The Big Picture

MARCH 14, 2023

You get a BA in Economics from Hamilton College. So what we did was we figured out the economic rationale, the macroeconomic influences about why growth and value work at any point in time. Everybody wants to sell a company when they get a good valuation. BERNSTEIN: In a portfolio, without taking ridiculous amounts of risk.

Economy 154

Economy Investing Investments Portfolio 154

Trade Brains

FEBRUARY 2, 2024

The FSBF offers secured loans to micro-entrepreneurs and self-employed individuals for business purposes, asset creation (home renovation or improvement), or meeting expenses for significant economic events such as marriage, healthcare, and education. The company operates in a single segment and only does business in India.

Healthcare 59

Healthcare Wealth Management Insurance Financial Services 59

Brown Advisory

NOVEMBER 12, 2019

could fall victim to long-term economic stagnation, similar to the fate that befell Japan starting in the 1990s. Japan’s GDP had grown by an average of more than 5% per year from 1950 to 1989—a true post-War economic miracle. As important, however, is the contrast in how the two countries have dealt with financial or economic crises.

Investing 52

Investing Investments Assets Economics 52

Brown Advisory

NOVEMBER 12, 2019

could fall victim to long-term economic stagnation, similar to the fate that befell Japan starting in the 1990s. Investors who were active in the late 1980s will recall that asset prices in Japan reached extreme levels as money poured into the country from all over the world, propelled by extraordinary economic growth. was prevented.

Investing 52

Investing Investments Assets Economics 52

The Big Picture

DECEMBER 14, 2022

MCCARTHY: I’d back up actually a little bit further in thinking about how did I get there, because I don’t think it was very obvious actually that I would come out of Yale with an ethics, politics and economics degree — RITHOLTZ: Perfect really, right? But that is a different kind of approach to portfolio construction.

Assets 154

Assets Investing Investments Portfolio 154

The Big Picture

DECEMBER 12, 2023

00:44:11 [Speaker Changed] Kathy would may have her own valuation, so, but I can’t replicate it myself. So, so let’s talk a little bit about picking international stocks as an asset class has done fairly poorly, but it’s nearly a third of your portfolio and, and you continue to outperform.

Management 259

Management Investing Investments Retail 259

Brown Advisory

MAY 16, 2016

Buffett and Munger are significant influences on the investment approach used in managing Flexible Equity Strategy portfolios. In the 51 years since Buffett took control, Berkshire Hathaway has grown from a small, economically challenged textile company to one of the largest U.S. Berkshire Hathaway. Shares outstanding grew only 8.2%

Insurance 52

Insurance Investing Investments Banking 52