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 (..)

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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. I’m Barry Ritholtz, and on today’s edition of At the Money , we’re going to discuss how retail investors can responsibly invest in crypto.

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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 (..)

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Abnormal Returns

DECEMBER 18, 2024

ritholtz.com) Investing How to deal with a stock market at or near all-time highs. awealthofcommonsense.com) Market valuations aren't going to help you time the stock market. humbledollar.com) Letting go Success in life, and investing, means letting stuff go. blairbellecurve.com) Learning is unlearning. signaturefd-3437664.hs-sites.com)

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The Big Picture

DECEMBER 17, 2022

This week, we speak with Robert Koenigsberger , the managing partner and chief investment officer of Gramercy Funds Management. A dedicated emerging markets investment manager, Gramercy Funds Management — which Koenigsberger founded in 1998 — now has more than $5 billion dollars in assets under management.

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A Wealth of Common Sense

AUGUST 19, 2024

Today’s Talk Your Book is brought to you by Jensen Investment Management: See here to learn more about Jensens Quality Growth ETF On today’s show, we discuss: What quality means to Jensen Why META is not in the Quality growth strategy Thoughts on AI and tech bubbles How Jensen thinks about valuation Sectors Jensen is excited about for the (..)

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A Wealth of Common Sense

DECEMBER 25, 2023

Today’s Talk Your Book is brought to you by Polen Capital: We are joined by Todd Morris, International Growth Portfolio Manager and Analyst for Polen Capital to discuss investing outside the US.

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Investing Investments Portfolio Management Valuation 102

The Big Picture

FEBRUARY 2, 2023

New York Times ) see also The Private Markets Valuation Debate Isn’t Settled Yet : The Miami conference circuit was abuzz with valuation chatter as investors weigh the pros and cons. He is also a NYT bestselling author of multiple books on Goldman Sachs, Bear Stearns, and Lazard Frères.

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The Big Picture

OCTOBER 30, 2024

Meb Faber, Cambria Investments (October 30, 2024) Dividend investing has a long and storied history, but it turns out dividends are only part of the picture driving stock returns. He is the author of shareholder yield, a better approach to dividend investing just out in its second edition this week.

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Abnormal Returns

SEPTEMBER 6, 2024

awealthofcommonsense.com) Three reasons to buy Josh Brown's new book "You Weren’t Supposed To See That." ritholtz.com) Semiconductors Trying to put a valuation on Nvidia ($NVDA). worksinprogress.co) Global China is investing in so-called 'connector countries' like Mexico. Strategy Three reasons why the stock market declines.

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Trade Brains

APRIL 3, 2023

Best Value Investing Books For Stock Market Investors: Hi there. Past few weeks, I’ve received dozens of emails regarding the suggestions on best value investing books. That’s why I decided to write this blog discussing my personal favourite value investing books which I highly recommend to my readers to read.

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Abnormal Returns

DECEMBER 28, 2022

morningstar.com) 35 ideas from 2022 including 'Long term investing is hard.' tomtunguz.com) Instacart continues to slash its valuation. theinformation.com) Books The best books of 2022 including "Tomorrow and Tomorrow and Tomorrow" by Gabrielle Zevin. realreturns.blog) 13 lessons from the FTX meltdown.

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A Wealth of Common Sense

SEPTEMBER 16, 2024

Today’s Talk Your Book is sponsored by Victory Capital: On today’s show, we spoke with Michael Mack of Victory Capital to discuss their small cap and large cap free cash flow strategies.

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Validea

DECEMBER 12, 2024

Throughout the conversation, he offers thought-provoking perspectives on market efficiency, the limitations of forecasting, and why humility is crucial for investment success. They explore several fascinating market insights, including: Why high bond yields don’t necessarily translate to high returns The dramatic outperformance of U.S.

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Validea

NOVEMBER 2, 2024

As one of the pioneers of contrarian investing, he built an impressive track record by systematically targeting stocks that were out of favor with the market. The Psychology Behind Contrarian Investing At the core of Dreman’s philosophy is his deep understanding of investor psychology. for the market between 1970-1996.

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Validea

MARCH 11, 2025

In this episode, Jack and Matt dive deep into the state of value investing with special guest Tobias Carlisle, founder of the Acquirers Funds and author of multiple books on value investing. They explore why value investing has struggled in recent years, examine value spreads, and discuss whether this time is truly different.

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The Big Picture

OCTOBER 2, 2024

 At The Money: Finding Overlooked Private Investments , with Soraya Darabi, TMV (October 02, 2024) The Efficient Market Hypothesis informs us that stock markets reflect all of the information known about any company. How does this affect VC investing? But is that also true for start-ups and venture-funded private companies?

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A Wealth of Common Sense

JANUARY 13, 2025

Today’s Talk Your Book is brought to you by KraneShares: See here for more information on the KraneShares Man Buyout Index ETF On today’s show, we discuss: How the portfolio was constructed Looking at private market valuations Screening out the lowest quality companies Concentration vs diversification within the portfolio What private equity (..)

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The Big Picture

MARCH 18, 2023

He explains how the firm is only “half hedge fund,” as they employ over 40 different quantitative, many of which are specific investments based on their quantitative research. Specifically, when Value doesn’t work, strategies like profitability, fundamental momentum, and low-risk work when Value as an investment style did not.

