James Hendries

JULY 6, 2022

While we acknowledge that a V-shaped recovery is probably not in the cards and prior valuation targets no longer appear achievable, we remain constructive on equities for the second half, but not complacent. Remember stock valuations are inversely correlated to inflation and interest rates. So a P/E over 20 is probably too rich.

Marketing 52

Marketing Marketing Valuation Economy 52

James Hendries

JANUARY 20, 2023

A number of headwinds As was the case last quarter, corporate America faces several stiff headwinds this earnings season. The path to a sub-$220 number for S&P 500 EPS estimates this year, if we get there, will be gradual. It is also a major component used to calculate the price-to-earnings valuation ratio.

Marketing 52

Marketing Marketing Economy Economics 52

WiserAdvisor

FEBRUARY 14, 2024

As the demand for high-end sneakers grows, so does the number of convincing duplicates. These officially licensed gaming platforms endorsed by major sports leagues offer a unique blend of virtual sports entertainment. eSports had a valuation of $1.45 billion from 2021 to 2028. billion by 2030. billion to $456.76

Investing 59

Investing Investments Retail Banking 59

James Hendries

JUNE 20, 2023

The latest Consumer Price Index (CPI) print decelerated toward the lower end of expectations, with overall headline inflation falling to the lowest level since April 2021. As such, we don’t think it will be long before official government numbers reflect the decrease in rent prices. All index data from FactSet.

Marketing 52

Marketing Marketing Economy Communication 52

The Big Picture

SEPTEMBER 5, 2023

And I literally put the entire Schedule A, which is the pricing square footage unit numbers in a Hewlett Packard 41B using bit mapping. And we’d sort of turn that into a valuation business. Everybody knew the number but the appraiser. What are the, you know, I’d literally have it in my handheld. Just keep it fair.

Sales 130

Sales Numbers Taxes Marketing 130

Trade Brains

JULY 23, 2022

In Crores) Company 2017 2018 2019 2020 2021 2022 Revenue ? The company has managed a low PE compared to its peers in the industry promises a fair valuation despite the meteoric rise. In Crores) Company 2017 2018 2019 2020 2021 2022 Revenue ? But later, the company bounced back netting 176% of profit for 2021. Net Profit

Manufacturing 52

Manufacturing Government Investing Investments 52

The Big Picture

OCTOBER 24, 2022

So there are a number of us heading in out of college into the BLS. 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. And how do we think about them from a valuation perspective?

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Portfolio Management Assets Investing 130

ClearMoney

DECEMBER 14, 2021

Decades of research on stock returns has produced a vast number of published factors. Valuation theory helps us identify relevant factors by providing insights about differences in expected returns across stocks. French, “Dissecting Anomalies with a Five-Factor Model,” Review of Financial Studies 29, no. 1 (January 2016): 69–103.

Investing 52

Investing Investments Commission Distribution 52