Trade Brains

NOVEMBER 13, 2023

Company Overview Gensol Engineering was Incorporated in 2012 and is part of the Gensol group of companies. Advantageous policy frameworks include Renewable Portfolio Standards (RPS), Feed-in Tariffs (FITs), and Power Purchase Agreements (PPAs). But what is not so good about the Company are its valuations.

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Engineering Government Valuation Manufacturing 69

The Big Picture

OCTOBER 31, 2023

And so to your point, I was a public portfolio manager, started as a tech analyst and made my way to associate portfolio manager and then began managing public portfolios in 1996. The best example I always love to give is that Amazon’s last private round was at a $60 million post money valuation. That are all gone.

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Trade Brains

APRIL 24, 2023

The share price of a company has nothing to do with the company’s valuation. 10,000 in November 2012. It has a wide product portfolio in environmental and combustion controls, and sensing and control, etc. It has a diversified portfolio of products in dental cement, health care, cleaning, etc. Page Industries (Rs.

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Manufacturing Food Pharmaceutical Investing 98

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. Unsurprisingly, as volume has increased, so have valuations. Possible Signs.

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Investing Investments Valuation Assets 52

Brown Advisory

SEPTEMBER 3, 2015

Still, we believe that attractive opportunities for fundamental, bottom-up investing endure in China S and Asia’s other emerging markets, where valuations are more attractive than for equities in the developed world like the U.S. By Mick Dillon, CFA, Portfolio Manager, Global Leaders Strategy; Priyanka Agnihotri, Equity Research Analyst.

Insurance 52

Insurance Portfolio Management Clients Government 52

Trade Brains

JULY 2, 2023

It holds a well-diversified portfolio of securities from multiple sectors: financial services, education, real estate, and more. The company saw a management change in 2012 when it was taken over by Prog Dyechem Private Limited. The company’s primary business is investing in listed and unlisted securities of various companies.

Financial Services 59

Financial Services Education Investments Investing 59

Brown Advisory

DECEMBER 2, 2015

From 2012 until 2014, the MSCI All Country World Index annually rose by an average of 14.1%. Since 2009, we have identified eight opportunities to shift portfolio allocations to capitalize on a determined upside/downside mismatch. Six of these moves have benefited client portfolios. 1, 2014, Treasuries fell by 4.3%

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Brown Advisory

AUGUST 6, 2019

Taylor is also an excellent communicator and regularly shares his thoughts with our balanced portfolio managers serving private clients, endowments and foundations. Technology has also enabled analysts, portfolio managers and traders to improve their productivity. In a word, the internet has changed everything.

Investing 52

Investing Investments Clients Portfolio Management 52

Brown Advisory

AUGUST 6, 2019

Taylor is also an excellent communicator and regularly shares his thoughts with our balanced portfolio managers serving private clients, endowments and foundations. Technology has also enabled analysts, portfolio managers and traders to improve their productivity. Nate Silver, 2012. by Taylor Graff, CFA.

Investing 52

Investing Investments Clients Portfolio Management 52

Brown Advisory

SEPTEMBER 3, 2015

As recently as 2012 Puerto Rico was able to sell to investors public-sector bonds despite its bleak fiscal outlook and shrinking economy. The hazards of appropriation bonds underscore the value of a bottom-up approach to building a municipal bond portfolio. Rude Awakening. Thu, 09/03/2015 - 15:10. Europe's Slow Climb.

Transportation 52

Transportation Government Economy Asset Allocation 52

The Big Picture

NOVEMBER 21, 2023

And I said, Paul, I don’t know anything about managing a public portfolio, but the deal we made with each other. So we repositioned our portfolio at the end of 22, recognizing that there had been too many dollars that went into safety trades. It was about $170 million valuation. 00:33:48 [Speaker Changed] 17%.

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Brown Advisory

NOVEMBER 12, 2015

As always we look to balance your assets between a liquid operating fund for current needs, a core investment portfolio for long-term preservation or appreciation, and an opportunistic pool for timely investments, taking into account your long-term investment objectives as well as any nearterm requirements for funds. Gift and Estate Taxes.

Planning 52

Planning Taxes Distribution Medical 52

Trade Brains

MARCH 1, 2024

It conducted the Indian Readership survey for 10 years from 2003 – 2012, covering over 20 Lakh in-person interviews. The IPO valuation also seems expensive at the PE of 40x. A subsidiary of the Company Hansa Research focuses on brand equity, customer satisfaction, and market research. So what are your views on the upcoming IPO?

Advertising 59

Advertising Communication Media Clients 59

Trade Brains

MAY 6, 2023

PC Jewellers was listed on the stock exchange in 2012 at an IPO price band of Rs. Following this, the company also produced good financial results when it came to sales from 2012-15. Owing to its good business and the favorable environment in the Indian markets, PC Jewellers today has 4 jewelry retail outlets across 70 cities in India.

Banking 52

Banking License Government Investments 52

The Big Picture

AUGUST 15, 2023

That’s a really easy portfolio to create. It allows you to understand, generally speaking, what is a reasonable beta for that whole portfolio. By the time I got there in ’92, they had a great venture portfolio and almost nobody else even understood what venture capital was. That allows you to do two things.

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Management Investments Investing Government 130

The Big Picture

AUGUST 20, 2024

And so in the 1990s, I developed the, the late 1980s, early 1990s, I developed a skillset around valuation, in particular discounted cash flow or residual income type models, along with a couple of peers out of the consulting industry. Initially I joined to help them manage their equity portfolio. It was the exact same trade.

