Remove Advertising Remove Portfolio Remove Valuation
article thumbnail

Friday links: the most important investing skill

Abnormal Returns

wsj.com) Don't let your portfolio be driven by strategist forecasts. ft.com) Startups How unicorns are dealing with the decline in valuations. stayathomemacro.substack.com) Earlier on Abnormal Returns Podcast links: the advertising downshift. Markets What a 'breakaway momentum thrust' means for investors.

Investing 246
article thumbnail

March Madness: Final Four Investing Bracket 2025

Dear Mr. Market

My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. Historically, this bracket has been dominated by the tech sector, but after years of outsized gains, big tech valuations are stretched.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Transcript: Heather Brilliant, Diamond Hill

The Big Picture

All of their portfolio managers not only are substantial investors in each of their funds, but they do a disclosure year that shows each manager by name and how much money they have invested in their own fund. Barry Ritholtz: The old, the old joke, half of our advertising dollars are wasted. 00:19:59 [Speaker Changed] Absolutely.

Investing 147
article thumbnail

Separating Winners from Losers in Growth Investing: The Mohanram Approach

Validea

In his 2005 research paper titled “Separating Winners from Losers among Low Book-to-Market Stocks using Financial Statement Analysis,” accounting professor Partha Mohanram laid out a strategy for finding promising growth stocks trading at attractive valuations. It scores 100% on the Validea Mohanram model thanks to its low 0.10

article thumbnail

Should Warren Buffett Buy Google? Our Model Based on Him Says Yes

Validea

our quantitative model based on his investment philosophy suggests that the tech giant might be a perfect fit for his portfolio. Google’s Competitive Edge Google, with its dominant position in search, digital advertising, and various other tech sectors, certainly fits the bill of a company with a wide moat.

article thumbnail

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

Validea

Find out how combining proven strategies can strengthen your portfolio and improve your returns. 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.

article thumbnail

R K Swamy IPO Review – Financials, GMP and More

Trade Brains

Today, it is run by promoters Srinivasan and Narasimhan Swamy, who have 4 to 5 decades of experience in the advertising and marketing services industry. Advertisements contribute significantly to the overall marketing services industry. They serve on the board of prestigious advertising associations. from FY19-23 reaching Rs.