Abnormal Returns

MARCH 20, 2024

amycastor.com) Companies It's hard to wrap your head around the numbers with Nvidia's ($NVDA) new chips. marginalrevolution.com) Finance Private equity is stuck between elevated valuations high interest rates and a moribund IPO market. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 186

Financial Advising Startup Valuation Economy 186

Abnormal Returns

DECEMBER 28, 2022

tomtunguz.com) Instacart continues to slash its valuation. wired.com) Economy The October Case-Shiller numbers show the rollover in housing prices. calculatedriskblog.com) Indicators show the economic cycle is maturing, but not yet in recession. (cnn.com) Big Tech is set to cut costs (and jobs) in 2023.

Financial Advising 203

Financial Advising Valuation Media Economy 203

Abnormal Returns

FEBRUARY 16, 2023

(howardlindzon.com) Private assets Why private equity needs much better valuations. bloomberg.com) Economy What does a 'no landing' economic scenario look like? apricitas.io) There are a near-record number of housing units currently under construction. ft.com) Why where investors mark the portfolios can be all over the place.

Financial Advising 144

Financial Advising Engineering Valuation Retail 144

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. For us, all business starts with the customer.

Investing 52

Investing Investments Valuation Clients 52

Abnormal Returns

OCTOBER 16, 2022

(ritholtz.com) Why you shouldn't make big changes to your portfolio based on economics. on.ft.com) Companies Instacart keeps slashing its valuation in anticipation of an IPO. nytimes.com) Anti-ETFs are growing in number. stayathomemacro.substack.com) The economic schedule for the coming week.

Financial Advising 197

Financial Advising Portfolio Valuation Economy 197