Wealth Management

JULY 18, 2025

QBCo, founded in 2016 by Tony Berndt, Kathy Rotta and John Himmelspach, specializes in tax compliance, succession planning and private business valuations. In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies.

Accounting

The Big Picture

JULY 1, 2025

So of course, what the Fed will do impacts markets, impacts valuations, impacts interest rates. I think it was just the way it was communicated, right. 00:46:16 [Speaker Changed] I mean, if you look at the, the valuations, if you look at the fundamentals, it is, it’s surprising, right? So of course we follow it.

Investing

Validea

FEBRUARY 12, 2025

The methodology incorporates principles from Warren Buffett’s focus on sustainable competitive advantages and strong returns on capital, Peter Lynch’s emphasis on reasonable valuations relative to growth rates, and Benjamin Graham’s insistence on margin of safety. VZ VERIZON COMMUNICATIONS INC $40.49 $170,463 9.8

Valuation

Carson Wealth

JANUARY 6, 2025

Another theme we hear is that stock gains have been driven by valuations (multiples growth) where investors are simply willing to pay more for a dollar of profits. Nevertheless, even expectations of higher inflation can actually cause inflation and the Trump administration will have to be careful about how it communicates policy.

Marketing

Validea

JUNE 11, 2025

In this post, we break down the most important differences between SPY and QQQ across key dimensions: performance, volatility, valuation, sector exposure, factor makeup, and fees. Communication Services 9.6% While both track major indexes and serve as core holdings in countless portfolios, the similarities stop there. Financials 13.9%

Valuation

Validea

MARCH 27, 2025

Lynch was also a gifted communicator. By using the PEG ratio, Lynch sought to identify stocks that were not only growing quickly but also trading at valuations that made sense relative to that growth. During his tenure at the helm of Fidelitys Magellan Fund from 1977 to 1990, Lynch delivered an eye-popping 29.2% over the same period.

Banking

Validea

JUNE 6, 2025

Its valuation remains compelling. Charter Communications (CHTR) 12M Relative Strength: 84 P/E Ratio: 10.9 Capital One Financial (COF) 12M Relative Strength: 84 P/E Ratio: 16.1 Dividend Yield: 1.3% Key Attributes: Technological advantage, consumer scale, disciplined capital management.

Portfolio

Validea

FEBRUARY 10, 2025

Key topics covered: Why traditional market valuation metrics may need updating for the modern era A novel way to measure productivity through “profit per job” and its implications for market valuations Why Main Street confidence has remained low despite strong markets, and what this means for investors How the Federal Reserve’s approach (..)

Valuation

Carson Wealth

DECEMBER 30, 2024

Valuations Are a Poor Short-Term Timing Indicator Do you like buying things when they are pricey? There is virtually no proof that high (or low) valuations can predict what stocks might do the following year. Rather than making investing decisions based on valuations, you are better off investing in days that end in y if you ask me.

Marketing

Trade Brains

JULY 17, 2025

High valuations and weaker-than-expected earnings, particularly from the IT sector, are delaying market recovery. One 97 Communications (Paytm): Incorporated a new step-down subsidiary in Saudi Arabia under the Paytm brand. The NSE Nifty 50 opened 2.9 points flat at 25,108.55 , while the BSE Sensex opened 65.62

Marketing

Trade Brains

JULY 4, 2025

It projects FY26 EPS growth to stay in single digits, potentially capping the stock’s valuation upside. Tech Mahindra’s FY25 vertical revenue mix: Communications leads at 33.1 Macquarie remains cautious on Tech Mahindra’s FY27 targets, citing challenges in achieving a 15 percent EBIT margin and surpassing peers in revenue growth.

Consulting

The Big Picture

FEBRUARY 4, 2025

But still he’s communicating how wrong everybody else is and how right he’s been and why you should be pretty constructive about the state of both employment and credit and the stock market he has. How do you think about valuations for both equities and fixed income here in the beginning of 2025?

