article thumbnail

Friday links: the most important investing skill

Abnormal Returns

ft.com) Startups How unicorns are dealing with the decline in valuations. stayathomemacro.substack.com) Earlier on Abnormal Returns Podcast links: the advertising downshift. (variety.com) Finance How Morgan Stanley ($MS) outpaced Goldman Sachs ($GS) in wealth management. on.ft.com) The CPA shortage is real.

article thumbnail

Avoid Getting Caught Up In Big Market Delusions: The Case Study Of Electric Vehicles

Nerd's Eye View

Investors' enthusiasm tends to feed on itself, resulting in increasingly unrealistic valuations, until suddenly reality comes into focus, and prices drop for all countries in the industry – often wiping out some companies and creating severe losses even in the ones that do survive.

Marketing 246
Insiders

Sign Up for our Newsletter

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

article thumbnail

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.

article thumbnail

The Power of the Midyear Gut Check

Wealth Management

For more information, visit: [link] See more from Louis Diamond You May Also Like Celebrating outstanding achievement in support of financial advisor success View the FInalists View the FInalists Latest news The Diamond Podcast for Financial Advisors Dave Mullens Growth Strategies The Diamond Podcast for Financial Advisors: What It Takes to Become (..)

article thumbnail

Investors pivot to value stocks amid tech rout

Nationwide Financial

The tech sector faces fierce headwinds from a strong dollar, compressing margins, and weaker advertising growth, which is often considered a leading indicator of recessionary headwinds. Massive capital expenditures and dwindling advertising revenue are finally catching up as recessionary headwinds approach. billion last year.

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

Transcript: Joanne Bradford

The Big Picture

And she has really managed to accomplish tremendous things, not just at Microsoft, where she ran MSNs advertising and marketing, not just at Yahoo or Pinterest, but even a small startup like Honey, which she was president and sold pretty quickly to PayPal for $4 billion. San Diego State studying journalism and advertising. It was fun.

Startup 146