Abnormal Returns

AUGUST 4, 2024

awealthofcommonsense.com) A look at the valuation of the S&P 490. allstarcharts.com) The best books of the year so far including "The Hunter" by Tana French. Top clicks this week Are small caps cheap for a reason? disciplinefunds.com) Bonds are doing okay in 2024, except for long duration.

Valuation 283

Valuation Assets Marketing Marketing 283

The Big Picture

NOVEMBER 5, 2022

His new book “ The Price of Time: The Real Story of Interest ” is a nominee for FT’s 2022 Business Book of the Year. We discuss Chancellor’s history as an analyst interested in speculative bubbles, which led him to write a research paper on valuations and why the dotcom bubble looks a lot like other historical bubbles.

Valuation 311

Valuation Economy Management Marketing 311

Abnormal Returns

DECEMBER 18, 2024

awealthofcommonsense.com) Market valuations aren't going to help you time the stock market. awealthofcommonsense.com) Three insights from Daniel Crosby's new book "The Soul of Money." (podcast.moneywithkatie.com) Barry Ritholtz talks optimizing personal health with Phil Pearlman of Pearl Institute. signaturefd-3437664.hs-sites.com)

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Retirement Planning Retirement Valuation Insurance 130

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 53

Investing Investments Valuation Assets 53

The Big Picture

DECEMBER 17, 2022

Koenigsberger discusses why EM Debt often has a low correlation to equity markets: By using historical measures of drawdowns and valuations, the firm can own an assortment of debt at prices that are non-correlated to stocks. A list of his favorite books is here ; A transcript of our conversation is available here next week.

Management 281

Management Valuation Consulting Investing 281

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.

Valuation 279

Valuation Banking Assets Investing 279

Abnormal Returns

FEBRUARY 11, 2024

flyoverstocks.com) Books A look at five new finance books including "The Trading Game" by Gary Stevenson. wsj.com) Companies Just how important AI is for valuations today. (humbledollar.com) A company moat is no guarantee of good performance. axios.com) A look at Gary Sernovitz's new novel "Counting House."

Assets 282

Assets Financial Advising Valuation Media 282

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 ($NVDA). Strategy Three reasons why the stock market declines. aswathdamodaran.blogspot.com) TSMC's ($TSM) Arizona plant is on track for 2025 production.

Financial Advising 282

Financial Advising Media Valuation Economy 282

Abnormal Returns

DECEMBER 28, 2022

(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. hollywoodreporter.com) The best books of 2022 including "Indigenous Continent: The Epic Contest for North America" by Pekka Hämäläinen.

Financial Advising 243

Financial Advising Valuation Media Economy 243

A Wealth of Common Sense

JUNE 24, 2024

Today’s Talk Your Book is brought to you by Harbor Capital: See here to learn more about Harbor Capital and here for further disclosures On today’s show, we discuss: Inspiration for growth managers Concentration within the Russell 1K and the S&P 500 How growth managers deal with high-performing markets What market concentration means (..)

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Valuation Management Marketing Marketing 102

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 (..)

Valuation 52

Valuation Portfolio Investing Investments 52

The Big Picture

FEBRUARY 7, 2024

Dividends come from earnings, and so those are sort of anchors to valuation. Jeremy Schwartz : And basically said that there’s huge Tech stocks, triple-digit PEs, you can never justify the valuations no matter what the growth rates are. Present value of future cash flows, any asset is present value of future cash flows.

Investing 296

Investing Investments Valuation Portfolio 296

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 (..)

Investing 98

Investing Investments Valuation Management 98

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.

Investing 99

Investing Investments Valuation Portfolio 99

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.

Investing 102

Investing Investments Portfolio Management Valuation 102

The Big Picture

OCTOBER 30, 2024

Meb Faber : When we wrote this book a decade ago, you know, we looked at the historical returns of shareholder yield companies and it turned out that shareholder yield beat any dividend strategy we could come up with. Because of the valuation gap looks about the best it’s ever looked, uh, over the past decade.

Valuation 147

Valuation Investing Investments Numbers 147

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.

Portfolio Management 98

Portfolio Management Valuation Portfolio Investing 98

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. And, I agree!!

Investing 98

Investing Investments Valuation Education 98

Abnormal Returns

JANUARY 30, 2023

newsletter.abnormalreturns.com) Mixed media Fidelity has cut its valuation for Twitter shares, again. axios.com) Five insights from Max Fisher's new book, "The Chaos Machine: The Inside Story of How Social Media Rewired Our Minds and Our World." (abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 246

Financial Advising Media Valuation Economy 246

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.

