The Big Picture

FEBRUARY 4, 2025

White paper was about asset backed finance. It hurts those who have debt and it helps those who have assets. And if we don’t have that demand from China for assembly lines and for manufacturing goods and for capital intensive goods, that means that Europe is also in trouble.

Economy 257

Economy Banking Economics Taxes 257

The Better Letter

JANUARY 10, 2025

IBM’s return was fueled by growing earnings, growing dividends, and buying back stock at cheap valuations. America is no longer the manufacturing power it used to be. housing stock is roughly $50 trillion (with a “t”), if Jacobin were correct, Blackstone would own housing assets worth about $17 trillion.

Numbers 97

Numbers Retail Pharmaceutical Government 97

Trade Brains

JUNE 24, 2025

completed its first tender offer, which granted early employees liquidity and pushed its private valuation past the $1 billion mark , officially earning unicorn status. People can ask questions like “Hey fireflies, list top competitors in contract manufacturing” , without exiting the meeting window. In June 2025, Fireflies.ai

Startup 59

Startup Valuation Distribution Manufacturing 59

Trade Brains

JUNE 18, 2025

The shares of the Large-cap company, which specializes in electrical engineering, particularly in the design, manufacturing, and maintenance of a wide range of electrical equipment and systems, have been in focus as they are consolidating in the same range despite getting the Highest ever order of Rs. With a market capitalization of Rs.

Valuation 52

Valuation Engineering Manufacturing Investments 52

The Big Picture

FEBRUARY 17, 2025

And to round out your background, you spend time at Alliance Bernstein, JP Morgan Asset Management and Morgan Stanley. Which was interesting because I actually started my career at JP Morgan Asset Management in the high yield and investment grade credit research team. So to me that was the definition of uncorrelated asset.

Investing 147

Investing Investments Economics Marketing 147

Nerd's Eye View

OCTOBER 4, 2023

manufacturing sector, by the measures of employment and service prices, has been in a recession for nearly 12 months. The expectations for the future economic outlook also appear in the valuations of equities, which tend to reflect how markets anticipate that corporate earnings will grow in the future. And even though U.S.

Valuation 246

Valuation Economics Economy Marketing 246

Abnormal Returns

FEBRUARY 6, 2024

Markets A look at Magnificent Seven valuations. biopharmadive.com) Novo Nordisk ($NVO) is beefing up its manufacturing capacity. institutionalinvestor.com) Brookfield Asset Management ($BAM) keeps raising new infrastructure funds. ft.com) Nvidia ($NVDA) has added some $500 billion market cap in just six weeks or so.

Financial Advising 264

Financial Advising Valuation Manufacturing Media 264

Nerd's Eye View

APRIL 3, 2024

As has been the case for the past several quarters, the prevailing characteristic of the economy is one of bifurcation, with interest rate-sensitive sectors remaining in a recession (as evidenced by the manufacturing sector's 16-month-long contraction), while the services sector (which accounts for nearly 80% of U.S. GDP) continues to expand.

Economics 244

Economics Marketing Marketing Valuation 244

Abnormal Returns

JANUARY 3, 2023

Markets How major asset classes performed in December 2022. investment in semiconductor manufacturing can only do so much. wsj.com) Startups are going to experience a "new normal" valuation-wise. avc.com) SpaceX is raising new capital at a $137 billion valuation. axios.com) U.S. The underlying companies are similar."

Startup 242

Startup Valuation Financial Advising Distribution 242

Abnormal Returns

MARCH 20, 2024

morningstar.com) Real assets can be a portfolio drag during periods of quiescent inflation. marginalrevolution.com) Finance Private equity is stuck between elevated valuations high interest rates and a moribund IPO market. bloomberg.com) Ukraine is trying to boost its own weapons manufacturing.

Financial Advising 253

Financial Advising Startup Economy Valuation 253

Nerd's Eye View

JANUARY 3, 2024

While the manufacturing sector (which makes up 'only' 8% of the U.S. Moreover, historically extreme valuations in a small handful of mega-cap stocks that account for about 30% of the market weight in the S&P 500 (i.e., As has been the case for several quarters, the prevailing characteristic remains a "tale of 2 economies".

Economics 246

Economics Marketing Marketing Economy 246

Abnormal Returns

DECEMBER 15, 2022

thehustle.co) Modern semiconductor manufacturing is a miracle. bloomberg.com) Drug cartels are increasingly using chemicals, not plants, to manufacture drugs. theatlantic.com) In a bull market, no one argues about the valuation of private assets. generalist.com) Health Why the new obesity drugs are a really big deal.

