The Big Picture

JANUARY 4, 2023

Venture capital’s reckoning looms closer : Valuations on holdings will have to converge sooner rather than later with listed tech sector. And upbeat forecasts are hard to find, threatening fresh pain for investors who’ve just endured the great crash of 2022. Bloomberg ). Financial Times ). Throw Out Your New Year’s Resolutions.

Distribution 264

Distribution Valuation Media Retirement 264

Nerd's Eye View

NOVEMBER 4, 2022

We also have a number of articles on taxes and end-of-year planning: The importance for advisors of understanding current RMD rules to ensure their clients take the proper distributions (and avoid a 50% penalty in the process!). While private valuations have soared in recent years, public markets continue to be less kind to RIAs.

Financial Planner 228

Financial Planner Retirement Planning Financial Advisor Medical 228

The Big Picture

OCTOBER 30, 2024

So investors that focus only on dividends historically now miss over half of the picture on how companies distribute their cash. Because of the valuation gap looks about the best it’s ever looked, uh, over the past decade. And any given year since then, there’s been more buybacks. This is also important.

Valuation 147

Valuation Investing Investments Numbers 147

Trade Brains

JUNE 22, 2025

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

Valuation 59

Valuation Marketing Marketing Recruitment 59

Validea

SEPTEMBER 21, 2022

With the S&P 500 now close to 20% off its highs, I thought now might be a good time to look to our market valuation tool to see where things stand. But before I do that, I wanted to first cover two caveats I always put in articles about market valuation. With that all being said, let’s look at the current valuation data.

Valuation 72

Valuation Marketing Marketing CFP 72

Carson Wealth

MAY 23, 2024

While a critical decision, it’s often given significantly less thought than the distribution of your assets. Depending on the provisions of the trust, this type of arrangement could create a situation where the oldest child has complete discretion over whether to make distributions to their siblings.

Estate Planning 119

Estate Planning Planning Distribution Valuation 119

Trade Brains

JUNE 23, 2025

The shares of this leading gas distribution company are in focus after it reported a robust fourth quarter and FY25 performance, and several analysts believe in its long-term performance. It cited that it sees a robust volume growth, good margins, 15 percent RoE/ROCE, and attractive valuation (11.4x percent from its current level.

Distribution 59

Distribution Transportation Valuation Investment Advisor 59

Trade Brains

JUNE 24, 2025

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. FSN E-Commerce Ventures Limited is a consumer technology platform company.

Investments 52

Investments Investing Retail Valuation 52

Validea

FEBRUARY 8, 2023

Whether the good times will continue is still up for debate, but given the strong recent run and the fact that it has been a while since I have looked at it, I thought now might be a good time to look to our market valuation tool to see where things stand. The second caveat is that we use median figures when we look at market valuation.

Valuation 59

Valuation Sales CFP Distribution 59

Trade Brains

JUNE 13, 2025

These may include profit booking at high valuations, raising capital for new ventures, meeting regulatory requirements, or addressing personal or business liquidity needs. With manufacturing units in Meghalaya and Assam, Star Cement has a strong distribution network and continues to expand into Eastern India. per share.

Manufacturing 76

Manufacturing Sales Distribution Investing 76

Trade Brains

JUNE 28, 2025

The company also generates 25 percent of revenues from high-margin CPVC products, has strong distribution, and is expanding in East India. 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. percent from its FY24 revenue of Rs 2,569 crores.

Manufacturing 71

Manufacturing Distribution Valuation Investment Advisor 71

Diamond Consultants

JUNE 1, 2023

Here are 3 valuation scenarios to address that curiosity. Focus Financial Partners, the largest investor in the independent space, is being taken private at a $7B valuation. Prolific RIA acquirer CI Financial recently monetized a stake in their business at a $5B valuation. Those are some eye-popping numbers.

Valuation 98

Valuation Recruitment Retirement Distribution 98

Trade Brains

JUNE 13, 2025

This distribution method protects domestic insurance companies from catastrophic losses. based on October 2024 valuations. Current valuation depends on configuration, age, and market conditions at the time of loss. The remaining portion will be handled by international reinsurers. Each SDR equals approximately $1.33

Insurance 52

Insurance Medical Insurance Coverage Valuation 52

Trade Brains

JULY 3, 2025

This power infrastructure firm, engaged in transmission and distribution projects, was in focus during the day’s trade following the announcement of a major EPC contract win from a leading government entity. The company operates in the power infrastructure sector, focusing on transmission and distribution.

Distribution 59

Distribution Government Engineering Valuation 59

Trade Brains

JULY 1, 2025

Company Listing Apollo Hospitals has proposed a major restructuring plan to unlock value by creating a new entity, NewCo , through the demerger of its omnichannel pharmacy distribution, digital health platform (Apollo 24|7), and remote telehealth divisions. 16,300 crore and targeting Rs. 25,000 crore by FY27 , with healthy margins of ~7%.

Planning 59

Planning Healthcare Medical Distribution 59

Validea

MAY 23, 2025

Opportunity cost : Some companies that dont pay dividends (like Warren Buffetts Berkshire Hathaway) reinvest earnings into high-return projects instead of distributing them. In the end, a blend of dividend growth, quality fundamentals, and valuation awareness can provide a powerful roadmap for long-term investing success.

