Trade Brains

APRIL 23, 2023

USL has a large portfolio of almost 80 brands including McDowell’s No.1, In addition to mobile network services, it is also a preferred choice of ICT, broadband, and DTH services. Lately, it has also forayed into financial services setting up Airtel Payments Bank and offering credit cards. 620,000 EPS ₹45.80

Pharmaceutical 105

Pharmaceutical Banking Insurance Distribution 105

Brown Advisory

JANUARY 17, 2024

One of our colleagues, Ken Stuzin, likens portfolio construction to Darwinian Investing – it is about survival of the fittest. In a concentrated portfolio, it is the losers that kill you. What sort of hit rate should we then expect within their portfolio? 5 As Table 2 below highlights, this team appears to be seriously good!

Investing 52

Investing Investments Portfolio Compliance 52

Trade Brains

AUGUST 16, 2022

In the financial year 2020, an average of 4 lakh Demat accounts were opened every month which has greatly benefited the broking companies. lakh in the financial year 2021 and is currently at 28.33 lakh for the current financial year. Listed Stock Brokers in India #2 – Motilal Oswal Financial Service Ltd .

Wealth Management 52

Wealth Management Retail Clients Distribution 52

ClearMoney

DECEMBER 5, 2021

Given bitcoin’s dramatic price changes, it is not surprising that many are speculating about its possible role in a portfolio. Adding it to a portfolio could mean paring back the allocation to investments such as stocks, property, or fixed income. Assessing the merits of bitcoin as an investment can be problematic.

Commission 52

Commission Retail Distribution Sales 52

Trade Brains

SEPTEMBER 27, 2023

This Fin-Tech Company began its journey as a prepaid mobile and DTH recharge platform however, it later ventured into multiple other financial services. Today, the Company offers Mobile payment services to customers via UPI, Payment soundboxes, Point-of-sale machines (POS), and online payment gateway services among multiple others.

Healthcare 59

Healthcare Banking Communication Food 59

Brown Advisory

MARCH 30, 2020

Managing Liquidity in the Coronavirus Market ajackson Mon, 03/30/2020 - 16:04 This article was written by Sid Ahl, Taylor Graff, Adam King and J.R. Consider how we defined investment risk in our 2018 asset allocation publication, Confronting the Unknown: “The probability that a portfolio will not meet an investor’s needs.”

Management 52

Management Marketing Marketing Clients 52

Brown Advisory

MARCH 30, 2020

Mon, 03/30/2020 - 16:04. The background liquidity conditions for capital markets have changed substantively since the 2008-09 financial crisis, and to some extent these changes have contributed to the liquidity crunch in various segments of the market in the wake of the coronavirus outbreak. Harsh Reaction. Reference Market/Index.

Management 52

Management Marketing Marketing Clients 52

The Big Picture

MARCH 5, 2024

So I saw many companies then taxed and financial services. So we really have to understand what we’re gonna invest in, value everything in the universe, rank order ’em, and then only can we put together portfolios. And so to put together credit portfolios, we have to find hedges that offset that short volatility.

Banking 144

Banking Portfolio Assets Investing 144

Trade Brains

NOVEMBER 30, 2023

Best NBFC Stocks in India #1 – Bajaj Finance Bajaj Finance is one of India’s most diversified Financial Services Company, with a Market cap of over Rs. Chola commenced business as an equipment financing company which has now transformed into a comprehensive financial service provider. Cr customers. 4,40,635 EPS ₹23.92

Financial Services 105

Financial Services Banking Assets Management 105

Trade Brains

MAY 21, 2024

Further, with the accelerated demand for flexible workspaces pandemic, the penetration levels of the flexible workspace sector in the office space (non-SEZ) segment have seen a steep jump of approximately 39% from 9% in 2020 to 12.5%. before 2019 to approximately 62 million sq. as of December 31, 2023, in Tier 1 cities. Investment Rs.