Manufacturing 130

Manufacturing Valuation Economy Assets 130

Trade Brains

JANUARY 21, 2024

Company Overview Jupiter Wagons Ltd, a subsidiary of the Kolkata-based Jupiter Group was founded in 2006 and has since been a leading player in the railway wagon manufacturing industry. The Company began its operations by manufacturing freight wagons for the Indian Railways. The Company can manufacture over 8000 wagons annually.

Manufacturing 105

Manufacturing Transportation Budgeting Government 105

Carson Wealth

JANUARY 16, 2024

Our LEI places less emphasis on manufacturing and business sentiment and more on consumer spending, which makes up roughly two-thirds of the economy, than some widely followed LEIs. high technology manufacturing base in the last year has been extraordinary. In addition, the investment in the U.S. We continue to favor the U.S.,

Investing 96

Investing Investments Marketing Marketing 96

Nationwide Financial

APRIL 3, 2023

This either sets the stage for upward revisions as pessimism eases or suggests the S&P 500 has gotten ahead of itself, with a valuation of 18x forward earnings. Pessimists argue about still elevated inflation, tightening financial conditions, the risk to earnings estimates, and rising valuations.

Marketing 105

Marketing Marketing Valuation Economics 105

Trade Brains

SEPTEMBER 21, 2024

Canara Bank – Canara Robecco AMC Canara Bank is set to make waves in the asset management sector with the planned IPO of its mutual fund arm, Canara Robeco Mutual Fund. Canara Robeco Mutual Fund, a joint venture between Canara Bank and the Robeco Group since 2007, has shown impressive growth with assets under management worth ₹839.3

Banking 111

Banking Financial Services Insurance Assets 111

Trade Brains

NOVEMBER 18, 2023

It could also be a device assembly, platform, or application that is produced as a product for sale through software development or a manufacturing process. Players in the ER&D services industry typically focus on the design, development, and maintenance aspects of the product and not on mass manufacturing. 150 Lakh Cr.)

Engineering 115

Engineering Assets Clients Manufacturing 115

The Big Picture

APRIL 18, 2023

When he began, PE was a little bit of a niche boutique sort of investment, and over the ensuing 25 years, it has grown to be really a major asset class with giant opportunities that have been expressed by then small, now very large companies, of which Blackstone is one of the largest. It is an institutionalized asset class.

Assets 162

Assets Investments Investing Valuation 162

Trade Brains

FEBRUARY 7, 2024

Vibhor Steel Tubes Limited IPO Review About the Company Vibhor Steel Tubes Limited is a 2-decade-old steel pipes manufacturer and exporter, that currently Supplies exclusively to Jindal Pipes Ltd and sold under the brand name Jindal Star. The Company manufactures products like Mild Steel, Carbon Steel, Hallow Steel Pipe, and a lot more.

Manufacturing 90

Manufacturing Sales Assets Marketing 90

Validea

APRIL 25, 2024

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. ROA and 10.7% ROA and 13.2%

Advertising 52

Advertising Investing Investments Assets 52

Validea

SEPTEMBER 26, 2024

.” This deceptively simple strategy aims to identify high-quality companies trading at attractive valuations. A higher earnings yield indicates a more attractive valuation. Greenblatt calculates this by dividing EBIT by the sum of net working capital and net fixed assets.

Valuation 52

Valuation Manufacturing Taxes Assets 52

Trade Brains

JANUARY 24, 2023

Over the years the company has emerged as one of the most vertically integrated wind turbine manufacturers globally. Suzlon primarily manufactures and sells wind turbine generators (including project execution and sale/sub-lease of land), forging and foundry components, and provides operation & maintenance activities.

Manufacturing 98

Manufacturing Sales Management Banking 98

Trade Brains

APRIL 24, 2023

The share price of a company has nothing to do with the company’s valuation. 36,697 Cr Madras Rubber Factory (MRF) is a tyre manufacturer that produces a wide range of tires. 45,338 Cr Page Industries operates in the textile industry and is an Indian manufacturer and retailer of innerwear, loungewear, and socks.

Manufacturing 98

Manufacturing Food Pharmaceutical Investments 98

Trade Brains

JUNE 12, 2024

Originating as a tobacco and cigarette manufacturer, the company has evolved significantly. The core strategy driving this transformation is the “asset-right” approach. This strategy involves leveraging ITC’s existing strengths, maximizing the use of current assets, and investing selectively to enhance the portfolio.

Planning 81

Planning Valuation Portfolio Assets 81

Trade Brains

OCTOBER 12, 2023

Encouragement from the Indian Government to subsidize electric vehicles, import curb, and Production Linked Incentive Schemes help manufacturing and embracing Industry. Banks take collateral before lending any loans and IT Companies main assets are the employees who account for the majority part of their expenses.

