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. newsletter.abnormalreturns.com) Mixed media Kevin Kelly, "Don't be the best, be the only."

Financial Advising 178

Financial Advising Startup Valuation Economy 178

Discipline Funds

SEPTEMBER 7, 2023

where I’ve laid out my overarching methodology and process for thinking about asset allocation. 02:32 – Cullen’s goals with his personal portfolio 04:50 – Matching the duration of assets with liabilities 09:38 – How Cullen views retirement 14:28 – Do Cullen’s macro views influence his portfolio?

Assets 57

Assets Asset Allocation Valuation Portfolio 57

Abnormal Returns

JANUARY 3, 2023

Markets How major asset classes performed in December 2022. wsj.com) Startups are going to experience a "new normal" valuation-wise. avc.com) SpaceX is raising new capital at a $137 billion valuation. newsletter.abnormalreturns.com) Mixed media It helps to love the business you are in. seths.blog).

Startup 182

Startup Valuation Financial Advising Distribution 182

The Big Picture

APRIL 5, 2023

We are less focused on the risks to REITs and more focused on where private market property valuations are going,” says Cohen & Steers’ Rich Hill. His social media business, once hyped to the moon, has come crashing down, erasing $550 million from his net worth—so far. trillion asset manager of TIAA. billion last fall to $2.5

Taxes 281

Taxes Valuation Assets Media 281

Abnormal Returns

SEPTEMBER 22, 2022

Markets Market valuations are a lot more attractive than they were a year ago. mantaro.money) Media Jeff Jarvis, "If network prime time has lost its value, so have networks, so has television, so has broadcast." (wsj.com) Fund management What are the most owned private companies in mutual fund portfolios? interest rates since 2020.

Financial Advising 130

Financial Advising Media Valuation Assets 130

The Big Picture

JANUARY 30, 2023

My back-to-work morning train WFH reads: • Breakup of Google’s Ad Business Would Reshape $500 Billion Sector : If government prevails, an asset spinoff is thought to be more likely than a sale. Daring Fireball ) • There’s No Quick Fix for Social Media : Ignore the simplistic slogans.

Government 270

Government Valuation Media Economics 270

Abnormal Returns

JULY 20, 2023

Strategy Why stock market valuations are logically higher today than they were in the past. blog.validea.com) Finance Blackstone ($BX) now manages more than $1 trillion in assets. newsletter.abnormalreturns.com) Mixed media Not everyone in the C-suite wants to return to the office. wsj.com) The U.S. papers.ssrn.com)

Financial Advising 130

Financial Advising Valuation Media Economy 130

Abnormal Returns

FEBRUARY 16, 2023

howardlindzon.com) Private assets Why private equity needs much better valuations. newsletter.abnormalreturns.com) Mixed media Seth Godin, "Lossy compression is forever. Everything else it built in-house has crashed and burned." theatlantic.com) Finding a good retail CEO is tough these days. pragcap.com) Fidelity is hiring!

Financial Advising 144

Financial Advising Engineering Valuation Retail 144

The Big Picture

SEPTEMBER 28, 2023

Hollywood Reporter ) • The art of keeping it simple, by JPMorgan’s Jan Loeys : “We feel that keeping things simple in finance, fewer assets, simple valuation rules, simple investment rules, is an underrated strategy and one that too few of us actively pursue as the mainstay of their strategic allocation.”

Medicine 250

Medicine Economics Valuation Media 250

The Big Picture

MARCH 11, 2023

billion in assets. He is also the author of “ Style Investing: Unique Insight into Equity Management ,” widely viewed as the seminal book on style-oriented investment strategies; he also wrote, “ Navigate the Noise: Investing in the New Age of Media and Hype.” We also reminisce about the good old days at Mother Merrill.

Valuation 130

Valuation Investing Investments Management 130

The Big Picture

OCTOBER 31, 2023

Barron’s ) see also Bond Market Outlook: Valuations Suggest Potential for Equity-Like Returns With Less Risk ( PIMCO ) • Workers Are Doing Less Work for the Same Pay : Employers are offering more paid time off in a strong labor market. Wired ) • As Red States Curb Social Media, Did Montana’s TikTok Ban Go Too Far?