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Abnormal Returns

JANUARY 30, 2023

fortunesandfrictions.com) Why you need a well-articulated investment strategy to ride out tough times. newsletter.abnormalreturns.com) Mixed media Fidelity has cut its valuation for Twitter shares, again. (ft.com) Strategy What can you assume about stock, bond and cash returns over the long run. nextbigideaclub.com)

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A Wealth of Common Sense

AUGUST 14, 2023

Today’s Talk Your Book is brought to you by F/m Investments: We are joined by Francisco Bido, Senior Portfolio Manager for the Integrated Alpha group of F/m Investments to discuss large Cap Strategies.

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Abnormal Returns

JULY 19, 2022

ft.com) Venture Tomasz Tunguz, "The bid/ask spread in VC is the difference between the post-money valuation between a VC (the bidder) & a company (seller)." tomtunguz.com) A reading list on how to go about getting started in angel investing. (finance.yahoo.com) Fund managers are starting to end money market mutual fund fee waivers.

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Financial Advising Valuation Media Economy 245

Abnormal Returns

DECEMBER 5, 2022

Markets Small cap stocks stand out for their cheap valuations. abnormalreturns.com) It's been awhile since anyone has commented on my book. morningstar.com) Why have energy stocks and oil prices diverged? thinkadvisor.com) Crypto Crypto advocates are trying to push blame for FTX onto regulators. Thanks, Dave!

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The Big Picture

MARCH 20, 2024

At the Money: Benefits of Quantitative Investing (March 20, 2024) Throughout history, investing has been a lot more “Art” than “Science.” For most of the last century, investing was a lot more art than science. He is also the author of the New York Times bestselling book, What Works on Wall Street, now in its fourth edition.

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The Big Picture

JUNE 28, 2024

She leads the company’s 35-person team of engineers, attorneys, and analysts, and is a member of the firm’s valuation and investment committees. A list of her favorite books is here ; A transcript of our conversation is available here Tuesday.

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A Wealth of Common Sense

DECEMBER 5, 2022

Today’s Talk Your Book is brought to you by StepStone: See here to learn more about investing in StepStone Private Wealth strategies and here for disclosure information On today’s show, we are joined by Bob Long, CEO of StepStone Private Wealth to give us an update on all things Private markets.

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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 1% CMCSA Comcast 8.5

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The Big Picture

MAY 22, 2025

We spend a lot of time discussing earning and investing money, but how often do we really think deeply about spending it? Morgan Housel wrote a new book, The Art of Spending Money, Simple Choices for a Richer Life. The book has received widespread acclaim and has sold over 7 million copies worldwide. It is often contradictory.

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The Big Picture

APRIL 1, 2023

Kencel, who has more than three decades of experience in the investment industry, also serves as chairman of the board, president, and CEO of Nuveen Churchill Direct Lending Inc., His textbook “ Investment Valuation ” is the standard in the field. Churchill Asset Management is an affiliate of Nuveen, the $1.1

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Abnormal Returns

JANUARY 10, 2024

entrylevel.topdowncharts.com) Strategy 12 lessons the markets taught investors in 2023 including 'Valuations cannot be used to time markets.' morningstar.com) 10 ideas from 2023 that stuck including 'Keep it simple in investing when everyone knows everything.' insidehook.com) AI-generated books are flooding Amazon ($AMZN).

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The Irrelevant Investor

DECEMBER 4, 2022

Today’s Talk Your Book is brought to you by StepStone: See here to learn more about investing in StepStone Private Wealth strategies and here for disclosure information On today’s show, we are joined by Bob Long, CEO of StepStone Private Wealth to give us an update on all things Private markets. Updates on venture capital in to.

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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.

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The Big Picture

MAY 17, 2024

Prior to joining the firm in 2001, Subramanian was an analyst at Scudder Kemper Investments in New York and San Francisco. A list of her favorite books is here ; A transcript of our conversation is available here Tuesday. She has been a ranked analyst in the Institutional Investor survey for the last eleven years.

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Validea

DECEMBER 18, 2024

Benjamin Graham, the father of value investing, crafted a disciplined framework for discovering stocks trading below their true worth. The strategy evaluates potential investments through several key lenses: First, companies must demonstrate fundamental strength. Valuation plays a crucial role in the final selection.

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Trade Brains

JULY 12, 2022

Comparing Growth Stocks vs Value stocks: While investing in the stock market, one can choose multiple approaches to pick stocks as there are many types of stocks with different characteristics in the market. However, two popular types of stocks and approaches that investors prefer are growth investing and value investing.

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The Big Picture

OCTOBER 2, 2024

 At The Money: Finding Overlooked Private Investments , with Soraya Darabi, TMV (October 02, 2024) We expect our investments to generate positive financial returns, but can they also have a positive societal effect? How does this affect VC investing? Can your capital make an impact? As it turns out, it depends where you look.

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The Irrelevant Investor

AUGUST 13, 2023

Today’s Talk Your Book is brought to you by F/m Investments: We are joined by Francisco Bido, Senior Portfolio Manager for the Integrated Alpha group of F/m Investments to discuss large Cap Strategies. The post Talk Your Book: Large Cap Alpha appeared first on The Irrelevant Investor.

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