Planning 105

Planning Engineering Healthcare Manufacturing 105

Validea

DECEMBER 1, 2022

One singular truth to come out of the meme-stock frenzy of 2021 is that the price of stocks and other assets are determined by supply and demand, with demand being the factor that usually matters most. The argument could explain why valuations have been trending upwards for the past 4 decades, as the income gap has widened.

Marketing 52

Marketing Marketing Valuation Portfolio 52

Validea

AUGUST 15, 2024

United States Lime & Minerals Inc (USLM) Business: United States Lime & Minerals is a manufacturer of lime and limestone products, supplying industries such as construction, steel production, and environmental services. per share Attractive valuation: P/E ratio of 19.94 Here are the top 5 stocks.

Investing 52

Investing Investments Assets Valuation 52

Validea

JANUARY 13, 2023

Valuations have come way down, and many companies are still reporting earnings higher than the market average, with roughly 8% expected for 2023 in the S&P 500. Quick Links Warren Buffett Portfolio High Momentum Stocks Low Volatility / Conservative Stocks. What makes a high-quality company?

Valuation 59

Valuation Healthcare Wealth Management Portfolio 59

Validea

APRIL 4, 2024

Pioneering a disciplined, “defensive” approach focused on financial strength and cheap valuations, Graham achieved an excellent long-term track record. Some key aspects of his approach: Intrinsic Value : Graham sought to calculate a firm’s intrinsic value based on measurable factors like assets, earnings, and dividends.

Investing 52

Investing Investments Valuation Manufacturing 52

Truemind Capital

SEPTEMBER 10, 2019

It requires not just sophisticated skill-set for asset allocation calls (across asset classes, sub-categories, and schemes), the temperament to keep emotions under check but also an ability to quickly understand the impact of the latest market developments (global and domestic) on various asset classes in a rapidly-changing world.

Investing 52

Investing Investments Asset Allocation Fiduciary Duty 52

Validea

AUGUST 20, 2024

Ratios like the PE ratio and price/book can be more popular among investors, but both have significant drawbacks, especially in a world driven by companies with high intangible assets. Free cash flow (FCF) represents the cash a company generates after accounting for cash outflows to support operations and maintain its capital assets.

Electronics 52

Electronics Valuation Banking Transportation 52

Trade Brains

JANUARY 6, 2023

An organization is generally evaluated on different parameters such as assets, revenue, profits, sales, market value, share price, etc, and is ranked accordingly. Market capitalization is the aggregate valuation of the company based on its current share price and the total number of outstanding stocks. What is Market Capitalization?

Marketing 98

Marketing Marketing Banking Insurance 98

Trade Brains

FEBRUARY 27, 2024

Mukka Proteins IPO Review About the Company Mukka Protein is a manufacturer & supplier of fish protein products. They supply fish meal, fish oil, and fish soluble paste, which are essential ingredients used in manufacturing aqua feed, poultry feed, and pet food. These facilities have an annual capacity of manufacturing 1.15

Manufacturing 59

Manufacturing Food Sales Pharmaceutical 59

Trade Brains

DECEMBER 16, 2022

They use several valuation metrics to know more about the company. ROE is also considered the return on net assets. It is because shareholders’ equity is equal to a company’s assets minus its debt. It is because of the simple accounting equation which states that “Equity= Asset – Liabilities (Debt)”.

Pharmaceutical 59

Pharmaceutical Manufacturing Engineering Distribution 59

Trade Brains

NOVEMBER 20, 2022

Fundamental Analysis of Dixon Technologies : Have you heard about Foxconn, a company that manufactures iPhones for Apple since 2007? Well, it is a contract manufacturer. Contract manufacturing is a booming industry. Many companies like Apple have the resources to manufacture their own phones or gadgets. About the Company.

Electronics 52

Electronics Manufacturing Medical Clients 52

The Big Picture

FEBRUARY 28, 2023

They run over $135 billion in assets. And I went to pitch this asset management guy on why he should come be a part of that process. LAYTON: So every client that we have, every asset that we own is a result of somebody getting on an airplane and — RITHOLTZ: Right. I think we are very much an owner of assets.

Clients 147

Clients Assets Investments Investing 147

Validea

APRIL 19, 2024

Let’s take a closer look: Impressive Guru Strategy Scores Apple (AAPL) , which designs, manufactures and sells smartphones, PCs, tablets, wearables and accessories and provides digital services, earns a 100% score from our Warren Buffett-based model and a 90% score from our Peter Lynch-inspired strategy.

Sales 52

Sales License Manufacturing Economy 52