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Sunday links: pricing in risk

Abnormal Returns

wsj.com) How a seed investor approaches valuation discussions. caia.org) Policy The era of flush state budgets is coming to an end. axios.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? hunterwalk.com) Focus matters for VCs.

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Global Leaders Strategy Annual Investment Review: January 2023

Brown Advisory

Download it here > Dear Fellow Investors, If we had to sum up 2022 in one word it would be valuation. War, inflation, recession, deglobalisation, decoupling, strikes, crypto-crash and energy (crisis) all featured but for us the overriding focus for 2022 was valuation. For us, all business starts with the customer.