Abnormal Returns

JUNE 15, 2023

(theinformation.com) Is there an AI premium for startup valuations? msn.com) Fund management How restrictions on the use of ESG data in investing can backfire. etf.com) Economy The change in weekly initial unemployment claims are are nearing recessionary levels. tomtunguz.com) AI-generated junk is flooding Etsy ($ETSY).

Financial Advising 204

Financial Advising Startup Valuation Economy 204

Abnormal Returns

AUGUST 22, 2023

theirrelevantinvestor.com) Do market valuations mean revert over time? ft.com) It's hard to find much that is going well for the Chinese economy. wsj.com) Earlier on Abnormal Returns Research links: investment time horizons. abnormalreturns.com) Adviser links: reducing portfolio volatility.

Financial Advising 222

Financial Advising Valuation Retail Media 222

Abnormal Returns

AUGUST 9, 2023

Strategy Every investment strategy has multiple 'points of failure.' axios.com) Venture capital Why more markdowns are coming to venture capital portfolio valuations. news.crunchbase.com) China China's economy is now experiencing deflation. economist.com) Economy A re-accelerating economy risks higher base inflation.

Financial Advising 184

Financial Advising Economy Valuation Consulting 184

Abnormal Returns

JANUARY 3, 2023

investment in semiconductor manufacturing can only do so much. wsj.com) Startups are going to experience a "new normal" valuation-wise. avc.com) SpaceX is raising new capital at a $137 billion valuation. avc.com) SpaceX is raising new capital at a $137 billion valuation. axios.com) U.S. in 2022 vs. 2021.

Startup 195

Startup Valuation Financial Advising Distribution 195

Abnormal Returns

JUNE 25, 2023

riabiz.com) Companies Nvidia's ($NVDA) valuation has gotten ahead of itself. noahpinion.blog) Google is investing $10 billion in India's digitisation fund. axios.com) Economy Where various recession probability models stand. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 212

Financial Advising Valuation Retail Media 212

Abnormal Returns

JUNE 27, 2023

Strategy High uncertainty decisions, like investing, are by definition difficult. bloomberg.com) SpaceX's valuation keeps rising, due in part to Starlink's success. morningstar.com) Economy Home prices peaked June 2022. abnormalreturns.com) Adviser links: a decent place. Prices are now rising again.

Asset Allocation 199

Asset Allocation Financial Advising Startup Valuation 199

Abnormal Returns

JANUARY 30, 2023

fortunesandfrictions.com) Why you need a well-articulated investment strategy to ride out tough times. nytimes.com) Funds How the launch of the SPDR S&P 500 ETF Trust ($SPY) changed financial markets. klementoninvesting.substack.com) Economy Signs that the U.S. morningstar.com) Why sustainable funds can charge a premium.

Financial Advising 221

Financial Advising Media Valuation Economy 221

Abnormal Returns

OCTOBER 31, 2022

(allstarcharts.com) And valuations are still attractive. awealthofcommonsense.com) Joachim Klement, "The people who are committed to sin stock investing are a small minority and are unlikely to shift the consensus away from the ESG investing trend." abnormalreturns.com) Why rough edges remain in financial markets: people.

Financial Advising 228

Financial Advising Media Valuation Retail 228

Abnormal Returns

DECEMBER 5, 2022

Markets Small cap stocks stand out for their cheap valuations. morningstar.com) Economy The labor economy drives spending, not savings. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? morningstar.com) Why have energy stocks and oil prices diverged? Thanks, Dave!

Startup 204

Startup Marketing Marketing Financial Advising 204

Abnormal Returns

JANUARY 27, 2023

Strategy The investment landscape has completely transformed in the past century. nytimes.com) Companies Revisiting Tesla's ($TSLA) valuation, post-Twitter fiasco. thebasispoint.com) Housing The Fed's policies are hitting the economy primarily through the housing channel. How do they perform over the long run?

Financial Advising 210

Financial Advising Distribution Valuation Media 210

Abnormal Returns

DECEMBER 28, 2022

morningstar.com) 35 ideas from 2022 including 'Long term investing is hard.' tomtunguz.com) Instacart continues to slash its valuation. wired.com) Economy The October Case-Shiller numbers show the rollover in housing prices. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 200

Financial Advising Valuation Media Economy 200

Abnormal Returns

JULY 19, 2022

ft.com) Venture Tomasz Tunguz, "The bid/ask spread in VC is the difference between the post-money valuation between a VC (the bidder) & a company (seller)." tomtunguz.com) A reading list on how to go about getting started in angel investing. wsj.com) Economy There is a record number of housing units currently under construction.

Financial Advising 211

Financial Advising Valuation Media Taxes 211

Abnormal Returns

JANUARY 18, 2023

institutionalinvestor.com) Startup valuations trended down in the second half of 2022. angellist.com) Economic uncertainty is not slow the pace of investment at Brookfield Infrastructure Partners ($BIP). institutionalinvestor.com) Economy Retail sales fell 1.1% in December 2022.

Financial Advising 130

Financial Advising Startup Wealth Management Valuation 130

Abnormal Returns

NOVEMBER 1, 2022

capitalspectator.com) Don't be surprised to see the stock market rally before the economy bottoms out. finance.yahoo.com) Strategy Joe Wiggins, "There is a stigma attached to saying “I don’t know”, not just in the investment industry but in many walks of life." every.to) Q3 saw big drops in startup valuations.

Accounting 130

Accounting Startup Financial Advising Valuation 130

Abnormal Returns

SEPTEMBER 22, 2022

Markets Market valuations are a lot more attractive than they were a year ago. visualcapitalist.com) Strategy The hardest part of investing is holding through tough times. finance.yahoo.com) Economy Auto loan delinquencies are on the rise. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 130

Financial Advising Media Valuation Assets 130

Brown Advisory

JANUARY 1, 2023

Global Leaders Strategy Annual Investment Review: January 2023 mhannan Sun, 01/01/2023 - 06:10 Just want the PDF? Download it here > Dear Fellow Investors, If we had to sum up 2022 in one word it would be valuation. We think the first half of 2022 was better than any CFA programme or MBA course on valuation.

Investing 52

Investing Investments Valuation Clients 52

Abnormal Returns

FEBRUARY 9, 2024

ft.com) A valuation analysis of the Magnificent Seven. ft.com) A review of "The Four Pillars of Investing, Second Edition: Lessons for Building a Winning Portfolio" by William J. anderson-review.ucla.edu) An investment fund that only invests in whiskey barrels. wsj.com) How the yellow line changed how you watch football.

Financial Advising 246

Financial Advising Media Valuation Economy 246

Abnormal Returns

SEPTEMBER 20, 2023

behaviouralinvestment.com) IPOs Putting a valuation on Instacart ($CART). ft.com) Fund management Ark Invest is expanding into Europe, via acquisition. neckar.substack.com) Economy Don't get too hung up on all the various real-time GDP forecasts. Strategy A wide range of outcomes is always on the table.

Financial Advising 243

Financial Advising Valuation Media Economy 243

Aleph

JANUARY 14, 2023

link] Abundant liquidity from the Fed emboldened growth investors to bid prices to unsustainable valuations. link] This situation may be hopeless, so learn from the broader principle: be careful before investing in anything where it is extra difficult to vote out management. Jan 11, 2023 Barbarians Are at Grayscale’s Gates.

Math 59

Math Assets Government Engineering 59