Investments 52

Investments Investing Taxes Distribution 52

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 52

Valuation Banking Portfolio Communication 52

Trade Brains

APRIL 9, 2023

We will cover different types of ratios like valuation ratios, profitability ratios, liquidity ratios, efficiency ratios, and debt ratios. Valuation ratios are relative and are generally more helpful in comparing the companies in the same sector (apple to apple comparison). EV/EBITDA This is a turnover valuation ratio.

Valuation 98

Valuation Assets Sales Numbers 98

The Big Picture

NOVEMBER 26, 2024

And so our distribution team sits under that. Bitcoin’s valuation technique is different from other crypto assets like Ethereum. We are regulated and passed through the SEC. Of course, also the CFTC for products that hold futures contracts; FINRA which is another regulator has oversight over broker-dealers.

Investments 147

Investments Investing Assets Retail 147

Trade Brains

JUNE 29, 2025

600 crore ($71 million) from the National Investment and Infrastructure Fund, boosting its valuation to $1.3 Tata Power Company Limited, India’s largest vertically integrated power company, is primarily involved in the business of the generation, transmission and distribution of electricity. percent on BSE to Rs.

Manufacturing 59

Manufacturing Marketing Marketing Engineering 59

Trade Brains

OCTOBER 28, 2024

It is one of only four spirits companies in India with a pan-India sales and distribution footprint. These businesses, spanning diverse sectors from e-commerce to medical technology, attract investor interest despite their unconventional valuations. market share in the Indian whisky market in FY23.

Medical 90

Medical Manufacturing Engineering Valuation 90

Trade Brains

JULY 28, 2023

In light of declining growth and margin pressures, it’s becoming difficult for Tata Elxsi to justify its high valuations. Return on Equity is between 35%-40%, and the company distributes record dividends to reward the shareholders. Also, the increase in employee and travel costs has decreased the margins from 31% to 27%.

Retail 96

Retail Sales Valuation Consulting 96

Cornerstone Financial Advisory

NOVEMBER 25, 2024

TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors.

Marketing 52

Marketing Marketing Taxes Economics 52

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. Big losses are common.³

Marketing 105

Marketing Marketing Valuation Risk Tolerance 105

Trade Brains

APRIL 23, 2023

Power Generation, Distribution 164406.97 Power Generation, Distribution 160993.45 Power Generation, Distribution 147837.75 Power Generation, Distribution 75692.43 Power Generation, Distribution 62740.49 Steel & Iron Products 172915.86 Power Grid Corporation Of India Ltd. Tata Motors Ltd. Adani Green Energy Ltd.

Banking 105

Banking Pharmaceutical Insurance Distribution 105

Trade Brains

JUNE 29, 2025

Right now, the stock is trading at a 20 percent lower valuation compared to other companies in the Consumer Packaged Goods (CPG) sector, which makes it a good buying opportunity. All these things are expected to help the company perform better in the future.

Distribution 59

Distribution Valuation Investment Advisor Consulting 59

Cornerstone Financial Advisory

DECEMBER 16, 2024

TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors.

Marketing 52

Marketing Marketing Taxes Economics 52

The Big Picture

APRIL 29, 2025

We learned everything, you know, across from accounting to auditing to, to tax and valuation. I ended up in what was called the valuation services group, where we valued real estate and businesses either for transactions or for m and a activity. You know, in those days these companies hired, you know, crops of undergrads.

Management 130

Management Assets Portfolio Insurance 130

Cornerstone Financial Advisory

DECEMBER 23, 2024

TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

OCTOBER 28, 2024

TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

NOVEMBER 11, 2024

TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors.

Marketing 52

Marketing Marketing Taxes Economics 52

Harness Wealth

APRIL 30, 2025

Setting clear financial goals and obtaining realistic business valuations early in the process helps you understand how timing impacts both taxes and overall returns. Family Limited Partnerships FLPs enable the gradual transfer of ownership to family members while utilizing valuation discounts for the lack of marketability or control.

Taxes 52

Taxes Planning Tax Planning Sales 52

Harness Wealth

MARCH 27, 2025

Instead, partners (investors) are taxed directly on their share of the fund’s income, gains, losses, and deductions, regardless of whether those amounts are actually distributed. Private equity assets are illiquid, requiring complex negotiations and valuations, in contrast to readily priced mutual funds. 2) Complex valuation.

Taxes 52

Taxes Tax Planning Assets Compliance 52

Cornerstone Financial Advisory

NOVEMBER 4, 2024

TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors.

Marketing 52

Marketing Marketing Taxes Economics 52

Brown Advisory

SEPTEMBER 11, 2016

By Adi Padva, Equity Research Analyst ⚑ Equities Private Credit Outshines Many High-Valuation Stocks, Bonds Private credit occupies a sweet spot on the investment landscape, offering earlier distributions than private equity and higher yields than most publicly traded securities.

Investments 52

Investments Investing Asset Allocation Marketing 52

Brown Advisory

SEPTEMBER 11, 2016

Equities Private Credit Outshines Many High-Valuation Stocks, Bonds. Private credit occupies a sweet spot on the investment landscape, offering earlier distributions than private equity and higher yields than most publicly traded securities. By Adi Padva, Equity Research Analyst ?

Investments 52

Investments Investing Asset Allocation Marketing 52

Trade Brains

FEBRUARY 28, 2024

percent Premium and mid premium market share in North India Bakery Segment Under the “English Oven” brand, MBFSL distributes and sells high-quality bakery goods to retail clients in both savoury and sweet categories, including breads, buns, pizza bases, and cakes. Expanding Distribution As of March 2023, MBFSL had 2.7

Food 59

Food Commission Distribution Retail 59