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. entertainmentstrategyguy.com) Global It's hard to put a positive spin on Brexit for the UK economy.

Financial Advising 192

Financial Advising Startup Valuation Economy 192

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. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (cnn.com) Big Tech is set to cut costs (and jobs) in 2023.

Financial Advising 213

Financial Advising Valuation Media Economy 213

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)." wsj.com) Economy There is a record number of housing units currently under construction. abnormalreturns.com) Adviser links: estate tax intricacies.

Financial Advising 222

Financial Advising Valuation Media Taxes 222

Abnormal Returns

FEBRUARY 27, 2023

axios.com) Job number one for CEOs is capital allocation. capitalgains.thediff.co) Startups How increased regulatory risk is affecting startup valuations. wired.com) Economy Another indicator showing a deceleration in the economy. econbrowser.com) Earlier on Abnormal Returns Adviser links: asking good questions.

Startup 130

Startup Financial Advising Valuation Economy 130

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

Abnormal Returns

SEPTEMBER 20, 2023

behaviouralinvestment.com) IPOs Putting a valuation on Instacart ($CART). cnbc.com) Finance The life of a short-seller, even when proven correct, is no easy thing. (ft.com) Writing online Casey Newton, "There are a shocking number of unfilled niches in paid newsletters." Strategy A wide range of outcomes is always on the table.

Financial Advising 252

Financial Advising Valuation Media Economy 252

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. There are many disturbing parallels in today’s global economy.

Investing 52

Investing Investments Valuation Clients 52