2008 housing bubble burst early on. Despite his on-record statements such as “[this] could be worse than 2008” over the past four years, investors would’ve done better buying the S&P 500 each time than following his advice.

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Trade Brains

OCTOBER 17, 2023

20,000 is not just a number; but happiness for many. Nifty 50 first hit 10,000 on July 26, 2017, and it took years to double that number. Amid all the noise surrounding geopolitical issues, global valuations, and FII selloff, the Nifty bulls might be feeling a bit clueless about their next moves. on July 20 of this year.

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The Big Picture

DECEMBER 5, 2023

’cause then I figure I could always be employed either managing the numbers or doing law and get those two degrees. And I got to see firsthand what Bain was doing in strategic consulting and understand their view of business separate from the numbers. And Bain was kind enough to offer me a job to facilitate.

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David Nelson

AUGUST 22, 2022

To date the only evidence, we have that this is working is a single set of inflation numbers showing a slight downtick in the headline numbers. Most valuation models start and end with the risk-free rate and any movement or even the perception of a change in future policy has an enormous impact on multiples and with-it equity prices.

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The Big Picture

NOVEMBER 21, 2023

I had my first child in June of 2008. Now, the first half of 2008, I was doing pretty well in the fund. But of course, I didn’t know the world was gonna meltdown in 2008. I bought Priceline on November 1st, 2008. And we would go on to sell that business to Microsoft in 2008. I think I was up 20 or 25%, right?

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The Irrelevant Investor

DECEMBER 21, 2018

The NASDAQ 100 just had its worst week since 2008. The table below shows the numbers from the chart above. Valuations are a good example; Buyers didn't care on the way up and sellers won't care on the way down. Every stock in the index finished in the red. Twenty-one fell at least 10%. We ain't seen nothing yet.

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The Irrelevant Investor

FEBRUARY 13, 2017

Whether you choose the CAPE ratio or a different valuation metric, they all say the same thing; Expensive markets leave investors with a smaller margin for error. Jumping in or out of stocks based on valuation can be extremely difficult, if not completely impossible. The more you pay, the less you get. Today there are just 4,500.

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The Irrelevant Investor

OCTOBER 28, 2016

This range is determined by a number of factors, including but not limited to the business cycle, valuations, interest rates, inflation, and the collective mood of millions of investors. We just can't know what the market will deliver, so it's best to plan and prepare for a wide range of outcomes.

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Fortune Financial

MAY 26, 2021

I have long been a proponent of investing in the defense and tobacco industries, which offer investors the unique combination of ‘quality’, typically measured by such things as low debt and low earnings variability, and ‘value’, or undemanding valuations.

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Brown Advisory

MAY 31, 2017

Since the 2008–09 credit crisis, market sentiment on European stocks has shifted back and forth, from despair to confidence, depending largely on sentiment regarding the EU’s prospects as a viable political and economic entity. Take Europe, for instance. But it is a meaningful change worthy of discussion after a long period of time.

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Brown Advisory

MAY 31, 2017

Since the 2008–09 credit crisis, market sentiment on European stocks has shifted back and forth, from despair to confidence, depending largely on sentiment regarding the EU’s prospects as a viable political and economic entity. Take Europe, for instance. But it is a meaningful change worthy of discussion after a long period of time.

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The Irrelevant Investor

JUNE 23, 2017

This visual tells a lot of stories, but for the purposes of this exercise, I want to focus on the two previous valuation spikes in red, which were followed by two stock market crashes in gray. If 2000 was fool me once and 2008 was fool me twice, what would 2019 be? Entering these numbers was an uncomfortable experience.

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The Big Picture

JULY 19, 2022

But it was — on the other hand, it was just a great place, well, first to try it but the second thing is when 2008 came along, it was one of the few places that we’re making money. ILMANEN: It’s always good to think of starting yields and valuation sort of two sides of the same coin. RITHOLTZ: Just not a great fit.

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Investing Caffeine

APRIL 1, 2022

People forget that commodity prices approximately doubled after the 2008 Financial Crisis, only to experience a subsequent slow bleed over the next decade until prices were essentially chopped in half. They certainly could, but valuations remain attractive given where interest rates currently stand. Source: Trading Economics.

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The Big Picture

OCTOBER 31, 2023

And now we have a number of different hedge funds, some we have in the macro, we have multi-Strat, we have point hedge funds with in technology in the healthcare field. The best example I always love to give is that Amazon’s last private round was at a $60 million post money valuation. 00:09:40 [Speaker Changed] Correct.

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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. And when they look at a sector, they want to be long, the very best stocks at the best valuations they can, and short the worst stocks at the worst valuations. It’s beta neutral, market neutral.

