Trade Brains

JANUARY 6, 2023

Top 10 Companies in India by Market Capitalization: According to the 2021 data published by the International Monetary Fund (IMF), India is the sixth-largest economy in the world in terms of nominal Gross Domestic Product (GDP), which is valued to be worth US$ 3.04 trillion and estimated to a GDP growth rate of 9.5% in the upcoming year.

Marketing 98

Marketing Marketing Banking Consulting 98

Brown Advisory

DECEMBER 14, 2017

They have attracted attention as a group—as a success story and, more recently, as a target of skeptics— but these companies have far less in common than the “FANG” acronym and associated media coverage suggest. Investors also tend to naturally focus their valuation fears on big, rapidly growing stocks.

Valuation 52

Valuation Advertising Clients Investing 52

Brown Advisory

DECEMBER 14, 2017

They have attracted attention as a group—as a success story and, more recently, as a target of skeptics— but these companies have far less in common than the “FANG” acronym and associated media coverage suggest. Investors also tend to naturally focus their valuation fears on big, rapidly growing stocks. Follow the Cash.

Valuation 52

Valuation Advertising Clients Investing 52

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 240

Financial Advising Valuation Media Economy 240

Abnormal Returns

OCTOBER 16, 2022

(on.ft.com) Companies Instacart keeps slashing its valuation in anticipation of an IPO. nytimes.com) Anti-ETFs are growing in number. conversableeconomist.com) Economy How much impact is the Fed having on the real economy? newsletter.abnormalreturns.com) Mixed media What life skills you need before moving out on your own.

Financial Advising 190

Financial Advising Portfolio Valuation Economy 190

Mr. Money Mustache

MAY 20, 2022

And just to amplify everything even further, China has launched a batshit crazy (and medically impossible) “zero covid” policy, locking down hundreds of millions of its own people who can no longer produce or export the things that the rest of the world’s economy had grown to rely upon.

Marketing 57

Marketing Marketing Retirement Investing 57

Cornerstone Financial Advisory

AUGUST 22, 2022

Despite the week’s losses, stocks exhibited resiliency in the face of a string of troubling economic news that included flat retail sales, weak housing numbers, an inversion in the yield curve, and tepid economic data out of China. The market rally that began in mid-June paused last week. Tip adapted from IRS.gov 6. Have a tight neck?

Marketing 59

Marketing Marketing Economics Taxes 59

Brown Advisory

MAY 10, 2018

The tariffs announced so far affect a very small slice of the global economy, but we could see an escalation into a broader set of trade barriers between China and the U.S., The media is focusing a lot of attention on tariffs proposed by the U.S., FACT: The tariffs announced so far in 2018 affect a small sliver of the global economy.

Economy 52

Economy Portfolio Clients Sales 52

Brown Advisory

MAY 10, 2018

The tariffs announced so far affect a very small slice of the global economy, but we could see an escalation into a broader set of trade barriers between China and the U.S., The media is focusing a lot of attention on tariffs proposed by the U.S., FACT: The tariffs announced so far in 2018 affect a small sliver of the global economy.

Economy 52

Economy Portfolio Clients Sales 52

Brown Advisory

AUGUST 8, 2018

The biggest media story in the industrial space this summer has been the accelerating breakup of General Electric. These factors have combined to drive a number of spinoffs in the industrial sector of late, and in many cases these worked out very well for shareholders. Spin City: The New Wave of Deconglomeratization. company.

Assets 52

Assets Valuation Clients Education 52

The Big Picture

OCTOBER 24, 2022

We talk about everything from when do you think about risk, how do you diversify a portfolio, at what point do you really have to rethink the fundamentals of what’s going on in the economy and the marketplace? So there are a number of us heading in out of college into the BLS. I was on the Producer Price Index. NORTON: No.

Portfolio 130

Portfolio Management Assets Investing 130

The Big Picture

OCTOBER 17, 2023

Graham Foster] : 00:02:54 That was a number, that was number theory, pure number theory. And whether it’s all numbers or even numbers. Some people look at a casino as entertainment and hey, we’re gonna spend X dollars, pick a number, 500, 2000, whatever it is. Number one, longevity.

