Brown Advisory

SEPTEMBER 22, 2017

ESG and the Stock-­Picker’s Dilemma achen Fri, 09/22/2017 - 12:58 One of the greatest challenges that public equities investors face to integrating environmental, social, and governance (ESG) data into their decision making is the lack of proof that real – not hypothetical – investment strategies can use ESG factors to enhance performance.

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

SEPTEMBER 22, 2017

ESG and the Stock-­Picker’s Dilemma. One of the greatest challenges that public equities investors face to integrating environmental, social, and governance (ESG) data into their decision making is the lack of proof that real – not hypothetical – investment strategies can use ESG factors to enhance performance.

Portfolio 52

Portfolio Investing Investments Management 52

Good Financial Cents

OCTOBER 10, 2022

Here are 17 top strategies you can try today. 6: Invest in Stocks. #7: 6: Invest in Stocks. Stock investing is one of the best ways to earn passive income. In fact, the S&P 500 (one of the major stock market indexes) provided an average return of 8.91% during the 20 years leading up to the beginning of 2022.

Accounting 69

Accounting Investing Investments Certification 69

Sara Grillo

MAY 8, 2023

Let’s say the net cost is $20. Now, let’s say the index that you bought the call option on, the S&P 500 index, did 20% that year. The insurance company makes $20 for each spread, assuming the second call did not get exercised (the out of the money call). So they apply the 10% cap to historical equity data.

Insurance 59

Insurance Clients Financial Advisor Accounting 59

The Big Picture

AUGUST 15, 2023

But he spent most of his career allocating capital to various hedge funds, private equity, venture, etc. I didn’t know a whole lot about markets or stocks. And then when I came out, I felt like I wanted to learn more about business analysis compared to stocks, even though that was my passion for stocks.

Management 130

Management Investing Investments Government 130

Sara Grillo

APRIL 11, 2022

These services often include recommendations on investments, financial planning, retirement, Social Security, Medicare, tax planning, and other wealth-related topics. Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. Hourly financial advisors are not common.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

The Big Picture

AUGUST 29, 2022

And so I’m a big fan of “I don’t know” in general, but it doesn’t really play well in the media. I’m — I’m that for ETFs, and so there is an element of trying to get on top of the latest things. BALCHUNAS: Well, I was supposed to be in the top windows of the world that day. RITHOLTZ: All right, so let’s get serious now.

Assets 161

Assets Management Marketing Marketing 161

The Big Picture

FEBRUARY 13, 2023

You know, it probably was a good 20-year runway — RITHOLTZ: Right. Like, I don’t really think top-down analysis works. I try to analyze the economy from the top. A lot of us have worked together for 20, 30 years, a couple of them over 30 years. You had a half a foot there. RIEDER: Yes.

Economy 141

Economy Numbers Portfolio Marketing 141

The Big Picture

MAY 30, 2023

He said, “I’m going to pay you top dollar for, you come after school, I’m going to pay you. Yes, I want to do the stocking.” We don’t own stocks, we don’t own bonds. He was the only black man, one of two, who was international when I was 20, 25-years-old, who happened to be black. BRYANT: Right.

Banking 141

Banking Economics Economy Business Planning 141

Good Financial Cents

JULY 6, 2023

Ad If you are a beginner stock trader or investor, choosing the right stockbroker is super important. After all, we’ve all heard of people who have made millions of dollars investing in the right stocks, crypto, or non-fungible tokens (NFTs) at the right time, or coming up with an awesome business idea nobody had ever thought of before.

Investing 98

Investing Investments Accounting Certification 98

Sara Grillo

MAY 23, 2022

I don’t know when to retire or claim Social Security. Here are some of the ways I can help directly… Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. What the heck is going on? Why should I have to wait for that information?”. What the heck is going on?

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

The Big Picture

MARCH 26, 2024

00:07:20 [Speaker Changed] No golf cart. 00:08:20 [Speaker Changed] Was the original finance show. And I was a portfolio manager, so I was doing bottom up research and picking stocks. But it was with, with the context of the top down analysis that, that Marty brought to the picture, I learned throughout that 13 years.

Investing 141

Investing Investments Marketing Marketing 141

Sara Grillo

FEBRUARY 13, 2023

ESG vocab Before we get into it, let’s start with some basic definitions: ESG: ESG stands for “Environmental, Social, and Governance” and it’s a style of investing that purports (but does not, in reality) save the world from its evils. SRI: Socially Responsible Investing. Public traded equity is not new money, unlike bond issuances.

Investing 72

Investing Investments Clients Portfolio 72

The Big Picture

MARCH 21, 2023

But when you’ve gone through two-year periods like the tech bubble, and three-year periods like ‘18 through ‘20, I think myself, my family and some of my clients might take issue with the word consistently. We may get into this later, but right now we’re in more agreement than normal because value stocks kind of have the momentum.