Distribution 130

Distribution Media Financial Services Valuation 130

Abnormal Returns

NOVEMBER 1, 2022

Markets How major asset classes performed in October 2020. every.to) Q3 saw big drops in startup valuations. newsletter.abnormalreturns.com) Mixed media Students are using AI to write term papers. capitalspectator.com) Don't be surprised to see the stock market rally before the economy bottoms out. theverge.com).

Accounting 130

Accounting Startup Financial Advising Valuation 130

The Big Picture

JULY 21, 2023

Scientific American ) • It’s the Summer of the Status Concert : Forget the latest ‘it’ bag: A snap from Taylor Swift’s Eras Tour or Beyoncé’s Renaissance Tour is guaranteed to make your friends jealous as they scroll your social media feed. Don’t buy it. Don’t buy it.

Engineering 239

Engineering Valuation Communication Media 239

The Big Picture

SEPTEMBER 19, 2023

TBP ) • TikTok Shop Is a Real E-Commerce Threat : For a glimpse of what the social media platform is capable of, take a look at Indonesia. Investors are looking with renewed skepticism at valuations commanded by market leaders. BusinessWeek ). • The Market Is Stuck Until the Fed Is Done : Stocks are mired in a holding pattern.

Retail 143

Retail Startup Medical Economy 143

Validea

OCTOBER 12, 2023

Still, Burry and his investment firm, Scion Asset Management, get plenty of attention; according to Factiva data that is cited in the article, print-media mentions of Burry numbered 264—an undeserved spotlight given his recent track record of being wrong on many accounts, the article maintains.

Marketing 52

Marketing Marketing Valuation Media 52

MainStreet Financial Planning

JANUARY 25, 2024

Equity, credit history, assets, and debt-to-income ratio. Equity, cash on hand, asset report scoring, and debt-to-income ratio D. Liquidity, credit history, asset report scoring, and debt-to-income ratio 8. What four main areas do lenders review to qualify a loan applicant? Credit, cash, education, and income. Falling dollar D.

Education 52

Education Insurance Assets Budgeting 52

Validea

MAY 18, 2024

While GameStop exhibits a positive earnings trend, its extreme valuation ratios, with both P/E and P/CF ratios far above the market’s bottom quintile, suggest it’s no longer a true contrarian play. The Partha Mohanram-based P/B Growth Investor model, for example, likes GameStop’s solid return on assets and cash flows.

Sales 52

Sales Retail Media Advertising 52

Brown Advisory

NOVEMBER 1, 2023

In fact, I received an excellent reminder about low-basis gifting strategies (the topic we are addressing today) , from a story about one Jimmy McDonald—aka MrBeast, the reigning king of the world’s biggest social media empire. Transfers of low-basis assets in the form of lifetime gifts may still be advisable in some cases.

Accounting 52

Accounting Taxes Assets Clients 52

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 289

Valuation Education Government Numbers 289

Darrow Wealth Management

SEPTEMBER 7, 2023

Unfortunately, for those tax savings to materialize, the post-IPO stock price at sale must be considerably more than the pre-IPO valuation at exercise. Most companies go public at their highest historical valuation. This is a way for the shares to fund the exercise without dipping into your diversified assets/cash reserves.

Wealth Management 94

Wealth Management Taxes Tax Planning Valuation 94

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 154

Assets Investing Investments Valuation 154

eMoney Advisor

MARCH 22, 2023

2 Additionally, with the significant wealth set to shift in their direction, both their size and financial potential means they could play a pivotal role in the growth, valuation, and long-term success of your firm. Up your game on social media to capture their attention. Innovation: How to Stand Out Become a coach.

Financial Advice 84

Financial Advice Clients Financial Planning Assets 84

Trade Brains

OCTOBER 12, 2023

The company entered into development and engineering service providers in automotive, media, broadcast, communications, and healthcare. Their solutions include Distribution, delivery, and Ad monetization for Media and OTT service providers. Tata Elxsi - D/E 0 0 0 0 0 0 KPIT Technologies - Interest Coverage 10.69

Planning 105

Planning Engineering Healthcare Manufacturing 105

Trade Brains

APRIL 3, 2023

The book educates the readers about the much-needed topics that are ignored by most financial websites, books, and media. Bonus 2: Book on valuation The Little Book of Valuation: By Aswath Damodaran A short yet comprehensive book to learn how to value a company, pick a Stock and make profits.