Investing 130

Investing Investments Clients Management 130

The Big Picture

AUGUST 29, 2023

And it worked out and had multiple job offers coming out of school from a number of different insurance companies. I had a number of relationships that I built up and had another job lined up in New York City. It’s client related, it’s media like we’re doing today. I thought that was a really interesting story.

Portfolio 130

Portfolio Investing Investments Numbers 130

Bell Investment Advisors

MARCH 15, 2023

03:24 I think that’s something that perhaps wasn’t covered very well in the financial media. economy actually grew three and a half times. If you had such a large expansion in the economy but stock prices didn’t change at all? So much of this was really just a currency movement. And you think how can that be?

Marketing 52

Marketing Marketing Investing Investments 52

The Big Picture

JULY 24, 2023

He brings a fascinating approach and a bit of an outlier, contrarian way of looking at the world that has allowed him to identify specific changes in what’s taking place in the economy, in the markets, and essentially provide a helpful sounding board to many of the world’s best investors. MIAN: Valuations are ebb and flow.

Marketing 130

Marketing Marketing Economy Valuation 130

Brown Advisory

JUNE 21, 2017

Investment Perspectives - The Great Debate achen Wed, 06/21/2017 - 12:35 Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing. Reasons for this tendency are varied.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing. It underperformed primarily during very strong markets, as might be expected given its discipline with regard to valuations.

Investing 52

Investing Investments Portfolio Management 52

The Big Picture

JULY 26, 2022

What makes Graham so interesting is while everybody else in the world of private equity is focused on the analytics and crunching numbers and creating econometric models that will tell you where to invest, I think they’ve found a very different model that has been extremely successful for them, where the key focus is on talent.

Consulting 289

Consulting Management Numbers Investing 289

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 143

Economy Numbers Portfolio Marketing 143

The Better Letter

JANUARY 26, 2024

In June 2017, Dent predicted a “ once in a lifetime ” crash in the stock market, the economy, and in real estate over the following three years. 2014 : “What concerns us beyond valuations is the full ensemble of overvalued, overbought, overbullish conditions.” 2020 : “[E]xtreme valuations.

Assets 103

Assets Valuation Management Investing 103

Trade Brains

FEBRUARY 20, 2024

Reading these articles helps us build our personal views on Companies, the economy, and policies of the country. The membership gives readers access to the DSIJ Magazine App, which allows readers to read any number of previous editions along with current ones, as on the date of writing. In India, the 2-year digital version costs Rs.

Marketing 59

Marketing Marketing Startup Education 59

Talon Wealth

AUGUST 18, 2022

Kristen: When we have questions about what’s happening with all the financial news, our economy, the stock market, inflation interest rates, gosh, you name it. I came up with the name, Mike, not the traditional media, Mike: Frightening financial facts, the FF. And then it drives valuations up on companies cuz their sales go up.

Economy 52

Economy Retirement Numbers Planning 52

Aleph

JANUARY 14, 2023

link] Abundant liquidity from the Fed emboldened growth investors to bid prices to unsustainable valuations. Jan 08, 2023 Culture US birth rates are at record lows – even though the number of kids most Americans say they want has held steady [link] There is no mystery here. In the End, the Answer Was in the Textbook.

Math 59

Math Assets Government Engineering 59

The Big Picture

SEPTEMBER 5, 2023

And I literally put the entire Schedule A, which is the pricing square footage unit numbers in a Hewlett Packard 41B using bit mapping. And we’d sort of turn that into a valuation business. Everybody knew the number but the appraiser. What are the, you know, I’d literally have it in my handheld. Just keep it fair.

Sales 130

Sales Numbers Taxes Marketing 130

Brown Advisory

JULY 1, 2016

Looking back over the 30 years beginning in 1985, a number of factors contributed to the strong performance of equities. Margins have also benefited to a certain extent from the gradually changing mix of American business from manufacturing to higher-profit sectors, like services, media and software.

Investing 52

Investing Investments Portfolio Assets 52

Brown Advisory

JULY 1, 2016

Looking back over the 30 years beginning in 1985, a number of factors contributed to the strong performance of equities. Margins have also benefited to a certain extent from the gradually changing mix of American business from manufacturing to higher-profit sectors, like services, media and software.

