Remove 2014 Remove Communication Remove Numbers
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Nobody Knows Anything, The Beatles edition

The Big Picture

In celebration of Abbey Road being released 55 years ago today (September 26, 1969), here is a short, Beatles-related excerpt from my upcoming book: “ How Not To Invest: The ideas, numbers, and behaviors that destroy wealth – and how to avoid them.” What was the 1960s equivalent of “ Okay, Boomer ”…?

Numbers 333
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Ideal quarterly investment letters: Meaningful, specific, and short

Investment Writing

Type size is proportional to the number of respondents choosing a word as their answer. The managers that are able to deliver the highlights clearly and in a concise manner stand out because they are better able to communicate their message to me and our clients. ” The image below gives a visual overview of the responses.

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Don't get an "F" on FBAR

Brown Advisory

In 2014, an 87-year-old, retired specialty-glass importer faced more than $2 million in penalties for failing to disclose a $7 million Swiss account which dated back to the 1960s. In 2022, a professor with dual U.S.

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Equity Beat: The Long and Short

Brown Advisory

Still, even if the numbers aren’t moving, the sentiment is somewhat less favorable today than it was in November. Gary became CEO in 2010, and by 2014 he realized that his sales team needed to change its approach. Russell does not promote, sponsor or endorse the content of this communication. Source: FactSet.

Clients 97
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Equity Beat: The Long and Short

Brown Advisory

Still, even if the numbers aren’t moving, the sentiment is somewhat less favorable today than it was in November. Gary became CEO in 2010, and by 2014 he realized that his sales team needed to change its approach. Russell does not promote, sponsor or endorse the content of this communication. Source: FactSet.

Clients 81
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Transcript: David Einhorn, Greenlight Capital

The Big Picture

And since that happened, I don’t know, about four or five years ago, the fund has been putting up great numbers, outperforming doing really, really well. That explaining that process and communication to people built confidence. And we held it for, I don’t know, for a number of years. Is that a fair statement?

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Private Credit Outshines Many High-Valuation Stocks, Bonds

Brown Advisory

We invested in Yukon Capital Partners II, a 2014 vintage fund. This communication and any accompanying documents are confidential and privileged. Founded in 2008, Yukon Partners is a U.S. mezzanine investor focused on companies with EBITDA ranging from about $10 million to $30 million and backed by private equity sponsors.