Validea

DECEMBER 18, 2024

and their net current assets must surpass long-term debt obligations. Valuation plays a crucial role in the final selection. By applying these rigorous standards, investors can build a portfolio of established businesses with strong fundamentals and compelling valuations. The approach demands proven performance over time.

Valuation

The Big Picture

NOVEMBER 26, 2024

Full transcript below. ~~~ About this week’s guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. His firm runs over $10 billion in client crypto assets. How can investors get exposure to the space? Matt Hougan : Yeah. All of them.

Investments

Nerd's Eye View

JANUARY 3, 2025

Also in industry news this week: A survey indicates that workplace retirement plan participants with financial advisors tend to save more than their non-advised counterparts and that a strong majority of participants overall are interested in receiving professional advice (with more than 3/4 of this group expressing willingness to pay for it) A look (..)

Financial Planner

Validea

NOVEMBER 15, 2024

Investment Criteria: Company Fundamentals Must generate at least $340 million in annual sales Excludes technology sector investments Must demonstrate positive earnings for 5 consecutive years Balance Sheet Requirements Current ratio must exceed 2.0 Here are the top 10 stocks using Validea’s Benjamin Graham strategy for November of 2024.

Valuation

Abnormal Returns

NOVEMBER 15, 2024

(spglobal.com) Finance Elon Musk's xAI and SpaceX are getting a valuation boost. money market mutual funds now have more than $7 trillion in assets. ft.com) Is private credit in a bubble? alphaarchitect.com) How the activist short selling ecosystem works. on.ft.com) Fund management 2024 could see $1 trillion in U.S. msn.com) U.S.

Financial Advising

Wealth Management

JUNE 10, 2025

Reassess Your Team’s Role Your team is one of your most critical assets—and often one of the most overlooked areas in a mid-year evaluation. If you find more friction than momentum, it may be time to rethink what’s possible — not to chase change, but to ensure you’re set up to thrive.

Wealth Management

Truemind Capital

NOVEMBER 8, 2024

The one who is undeterred by greed (due to FOMO) or fear (due to loss aversion) gets the staying power and enjoys the fruits of investments in the long term.

Asset Allocation

Harness Wealth

APRIL 30, 2025

Evaluate entity structure implications , as S corporations may face lower tax rates on asset sales than C corporations, which potentially face double taxation on appreciated assets. The most common exit options include mergers and acquisitions, asset sales, stock sales, and employee ownership plans.

Taxes

Wealth Management

JULY 18, 2025

Advisor Brennan said that, when he considered the strong client demand for wealth management in Colorado, he didn’t see a need to be with a larger firm or name brand to manage tens of millions of dollars in client assets in a short time. Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B

Estate Planning

Validea

JUNE 9, 2025

Their dominance has fueled strong index-level returns – but also led to stretched valuation multiples across the broader market. Other valuation metrics tell a similar story: Price-to-Sales and Price-to-Book ratios for the index are elevated. 5% UAL United Airlines 7.7 4.2 – 0.0% 3% LEN Lennar Corp 7.9 4% GM General Motors 6.8

Valuation

Harness Wealth

JULY 14, 2025

Alternative investments encompass a broad range of assets beyond traditional stocks, bonds, and cash. Cryptocurrencies and digital assets: Decentralized digital or virtual currencies and other digital representations of value using cryptography. What are tax-efficient alternative investment structures?

Taxes

Validea

MAY 21, 2025

When evaluating stocks, many investors are familiar with the price-to-earnings (P/E) ratio a classic valuation metric. Earnings yield is a valuation metric that measures how much a company earns relative to its stock price. But flip that ratio and you get the sometimes overlooked metric: earnings yield. What Is Earnings Yield?

Valuation

Validea

MARCH 20, 2025

Validea’s Graham-Based Investment Model Validea has created a quantitative model based on Graham’s principles, incorporating specific criteria across four key areas: Operational Fundamentals Size Requirement : Annual revenue must exceed $340 million, ensuring sufficient business scale and stability Earnings Consistency : Companies must (..)

