The Big Picture

FEBRUARY 4, 2025

How do you think about valuations for both equities and fixed income here in the beginning of 2025? And the answer to that is that the Sheila cyclically adjusted PE ratio, which is an attempt to try to correct the stock market valuations for the business cycle, is currently at a very elevated 37.

Economy 253

Economy Banking Economics Taxes 253

Trade Brains

JANUARY 24, 2023

On multiple occasions, its debt resolution plans fell apart due to a valuation mismatch. Most of this debt was acquired before the global financial crisis hit in 2008. Post-2008, the losses kept mounting pushing the company to bankruptcy. The management sold off its non-core assets a few times in the past to pare its debt.

Manufacturing 98

Manufacturing Sales Management Accounting 98

Brown Advisory

AUGUST 11, 2017

Both of these were sustainable businesses making a positive impact, and both demonstrated how businesses can create financial value through sustainability (both firms were acquired at premium valuations in 2016). The sheer scale of many sustainability challenges is daunting and unparalleled in history—as is the funding needed to address them.

Investments 52

Investments Investing Marketing Marketing 52

Brown Advisory

AUGUST 11, 2017

Both of these were sustainable businesses making a positive impact, and both demonstrated how businesses can create financial value through sustainability (both firms were acquired at premium valuations in 2016). The sheer scale of many sustainability challenges is daunting and unparalleled in history—as is the funding needed to address them.

Investments 52

Investments Investing Marketing Marketing 52