Valuation 161

Valuation Investing Investments Numbers 161

The Big Picture

APRIL 11, 2023

RITHOLTZ: And then we could talk about stock option plans and what is and isn’t above the line deducted. DAMODARAN: — and the 19 — RITHOLTZ: Or general stock option — DAMODARAN: Exactly. RITHOLTZ: — influencing dilution and — DAMODARAN: But if you get restricted stock, the incentives change.

Valuation 286

Valuation Education Government Numbers 286

The Big Picture

APRIL 25, 2023

She loved stocks. The fact that they are, let’s say, in preparation for launching this new firm, they are acquiring 100 percent of the membership interest of an LLC or 100 percent of the stock of a corporation. They’ve been around for 20 years. If you’re going to do it, go to law school. RITHOLTZ: Really?

Compliance 152

Compliance Wealth Management Clients Management 152

The Big Picture

NOVEMBER 21, 2023

He’s been in doing this for about 20 years. Pete Legal, had built an RV company called Cobra, sold it or partnered with private equity, had a bad experience, left that, and said, I’m gonna do it over again. And, you know, so in law school, I went and got my series seven in 63, I started plotting stocks.

Investing 246

Investing Investments Startup Accounting 246

The Big Picture

FEBRUARY 7, 2023

But I was financing leveraged buyouts at GE Capital, and that was one of 18 or 20 business lines that the business was in and you know, just making huge profits, arbitraging that credit rating. So, you know, there are a lot of people at the top of the funnel, pushing down on the people at the bottom of the funnel. Tell us about Lazard.

Engineering 252

Engineering Banking Management Numbers 252

The Big Picture

FEBRUARY 12, 2024

We’re gonna buy these five stocks. Then we bought those five stocks, and then they went up and now we made this money and here’s the next five stocks that we’re going to buy. You found Greenlight in 1996, does it mean the same thing today to be a value investor that it meant 20, 30 years ago?

Management 282

Management Investing Investments Economy 282

The Big Picture

MAY 2, 2023

But also, this is a story of starting a small media outlet, a small web presence, and recognizing that there’s business potential here, and how to slowly grow that into something that’s substantial. RITHOLTZ: And he purchased it 20, 30 years before? So you start out as essentially a nonprofessional media outlet.

Retail 161

Retail Insurance Advertising Numbers 161

The Big Picture

OCTOBER 31, 2023

Barron’s ) see also Bond Market Outlook: Valuations Suggest Potential for Equity-Like Returns With Less Risk ( PIMCO ) • Workers Are Doing Less Work for the Same Pay : Employers are offering more paid time off in a strong labor market. Wired ) • As Red States Curb Social Media, Did Montana’s TikTok Ban Go Too Far?

Distribution 130

Distribution Media Financial Services Valuation 130

The Big Picture

SEPTEMBER 26, 2022

And somehow you guys, AOL shareholders, ended up with the majority of the stock, even though Time Warner was arguably a much larger, more established company. Our stock had run up quite significantly and owning a share of a business that had a more diversified mix of things would make sense. What was that process like of negotiations?

Startup 161

Startup Investing Investments Numbers 161

The Big Picture

JANUARY 31, 2023

Neil Dutta has been doing economic analysis and research from a market-based perspective for over 20 years. DUTTA: — Twitter as a sort of social media tool. Not a pretty decent entry point for equities. And one of the best things that he says is stock markets usually go up. DUTTA: And I agree. DUTTA: Sure.

Economics 141

Economics Economy Marketing Marketing 141

The Big Picture

OCTOBER 31, 2022

Latest version of “Stocks for the Long Run” has just come out. We could have gone for another couple hours, but I had to stop and send them off to the New York Stock Exchange to do whatever they’re going to do there. So this is after March of 2000, his famous op-ed “Big-Cap Tech Stocks are a Sucker’s Bet.”.

Numbers 141

Numbers Investing Investments Marketing 141

The Big Picture

NOVEMBER 28, 2023

Meaning when the price stocks are going up, the, the narratives are great. And the media does a great job of letting me know what those stories are. Twitter and social media does a spectacular job. Barry Ritholtz: 00:14:20 [Speaker Changed] Right. No, I’m obsessed with what the top one or 10% does.

Banking 252

Banking Media Economics Food 252

The Big Picture

OCTOBER 24, 2023

Blunders seems to be your stock and trade, and Ron, F G f C, Fannie and Freddie, and now c Ovid 19. I mean, I was passionately interested in the spring of 2020 in the healthcare system and the effect of private equity in healthcare. Oh no, Barry Ritholtz : 00:03:20 [Speaker Changed] It’s coherent. Why the delay?

Healthcare 141

Healthcare Manufacturing Government Numbers 141