Remove 2022 Remove Math Remove Valuation
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Avoid the Unforced Investment Errors Even Billionaires Make

The Big Picture

I have made some fortuitously timed buys, including Nasdaq 100 (QQQ) calls purchased during the October 2022 lows. My advice was not based on fear of a bubble or the (over)valuation of Yahoo; rather, I suggested employing a regret minimization framework.2 I was up so much on that trade that my trading demons were emboldened.

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Global Leaders Investment Letter: June 2022

Brown Advisory

Global Leaders Investment Letter: June 2022 mhannan Thu, 06/16/2022 - 11:30 Just want the PDF? We discount each year at our 10% minimum weighted average cost of capital (WACC) and some infinite series maths gives us the basis for some rough approximations 2. DCFs are very dangerous if not used thoughtfully.

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Transcript: Tom Hancock, GMO

The Big Picture

I’d say management consulting is any of the other thing that least at that time was the other career trajectory, just my personality, more of a math oriented introvert. But then it didn’t in the, when the tech bubble burst, it didn’t last year in 2022. Quality strategies in 2022. So I was at Harvard.

Valuation 130
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Transcript: Antti Ilmanen

The Big Picture

ILMANEN: It’s always good to think of starting yields and valuation sort of two sides of the same coin. Markets have pretty much done nothing but roll over and head south in 2022. Explain that. So, starting yields of all major assets were coming down in the last decade and last decade — actually, several decades.

Investing 130
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High ROE Stocks in India – Large, Mid and Small Cap!

Trade Brains

They use several valuation metrics to know more about the company. And when used for ROE, as per the basic rule of math, if the denominator decreases, the fraction as whole increases i.e, On a yearly basis, from 2018 to 2022, the company has a return on equity of 36.56%, 45.3%, 70.39%, 105.76%, and 104.53% respectively.

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Transcript: Heather Brilliant, Diamond Hill

The Big Picture

But there’s always gotta be some element of the valuation really being compelling. But even in the book I wrote in 2014, you could see that the focus on competitive advantage can never be absolute, you always have to take valuation into consideration. But maybe second to valuation as a primary consideration.

Investing 143
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From Rocket Ship to Roller Coaster

Investing Caffeine

After this meteoric multi-year rise, stock values started to come back to earth in 2022, and the rocket ship turned into a roller coaster during January. Math Matters. I did okay in school and was educated on many different topics, including the basic principle that math matters. Source: Calafia Beach Pundit. www.Sidoxia.com.

Math 52