This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
David is the President of Succession Resource Group, an advisory consulting and valuation business based in Portland, Oregon that serves independent financial advisors with RIAs and broker-dealers. Welcome to the 424th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is David Grau, Jr.
(morningstar.com) Michael Kitces talks sustainability with Peter Krull, the Director of Sustainable Investing of Earth Equity Advisors. citywire.com) Mariner Wealth Advisors has purchased institutional consultant Cardinal Investment Advisors. kitces.com) Custodians Charles Schwab ($SCHW) has cut its cash sweep rate to 0.05%.
The brokerage sees HCL’s superior growth outlook, healthy free cash flow, and higher payouts as key drivers for valuation re-rating versus peers like TCS and Infosys. Tata Consultancy Services With a market capitalization of Rs 11,74,413 Crores, the share price of TCS rose over 1% on Tuesday to hit an intraday high of Rs 3259.80
Louis Diamond , CEO, Diamond Consultants June 10, 2025 4 Min Read As summer approaches, it’s easy to drift into vacation mode. It doesn’t require a significant time investment—just a willingness to be honest about what’s working, what’s not and what needs to change. And the best part? With that, enjoy the summer!
allstarcharts.com) What are to make of the big, and persistent, valuation disparities between large and small caps. axios.com) Investmentconsultants Nearly all U.S. institutional investors work with a investmentconsultant. institutionalinvestor.com) Investmentconsultants hold a lot of sway over pension funds.
This week, we speak with Robert Koenigsberger , the managing partner and chief investment officer of Gramercy Funds Management. A dedicated emerging markets investment manager, Gramercy Funds Management — which Koenigsberger founded in 1998 — now has more than $5 billion dollars in assets under management.
Many fundamentally strong Nifty 50 stocks are now trading at attractive valuations, For long-term investors, this dip could provide a chance to accumulate quality stocks at lower prices, particularly those with strong financials, solid growth prospects, and market leadership. Investing in equities poses a risk of financial losses.
The Price-to-Earnings (P/E) Ratio is a widely used financial metric that helps investors assess the valuation of a company’s stock. suggesting it may be trading below its historical valuation. suggesting it may be trading below its historical valuation. suggesting it may be trading below its historical valuation.
Despite the expensive valuation, analysts remain optimistic due to Nykaa’s strong brand equity, digital-first model, and leadership in beauty and personal care, indicating confidence in its long-term profitability and market expansion. Investing in equities poses a risk of financial losses. appeared first on Trade Brains.
Strategy Every investment strategy has multiple 'points of failure.' axios.com) Venture capital Why more markdowns are coming to venture capital portfolio valuations. newsletter.abnormalreturns.com) Mixed media Junior consultants are sitting on the beach. vox.com) David Rubenstein on his Bitcoin regrets. auren.substack.com)
Venture-capital investments are plunging, along with valuations of prepublic companies. Lawmakers are trying to restrict these investment choices in workplace retirement plans, but big fund managers are trying to give shareholders a voice. ( The Justice Department just can’t stop filing antitrust suits against Google.
Guest: David DeVoe , Founder and CEO of DeVoe & Company , a leading consulting and investment banking firm serving the RIA industry. In a nutshell: RIA valuations are high. The post David DeVoe on the State of RIA M&A and How to Maximize Your Firms Valuation appeared first on Steve Sanduski.
Significantly, the $15 billion target valuation reflects immense investor confidence. Also read: 1:10 Stock Split: Tobacco Stock Hits 5% Upper Circuit After Company Set to Turn Ex-Split Tomorrow Valuation & Growth PhonePe’s journey to a potential $15 billion valuation is remarkable. Securing a massive $1.5
equity valuations: “Baby-boomers’ huge flow of 401K plan contributions helped to drive equities higher; now that ~70 million Boomers are retiring, when do demographics flip this from a huge positive to a net drag?” equity market since 1945 has shifted dramatically to different investment vehicles.
crore, highlighting strong business performance relative to valuation. crore, highlighting strong business performance relative to valuation. crore, highlighting strong business performance relative to valuation. crore, highlighting strong business performance relative to valuation. 44,993 crore in FY25, which is over 2.02
It plans to raise Rs 2,000-2,500 crore through IPO at a valuation of Rs 8,500 crore. According to sources, it is eyeing to raise Rs 6,000-8,500 crore through IPO at a valuation between Rs 59,500-68,000 crore. Flagship Tata Capital too filed through this route, aiming to raise Rs 17,200 crore at a valuation of Rs 93,500 crore.
Diversification: Diversifies investments across different market capitalizations. crore 1-Year Return : ~28% Expense Ratio : ~0.65% Why it stands out : HDFC brings stability and a conservative investment style. Selecting the right multicap fund depends on individual financial goals, risk tolerance, and investment horizon.
The shares of prominent technology consulting service providers plummeted up to 2 percent after Macquarie, a well-known brokerage globally, added the company to its sell list. It projects FY26 EPS growth to stay in single digits, potentially capping the stock’s valuation upside. Investing in equities poses a risk of financial losses.
Also read: Bank stock jumps 7% after company sells ₹733 Cr worth of NPAs to ARC at 90% discount According to Nuvama, Reliance Industries has started external solar module sales, potentially boosting profits by 6 percent and unlocking significant valuation upside. Investing in equities poses a risk of financial losses. GW modules, 3.2
announces restructuring & diversification plan While the recent increase in equity supply opens up new opportunities, it also requires investors to invest carefully. Sectors like internet and telecom, which are gearing up for a wave of IPOs, might experience some pressure on their valuations.