Investing 52

Investing Investments Portfolio Assets 52

The Big Picture

SEPTEMBER 26, 2023

I found this to be just a masterclass in everything you need to know about distressed credit investing, private credit, the role of the economy, the fed interest rates, inflation, bottoms up, credit picking, and how to manage a firm and a fund in light of just massive dislocations in your space, as well as the overall economy.

Banking 130

Banking Investing Investments Clients 130

The Big Picture

MARCH 26, 2024

A and, 00:12:27 [Speaker Changed] And my takeaway from that is market timing is one part science, where you’re crunching numbers and looking at history, but you can’t get away from one part art where after you’re watching the markets for decades like him, there’s a an intuitive feel where just something starts to smell wrong.

Investing 143

Investing Investments Marketing Marketing 143

The Big Picture

APRIL 18, 2023

In the short run, there can be distortions in public market valuations as we saw in 2001 and we saw prior to that in 2007, and prior to that in 2000, in ‘99. BARATTA: Wind, solar, electrifying the economy, getting off of oil and gas, and it’s all kinds of companies engaged. BARATTA: The media conglomerate? BARATTA: Yeah.

Assets 154

Assets Investing Investments Valuation 154

The Big Picture

MARCH 14, 2023

Everybody wants to sell a company when they get a good valuation. So up 18 or 19 percent for the year, you see those spectacular numbers. economy was actually starting to slow and slow pretty dramatically. Not that we saw the pandemic coming, but we saw the economy slowing, and so we ended up doing very well.

Economy 154

Economy Investing Investments Portfolio 154

The Big Picture

AUGUST 16, 2022

The firm that he’s built is one of those very quiet, very successful entities that without a whole lot of media coverage, without a whole lot of fanfare, just amassed an enormous amount of capital because they’ve done so well for their clients over time. And they will decide what they’re going to buy and sell.

Management 296

Management Assets Risk Management Valuation 296

The Big Picture

APRIL 11, 2023

 The transcript from this week’s, MiB: Aswath Damodaran: Valuations, Narratives & Academia , is below. You’re known as the dean of valuation. He said, oh, dean of valuation, it’s easier to say. So let’s start with the question, what led you to focus on valuation? RITHOLTZ: Right. And I said, why?

Valuation 289

Valuation Education Government Numbers 289

The Big Picture

FEBRUARY 7, 2023

He’s really well known on the street and puts out a number of fascinating books, arguably a sort of parallel career to Michael Lewis. So that’s important, number one. RITHOLTZ: He had Bernie Madoff numbers, didn’t he? He is one of the co-founders of Puck. RITHOLTZ: Absolutely. COHAN: Okay. COHAN: Yeah.

Engineering 254

Engineering Banking Management Numbers 254

The Big Picture

MAY 16, 2023

Literally the first check-in to Robinhood, which went public in 2021 at about a $34 billion valuation. I know him from Lindzonpalooza from his early media work. I’ve known you for forever and over the course of most of that time, your work has really operated at the intersection of finance and media. RITHOLTZ: Right.

Media 281

Media Investing Investments Valuation 281

The Big Picture

FEBRUARY 12, 2024

And since that happened, I don’t know, about four or five years ago, the fund has been putting up great numbers, outperforming doing really, really well. And since we’re looking for narratives as opposed, and then do valuation work second as opposed to cheap, we don’t screen. Is that a fair statement?

Management 286

Management Investing Investments Economy 286

The Big Picture

AUGUST 22, 2023

That’s an attractive-enough after-inflation yield for many investors, and it presents more competition for stocks, especially those with high valuations. Barron’s ) see also The Real Ownership Economy : bring back baby bonds ( Kyla Scanlon ) • Jackson Hole Is Powell’s Big Moment. What to Expect. for decades.

Economy 242

Economy Economics Valuation Retail 242

The Big Picture

SEPTEMBER 26, 2022

He was instrumental in getting a number of very positive policy actions passed over the past decade. I’ve interviewed a number of people from Revolution. But thankfully, the next decade, things really accelerated in terms of the growth of the company and growth in the valuation, things like that.

Startup 164

Startup Investing Investments Numbers 164