Advertising Compliance Valuation 
Wealth Management
JUNE 10, 2025
Are you battling compliance friction or is bureaucracy slowing you down? • Number 8860726. However, objectively evaluating your environment is essential for long-term success. Consider: • Do you have access to the necessary technology, support, and platform flexibility? • Is your brand aligned with the clients you want to attract?
The Big Picture
JANUARY 21, 2025
I even went on advertising calls with the advertising director. I think it’s very hard to say stocks are objectively cheap because all of these valuation metrics have, have become unreliable over the decades as the nature of the stock market has changed. It was so much fun and I learned so much.
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Wealth Management
JUNE 9, 2025
trillion and 121 million participant accounts along part of the $37 trillion overall in retirement assets, the pressure is causing many record keepers to dig deep and, for many, reinvent themselves or face exiting the market before their valuations drop even further just as it did for active asset managers years ago.
Wealth Management
JULY 15, 2025
Prior to attending social gatherings, I often prepare by thinking of some smart, exciting and even sexy responses – like talking about valuation metrics and how company ABC is isolated from tariffs and that if it reaches $50 it’s going to break through to $75. Number 8860726.
Brown Advisory
JANUARY 1, 2023
Download it here > Dear Fellow Investors, If we had to sum up 2022 in one word it would be valuation. War, inflation, recession, deglobalisation, decoupling, strikes, crypto-crash and energy (crisis) all featured but for us the overriding focus for 2022 was valuation. which was greater than our -1.1% relative underperformance.
Brown Advisory
AUGUST 14, 2023
To be clear, we would love to have more investments in any diversifying business or sector but every investment must first pass all our tests, particularly valuation. More recently, our view on valuations in health care has become more constructive as share prices have come down. It is an illuminating case study.
The Big Picture
AUGUST 15, 2023
Let me say what your compliance wouldn’t allow you to say. What’s the valuation? SEIDES: It’s mostly that and it goes to what you said, which is I love having these conversations and have never advertised on the podcast. And at the time, I was managing Protege Partners as a hedge fund of funds. RITHOLTZ: Right.
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