Brown Advisory

JUNE 16, 2022

We discount each year at our 10% minimum weighted average cost of capital (WACC) and some infinite series maths gives us the basis for some rough approximations 2. Maths has a long half-life and a DCF correctly done accounts for inflation. Recurring, non-discretionary revenues become paramount. Higher inflation leads to false growth.

Investing 52

Investing Investments Valuation Accounting 52

The Big Picture

JUNE 6, 2023

I have this one-hour presentation I do on money. That led to the next three or four years of learning how to sell, how to create value, and not worry about selling out, but do it in a very ethical way. You know, a rich life, most people expect a money book to start with a chapter on budgets. We’re going to get a budget.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

The Big Picture

MAY 2, 2023

And so this is one of the few places, really, in the world that unites my pre-Hodinkee and present-day world. RITHOLTZ: So wait, you’re, I’m trying to do the math, if you were 24 in ‘08, so you got this watch in 2000, 99? But there were a lot of other purveyors of watches that really were not super, super ethical folks.

Retail 156

Retail Insurance Advertising Numbers 156

Brown Advisory

AUGUST 1, 2018

The archive has complete audio/video and transcripts as well as highlights of past meetings from 1994 through the present. It doesn’t manage for quarter-to-quarter earnings, provide earnings guidance, or have budgets and strategic plans at the parent company, though some of the subsidiaries do.

Assets 52

Assets Investing Investments Insurance 52

Brown Advisory

AUGUST 1, 2018

The archive has complete audio/video and transcripts as well as highlights of past meetings from 1994 through the present. It doesn’t manage for quarter-to-quarter earnings, provide earnings guidance, or have budgets and strategic plans at the parent company, though some of the subsidiaries do.

Assets 52

Assets Investing Investments Insurance 52