Abnormal Returns

SEPTEMBER 7, 2023

theirrelevantinvestor.com) Big tech stocks have their own valuation experience. nytimes.com) Economy Weekly initial unemployment claims are off their lows of a year ago. disciplinefunds.com) Have Fed rate hikes already worked its way through the economy? stock market of late. bloomberg.com) Salt Lake City is booming.

Financial Advising 234

Financial Advising Valuation Economy Insurance 234

Abnormal Returns

OCTOBER 26, 2023

bestinterest.blog) 60/40 portfolios Where the valuation of the 60/40 portfolio stands. vox.com) Economy The U.S. economy grew at a 4.9% newsletter.abnormalreturns.com) Mixed media We can never solve the problem of inequality, but we can make it the baseline for everyone higher. rate in Q3.

Financial Advising 236

Financial Advising Valuation Portfolio Economy 236

Abnormal Returns

DECEMBER 7, 2023

(techcrunch.com) SpaceX SpaceX is reportedly planning a tender offer for employee shares at a $175 billion valuation. axios.com) Economy Kyla Scanlon, "People are complex and economics doesn’t (can’t!) (abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? thedailybeast.com)

Digital Media 208

Digital Media Electronics Financial Advising Startup 208

Abnormal Returns

FEBRUARY 11, 2024

wsj.com) Companies Just how important AI is for valuations today. nber.org) Economy The Federal Reserve has all the data in the world, and still gets things wrong. newsletter.abnormalreturns.com) Mixed media Private equity is pounding on the door of the NFL. (axios.com) A look at Gary Sernovitz's new novel "Counting House."

Assets 230

Assets Financial Advising Valuation Media 230

Abnormal Returns

MARCH 20, 2024

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. newsletter.abnormalreturns.com) Mixed media Kevin Kelly, "Don't be the best, be the only."

Financial Advising 180

Financial Advising Startup Valuation Economy 180

Abnormal Returns

DECEMBER 20, 2023

(finance.yahoo.com) Hipgnosis is having a hard time coming up with song valuations. visualcapitalist.com) Economy The Fed is moderately tight. newsletter.abnormalreturns.com) Mixed media The case against setting goals for the new year. theguardian.com) Another (big) mall bites the dust. Don't let them define your life.

Financial Advising 196

Financial Advising Valuation Media Economy 196

Abnormal Returns

SEPTEMBER 17, 2023

frontofficesports.com) Why seed stage valuations haven't dropped as much as you would think. longreads.com) Populism is bad for a country's economy. marginalrevolution.com) Economy Shouldn't there be more layoffs by now? Finance Goldman Sachs ($GS) want to sell HNW clients a piece of a sports franchise.

Financial Advising 237

Financial Advising Valuation Economy Economics 237

Abnormal Returns

JUNE 15, 2023

(theinformation.com) Is there an AI premium for startup valuations? etf.com) Economy The change in weekly initial unemployment claims are are nearing recessionary levels. newsletter.abnormalreturns.com) Mixed media Remember the creator economy? tomtunguz.com) AI-generated junk is flooding Etsy ($ETSY).

Financial Advising 189

Financial Advising Startup Valuation Economy 189

Abnormal Returns

SEPTEMBER 14, 2023

wsj.com) Databricks just raised fresh capital at a $43 billion valuation. disciplinefunds.com) Economy It's still hard to see a recession on the horizon. bonddad.blogspot.com) The resumption of student loan repayments will hit the economy. ft.com) The UFC and WWE are now a part of TKO Group Holdings ($TKO).

Financial Advising 240

Financial Advising Advertising Economy Valuation 240

Abnormal Returns

AUGUST 9, 2023

(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. hunterwalk.com) Do VC platform teams add value? auren.substack.com)

Financial Advising 171

Financial Advising Economy Valuation Consulting 171

Abnormal Returns

JANUARY 20, 2023

ft.com) Startups How unicorns are dealing with the decline in valuations. theinformation.com) The bloom is off the 'passion economy' rose? ft.com) Economy Existing home sales plunged in December. newsletter.abnormalreturns.com) Mixed media Why did Amazon ($AMZN) kill Amazon Smile? Those stakes are set to change hands.

Investing 208

Investing Investments Startup Financial Advising 208

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. newsletter.abnormalreturns.com) Mixed media Top tier shopping malls are still doing just fine. Markets The stock market is laser focused on interest rates.

