Validea

JANUARY 18, 2025

LPL Financial Holdings (LPLA) This investment advisory firm earns perfect scores by combining strong growth with reasonable valuations. Its equity-to-assets ratio of 10.3% Williams-Sonoma (WSM) The home furnishings retailer combines growth with quality operations. return on retained earnings. ROE averages 15.2%

Financial Services 52

Financial Services Valuation Banking Debt Management 52

Harness Wealth

FEBRUARY 4, 2025

In this article, well explore all the details of alternative investments, the reasons behind their growth as an investment choice, and how their tax treatment differs from traditional assets. Eligibility: Retail investors can purchase digital assets without accreditation, though some advanced products may have restrictions.

Taxes 52

Taxes Investments Investing Startup 52

Wealth Management

JUNE 9, 2025

trillion and 121 million participant accounts along part of the $37 trillion overall in retirement assets, the pressure is causing many record keepers to dig deep and, for many, reinvent themselves or face exiting the market before their valuations drop even further just as it did for active asset managers years ago.

Wealth Management 138

Wealth Management Retirement Planning Assets 138

The Big Picture

MAY 27, 2025

I love retail. And I, I looked at her and I said, you know what, if I had any guts, I’d monetize every asset we have. Or 00:46:09 [Speaker Changed] Retailers. I mean, we’ve, we’ve had valuations of 30 to $40 million of restaurant. 00:51:31 I’ve got a guy who’s opened 5,000 retail stores.

Food 130

Food Numbers Investments Investing 130

Wealth Management

JULY 15, 2025

Prior to attending social gatherings, I often prepare by thinking of some smart, exciting and even sexy responses – like talking about valuation metrics and how company ABC is isolated from tariffs and that if it reaches $50 it’s going to break through to $75.

Wealth Management 192

Wealth Management Portfolio Estate Planning Asset Allocation 192

The Better Letter

JANUARY 10, 2025

Walmart was on top of the retail world, driving mom-and-pop shops out of business nationwide. IBM’s return was fueled by growing earnings, growing dividends, and buying back stock at cheap valuations. Four of 1990’s top ten were still there in 2000. The 1999 list included those three plus Lucent, IBM and AOL.

Numbers 97

Numbers Retail Pharmaceutical Government 97

The Big Picture

NOVEMBER 18, 2024

The biggest pushback I’ve seen is that valuations have been stretched after the big run-up since the 2022 bear market. Wealth of Common Sense ) • Many retailers offer ‘returnless refunds.’ retailers: sometimes they give customers full refunds and let them keep unwanted items too. More Retailers Are Saying, Just ‘Keep It.’

Retail 130

Retail License Advertising Valuation 130

Trade Brains

JUNE 18, 2025

Its missile systems, including the widely deployed Patriot and NASAMS, are critical assets for U.S. For investors looking to dive deeper into the financial health, valuation metrics, and historical performance of these defense companies, the stock screener is a useful starting point. Are Fundamentals Catching Up to the Hype?

Budgeting 59

Budgeting Valuation Ethics Government 59

Abnormal Returns

DECEMBER 19, 2023

alphaarchitect.com) The high quality anomaly shows up across asset classes. on.ft.com) Corporate finance Stock-based compensation makes a big difference for company valuations. aqr.com) Reinsurance returns are not surprisingly uncorrelated with traditional asset classes. papers.ssrn.com) Star analysts hit the road.

Investments 289

Investments Investing Valuation Retail 289

Abnormal Returns

MARCH 13, 2024

(on.ft.com) There is still a lot of uncertainty around office building valuations. nytimes.com) Private equity shops are turning into one-stop alternative asset providers. theatlantic.com) Retail Privately-owned Publix is putting other grocery chains to shame. axios.com) The long and winding road to a Reddit IPO.

Financial Advising 316

Financial Advising Valuation Retail Media 316

Abnormal Returns

FEBRUARY 16, 2023

theatlantic.com) Finding a good retail CEO is tough these days. howardlindzon.com) Private assets Why private equity needs much better valuations. (theblock.co) Companies Cory Doctorow, "In its nearly 25-year history, Google has made one and a half successful products: a once-great search engine and a pretty good Hotmail clone.

