MarketWatch

FEBRUARY 14, 2023

Forian will instead focus on its healthcare information business, with Forian CEO Daniel Barton stepping down and being replaced on an interim basis by chairman and co-founder Max Wygod, the company said Monday. FORA said it’s selling its cannabis software unit Bio-Tech Medical Software Inc.,

Healthcare 40

Healthcare Compliance Medical Valuation 40

The Big Picture

FEBRUARY 6, 2024

And ev all the sort of compliance, client service, legal, kind of, everything was done sort of on the side by investment people. And I can tell you from personal experience, us finance people, we’re not great at accounting, legal, compliance, all the detail and stuff that, that keeps the firm running. It was over 50 right?

Valuation 130

Valuation Investing Investments Assets 130

Brown Advisory

JANUARY 1, 2023

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. which was greater than our -1.1% relative underperformance.

Investing 52

Investing Investments Valuation Clients 52

The Big Picture

DECEMBER 6, 2022

But when you factor in, you know, legal costs, compliance, portfolio management, trading, there is a lot that goes into launching an ETF. And we’re having very good conversations with clients that I think, at current valuation levels, they remain, you know, very interested in the market and they see some opportunities.

Clients 162

Clients Investing Investments Management 162

The Big Picture

AUGUST 15, 2023

Let me say what your compliance wouldn’t allow you to say. What’s the valuation? SEIDES: So it’s Hartford HealthCare. And at the time, I was managing Protege Partners as a hedge fund of funds. We were short subprime mortgages with John Paulson. RITHOLTZ: You were crushing it. SEIDES: Yeah, we had a great run.

Management 130

Management Investing Investments Government 130

The Big Picture

SEPTEMBER 10, 2024

He has a very interesting approach to thinking about market valuations and strategies and when to deploy capital, when to go with the crowd, when to lean against the crowd, and has amassed and excellent track record. Second part of our framework is valuation fundamental work. Well, that means valuations are probably too high.

Valuation 162

Valuation Clients Investing Investments 162

The Big Picture

JULY 26, 2022

So for example, if I said we’re hiring a CEO to run a healthcare software business and our criteria is they have to have done it for 20 years. And since we look at both private and public markets, what do you think of in terms of valuation? WEAVER: But if we can hit our target — RITHOLTZ: We all have compliance departments.

Consulting 298

Consulting Numbers Management Investing 298