Brown Advisory

AUGUST 11, 2023

The Equity Beat: Old Economy Stocks Aging Like Fine Wine mhannan Fri, 08/11/2023 - 17:10 Unlike my good friends who frequent Baltimore’s finest dining establishments about as often as the division-leading Orioles win (you know who you are), I would never be confused for a wine connoisseur. was only marginally better.

Economy 98

Economy Manufacturing Clients Economics 98

Trade Brains

JUNE 18, 2025

Even in 2025, many of the world’s richest people are portfolio managers, stock traders, or financial firm founders. Especially in rapidly expanding economies, industrialists and factory owners have created dynasties by ramping up production, streamlining supply chains, and shipping abroad.

Manufacturing 52

Manufacturing Healthcare Pharmaceutical Retail 52

David Nelson

JULY 18, 2022

As an analyst and on the line portfolio manager I can tell you that estimate revision is one of the more successful factors in stock selection. Wall Street is no different and with the passage of time stock analysts adjust their estimates to changing conditions and their clients make trading decisions based on the new information.

Electronics 91

Electronics Healthcare Management Portfolio Management 91

The Big Picture

FEBRUARY 28, 2023

RITHOLTZ: And when you look at the economy for the past decade, or at least as judged by the public markets, Europe seems to have been a little sleepy the past decade. How much is the prospective market size, as well as how robust local economy is? In fact, you had suggested public markets decoupled from the real economy.

Clients 147

Clients Assets Investments Investing 147

The Big Picture

AUGUST 20, 2024

There’s a continual, the economy continues to grow. The second thing that it ultimately does is it creates conditions under which there’s a transition from cash rich portfolios that are ultimately option like in their characteristics. I’m gonna hold it in my portfolio. It goes so far. Thank you for the cash.

Assets 173

Assets Management Portfolio Taxes 173

Aleph

JANUARY 21, 2023

Jan 19, 2023 India may have already surpassed China as the world’s most-populous nation [link] India’s culture would have to change a lot for it to have a fast-growing economy. Cultural change is difficult, so it is not likely Jan 19, 2023 How Rich Are Gulf Countries?

Startup 59

Startup Banking Accounting Food 59

The Big Picture

JULY 18, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Tom Wagner, co-founder and portfolio manager at Knighthead Capital. The worst the economy is. Why Bubbles Are Great for the Economy” and his thesis is, yeah, let the VC spend all the money laying this fiber.

Investments 130

Investments Investing Assets Insurance 130