Brown Advisory

DECEMBER 14, 2017

Their fear is bolstered by historical precedent: In the 1960s and 1970s, the “Nifty Fifty” ran up to extremely high valuations, and many performed quite poorly during the 1970s bear market. Investors also tend to naturally focus their valuation fears on big, rapidly growing stocks.

Valuation 52

Valuation Advertising Clients Investments 52

Brown Advisory

DECEMBER 14, 2017

Their fear is bolstered by historical precedent: In the 1960s and 1970s, the “Nifty Fifty” ran up to extremely high valuations, and many performed quite poorly during the 1970s bear market. Investors also tend to naturally focus their valuation fears on big, rapidly growing stocks.

Valuation 52

Valuation Advertising Clients Investments 52

Cornerstone Financial Advisory

OCTOBER 31, 2022

They reported multiple headwinds, including declining advertising revenues, loose expense control, and a slowdown in cloud growth. . Meanwhile, positive earnings surprises from “old economy” companies powered markets higher. This market bifurcation was evident in the divergence in the performance of the Dow Industrials and the Nasdaq.

Marketing 105

Marketing Marketing Economics Taxes 105

Validea

SEPTEMBER 21, 2024

These companies have demonstrated remarkable revenue and earnings growth, often outpacing the broader economy. Their dominance stems from strong competitive positions in high-growth areas like cloud computing, artificial intelligence, digital advertising, e-commerce, and semiconductors. on Alphabet stock over the next ten years.

Advertising 52

Advertising Assets Valuation Investments 52

David Nelson

JULY 31, 2023

Bloomberg Data The Employment Cost Index came in a full 10th of a percent better than advertised and now sits at 4.5% We can debate higher for longer or even the wisdom of a Fed cut, but what isn’t up for debate is that the US economy has bigger concerns than a hawkish Federal Reserve. year on year.

Marketing 52

Marketing Marketing Valuation Banking 52

The Big Picture

NOVEMBER 21, 2023

I would say the thing that connects them is just voracious curiosity about the world of politics and, you know, economies and trying to make sense out of it. It was about $170 million valuation. I like these big advertisers, but they don’t wanna be associated with that. You know, all of these things.

Investing 246

Investing Investments Startup Accounting 246

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. There are many disturbing parallels in today’s global economy.

Investing 52

Investing Investments Valuation Clients 52

The Big Picture

APRIL 7, 2023

Wall Street Journal ) • How Models Get the Economy Wrong : Seemingly complex and sophisticated econometric modeling often fails to take into account common sense and observable reality. American Prospect ) see also Six Ways Existing Economic Models Are Killing the Economy : The alleged science doesn’t match up to the real world.

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Valuation Advertising Economy Food 296

Abnormal Returns

SEPTEMBER 14, 2023

wsj.com) Databricks just raised fresh capital at a $43 billion valuation. wsj.com) Instacart pulled the advertising rabbit out of its hat. disciplinefunds.com) Economy It's still hard to see a recession on the horizon. bonddad.blogspot.com) The resumption of student loan repayments will hit the economy.

Financial Advising 278

Financial Advising Advertising Economy Valuation 278

The Big Picture

SEPTEMBER 19, 2022

The advertising model, as we have learned is not aligned with customers’ interests, right? So along those lines, there are some venture firms that don’t really seem to care a lot about valuations and others seem to focus on a little bit. We’ve seen valuations come way down for public companies.

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Valuation Investments Investing Food 303

The Big Picture

SEPTEMBER 10, 2024

He has a very interesting approach to thinking about market valuations and strategies and when to deploy capital, when to go with the crowd, when to lean against the crowd, and has amassed and excellent track record. Second part of our framework is valuation fundamental work. Well, that means valuations are probably too high.

Valuation 159

Valuation Clients Investments Investing 159

Trade Brains

NOVEMBER 26, 2023

Top IT Stocks With High FII Holdings : The Indian economy has undergone a radical shift in the last 30 years. The predominantly agrarian economy has now become a world leader in software development, Business Process Outsourcing, and has emerged as the provider of IT solutions. Particulars Amount Particulars Amount CMP 4,596.9

Recruitment 102

Recruitment Startup Engineering Education 102

The Big Picture

JUNE 18, 2024

And at the time when I graduated the economy, it was very good. Barry Ritholtz : Oh, so booming economy, 50 grand in the nineties for right outta college. Barry Ritholtz : Now, if I remember correctly, late nineties cracks in the facade were already showing of, you know, the, the monolithic radio, TV advertising world.