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Assets Management Portfolio Marketing 173

Walkner Condon Financial Advisors

FEBRUARY 6, 2024

As these tables can take a while to be published or readily available, let’s for now break the past twenty years of available market data into two 10-year periods: 2003-2012 and 2013-2022. In the more recent decade not including 2023 (2003-2012), U.S. During the 2003-2012 period, U.S. Large Cap, Developed ex-U.S.

Assets 59

Assets Investing Investments Marketing 59

The Big Picture

JULY 24, 2023

MIAN: So Stray Reflections is a macro advisory and community that works with portfolio managers, CIOs around the world. The fact that you’ve got declining risk appetite, declines are prolonged, deep and valuations mean revert. MIAN: Valuations are ebb and flow. In 2012 Facebook went public, the IPO flopped.

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Marketing Marketing Economy Valuation 130

Brown Advisory

SEPTEMBER 12, 2016

Treasury Department recently issued proposed regulations that would virtually eliminate valuation discounts on the transfer of shares in family businesses and investment pools held in Family Limited Partnerships or Limited Liability Companies, collectively known as FLPs.

Estate Planning 52

Estate Planning Taxes Planning Clients 52

Brown Advisory

SEPTEMBER 12, 2016

Treasury Department recently issued proposed regulations that would virtually eliminate valuation discounts on the transfer of shares in family businesses and investment pools held in Family Limited Partnerships or Limited Liability Companies, collectively known as FLPs.

Estate Planning 52

Estate Planning Taxes Planning Clients 52

The Irrelevant Investor

DECEMBER 31, 2021

Valuations don't matter. Of course valuations matter. Strong earnings can support high valuations. From 2012-2014, the S&P 500 gained 16%, 35%, then 14%. Somewhere in that time the bears became vocal about valuations and profit margins and a whole host of other issues. I know, I know, but hear me out.

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Valuation Marketing Marketing Numbers 52

Trade Brains

JULY 4, 2023

Upstox started as RKSV in 2012 and rebranded to Upstox in 2015. The startup also became a unicorn in 2021 with a valuation of over $3 Billion. Tradejini Incorporated in 2012, Tradejini is a Bangalore based discount broker which offers a brokerage of 0.01% or ₹20 per executed order. It is also known as RKSV.

Accounting 98

Accounting Planning Clients Investments 98

The Big Picture

SEPTEMBER 26, 2023

So, so let’s talk about some of those legacy portfolio issues. And so the model for Oaktree, you know, has been that we would have investors overseeing the, over the, the, the firm overall, you know, we went public in 2012 and that entrepreneurial history of Oaktree since its founding, required a little bit more institutional framework.

Banking 130

Banking Investments Investing Clients 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?

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Valuation Education Numbers Government 298

The Better Letter

JANUARY 26, 2024

2012 : “The present menu of investment opportunities continues to be among the worst in history.” 2014 : “What concerns us beyond valuations is the full ensemble of overvalued, overbought, overbullish conditions.” 2020 : “[E]xtreme valuations. percent while the S&P 500 made 14.82

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Assets Valuation Marketing Marketing 104

The Big Picture

MAY 21, 2024

Or, or people start out with a CFA and they decide, you know, I would rather manage the portfolio than tell I’d rather be a PM than advise the pm. So, so basically this model is just a simple straight average of all the Wall Street strategists recommended allocations to stocks in a balanced portfolio.

Numbers 147

Numbers Management Banking Marketing 147

The Big Picture

APRIL 8, 2025

You’re there almost a decade, Lisa Shalett : So, and, and from 2012 to 2025, that’s a huge run. But we think that that valuations are there. . ’cause we have the ability to offer these services to all our clients. What’s it been like watching the, how long have you there? I do not believe that.

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Asset Allocation Wealth Management Clients Assets 147

The Big Picture

JANUARY 7, 2025

00:24:49 [Speaker Changed] So let’s talk a little bit about valuation in the public markets. Does that valuation difference in the public markets extend to private markets as well? Does that valuation difference in the public markets extend to private markets as well? Hence the valuation gap.

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Valuation Engineering Numbers Marketing 130

The Big Picture

FEBRUARY 17, 2025

00:12:42 [Speaker Changed] Yeah, so I joined in August, 2009, and I left to join Hawaiian Bernstein in late 2012. We do have a limit on what percent of the portfolio could be in what’s classified as frontier. It’s about 30% of our portfolio today. That is not being reflected in valuations from a top down standpoint.

Investing 147

Investing Investments Economics Management 147

Carson Wealth

NOVEMBER 11, 2024

It is the most for a Republican President since 1988, but it trails the 365 (2008) and 332 (2012) President Obama won in his two elections. How the economy is doing, Fed policy, inflation, valuations and overall market trends potentially matter much more. Data Source: Carson Investment Research, FactSet 11/01/24 So What Really Matters?

Marketing 95

Marketing Marketing Economy Numbers 95

The Big Picture

OCTOBER 31, 2022

There’s a lot of people writing about that back in 2012, 2013, that they started selling at a premium multiple to the market, which is very obviously not the case today. You go even further than that and say, “Most portfolios could be fine if they’re equity only.”. You have such a long horizon; you don’t need that ballast.

Numbers 147

Numbers Investments Investing Marketing 147

The Big Picture

FEBRUARY 7, 2023

It was like 13 out of 13 in the GE portfolio. Back during the financial crisis, post financial crisis when Obama was president, after Bush had left and McCain had lost, I want to say it was like 2012 or 2013, where the economy is coming off the lows. So — RITHOLTZ: This is after The Apprentice, after the 2012 election.

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Engineering Banking Numbers Management 259