Financial Advising 147

Financial Advising Engineering Valuation Retail 147

The Big Picture

JUNE 29, 2023

My morning train WFH reads: • Gold Is No Longer a Good Hedge Against Bad Times : The precious metal has become just another cyclical asset, no longer a useful harbinger of social and economic collapse. Bloomberg ) • AI’s Winners, Losers and Wannabes : An NVIDIA Valuation, with the AI Boost! Slate ) • St. .

Recruitment 130

Recruitment Transportation Valuation Retail 130

Brown Advisory

FEBRUARY 26, 2021

2021 Asset Allocation Perspectives and Outlook. Valuations seem stretched, and there may be many signs that animal spirits are soaring. Valuations across asset classes, and the importance of interest rates to these valuations. Fri, 02/26/2021 - 13:22. Download the full report >.

Asset Allocation 52

Asset Allocation Assets Valuation Clients 52

The Big Picture

AUGUST 16, 2022

The basic concept is when one of these asset classes starts a long move, they tend to go much further and much longer than people typically expect, and you want to capture as much of that move as possible. So different time horizons, different assets. What assets are they in? I don’t know if all our listeners are.

Management 305

Management Assets Risk Management Valuation 305

James Hendries

DECEMBER 4, 2022

Economic and corporate data support the initial strong reads on holiday retail sales despite the macro headwinds, reinforcing the idea that today’s consumer is in a better position than usual at this point in the business cycle. Will a Resilient Consumer Support Holiday Retail?

Retail 52

Retail Marketing Marketing Sales 52

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

The Big Picture

FEBRUARY 6, 2024

And Tom has helped with the introduction of GMO’s first retail product, the quality ETF stock symbol Q-L-T-Y-G-M-O has been institutional since they launched in 1977. This is the first time they’re putting out a product for retail. I mean, traditionally it could have been like a physical asset or brand.

Valuation 130

Valuation Investments Investing Assets 130

Trade Brains

JULY 9, 2025

India’s Asset Management Company (AMC) sector is witnessing rapid expansion, with total assets under management (AUM) reaching ₹72 trillion as of May 2025. The industry serves over 23 crore investor accounts, fueled by rising retail participation and monthly SIP inflows exceeding ₹26,000 crore. per share, increasing around 0.72

Assets 59

Assets Retail Management Investments 59

Advisor Perspectives

JANUARY 28, 2025

Retail investors are the most optimistic about higher stock prices in 2025 by the most on record. Unsurprisingly, that sentiment resulted in the psychological rush to overpay for assets, pushing forward 1-year valuations sharply higher.

Valuation 45

Valuation Retail Assets 45

MarketWatch

MARCH 8, 2023

WHP Global, an acquirer of retail brands backed by Oaktree Capital Management, on Wednesday said it reached a company valuation of $1.6 For its part, Oaktree is owned by Brookfield Asset Management Ltd. billion based on a fresh $375 million investment from Ares Management Corp.

Valuation 40

Valuation Investments Investing Retail 40

The Big Picture

MARCH 20, 2024

Full transcript below. ~~~ About this week’s guest: Jim O’Shaughnessy, former chairman and founder of O’Shaughnessy Asset Management (now part of Franklin Templeton) and author of the New York Times bestselling book, “What Works on Wall Street” — the first quantitative investing book available to the general public.

Investments 162

Investments Investing Portfolio Valuation 162

Carson Wealth

APRIL 8, 2024

Pockets of attractive valuations exist despite above-average valuations in some high-profile areas of the market. Payroll growth in the goods-producing sector, along with retail trade and leisure and hospitality, saw 109,000 jobs created in March. Following the huge 11.2% However, cyclical areas are bouncing back.

Marketing 96

Marketing Marketing Valuation Economy 96

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

Discipline Funds

AUGUST 4, 2023

Retail sales have slowed to 0.5%. Our All Duration approach is specifically designed to help people match liabilities with specific assets across very specific time horizons so as help people get away from this sort of binary thinking. The environment is so strange that there’s a narrative for pretty much everyone.