Media 146

Media Food Advertising Sales 146

Talon Wealth

AUGUST 18, 2022

Kristen: When we have questions about what’s happening with all the financial news, our economy, the stock market, inflation interest rates, gosh, you name it. I, what call Kristen: ‘Em flashing back to the advertisements. And then it drives valuations up on companies cuz their sales go up. August 20, 2022.

Economy 52

Economy Retirement Numbers Planning 52

Brown Advisory

JUNE 12, 2017

Asked about using valuation tools, like aggregate market cap to GDP or cyclically adjusted P/E ratios to gauge markets, Buffett explained that neither of these is paramount. Berkshire’s ownership allowed GEICO to increase its advertising to attract new customers and grow its market share nearly fivefold. company.

Investments 52

Investments Investing Ethics Taxes 52

Brown Advisory

JUNE 12, 2017

Asked about using valuation tools, like aggregate market cap to GDP or cyclically adjusted P/E ratios to gauge markets, Buffett explained that neither of these is paramount. Berkshire’s ownership allowed GEICO to increase its advertising to attract new customers and grow its market share nearly fivefold. company.

Investments 52

Investments Investing Ethics Taxes 52

The Big Picture

SEPTEMBER 26, 2022

But thankfully, the next decade, things really accelerated in terms of the growth of the company and growth in the valuation, things like that. And the process is going to lift up their particular communities and strengthen America in terms of having, you know, kind of a more inclusive economy. How long does each entrepreneur get?

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Startup Investing Investments Numbers 170

The Big Picture

FEBRUARY 13, 2023

I try to analyze the economy from the top. And to this day, we know when I have a view on the economy, or usually have a view on the economy or inflation, it’s usually driven because I read so many corporate earnings reports and trying to understand why they’re cutting inventory, why are they laying off people.

Economy 146

Economy Numbers Marketing Marketing 146

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 295

Valuation Education Numbers Government 295

The Big Picture

MAY 16, 2023

Literally the first check-in to Robinhood, which went public in 2021 at about a $34 billion valuation. RITHOLTZ: He was the first (inaudible) in round B at the higher valuation. ” If I, if the president ever, this is like a blog post I wrote when the President tweets about the economy, the market will move.

Media 287

Media Investing Investments Valuation 287

Abnormal Returns

DECEMBER 15, 2024

Markets Valuation is a terrible stock market timing tool. bloomberg.com) How AI is upending the advertising business. fallows.substack.com) Economy Inflation is done going down. tker.co) Market cycles seem to be happening faster than ever. awealthofcommonsense.com) Retail investors are not going anywhere.

Advertising 130

Advertising Food Valuation Retail 130

The Big Picture

JUNE 3, 2024

And you know, it’s the same thing when valuation gets outta control too. It will come home to roost at some point, but doesn’t mean the valuation can’t get worse. Valuations are tight, they’re tight for a reason. And I think that’s reflective of the economy. And what if the economy continues?

Math 146

Math Marketing Marketing Engineering 146

The Big Picture

FEBRUARY 7, 2023

COHAN: You know — RITHOLTZ: What’s your advertising dollar? Back during the financial crisis, post financial crisis when Obama was president, after Bush had left and McCain had lost, I want to say it was like 2012 or 2013, where the economy is coming off the lows. RITHOLTZ: Yes. COHAN: Can you figure out Google? times book.

Engineering 257

Engineering Banking Numbers Management 257

The Big Picture

DECEMBER 17, 2024

This is what’s driving the economy in the market. Doesn’t it deserve a, a richer valuation? How do you go about identifying technologies that are going to drive future growth and as we’ve seen, reshape the entire economy? I’m shocked it’s only 29%. Why isn’t it half of the s and p 500?

Engineering 130

Engineering Numbers Investments Investing 130