Financial Advising 207

Financial Advising Valuation Retail Media 207

Abnormal Returns

MAY 26, 2023

tomtunguz.com) Morgan Housel, "Companies should want the valuation they deserve, and not a penny more." nytimes.com) Lower natural gas prices are helping buoy the global economy. wsj.com) Economy The current bout of inflation is nothing if not complicated. collabfund.com) The 100 most reputable companies in America.

Financial Advising 196

Financial Advising Valuation Retail Economy 196

Abnormal Returns

JANUARY 30, 2023

klementoninvesting.substack.com) Economy Signs that the U.S. newsletter.abnormalreturns.com) Mixed media Fidelity has cut its valuation for Twitter shares, again. axios.com) Five insights from Max Fisher's new book, "The Chaos Machine: The Inside Story of How Social Media Rewired Our Minds and Our World."

Financial Advising 207

Financial Advising Media Valuation Economy 207

Abnormal Returns

OCTOBER 24, 2022

(theinformation.com) Snowflake ($SNOW) is growing into its valuation. economist.com) Economy This high yield bond indicator is signalling economic trouble ahead. newsletter.abnormalreturns.com) Mixed media On the difference between a mentor and a coach. thediff.co) Global How the U.S. is trying to throttle China chip production.

Marketing 214

Marketing Marketing Financial Advising Valuation 214

Bell Investment Advisors

AUGUST 2, 2023

Bureau of Economic Analysis showed the domestic economy grew at an inflation-adjusted pace of 2.4% The low interest rates that justified higher stock valuations are not so low anymore. During a rally, it can be tempting to abandon bonds to chase media-celebrated stock returns. A report from the U.S. We caution against this.

Economy 52

Economy Valuation Investment Advisor Economics 52

Abnormal Returns

OCTOBER 31, 2022

allstarcharts.com) And valuations are still attractive. fortune.com) Economy Three things that are dampening economic pain, including remote work. theirrelevantinvestor.com) Media mentions of recession do tick higher before a recession. newsletter.abnormalreturns.com) Mixed media Five insights from Jonathan D.

Financial Advising 214

Financial Advising Media Valuation Retail 214

Abnormal Returns

JANUARY 3, 2023

wsj.com) Startups are going to experience a "new normal" valuation-wise. avc.com) SpaceX is raising new capital at a $137 billion valuation. nytimes.com) The UK has 'deconverged' from the rest of the global economy. nytimes.com) Economy Where various measures of the jobs market stand. seths.blog).

Startup 181

Startup Valuation Financial Advising Distribution 181

Abnormal Returns

JULY 28, 2023

tomtunguz.com) With valuations down, why aren't big tech companies buying more startups? reasonstobecheerful.world) Economy The Fed's favorite inflation indicator, the PCE, moderated in June. newsletter.abnormalreturns.com) Mixed media Why you should strive to be unique, not #1. Then check out our weekly e-mail newsletter.

Financial Advising 174

Financial Advising Startup Valuation Media 174

Abnormal Returns

JUNE 25, 2023

riabiz.com) Companies Nvidia's ($NVDA) valuation has gotten ahead of itself. axios.com) Economy Where various recession probability models stand. newsletter.abnormalreturns.com) Mixed media Why your brain tricks you into thinking things are getting worse. (awealthofcommonsense.com) Crypto Bitcoin had a good week.

Financial Advising 197

Financial Advising Valuation Retail Media 197

Abnormal Returns

JUNE 27, 2023

bloomberg.com) SpaceX's valuation keeps rising, due in part to Starlink's success. morningstar.com) Economy Home prices peaked June 2022. newsletter.abnormalreturns.com) Mixed media Is the Apple ($AAPL) Vision Pro the future of movie watching? axios.com) Finance The private equity crowd is finding mega-deals hard to come by.

Asset Allocation 185

Asset Allocation Financial Advising Startup Valuation 185

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. newsletter.abnormalreturns.com) Mixed media How Twitter's decision to backtrack on moderation will affect other companies. morningstar.com) Why have energy stocks and oil prices diverged?

Startup 189

Startup Marketing Marketing Financial Advising 189

Abnormal Returns

AUGUST 6, 2023

michaelparekh.substack.com) Venture capital Q2 2023 startup data from AngelList show median valuations back to pre-pandemic levels. nytimes.com) Economy How political affiliation has polluted economic sentiment. newsletter.abnormalreturns.com) Mixed media Gregg Doyel, "There is no tradition in college football.

Financial Advising 227

Financial Advising Startup Economics Valuation 227

Abnormal Returns

JANUARY 27, 2023

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. newsletter.abnormalreturns.com) Mixed media We are still learning how to live with e-mail, Slack etc. paulgraham.com)

Financial Advising 195

Financial Advising Distribution Valuation Media 195

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. newsletter.abnormalreturns.com) Mixed media All the players wanting to become the new Twitter. (cnn.com) Big Tech is set to cut costs (and jobs) in 2023. infovores.substack.com).

