The Big Picture

SEPTEMBER 19, 2022

Let’s talk about a couple of companies you invested in because I’m picking up a theme there, Meatable, Terra, Living Carbon, Marvel Fusion, Legendary Food, climate sustainability impact investing. WENGER: No, we’ve definitely always been disciplined on valuation, and we’ve let a number of things go.

Valuation 299

Valuation Investing Investments Engineering 299

Cornerstone Financial Advisory

JANUARY 8, 2024

Jobs and services sector news painted a better picture of the economy on Thursday, but as the 10-year Treasury hit 4%, stock prices responded negatively. Math errors: Simple addition and subtraction mistakes can delay your return. Consider using electronic filing software that does the math automatically to avoid mistakes.

Marketing 87

Marketing Marketing Taxes Economics 87

Aleph

JANUARY 14, 2023

link] Abundant liquidity from the Fed emboldened growth investors to bid prices to unsustainable valuations. There is more opportunity in London than much of Italy Jan 10, 2023 Xi Jinping’s plan to reset China’s economy and win back friends [link] It’s rare to see someone have severe opinions “spin on a dime.”

Math 59

Math Assets Government Engineering 59

The Big Picture

FEBRUARY 13, 2023

I try to analyze the economy from the top. And to this day, we know when I have a view on the economy, or usually have a view on the economy or inflation, it’s usually driven because I read so many corporate earnings reports and trying to understand why they’re cutting inventory, why are they laying off people.

Economy 144

Economy Numbers Portfolio Marketing 144

The Big Picture

MARCH 12, 2024

And we’ve automated the, the appraisal process for valuation, both intrinsic value, meaning like, where would we pay it, where would we buy it, and where is the fair market price that asset from that level, from price and from consumer behavior now. In fact, Amazon began that when they bought Whole Foods.

Banking 144

Banking Investing Investments Marketing 144

The Big Picture

NOVEMBER 21, 2023

I would say the thing that connects them is just voracious curiosity about the world of politics and, you know, economies and trying to make sense out of it. It was about $170 million valuation. So here’s the math, Barry. Do the dogs want to eat the dog food? You know, all of these things. You all have phones.

Investing 246

Investing Investments Startup Accounting 246

The Big Picture

SEPTEMBER 26, 2022

But thankfully, the next decade, things really accelerated in terms of the growth of the company and growth in the valuation, things like that. And health tech, sports tech, food and again, these are sectors where there’s some regulations, and entrepreneurs need to understand that, investors need to understand that.

Startup 167

Startup Investing Investments Numbers 167