The Big Picture

APRIL 29, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. We learned everything, you know, across from accounting to auditing to, to tax and valuation. It seemed like the perfect match of asset and liabilities until real estate valuations bottomed out.

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The Big Picture

DECEMBER 5, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. ’cause then I figure I could always be employed either managing the numbers or doing law and get those two degrees. And Bain was kind enough to offer me a job to facilitate.

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Numbers Investing Investments Management 173

The Big Picture

SEPTEMBER 3, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. They do a number of things at Diamond Hill that many other investment shops don’t. So, so you’ve held analyst roles and a number of asset managers.

Investing 147

Investing Investments Valuation Management 147

Steve Sanduski

MAY 31, 2022

Paul and I discuss: Why prospective buyers and sellers shouldn’t be relying on “industry standard” valuation metrics alone when considering an acquisition. The importance of determining the optimal number of manageable clients for your business. Promoting specialization as a means to attract synergistic buyers.

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Planning Consulting Clients Valuation 52

The Big Picture

MAY 7, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. She has a number of investments as as really a entrepreneur and a venture investor. I went in there and the valuation was below a billion dollars. And so the magic number was $388 a month.

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Startup Advertising Engineering Numbers 147

The Big Picture

FEBRUARY 12, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And since that happened, I don’t know, about four or five years ago, the fund has been putting up great numbers, outperforming doing really, really well.

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Management Investing Investments Economy 294

Trade Brains

MAY 22, 2023

Source: Trade Brains Portal ) Further, you can also add a number of financial ratios in your criteria like ROCE, Current Ratio, ROA, P/Book value, etc. Further, if you can find the annual report of the company, download and read it. Valuation: Find out if its valuation is fair and if it is worth investing in.

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Investing Investments Valuation Assets 98

James Hendries

AUGUST 30, 2022

The numbers. Some of the key numbers include: Estimates for S&P 500 earnings per share (EPS) growth coming into reporting season were around 4.1%. That number looks like it will end up at around 6.2%, according to FactSet estimates [Figure 1]. Click here to download a PDF of this report. IMPORTANT DISCLOSURES.

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Marketing Marketing Valuation Numbers 52

The Big Picture

JULY 19, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. ILMANEN: It’s always good to think of starting yields and valuation sort of two sides of the same coin. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~.

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Investing Investments Valuation Portfolio 130

The Big Picture

OCTOBER 31, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And now we have a number of different hedge funds, some we have in the macro, we have multi-Strat, we have point hedge funds with in technology in the healthcare field. There’s no guarantee.

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Management Investing Investments Portfolio 162

Trade Brains

AUGUST 19, 2022

Here’s the link to download the app on the play store. You can read a number of interesting articles regarding stock investing, mutual funds, real estate, income tax, personal finance, etc on this blog. You can also learn about stock market investing in Trade Brains’ recently launched android mobile app. Get Money Rich (GMR).

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Marketing Marketing Education Investing 59

James Hendries

SEPTEMBER 13, 2022

Since last year, the number of part timers who would prefer a full time job is steadily declining. One risk is the high number of workers in temporary help services since these jobs often are the first to go during times of economic uncertainty. Click here to download a PDF of this report. Home Sales Fall (Again).

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Marketing Marketing Economy Valuation 52

The Irrelevant Investor

JULY 24, 2018

After five years as a private business, they went public in 2004 at a valuation of $27B. A googol is the number one followed by 100 zeros (Larry Page thought it was spelled Google). It took them just 28 hours to reach their two-year earn-out milestone of 500,000 downloads. They thought big from day one.

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Engineering Valuation Investing Investments 52

The Big Picture

APRIL 18, 2023

You can stream and download our full conversation, including any podcast extras, iTunes , Spotify , Stitcher , Google , Bloomberg , and Omny. In the short run, there can be distortions in public market valuations as we saw in 2001 and we saw prior to that in 2007, and prior to that in 2000, in ‘99. BARATTA: Yeah. In the long run.

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Assets Investing Investments Valuation 162

The Irrelevant Investor

NOVEMBER 5, 2018

Stocks on the 52-week low list often appear attractive based on blunt valuation ratios, but in investing, sometimes you get what you pay for. His famous paper, A Quantitative Approach to Tactical Asset Allocation is the most downloaded paper at the SSRN network. I first met Meb through his writing, like so many others.

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Asset Allocation Investing Investments Valuation 52

The Big Picture

NOVEMBER 21, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. 00:17:50 You wanna know why Dara reported for Uber that again, their number of employees was down quarter of over quarter. It’s 10 blue links, but it’s an infinite number of blue links.

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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.

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Investing Investments Valuation Clients 52

James Hendries

AUGUST 15, 2022

Stock valuations are higher but bond yields are still low enough to support valuations with the 10-year Treasury yield well under 3% despite the big jobs number. Click here to download a PDF of this report. It is also a major component used to calculate the price-to-earnings valuation ratio. IMPORTANT DISCLOSURES.

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Marketing Marketing Economy Valuation 52

James Hendries

SEPTEMBER 7, 2022

Here are some numbers to illustrate the consistency of this seasonal pattern: Since 1950, the S&P 500 Index has averaged a 0.54% decline in September, the worst of all 12 months. Click here to download a PDF of this report. It is also a major component used to calculate the price-to-earnings valuation ratio.

Marketing 52

Marketing Marketing Valuation Insurance 52

James Hendries

DECEMBER 12, 2022

Click here to download a PDF of this report. It is expressed as a number of years. It is also a major component used to calculate the price-toearnings valuation ratio. times the STAAC’s 2023 S&P 500 earnings per share forecast of $230. IMPORTANT DISCLOSURES.

