The Big Picture

MAY 20, 2025

That was like, I should have paid more attention to that question because my budget, my business plan was 50% of our net worth before it was all said and done. How do you bring your work ethic and your sense of accountability into the office? I mean, and I immediately got the 80 20 rule. So she was all in, she had two questions.

Management 130

Management Numbers Transportation Accounting 130

Trade Brains

JUNE 18, 2025

The United States, already the largest defense spender globally, passed a record $886 billion defense budget for FY2024. For investors looking to dive deeper into the financial health, valuation metrics, and historical performance of these defense companies, the stock screener is a useful starting point. A shift in U.S.

Budgeting 59

Budgeting Valuation Ethics Government 59

Brown Advisory

JUNE 16, 2022

Our standard valuation framework looks out over a 10-year cash flow forecast ending with zero % real growth in the terminal cashflow (technically we use 3% nominal terminal growth). By this valuation method, the portfolio cashflow duration is in the 16 to 17-years range. DCFs are very dangerous if not used thoughtfully.

Investments 52

Investments Investing Accounting Valuation 52

Brown Advisory

JUNE 12, 2017

It doesn’t manage for quarter-to-quarter earnings, provide earnings guidance or have budgets at the parent company, though many of the subsidiaries do. Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. annualized compared with 6.9%

Investments 52

Investments Investing Ethics Taxes 52

Brown Advisory

JUNE 12, 2017

It doesn’t manage for quarter-to-quarter earnings, provide earnings guidance or have budgets at the parent company, though many of the subsidiaries do. Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. annualized compared with 6.9%

Investments 52

Investments Investing Ethics Taxes 52

Brown Advisory

MAY 16, 2016

Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. for the S&P® 500. in the bush.

Insurance 52

Insurance Banking Investments Investing 52