Financial Advising 186

Financial Advising Valuation Media Economy 186

Abnormal Returns

JANUARY 9, 2023

axios.com) Finance Private equity managers are abusing their discretion when it comes to valuations. theverge.com) Economy Roger Lowenstein, "The only “good” Fed is that one promotes sustainable growth. newsletter.abnormalreturns.com) Mixed media Form Energy has broken ground on a factory to build its iron-air batteries.

Financial Advising 181

Financial Advising Valuation Media Economy 181

Abnormal Returns

FEBRUARY 27, 2023

capitalgains.thediff.co) Startups How increased regulatory risk is affecting startup valuations. wired.com) Economy Another indicator showing a deceleration in the economy. newsletter.abnormalreturns.com) Mixed media Generative AI is a big, unregulated experiment. (wsj.com) Taxes on share buybacks are a speed bump.

Startup 130

Startup Financial Advising Valuation Economy 130

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. tomtunguz.com) A reading list on how to go about getting started in angel investing.

Financial Advising 196

Financial Advising Valuation Media Taxes 196

Abnormal Returns

JULY 20, 2023

Strategy Why stock market valuations are logically higher today than they were in the past. npr.org) Economy Jobless claims are not breaking out, yet. newsletter.abnormalreturns.com) Mixed media Not everyone in the C-suite wants to return to the office. ofdollarsanddata.com) Why compounding is still unheralded. wsj.com) The U.S.

Financial Advising 130

Financial Advising Valuation Media 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? newsletter.abnormalreturns.com) Mixed media Seth Godin, "Lossy compression is forever. ft.com) Why where investors mark the portfolios can be all over the place.

Financial Advising 146

Financial Advising Engineering Valuation Retail 146

Abnormal Returns

SEPTEMBER 22, 2022

Markets Market valuations are a lot more attractive than they were a year ago. mantaro.money) Media Jeff Jarvis, "If network prime time has lost its value, so have networks, so has television, so has broadcast." (ft.com) Mortgages Mortgage lenders are laying off workers in the face of falling volume. blog.validea.com) Visualizing U.S.

Financial Advising 130

Financial Advising Media Valuation Assets 130

Abnormal Returns

JANUARY 18, 2023

institutionalinvestor.com) Startup valuations trended down in the second half of 2022. institutionalinvestor.com) Economy Retail sales fell 1.1% Then check out our (newsletter.abnormalreturns.com) Mixed media How to use Substack to write a book and bypass the publishing houses. 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. every.to) Q3 saw big drops in startup valuations. klementoninvesting.substack.com) Economy The Fed is most hurting the middle class through rising rates. Markets How major asset classes performed in October 2020.

Accounting 130

Accounting Startup Financial Advising Valuation 130

Abnormal Returns

JUNE 11, 2023

wsj.com) How a seed investor approaches valuation discussions. nytimes.com) Economy How will the fertility crisis affect GDP growth? newsletter.abnormalreturns.com) Mixed media AI is going to create a cognitive burden on all of us. (om.co) Twitter really hates paying its bills. hunterwalk.com) Focus matters for VCs.

Financial Advising 130

Financial Advising Startup Budgeting Valuation 130

The Big Picture

JULY 21, 2023

disinflation sweeps through 2023, without a cratering of employment or the wider economy so far, the narrative is shifting again – and encouraging hopes that bruising central bank tightening may be short-lived too. Valuations by Market Cap Range Source: @nategeraci Sign up for our reads-only mailing list here. Don’t buy it.

Engineering 239

Engineering Valuation Communication Media 239

Trade Brains

OCTOBER 12, 2023

The company entered into development and engineering service providers in automotive, media, broadcast, communications, and healthcare. Their solutions include Distribution, delivery, and Ad monetization for Media and OTT service providers. KPIT and Elxsi have Net Profit Margins (NPM) of 11.5% and 24.01% in FY23.

Planning 105

Planning Engineering Healthcare Manufacturing 105

Investing Caffeine

NOVEMBER 1, 2021

Rather than getting spooked by supply chain fears and inflation plastered all over the newspapers and media outlets, the real way to compound wealth over the long-term is to do what Warren Buffett says, and that is “buy fear, and sell greed.” Valuations (How cheap or expensive is the market?). Earnings (Corporate profits).

Government 52

Government Valuation Economics Investing 52