Portfolio 52

Portfolio Taxes Asset Allocation Investing 52

James Hendries

AUGUST 15, 2022

Click here to download a PDF of this report. It is expressed as a number of years. It is also a major component used to calculate the price-toearnings valuation ratio. IMPORTANT DISCLOSURES. Securities with credit ratings of BBB and above are considered investment grade.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

Brown Advisory

JANUARY 1, 2021

Download it here > What is Time? When does crowd psychology take hope for economic return beyond what valuation can support? And why do markets irregularly detach fundamentals from valuation to their own detriment? as featured in the book, “Valuation: Measuring and Managing the Value of Companies, University Edition.”

Investing 52

Investing Investments Valuation Economics 52

James Hendries

NOVEMBER 15, 2022

Click here to download a PDF of this report. It is expressed as a number of years. It is also a major component used to calculate the price-toearnings valuation ratio. times the STAAC’s 2023 S&P 500 earnings per share forecast of $230. IMPORTANT DISCLOSURES.

Portfolio 52

Portfolio Taxes Government Asset Allocation 52

James Hendries

OCTOBER 7, 2022

Click here to download a PDF of this report. It is expressed as a number of years. It is also a major component used to calculate the price-toearnings valuation ratio. The STAAC Committee’s revised S&P 500 year-end fair value target of 4,000-4,100 is based on a price-to earnings ratio of 17.5 IMPORTANT DISCLOSURES.

Portfolio 52

Portfolio Taxes Asset Allocation Investment Advisor 52

James Hendries

SEPTEMBER 8, 2022

Click here to download a PDF of this report. It is expressed as a number of years. It is also a major component used to calculate the price-toearnings valuation ratio. IMPORTANT DISCLOSURES. Securities with credit ratings of BBB and above are considered investment grade.

Portfolio 52

Portfolio Taxes Asset Allocation Investment Advisor 52

James Hendries

JULY 13, 2022

Click here to download a PDF of this report. It is expressed as a number of years. It is also a major component used to calculate the price-toearnings valuation ratio. IMPORTANT DISCLOSURES. Securities with credit ratings of BBB and above are considered investment grade.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

The Big Picture

DECEMBER 6, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. I was employee number 10. BERRUGA: I mean, cybersecurity is one of our highest conviction themes right now, for a number of reasons, Barry. RITHOLTZ: And where are we now?

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Carson Wealth

JANUARY 22, 2024

For a broad view of our expectations for the economy, stocks, and bonds in 2024, download our 2024 Market Outlook. We believe the first interest rate cut may come in May, unless inflation data over the next six weeks surprises to the downside or we get terrible payroll numbers. Aggregate Index in 2024.

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Marketing Marketing Economy Portfolio 97

James Hendries

NOVEMBER 1, 2022

Expectations are the economic slowdown will become more pronounced, and as the lagged effect of cumulative rate hikes works its way into the broader economy, the unemployment rate will rise and the number of job openings will continue to fall. Click here to download a PDF of this report. economy grew at a 2.6% IMPORTANT DISCLOSURES.

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Marketing Marketing Economy Manufacturing 52

Brown Advisory

DECEMBER 2, 2015

Set hard numbers. This helps to meet your immediate needs and instill discipline in a longterm context, averting excessive spending when valuations are rising. Please download The Advisory to read other articles in this issue including: Off the Beaten Trail. By Taylor Graff, CFA, Asset Allocation Analyst.

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Taxes Clients Estate Planning Portfolio 52

The Big Picture

DECEMBER 19, 2023

 You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. They run long short across each of these, and they’ve put up some pretty impressive numbers over the past couple of years. This is not an official transcript. Are there too many hedge funds?

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Healthcare Portfolio Investing Investments 162

Brown Advisory

NOVEMBER 28, 2022

Continually assess where you stand today against your current financial and generational plans We have a number of tools we use to help clients think through their initial goal-setting and planning, and to review those goals and plans on an ongoing basis.

Planning 52

Planning Taxes Clients Strategic Planning 52

Brown Advisory

NOVEMBER 28, 2022

We have a number of tools we use to help clients think through their initial goal-setting and planning, and to review those goals and plans on an ongoing basis. Valuations. When these assets are transferred through family limited partnerships or LLCs, the gifts are often eligible for valuation discounting.

Planning 52

Planning Taxes Clients Strategic Planning 52

Cornerstone Financial Advisory

MARCH 13, 2023

Labor market strength in a Friday report exacerbated rate-hike anxieties, though cooling wage gains balanced an above-consensus new jobs number. The experience works on your computer, but you can also download the app to experience Google Arts & Culture on the move. See what the Mona Lisa looks like in your living room!

Marketing 59

Marketing Marketing Economics Taxes 59

Brown Advisory

JUNE 1, 2023

Large-Cap Sustainable Value Strategy bgregorio Thu, 06/01/2023 - 09:27 Download the Report Built on our long history of expertise in large-cap, value and sustainable investing, the U.S. The number of ESG-focused funds has mushroomed to meet investor demand. Numbers may not total due to rounding. WHY SUSTAINABLE VALUE?

Portfolio 52

Portfolio Valuation Clients Investing 52

Brown Advisory

JUNE 16, 2022

Download it here > Freezing Order We recently read Bill Browder’s Freezing Order which is a continuation of his pursuit for justice from the bestselling book Red Notice 1. By this valuation method, the portfolio cashflow duration is in the 16 to 17-years range. We inherently prefer actual cash flow.

Investing 52

Investing Investments Accounting Valuation 52

Brown Advisory

JANUARY 17, 2024

Download it here Darwinian Investing: The Science of Rejection The outperformance of the “Magnificent Seven”1 during 2023 led to many questions from our investors (for instance “why are you underweight the Mag 7?”) Both types of error are due to a combination of either mis-assessing the business quality or its valuation (or both).

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Investing Investments Portfolio Accounting 52