Economy

Validea

MAY 13, 2025

These models evaluate stocks using deep fundamental criteria – return on equity, earnings growth, debt levels, valuation multiples, and more. CHTR Charter Communications Inc 3 / 2 35.6% Stocks that score highly are fundamentally sound, attractively priced, and built for long-term success. 1 / 4 91.5% TMUS T-Mobile US Inc.

Engineering

FMG

MAY 14, 2025

AND persuasive copy complements each CTA, clearly communicating the value of taking the next step. The homepage leads with the CTA button to Get Your Business Valuation and the navigation bar includes a CTA to Get Your Growth Plan. Visitors know exactly what they stand to gain.

Financial Advisor

The Big Picture

MARCH 25, 2025

Valuations tended to crash and burn very, very cheap valuations tended to do well. But with me, it’s always more like I’m fascinated by the thought or the message that’s being communicated. Right, right. Very, very high. But of course, you know, Barry, I was 16, 17 much more interested in girls.

Management

Trade Brains

JUNE 29, 2025

Russia is also ready for a third round of talks with Ukraine in Istanbul and will continue communication after prisoner swaps. Torrent Pharma : To acquire controlling stake in JB Chemicals at equity valuation of ₹25,689 crore, followed by merger. Russian President stated Russia, US have good economic cooperation prospects.

Marketing

Discipline Funds

MAY 12, 2025

They discuss the drivers of US outperformance and conclude that the main driver was rising valuations. But what it really communicates is that no matter what’s going on with currencies high expectations still make those assets risky because expectations are so high. Not surprising. Anyhow, go have a read.

Taxes

Trade Brains

JUNE 12, 2025

This shift is boosting the credibility, valuation and the investor confidence. Startups should focus on offering customizing their products and services, in order to communicate and price it to the local market conditions. New York’s BAT VC is committed to create USD 100 M to US-India tech startups.

Startup

Trade Brains

JUNE 22, 2025

Business Overview Finolex Cables is one of the major manufacturers of electrical and communication cables that include: power, solar, automotive cables, optical fiber cables, and FMEG products, namely switches, fans, LED lights, and water heaters under the Finolex brand. percent during the forecast period.

Manufacturing

The Big Picture

MAY 6, 2025

If the s and p moves by 10 basis points, it doesn’t communicate to you how the s and p affects other things. The valuation of risk versus 00:46:33 [Speaker Changed] Reward 00:46:34 [Speaker Changed] Is something that I think a machine cannot do in the same way that human can.

Risk Management

Nerd's Eye View

MAY 16, 2023

What's unique about Jim, though, is how he has scaled his retainer-based boutique firm to more than $7 million in revenue, a $31 million enterprise valuation, and is growing organically at a 40% growth rate, by providing a high-touch comprehensive advice offering for his business owner niche clientele.

Valuation

Abnormal Returns

JULY 24, 2023

podcasts.apple.com) Q&As A Q&A with Larry Swedroe about valuations and private credit. marknewfield.substack.com) Why open communication is vital when it comes to inheritance dynamics. (behindthebalancesheet.com) Brendan Frazier talks with Michael Thomas about the power of data visualization to affect client behavior.

Valuation

Nerd's Eye View

MAY 10, 2024

Also in industry news this week: The latest Social Security trustees report offered a slightly rosier picture for the health of the various Social Security trust funds thanks to improved economic conditions, though they warned that time is running out for legislators to take action to ensure the system will be able to pay out full benefits beyond the (..)

Financial Planner

Nerd's Eye View

OCTOBER 4, 2024

Also in industry news this week: A recent survey found that while 1/3 of advisory firms are currently using AI tools, another 1/3 are fearful of doing so, indicating that while some firms are eager to be early adopters of this technology, others are taking a wait-and-see approach, perhaps as regulation surrounding this technology evolves over time (..)

