Brown Advisory

DECEMBER 13, 2023

bgregorio Wed, 12/13/2023 - 05:10 Charlie Munger, masterclass investor, rational thinker and Warren Buffett’s right-hand man, died in late November only a few weeks prior to becoming a centenarian. Yet, at current valuations, one must consider whether other quality companies could offer more favorable risk-reward opportunities.

Valuation 52

Valuation Clients Investing Investments 52

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 289

Valuation Education Government Numbers 289

Brown Advisory

JANUARY 18, 2024

Had Mr. McCullogh been available to write about equity markets in 2023, his ancient Royal typewriter would have spoken of the Magnificent Seven, Generative AI and GLP-1 drugs – all of which carry their own narratives of innovation, progress and optimism. At year-end, the S&P 500 Index traded at 19.5x

Marketing 52

Marketing Marketing Valuation Clients 52

Brown Advisory

AUGUST 14, 2023

Global Leaders Strategy Investment Letter: August 2023 bgregorio Mon, 08/14/2023 - 05:34 Just want the PDF? Numbers may not total due to rounding. Numbers may not total due to rounding. More recently, our view on valuations in health care has become more constructive as share prices have come down.

Investing 52

Investing Investments Portfolio Accounting 52

Trade Brains

JANUARY 6, 2023

Market capitalization is the aggregate valuation of the company based on its current share price and the total number of outstanding stocks. Market capitalization = (Current market price of 1 share)*(total number of outstanding shares). TCS is now placed among the most valuable IT services brands worldwide. crore shares.

Marketing 98

Marketing Marketing Banking Consulting 98

Trade Brains

NOVEMBER 24, 2023

The sale of hardware and SaaS accounts for 15% of revenue; 84% of revenue comes from the sale of map data; and the remaining 1% is related to service exports in FY23. 918 crore on March 31, 2023, as compared to Rs. The SaaS companies in India saw growth of 2x in global market share as well as in the number of internet users.

Planning 69

Planning B2C B2B Pharmaceutical 69

Trade Brains

MAY 21, 2024

The Company is ranked 1st among the top 5 benchmarked players in the flexible workspace segment with a presence in 16 cities in India also present in a maximum number of micro-markets in India. As of December 31, 2023, Awfis has over 2,295 clients and has a presence in 52 micro markets in India. million sq. million sq. million sq.

Financial Services 59

Financial Services Clients Sales Professional Services 59

Trade Brains

NOVEMBER 26, 2023

Top IT Stocks With High FII Holdings #1 – Computer Age Management Systems (CAMS) CAMS has been the financial infrastructure and services provider to Mutual Funds and other financial institutions for over 25 years. The executable order book over the next 12 months stands at a record US$ 869 million as of March 31, 2023.

Recruitment 94

Recruitment Startup Engineering Education 94

Trade Brains

JANUARY 18, 2024

We will then check out its numbers to see how it has been scaling its revenue & profits. Today Agriculture contributes to less than 20% of the Gross Value added (GVA) figures of the country and these numbers drop every year. billion in 2023. So let us understand what products the Company manufactures. Investment Rs.

Distribution 64

Distribution License Government Management 64

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 Government 59

Carson Wealth

JANUARY 22, 2024

In 2022, the big question was how high the Fed would raise interest rates (a lot), and in 2023, it was whether the Fed would cut rates (it didn’t). At the end of 2023, the probability of a cut in March had risen as high as 90%, and it pulled back to 67% last week. Coming into 2024, it seems fairly certain the Fed will cut rates.

Marketing 97

Marketing Marketing Economy Portfolio 97

The Better Letter

JANUARY 26, 2024

” Dent called for “ the collapse of our lifetime ” – an 86 percent loss for the S&P 500; 86 percent on the Russell 2000; 92 percent on the Nasdaq – by June 2023. 2014 : “What concerns us beyond valuations is the full ensemble of overvalued, overbought, overbullish conditions.”

Assets 104

Assets Valuation Management Investing 104

Brown Advisory

JANUARY 17, 2024

Download it here Darwinian Investing: The Science of Rejection The outperformance of the “Magnificent Seven”1 during 2023 led to many questions from our investors (for instance “why are you underweight the Mag 7?”) During 2023, one of our most beaten-up books was ‘What I Learned About Investing from Darwin’.2

Investing 52

Investing Investments Portfolio Compliance 52

Brown Advisory

JUNE 1, 2023

Large-Cap Sustainable Value Strategy bgregorio Thu, 06/01/2023 - 09:27 Download the Report Built on our long history of expertise in large-cap, value and sustainable investing, the U.S. The number of ESG-focused funds has mushroomed to meet investor demand. Numbers may not total due to rounding. WHY SUSTAINABLE VALUE?

Portfolio 52

Portfolio Valuation Investing Investments 52

The Big Picture

MAY 9, 2023

He co-chairs a number of the asset management investment committees. And again, I ended up in the financial services audit practice at KPMG. So I interviewed with a bunch of banks, got a number of job offers by the end of the week, and joined Goldman Sachs in October 1998. What can I say about Julian Salisbury?

Assets 290

Assets Clients Investing Investments 290

The Big Picture

OCTOBER 31, 2023

And so our initial thrust was what our first hedge fund called Bay Pond, which is a financial services hedge fund, started by Nick Adams back in 1994, which will, I guess be celebrating its 30th anniversary next year. Post money valuations until the market has changed dramatically. 00:09:40 [Speaker Changed] Correct.

Management 154

Management Investing Investments Portfolio 154

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. ” I dubbed 2023 the year of disappointment. Just keep it fair.

Sales 130

Sales Numbers Taxes Marketing 130

The Big Picture

MAY 16, 2023

Literally the first check-in to Robinhood, which went public in 2021 at about a $34 billion valuation. Uh, Fred said to give me your number.” ” (LAUGHTER) And he goes, and then he goes like this and tell Fred not to give up my (EXPLETIVE) phone number anymore. LINDZON: Lesson number two. And hangs up off it.

Media 281

Media Investing Investments Valuation 281

The Big Picture

APRIL 18, 2023

In the short run, there can be distortions in public market valuations as we saw in 2001 and we saw prior to that in 2007, and prior to that in 2000, in ‘99. Valuations go up and you saw it, of course, in the late ‘90s, in the tech sector. You saw it in the financial services sector. BARATTA: Yeah. In the long run.

Assets 154

Assets Investing Investments Valuation 154