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March Madness: Final Four Investing Bracket 2025

Dear Mr. Market

Historically, this bracket has been dominated by the tech sector, but after years of outsized gains, big tech valuations are stretched. Amazons AWS is still the leader in cloud services, and its growth in advertising, e-commerce, and other sectors makes it a highly diversified growth machine.

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Transcript: Jonathan Clements

The Big Picture

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.

Investing 144
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Transcript: Lisa Shalett, CIO Morgan Stanley

The Big Picture

But let’s start with your background in your career, applied mathematics and economics from Brown and then a Harvard MBA. And, and I know it sounds a little bit like an advertisement, but I really believe that, Barry Ritholtz : Well the the next question, the obvious question is, who are the clients? Lisa Shalett : Not at all.

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Transcript: Richard Bernstein, CEO / CIO of RBA

The Big Picture

But before we get to that, let’s start with Bachelor’s in economics from Hamilton, MBA from NYU. And a friend of mine who had gotten fired from this economic consulting firm, got a job at Chase Econometrics, IDC, and said, you have to come over here. Barry Ritholtz : I’m, I’m thrilled to have you.

Numbers 144
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10 Monday AM Reads

The Big Picture

The biggest pushback I’ve seen is that valuations have been stretched after the big run-up since the 2022 bear market. MIT Technology Review ) • Most “humane” farms are lying to you — and the government isn’t stopping them : A new investigation finds false advertising continues to dupe consumers. (

Retail 130
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Weekly Market Insight – October 31, 2022

Cornerstone Financial Advisory

Stocks overcame poor earnings results from some of America’s largest companies to post gains last week as investors cheered positive earnings surprises, easing inflation and a rebound in economic growth. They reported multiple headwinds, including declining advertising revenues, loose expense control, and a slowdown in cloud growth. .

Marketing 105
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Warren Buffett and Peter Lynch’s Investment Wisdom Combined: Four Stocks That Pass Their Tests

Validea

Low debt with Debt/Equity ratio of 4.71% Market leader in digital advertising and cloud services Five Below Inc (FIVE) This specialty retailer targeting the teen/tween demographic has attracted both value and growth investors. Buffett criteria: Exceptional earnings predictability with EPS growing from $0.99 Strong free cash flow of $2.96