Marketing 98

Marketing Marketing Valuation Investing 98

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. His new book is “ Fluke: Chance, Chaos, and Why Everything We Do Matters.”

Engineering 182

Engineering Valuation Government Accounting 182

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)." nextbigideaclub.com) A Q&A with Matthew Ball about his new book "The Metaverse: And How It Will Revolutionize Everything." venturebeat.com).

Financial Advising 245

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? valueplays.net) Earlier on Abnormal Returns Adviser links: technical skill. Thanks, Dave!

Startup 244

Startup Marketing Marketing Financial Advising 244

The Big Picture

JULY 21, 2023

Gramm wrote a book that was published last year, “ The Myth of American Inequality: How Government Biases Policy Debate.” It’s almost as if Gramm wasted his time writing a book and its readers wasted theirs reading it. In a nutshell, the SPM renders Gramm’s book more irrelevant than it otherwise would have been.

Math 246

Math Government Economics Food 246

The Big Picture

APRIL 17, 2025

I filled the book with my favorite errors made by ordinary investors, billionaires, and everyone in between (including myself) and how to avoid them. My advice was not based on fear of a bubble or the (over)valuation of Yahoo; rather, I suggested employing a regret minimization framework.2 Torn about what to do, he asked my opinion.

Investing 267

Investing Investments Accounting Startup 267

Wealth Management

APRIL 25, 2023

banks have been preparing themselves for drops in asset valuations for office properties on their books, reported Financial Times. Multifamily owners and managers are experiencing serious staff shortages, according to Bisnow. These are among current must reads for investors in commercial real estate.

Valuation 162

Valuation Banking Assets Management 162

The Big Picture

MAY 22, 2025

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. His new book, The Art of Spending Money, Simple Choices for a Richer Life arrives in October. It arrives in October, where he discusses just that.

Food 147

Food Valuation Investing Investments 147

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

Valuation 52

Valuation Healthcare Accounting Investing 52

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.

Marketing 84

Marketing Marketing Valuation Investing 84

The Big Picture

MARCH 18, 2023

” You can find him on Twitter here ; a list of his favorite books is here; A transcript of our conversation is available here Tuesday. The book is a fun romp covering the 1998-2018 era. The post MiB: Cliff Asness, AQR appeared first on The Big Picture.

Retirement 310

Retirement Management Sales Investing 310

Nerd's Eye View

JULY 9, 2024

In this episode, we talk in-depth about how Alex gained the trust of his firm's founder and its clients by gradually increasing his client-facing responsibilities over a span of 4 years in advance of a potential succession, how Alex and the firm's founder negotiated a valuation and transaction terms with a seller-financed note with protective covenants (..)

Financial Advisor 245

Financial Advisor Clients CFP Planning 245

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.

Portfolio Management 70

Portfolio Management Valuation Portfolio Investing 70

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 52

Valuation Investing Investments Accounting 52

The Big Picture

APRIL 1, 2023

Known as the Dean of Valuation, he teaches Corporate Finance and Valuation to the MBA students at Stern where he has been voted “Professor of the Year” by the graduating M.B.A. His textbook “ Investment Valuation ” is the standard in the field. class nine times.

Assets 173

Assets Management Valuation Investing 173

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.' newsletter.abnormalreturns.com) Mixed media How to read more books in 2024 by swapping doomscrolling for reading. insidehook.com) AI-generated books are flooding Amazon ($AMZN).

Financial Advising 167

Financial Advising Valuation Banking Media 167

The Big Picture

MAY 17, 2024

We discuss what her valuation models are showing: “I think that where we are today is actually a reasonably healthy point for equities…I don’t worry as much about big cap companies that everybody is tracking and watching and monitoring.” Subramanian is on the advisory board of the UCLA Master of Financial Engineering program.

Banking 173

Banking Asset Allocation Portfolio Management Assets 173

Diamond Consultants

DECEMBER 16, 2024

Multigenerational teams have several options for monetizing and transitioning the book from one generation to the next. Namely, even when senior advisors have a rockstar inheriting advisor in place, these Gen 2 advisors seldom have the capital at hand to facilitate the purchase of the book in a timely and orderly fashion.

Wealth Management 52

Wealth Management Recruitment Retirement Valuation 52