Financial Services 59

Financial Services Clients Sales Professional Services 59

The Big Picture

MAY 9, 2023

And again, I ended up in the financial services audit practice at KPMG. But what was interesting about that was the quick need to both separate the portfolio between the old stuff and the new stuff, because there were a lot of new investment opportunities. You have to finish the three years. I finished the three years.

Assets 293

Assets Clients Investing Investments 293

The Better Letter

JANUARY 26, 2024

Dent got a big market decline in 2020, but because of Covid, not for any of the reasons he cited. As Morgan Housel has cautioned : “The business model of the majority of financial services companies relies on exploiting the fears, emotions, and lack of intelligence of customers. 2020 : “[E]xtreme valuations.

Assets 104

Assets Valuation Management Investing 104

Brown Advisory

OCTOBER 11, 2021

In this brief paper, we will touch on what we believe are some of the most important issues and questions—including the different types of assets, return potential, fees, liquidity, diversification, volatility and transparency—that investment committees must understand as they weigh adding alternatives to their portfolios. Source: BLOOMBERG.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

OCTOBER 11, 2021

In this brief paper, we will touch on what we believe are some of the most important issues and questions—including the different types of assets, return potential, fees, liquidity, diversification, volatility and transparency—that investment committees must understand as they weigh adding alternatives to their portfolios. Source: BLOOMBERG.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

The Big Picture

MAY 7, 2024

I went in there and the valuation was below a billion dollars. And at two years the valuation was $13 billion. We closed the deal January 2nd, 2020 Barry Ritholtz : And, and I’m assuming Covid didn’t really hurt them when everybody’s home. He’s great. And I left after two years. Can you go meet them?

Startup 144

Startup Advertising Engineering Numbers 144

Brown Advisory

MARCH 24, 2021

Data from 1 January 2020 to 31 December 2020. Stocks with ultra-high valuations led that charge, as Tesla, Peloton, Pinduoduo and DocuSign all saw double-digit gains. Put simply, the market is willing to project fantastically far into the future to find the cash that can validate nosebleed valuations. Catherine D.

Assets 52

Assets Economics Investing Investments 52

Brown Advisory

MARCH 24, 2021

Data from 1 January 2020 to 31 December 2020. Stocks with ultra-high valuations led that charge, as Tesla, Peloton, Pinduoduo and DocuSign all saw double-digit gains. Put simply, the market is willing to project fantastically far into the future to find the cash that can validate nosebleed valuations. Source: Statista.

Assets 52

Assets Economics Investing Investments 52

The Big Picture

AUGUST 15, 2023

SEIDES: But market returns across — RITHOLTZ: The past decade, 2010 to 2020, we were what? That’s a really easy portfolio to create. It allows you to understand, generally speaking, what is a reasonable beta for that whole portfolio. RITHOLTZ: Oh no, it’s much worse. SEIDES: It’s lower. It’s lower.

Management 130

Management Investing Investments Government 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?

Valuation 292

Valuation Education Government Numbers 292

The Big Picture

MAY 21, 2024

And meanwhile, I was doing, you know, I was working at this financial services company and I was really interested in what they were doing. 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. Neatly within the quarter.

Numbers 144

Numbers Management Banking Marketing 144

The Big Picture

MAY 16, 2023

Literally the first check-in to Robinhood, which went public in 2021 at about a $34 billion valuation. RITHOLTZ: He was the first (inaudible) in round B at the higher valuation. Is it about the valuation? Back then I was Wallstrip was like a 400K valuation. RITHOLTZ: Valuation didn’t make much of a difference.

Media 284

Media Investing Investments Valuation 284

David Nelson

APRIL 4, 2023

With Silicon Valley Bank, Signature and rising concerns across the entire financial services industry, falling one after the other. Bloomberg Data For over a year now, investors have had to justify equity valuations in a rising yield environment. Their valuations, they’re high too. Now, we’re in a new game.

Insurance 52

Insurance Banking Valuation Management 52