Brown Advisory

JANUARY 1, 2021

When does crowd psychology take hope for economic return beyond what valuation can support? And why do markets irregularly detach fundamentals from valuation to their own detriment? as featured in the book, “Valuation: Measuring and Managing the Value of Companies, University Edition.” 6th Edition, 2015.

Investments 52

Investments Investing Valuation Economics 52

Trade Brains

AUGUST 3, 2022

Since 2015-16, the Indian railways have been witnessing growth in freight and passenger volumes consistently. The Railway Ministry plans to reduce the land licensing fee from 6% to 3.5% to aid the valuation of the company. trillion for the Indian Railways with a capital expenditure of ?1.07

Transportation 52

Transportation Engineering Government Consulting 52

Brown Advisory

JANUARY 1, 2023

Download it here > Dear Fellow Investors, If we had to sum up 2022 in one word it would be valuation. War, inflation, recession, deglobalisation, decoupling, strikes, crypto-crash and energy (crisis) all featured but for us the overriding focus for 2022 was valuation. which was greater than our -1.1% relative underperformance.

Investments 52

Investments Investing Valuation Clients 52

James Hendries

JUNE 20, 2023

The most egregious example appears to be in 2015 (green line) when the Committee expected interest rates in 2017 to be above 3.5%, when in actuality they were closer to 0.50% that year. It is also a major component used to calculate the price-to-earnings valuation ratio. All index data from FactSet.

Marketing 52

Marketing Marketing Economy Communication 52

The Big Picture

OCTOBER 24, 2022

And I would say that there was a stretch from 2008 to call it 2015, where I was managing a ton of different types of mandates. And there was just a very rich development period, which I think at the time, I don’t know, if I fully appreciate it, I’m someone who likes to see change licensing developments.

Portfolio 130

Portfolio Management Assets Investments 130

Sara Grillo

NOVEMBER 14, 2022

He is a flat fee advisor; not a licensed insurance agent. Fee only advisors can now purchase annuities for their clients without having to be licensed agents. Mettler says he does not have a securities license for this reason. In early 2015, Scott sold his ownership interest in the firm.

Insurance 59

Insurance Retirement Financial Advisor License 59

The Big Picture

SEPTEMBER 5, 2023

And we’d sort of turn that into a valuation business. MILLER: Well actually I thought, leading up to the great financial crisis, I thought to myself, we’re going to be out of business within a couple of years because nobody wanted an independent valuation. What are the, you know, I’d literally have it in my handheld.

Sales 130

Sales Numbers Marketing Marketing 130

The Big Picture

FEBRUARY 7, 2023

So, after Jeff Immelt decided to sell GE Capital in 2015, Project Hubble, he also decided it would be a great idea to invite Trian Partners into the GE Capital shareholder base. And so Goldman’s valuation is around, you know, 110, $120 billion; and Morgan Stanley’s is around 170. He was taking fees for licensing his name.

Engineering 259

Engineering Banking Numbers Management 259