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Key Tax Court Cases on Valuation of Pass-Through Entities: The Early Years

Wealth Management

Developments from 1999 through 2019.

Valuation 274
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What if Dunning Kruger Explains Everything?

The Big Picture

equity valuations: “Baby-boomers’ huge flow of 401K plan contributions helped to drive equities higher; now that ~70 million Boomers are retiring, when do demographics flip this from a huge positive to a net drag?” (aka The Hidden World of Failure ) (October 23, 2020) Stock Ownership : Distribution of Household Wealth in the U.S.

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Ai Startup that Just Hit a $1 Billion Valuation with no Office or Meetings – Can You Guess the Startup?

Trade Brains

completed its first tender offer, which granted early employees liquidity and pushed its private valuation past the $1 billion mark , officially earning unicorn status. With its $1 billion valuation now official and a game-changing partnership with Perplexity in play, Fireflies is transforming the digital landscape one meeting at a time.

Startup 59
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Heavy Weights: The Real Story Behind Current Market Concentration

Financial Symmetry

This means that the expansion of valuation multiples, like price-to-earnings (P/E), has played a big role.2 For current valuations to be justified for the Mag 7 and large growth stocks more broadly, very large earnings growth will have to continue. Pay attention to valuations. 2 Figure 4 demonstrates. Source: Morningstar.

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Revisiting the Market Valuation in the Wake of This Year’s Decline

Validea

With the S&P 500 now close to 20% off its highs, I thought now might be a good time to look to our market valuation tool to see where things stand. But before I do that, I wanted to first cover two caveats I always put in articles about market valuation. With that all being said, let’s look at the current valuation data.

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Strategy of the Week: A Small Cap Growth Model Inspired by The Motley Fool’s David & Tom Gardner

Validea

The Gardners dubbed this the “Fool Ratio” and use it to identify growth stocks trading at reasonable valuations. Combining quality fundamentals, growth, insider conviction, and manageable valuations makes this a model with serious long-term appeal. Year Fool Portfolio S&P 500 +/- S&P 2003 (7/15/2003) 19.8%

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Outlook for 2019 | The Measure of All Things

Brown Advisory

Outlook for 2019 | The Measure of All Things. Fri, 02/15/2019 - 09:12. Entering 2019, we face rising economic, political and market risks. But the drop in valuations experienced at year’s end, alongside higher bond yields, offer a foundation for better long-term return expectations across most asset classes.