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James Hendries

OCTOBER 18, 2022

That means that the other 10 S&P sectors will likely see an earnings decline even if numbers come in better than expected, as they almost always do. While the pundits are mostly focused on what can go wrong this earnings season, there are several reasons to expect the numbers for this quarter to be decent. Quincy Krosby , Ph.D.

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Trade Brains

AUGUST 19, 2022

Get money rich (GMR) blog is run by Mani (founded in 2008). You can read a number of interesting articles regarding stock investing, mutual funds, real estate, income tax, personal finance, etc on this blog. You can also learn about stock market investing in Trade Brains’ recently launched android mobile app. Get Money Rich (GMR).

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Brown Advisory

APRIL 1, 2015

In Engines That Move Markets, a 2002 book about the cycles of technology investing, Alasdair Nairn defines “bubbles” as periods when investors appear to suspend rational valuation, much as they had during the dotcom craze shortly before the book was published. Possible Signs. Merger and acquisition dollar volume has reached precrisis peaks.

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Validea

NOVEMBER 29, 2023

Felix outlines a number of ways to combat the cost of pessimism, including checking your investments less frequently and finding ways to automate your investing contributions, among others. Over the last 25 years, we have seen four bear markets (1999-2002, 2008-2009, 2020, 2022) and numerous market corrections (10% losses).

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Brown Advisory

OCTOBER 2, 2018

But in recent years, a number of investors—especially those in the U.S.—have stocks have generally been clear outperformers since the 2008-09 financial crisis, and it hasn’t really been close: Over the ten years since the financial crisis, U.S. stocks have reigned since the global financial crisis of 2008-09. equities at all.

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Brown Advisory

OCTOBER 2, 2018

But in recent years, a number of investors—especially those in the U.S.—have stocks have generally been clear outperformers since the 2008-09 financial crisis, and it hasn’t really been close: Over the ten years since the financial crisis, U.S. stocks have reigned since the global financial crisis of 2008-09. equities at all.

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Brown Advisory

APRIL 1, 2020

We believe that the current environment offers a number of strategic planning opportunities to improve your financial plan, enhance wealth transfers to heirs or charities, minimize the impact of income taxes and broadly help you advance your progress toward long-term goals. We are working to help you take those steps forward.

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Brown Advisory

APRIL 1, 2020

We believe that the current environment offers a number of strategic planning opportunities to improve your financial plan, enhance wealth transfers to heirs or charities, minimize the impact of income taxes and broadly help you advance your progress toward long-term goals. We are working to help you take those steps forward.

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The Big Picture

MAY 7, 2024

She has a number of investments as as really a entrepreneur and a venture investor. 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. He’s great.

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Brown Advisory

OCTOBER 18, 2019

This fact is on the minds of a growing number of investors today who are concerned about the market’s direction. 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 17% 3/31/1954- 9/30/2019 Price/Book Value 3.4

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Brown Advisory

OCTOBER 18, 2019

This fact is on the minds of a growing number of investors today who are concerned about the market’s direction. We know that equity valuations in the U.S. CURRENT VALUATION PREMIUMS, S&P 500 INDEX. Any number of factors could cause valuations to quickly readjust or correlations to spike. Most Recent. Trailing P/E.

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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. Many non-U.S. corporations.

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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. Many non-U.S. corporations.

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The Big Picture

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. I was employee number 10. RITHOLTZ: Which is really a pretty big number. billion dollars in AUM.

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James Hendries

JUNE 20, 2023

That’s not suggesting another 2008 is coming, but rather highlights how fast the economic environment can change. As such, we don’t think it will be long before official government numbers reflect the decrease in rent prices. A lot changed over the course of 2007 and 2008 as the economy fell into the Great Financial Crisis.

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Trade Brains

DECEMBER 22, 2022

3 billion market valuation, after TCS and Infosys. is an Indian IT company that is a part of Mahindra Group that provides Network technology solutions and Business Process Outsourcing (BPO) services to a large number of industries. 3 billion market valuation. Recently, Wipro Ltd. became the third IT company to reach the Rs.

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James Hendries

AUGUST 15, 2022

is dragged down by 2008-2009 when the index tumbled 37%. Stock valuations are higher but bond yields are still low enough to support valuations with the 10-year Treasury yield well under 3% despite the big jobs number. It is also a major component used to calculate the price-to-earnings valuation ratio.

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James Hendries

DECEMBER 12, 2022

during the month, which was the best month for core bonds since December 2008. It is expressed as a number of years. It is also a major component used to calculate the price-toearnings valuation ratio. Core bonds, as measured by the Bloomberg Aggregate Bond index, were up 3.7%

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