Financial Planner 98

Financial Planner Banking Taxes Economics 98

Trade Brains

NOVEMBER 18, 2023

When we look closely at its Balance Sheet we realise that Trade Receivables are its biggest Asset constituting 21.27% of the total Balance Sheet. The Company has Contract Assets worth Rs. 718 Cr which become the 3rd largest group of assets of the Company. It has also allotted about 60.85

Engineering 115

Engineering Assets Clients Manufacturing 115

Truemind Capital

SEPTEMBER 13, 2021

For those who are uninitiated, the below chart represents the cycle of greed and fear in any asset class with varying degrees of emotions. Sentiment cycles move from one extreme of greed to another extreme of fear which takes valuations also to extremes from their long-term averages. Observation 1. Source: nifty-pe-ratio.com/.

Marketing 52

Marketing Marketing Valuation Retail 52

Trade Brains

NOVEMBER 30, 2023

Lakh Cr worth of Assets Under Management (AUM), which grew by 29% from the previous year. Assets Under Management (AUM) ₹2,47,379.00 Lakh Cr worth of Assets under Management (AUM), which grew by 36% from Rs. Chola’s Vehicle Finance business is its largest segment with assets worth Rs. The Company currently has about Rs.

Financial Services 105

Financial Services Banking Assets Management 105

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

Nationwide Financial

NOVEMBER 28, 2022

For the year, the Russell 1000 Value Index is down just 6%, while the Russell 1000 Growth Index is down 25%, though the valuation for the value index remains at a substantial discount to growth (14x vs. 23x). Retailers are heavily discounting due to elevated inventories, with the average customer discount expected to be 30%.

Marketing 52

Marketing Marketing Retail Valuation 52

Truemind Capital

JULY 19, 2024

Several factors were common between the two markets: robust corporate earnings growth, expected cuts in interest rates and a shift in investor expectations from a valuation-led phase to an earnings-led phase. We continue to hold 7-10% exposure to Southeast Asian markets due to attractive valuations and improving growth prospects.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Trade Brains

APRIL 23, 2023

As a universal bank, it offers a broad range of services to retail, MSME, and corporate customers such as personal loans, mortgage loans, deposits, credit & debit cards, foreign exchange, current accounts, debt and working capital financing, treasury, and much more. and a return on assets of 1.8%. 620,000 EPS ₹45.80 Stock P/E 19.4

Banking 105

Banking Pharmaceutical Insurance Distribution 105

Truemind Capital

AUGUST 12, 2023

The recent rally in the market has made the valuations more expensive compared to historical standards. However, heightened valuations do not provide comfort in replicating higher returns of the past in the medium term. Valuations across all sectors do not offer any margin of safety.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Validea

AUGUST 29, 2024

By identifying stocks that satisfy both Buffett’s and Lynch’s criteria, investors can potentially find high-quality companies with strong fundamentals and attractive valuations. Five Below Inc (FIVE) Five Below is a rapidly growing discount retailer targeting teens and pre-teens with products priced at $5 or less.

Valuation 52

Valuation Assets Banking Retail 52

Trade Brains

SEPTEMBER 26, 2024

It offers various services across various asset classes, including equity, fixed-income, and derivative securities. The exchange operates an “anywhere, any asset” trading platform. Indian households traditionally invested most savings in physical assets. However, financial asset allocation increased recently.

Compliance 90

Compliance Banking Management Risk Management 90

Cornerstone Financial Advisory

MARCH 18, 2024

Retail sales, also reported on Thursday, were disappointing, rising less than expected and adding to the inflation angst. ” – Fred Rogers 4 Facts About Capital Gains When you sell a capital asset, such as an investment or a piece of property, the sale can result in a capital gain or loss. in February, more than the expected 0.3%

Marketing 105

Marketing Marketing Taxes Economics 105

Validea

SEPTEMBER 6, 2024

This regional bank has demonstrated impressive growth while maintaining a conservative valuation. based on 3-5 year historical averages Strong financials with an Equity/Assets ratio of 11% and Return on Assets of 2.09% 3. The company has shown consistent growth in the competitive retail sector.

Marketing 52

Marketing Marketing Valuation Financial Services 52