’s expansion, its potential future growth, and its sustainability, and whether the valuations are justified. Furthermore, the Boston Consulting Group anticipates a bright future. Should you buy Trent despite having a high valuation? The post Should you buy Trent despite its high valuation?
And so I decided I wanted to be a labor economist and got myself a job with a prestigious economic consulting firm in their labor economics department doing all kinds of government related work, private sector, but government related work. My biggest client turned out to be the Merrill Lynch Investment Strategy Group. I got the job.
The nation’s largest lender picked six top investment banks. Finally, SBI’s own investment arm, SBI Capital, completes the roster. They aim to secure funds at attractive valuations now. Investing in equities poses a risk of financial losses. Please consult your investment advisor before investing.
Additionally, the firm sees the company’s current valuation levels as attractive and justified. Written by Abhishek Singh Disclaimer The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in Investing in equities poses a risk of financial losses.
in March 2025, while fintech valuation now exceeds Rs 12 trillion, reflecting robust digital adoption and strong sector resilience. Written by Abhishek Singh Disclaimer The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in trillion in 2005, a 50-fold rise.
percent stake, LIC’s investment is now valued at over Rs 59,600 crore, based on the current unlisted market valuation. Written by Satyajeet Mukherjee Disclaimer The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in It holds a 4.44
is high, the valuation reflects its growth trajectory. With consistent R&D investments and a legacy of rugged, value for money vehicles, Force Motors is quietly building a premium niche. suggests premium pricing, its fundamentals support the valuation. Investing in equities poses a risk of financial losses.
This means valuations could actually move even higher and owning capital is going to become increasingly important for financial well-being. Entrepreneurs and consultants who can leverage AI and help other people navigate the economy will become more valuable. It has a prolonged investment and adoption curve.
Although the price per share will reduce to reflect the increase in the number of shares, the overall value of their investment stays the same in the short term. indicating premium valuations, while the debt-to-equity ratio remains comfortable at 0.34, reflecting a stable balance sheet. Profit for the quarter stood at Rs.
These may include profit booking at high valuations, raising capital for new ventures, meeting regulatory requirements, or addressing personal or business liquidity needs. Peterhouse Investments India Ltd, part of the promoter group, executed two market sales of equity shares in the company. per share, amounting to approximately ₹18.68
despite beating earnings expectations, showing high valuation pressure. It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product. Nvidia: Fell 8.5% Economies and markets fluctuate.
Expect 10 percent volume growth and superior margins to make for a compelling investment case for MAHGL relative to fellow city gas stocks. It cited that it sees a robust volume growth, good margins, 15 percent RoE/ROCE, and attractive valuation (11.4x Investing in equities poses a risk of financial losses.
It also added that the valuation at which it trades currently is attractive for the long term and sees a much wider room for upside. Written by Satyajeet Mukherjee Disclaimer The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in
Eventually, he becomes CEO of Voya when the parent company spun out the US holdings into a separate entity, really an a, a fairly unique career path and is sort of uniquely situated to look at the world of investing. We learned everything, you know, across from accounting to auditing to, to tax and valuation.
Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. IRS.gov, July 5, 2024 9.
showing a moderate market valuation. Written by: Sudeep Kumbar Disclaimer The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in Investing in equities poses a risk of financial losses. Please consult your investment advisor before investing.
The rationale includes sustained valuations, portfolio improvements driving earnings, and robust long-term profit momentum, suggesting significant upside potential. UBS expects the company’s growth to pick up meaningfully in the second half of the year, which should support its valuation. 5,62,398 crores, rose to Rs.
2,475 crore investment from Advent and aims to consolidate Apollo’s pharmacy business under one umbrella. Regulatory approvals are in progress, with valuation and fairness opinions provided by KPMG, BDO, and Axis Capital. Investing in equities poses a risk of financial losses. The transaction follows a Rs.
Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. IRS.gov, August 1, 2024 10.Healthline,
Improved financing also supports economic activity and encourages manufacturers to invest in new models and expand capacity. This drives higher demand for appliances and everyday goods, supports business expansion, reduces costs, and encourages innovation, all of which can improve stock performance and investment appeal.
600 crore ($71 million) from the National Investment and Infrastructure Fund, boosting its valuation to $1.3 The company aims to achieve 30-40 percent of its total sales from EVs by FY30 and plans to invest ~Rs. Investing in equities poses a risk of financial losses. percent: Ather Energy Limited With a market cap of Rs.
Stock at early-stage startups usually will have a very, very low valuation, making this tax strategy most advantageous. Its crucial to consult with a tax professional to understand the specific tax implications of an 83(b) election for your situation. Ensure your employer has a copy of the election also.
Tata Power hit a low of 1.96%, Tata Steel dropped 2.02%, Tata Motors fell 2.38%, and Tata Investment Corporation slipped 2.45%, as markets priced in potential insurance liabilities. based on October 2024 valuations. Current valuation depends on configuration, age, and market conditions at the time of loss.
Bloomberg ) • AI’s Winners, Losers and Wannabes : An NVIDIA Valuation, with the AI Boost! Chief Investment Officer ) • Carry That Weight : There’s a problem with transporting new vehicles across the country: They’re too heavy. Slate ) • St.
We organize all of the trending information in your field so you don't have to. Join 36,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
Let's personalize your content