Financial Planner

Nerd's Eye View

JUNE 27, 2023

In this episode, we talk in-depth about how, in 2022, Eric and his wife Kali faced a tumultuous year the firm dipped from $600,000 to $500,000 of revenue run rate in just the first few months and because it coincided with the arrival of their first child they didn’t have the bandwidth and capacity to adapt, how, to help with capacity constraints, (..)

Financial Advisor

Advisor Perspectives

NOVEMBER 12, 2024

Mr. Valuation will cover the Communication Services Sector. In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a.

Communication

Abnormal Returns

AUGUST 7, 2023

wiredplanning.com) Meb Faber talks Future Proof and stock market valuation with Ben Carlson and Michael Batnick. financial-planning.com) Why advisers should communicate with clients the way they prefer (wealthmanagement.com) How an adviser transformed into the FinArtist. wsj.com) 401(k) recordkeeper Vestwell is on a roll.

Financial Advising

Nerd's Eye View

APRIL 18, 2024

Traditionally, a standard benchmark for advisory-firm sales has been 2X annual revenue; with many firms running at an average 25%–30% profit margin, this results in 7X–8X earnings valuations. However, firms with margins outside a traditional range might result in unrealistically high earnings multiples for the buyer.

Planning

Advisor Perspectives

DECEMBER 22, 2023

Mr. Valuation provides a detailed analysis of seven stocks in the Communication Services Sector, focusing on their valuation, growth potential, and dividend yields. In this video, Chuck Carnevale, Co-founder of FAST Graphs, a.k.a.

Communication

Mish Talk

DECEMBER 12, 2022

The three largest holdings in the fund—which is known by its ticker symbol ARKK—are Zoom Video Communications Inc., ARK is predicting the valuation of Tesla will exceed the entire US real GDP by the early 2030s. 30 alone, they yanked $146 million, which was among the largest single-day outflows of the year. ZM, Tesla Inc.,

Communication

Nerd's Eye View

AUGUST 19, 2024

Because there is no single 'right' price, structure, or financing mechanism for every firm, getting clear on G1's financial goals, G2's ability to finance the deal, and the value of the firm (perhaps with the assistance of an external valuation service) can help ensure that all parties are clear on what the succession will look like and whether it (..)

Planning

Brown Advisory

SEPTEMBER 12, 2016

Private Credit Outshines Many High-Valuation Stocks, Bonds. With interest rates at record lows and many publicly traded bonds and stocks approaching historically high valuations, private credit has become increasingly attractive to investors because of its total return prospects, steady income and role in diversification.

Valuation

Darrow Wealth Management

JULY 30, 2024

Stock at early-stage startups usually will have a very, very low valuation, making this tax strategy possible. For employees with stock options, making an 83(b) election can be important later if valuations increase. There’s a risk of over-paying tax if the valuation doesn’t go up or if the company isn’t successful.

Taxes

Discipline Funds

JUNE 6, 2023

When you combine this with a very low unemployment rate and high market valuations you tend to see the sort of choppy stock market that we’ve been experiencing in the last few years. In the meantime, the overnight rate at 5% puts a lot of pressure on credit markets and this increases the probability of an outlier credit event.

Economy

Darrow Wealth Management

JULY 25, 2022

Particularly for employees of companies that IPO’d last year, valuations have fallen significantly. If the company was trading at an inflated price due to market conditions at the time, then it’s going to be much harder to justify that valuation when exuberance wanes. Single stocks vs the market. Disclosures.

Marketing

Nationwide Financial

NOVEMBER 29, 2022

Succession planning is much more than just the act of selling your practice; there are many items to consider when planning the successful transition of your firm, like finding the right successor, client/relationship communications, receiving the proper value, and reducing taxes on the sale of your firm. Obtain a Valuation.

Financial Advisor

Cornerstone Financial Advisory

FEBRUARY 26, 2024

Nvidia’s market cap rose by $277 billion on the news, pushing it to a $2 trillion valuation. WDAY), Zoom Video Communications, Inc. (ZM) This communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, GA, IN, MA, NC, OH, SC,TN, TX and VA. The forecasts also are subject to revision.

Marketing