Valuation

The Big Picture

JULY 1, 2025

She runs their private internal fund, about $108 billion that she manages primarily in fixed income, private credit, a variety of other assets. Here is the plan, here’s how you should go about in this deal or in, in this new asset class. What motivated the transition to full-time asset management?

Investments

Validea

MARCH 11, 2025

Topics covered: Value spreads and how they’ve evolved from historically consistent ranges to unprecedented widths in recent years Why value doesn’t necessarily need catalysts or multiple expansion to generate returns The impact of intangible assets on value metrics and whether traditional valuation methods need updating How indexing (..)

Investing

Harness Wealth

APRIL 30, 2025

The IRS carefully scrutinizes these deductions to ensure compliance with strict valuation and documentation requirements. Foreign accounts Failure to report foreign bank accounts, financial assets, or income can result in severe penalties and trigger an audit. While FinCEN handles FBAR filings, the IRS enforces compliance for both.

Compliance

Steve Sanduski

FEBRUARY 18, 2025

Advisors who learn how to incorporate these and other emerging asset classes into Life-Centered Financial Plans will be offering a valuable service that sets them apart — especially in the eyes of high-net-worth individuals. Things such as valuation, insurance, storage, and the succession plan.

Financial Planning

Wealth Management

JULY 18, 2025

billion in discretionary and non-discretionary assets. QBCo, founded in 2016 by Tony Berndt, Kathy Rotta and John Himmelspach, specializes in tax compliance, succession planning and private business valuations. Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B In that time, it has grown to 22 employees, 539 clients and $2.2

Accounting

WiserAdvisor

MAY 29, 2025

Time is another valuable asset in wealth building that allows you to benefit from the magic of compounding. With just a small sum, you can invest in a diversified basket of assets, such as stocks, bonds, or commodities, through a single fund. The key is to evaluate whether the companys future prospects justify its current valuation.

Accounting

Validea

MAY 15, 2025

Using Valideas guru models and fundamental factor data, we compare these titans of fintech across valuation, quality, growth, and momentum. Return on Assets (ROA) 21.5% They dominate the global payments landscape, operate asset-light models with exceptional margins, and benefit from powerful network effects. Net Margin 52.9%

Numbers

Abnormal Returns

JUNE 23, 2025

wealthmanagement.com) Why Vanguard is restructuring its asset management group. axios.com) AI How Thinking Machines Lab raised $2 billion at at $10 billion valuation. (ft.com) Why you should expect more retail-focused alternative investment offerings. thinkadvisor.com) FICO credit scores will now include BNPL data.

Valuation

The Big Picture

APRIL 29, 2025

This is Masters in business with Barry Ritholtz on Bloomberg Radio 00:00:17 [Speaker Changed] This week on the podcast, Jeff Becker, chairman and CEO of Jenison Associates, they’re part of the PG Im family of Asset Managements. Jenison manages over $200 billion in assets. They, they trained them together.

Management

Dear Mr. Market

APRIL 2, 2025

We break down and assign each of the four regions with an asset class and then pick teams (stocks) that we think have the best chance at doing well relative to others. Historically, this bracket has been dominated by the tech sector, but after years of outsized gains, big tech valuations are stretched.

Investments

Wealth Management

JULY 23, 2025

with about $400 million in assets under management, has launched his own registered investment advisor, Spiegelman Wealth Management. Private Equity Is Coming to 401(k) Plans: Will You Be Ready? Spiegelman and his team of three had been at Commonwealth Financial Network for the last eight years. Got to scramble,’” he said.

Estate Planning

Truemind Capital

NOVEMBER 8, 2024

The one who is undeterred by greed (due to FOMO) or fear (due to loss aversion) gets the staying power and enjoys the fruits of investments in the long term.