Investing 98

Investing Investments Valuation Education 98

The Big Picture

AUGUST 16, 2022

The firm that he’s built is one of those very quiet, very successful entities that without a whole lot of media coverage, without a whole lot of fanfare, just amassed an enormous amount of capital because they’ve done so well for their clients over time. So different time horizons, different assets. TROPIN: Yeah.

Management 296

Management Assets Risk Management Valuation 296

The Better Letter

JANUARY 26, 2024

who became a professor at the University of Michigan before setting up his own asset management firm. 2014 : “What concerns us beyond valuations is the full ensemble of overvalued, overbought, overbullish conditions.” 2020 : “[E]xtreme valuations. ” Which brings me to John Hussman. Hussman is a smart guy.

Assets 104

Assets Valuation Management Investing 104

The Big Picture

MAY 16, 2023

Literally the first check-in to Robinhood, which went public in 2021 at about a $34 billion valuation. I know him from Lindzonpalooza from his early media work. I’ve known you for forever and over the course of most of that time, your work has really operated at the intersection of finance and media. RITHOLTZ: Right.

Media 281

Media Investing Investments Valuation 281

WiserAdvisor

FEBRUARY 14, 2024

Sneakers from high-end brands are considered highly coveted and sought after for many reasons, such as popularity, social media influence, celebrity preference, and more, ultimately leading to a substantial increase in their market value. eSports had a valuation of $1.45 Rare editions can be elusive. billion by 2030. billion to $456.76

Investing 59

Investing Investments Retail Banking 59

Darrow Wealth Management

APRIL 25, 2023

You need to be sure the estate plan authorizes you to do this, obtain appraisals and valuations, and adhere to creditor claim periods in the event of a valid claim against the estate. Asset Titling, Beneficiary Elections, and Probate The estate planning attorney is going to be critical here.

Estate Planning 73

Estate Planning Taxes Accounting Retirement 73

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

Trade Brains

FEBRUARY 8, 2023

Intrinsic value, in simple words, is a measure of what an asset is worth. Some stocks may be trading at low prices because they are under the radar or are inadequately covered by analysts and the media. The company has a current ratio of 1.77, indicating that its current assets are nearly two times its current liabilities.

Pharmaceutical 52

Pharmaceutical Assets Investing Investments 52

The Big Picture

OCTOBER 24, 2022

They advise or directly manage about $250 billion in flying assets. And it’s funny, I had my first brush with, you know, media as a professional at that time. RITHOLTZ: So how do you find your way from economist to analyst to asset manager? RITHOLTZ: You said, I know, I want to run assets. RITHOLTZ: At the BLS, no.

Portfolio 130

Portfolio Management Assets Investing 130

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 Consulting 98

Steve Sanduski

JANUARY 20, 2023

Tech company valuations were cratering, but interest in tech was still high thanks to the exploding popularity of the internet. These smaller companies don’t always make huge headlines, but they’re driving significant — and investible — growth well beyond social media, consumer tech, and SEO.

B2B 52

B2B Investing Investments Media 52

The Big Picture

AUGUST 29, 2023

It’s client related, it’s media like we’re doing today. So there’s been a big push for folks to get the appropriate level of asset allocation in a highly diversified, low cost way. DAVIS: Well, it’s a lot. It’s also being part of the senior team that runs Vanguard, the business of Vanguard, right?

Portfolio 130

Portfolio Investing Investments Numbers 130

Brown Advisory

DECEMBER 14, 2017

They have attracted attention as a group—as a success story and, more recently, as a target of skeptics— but these companies have far less in common than the “FANG” acronym and associated media coverage suggest. Investors also tend to naturally focus their valuation fears on big, rapidly growing stocks.

Valuation 52

Valuation Advertising Clients Investing 52

Brown Advisory

DECEMBER 14, 2017

They have attracted attention as a group—as a success story and, more recently, as a target of skeptics— but these companies have far less in common than the “FANG” acronym and associated media coverage suggest. Investors also tend to naturally focus their valuation fears on big, rapidly growing stocks.

Valuation 52

Valuation Advertising Clients Investing 52