Marketing

Trade Brains

JUNE 6, 2025

Parag Parikh Flexi Cap Fund AUM : ₹1,00,000+ crore 1-Year Return : ~36% Expense Ratio : ~0.80% (Direct Plan) Why it stands out : This fund has achieved a significant milestone by surpassing ₹1 lakh crore in Assets Under Management (AUM), making it the largest flexi cap fund in India. How to Choose the Right Multicap Fund?

Portfolio

Harness Wealth

MARCH 27, 2025

Other reasons involve changes in investment strategy, portfolio rebalancing, or a simple desire to exit a specific asset class. Capital gains can result from the sale or exchange of capital assets, such as fund interests or portfolio company stock. This separates the UBTI/ECI-generating activity from the tax-exempt or non-U.S.

Taxes

Validea

JUNE 27, 2025

This cautious methodology prioritizes wealth preservation through identifying substantial gaps between what investors pay and what assets are genuinely worth—his famous “margin of safety” concept. Core Investment Principles Graham favored companies with demonstrable operating results over those dependent on optimistic projections.

Valuation

Trade Brains

JUNE 10, 2025

To understand which asset class now holds the edge, one must first understand how such monetary actions alter the structure of returns, credit, and investor behavior. Hence, listed realty players saw sharp upward revisions in valuation. The Real Economic Undercurrent A CRR cut is not just a technical move.

Banking

Validea

MARCH 13, 2025

His model is both conservative and disciplined, focusing on balance sheet strength and attractive valuations. Strong Liquidity (Current Ratio 2) A companys current assets must be at least twice its current liabilities, ensuring financial stability. Reasonable Price/Book Ratio (P/B P/E 22) A safeguard against excessive valuations.

Valuation

Validea

JUNE 11, 2025

In this post, we break down the most important differences between SPY and QQQ across key dimensions: performance, volatility, valuation, sector exposure, factor makeup, and fees. While both track major indexes and serve as core holdings in countless portfolios, the similarities stop there. Standard Deviation 15.3%

Valuation

Validea

APRIL 26, 2025

Validea’s Graham-Inspired Investment Strategy Validea has engineered a quantitative screening system based on Graham’s investment principles, evaluating companies across four essential dimensions: Business Fundamentals Scale Requirement : Companies must generate over $340 million in annual revenue, ensuring adequate business stability and (..)

Valuation

Trade Brains

JUNE 6, 2025

Real Estate Stocks in this sector that stand to benefit from the rate cuts include DLF, Lodha, Prestige Group, and Goodrej Properties.

Banking

A Wealth of Common Sense

DECEMBER 30, 2024

Today’s Talk Your Book is brought to you by Motley Fool Asset Management: See here for more information on the Motley Fool 100 Index ETF On today’s show, we discuss: How the index is constructed The difference between active and passive management Investing in growth vs value How to have conviction as an analyst The Motley Fool’s (..)

Investing

Truemind Capital

JULY 18, 2025

Elevated valuations on the back of a rebound in investor sentiment also make the market more sensitive to negative surprises. Other Asset Classes: Gold as an asset class has delivered the highest returns month over month in 2025 so far, driven by global macro and monetary tailwinds. Overall supply is up sharply. q-o-q and 10.8%

Financial Market

Darrow Wealth Management

JANUARY 16, 2025

A step-up in basis is a tax advantage for individuals who inherit stocks or other assets, like a home. Heres how stepped up cost basis works on stock and other assets at death. Understanding step-up in basis at death If youve received an inheritance you may have questions about the tax treatment of certain assets.

Assets

Harness Wealth

APRIL 16, 2025

Key takeaways Tax planning impacts every facet of an acquisition, from initial valuation to post-closing integration, with early strategic decisions potentially saving millions in future tax liabilities. Asset deals In asset deals, purchase price allocation among asset categories is crucial, as each has its own tax implications.

Taxes