Remove Ethics Remove Numbers Remove Valuation
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Tuesday links: staying the course

Abnormal Returns

behaviouralinvestment.com) Ten lessons from Warren Buffett including 'Capitalism and ethics can (and should) coexist.' ft.com) Legal LLM Harvey raised $300 million at a $5 billion valuation. awealthofcommonsense.com) Case-Shiller housing numbers showed a 2.7% advisorperspectives.com) The best investors do less.

Ethics 162
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The Latest In Financial #AdvisorTech (October 2022)

Nerd's Eye View

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Ethic Investing raises a $50M Series C round as values-based “personalized indexing” through direct indexing tools continues to gain momentum.

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Transcript: John Montgomery, Bridgeway Capital Management

The Big Picture

In addition, they’ve put up some really impressive numbers over the past 30 years, which has given them the opportunity to donate tens of millions of dollars to their favorite organizations. We don’t give exact numbers. Number one, it means our transaction costs are less, which based on your career, you know exactly.

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Transcript: Jeffrey Becker, Jennison Associates Chair/CEO

The Big Picture

We learned everything, you know, across from accounting to auditing to, to tax and valuation. I ended up in what was called the valuation services group, where we valued real estate and businesses either for transactions or for m and a activity. So that, that number ultimately is about 40 billion of our 150 billion of equity.

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Transcript: Antti Ilmanen

The Big Picture

ILMANEN: It’s always good to think of starting yields and valuation sort of two sides of the same coin. But in conclusions, I did put there that it just seems that stars are aligning for some fast pain and it wasn’t just high valuations but there was a catalyst. Explain that. RITHOLTZ: Right. So, everything gets diluted.

Investing 130
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Weekly Market Insights – April 10, 2023

Cornerstone Financial Advisory

Stocks trended lower again after a lower-than-expected open-jobs number and a slowdown in private-sector hiring. Let us at least survive and go on trying.” – Dora Russell How To Choose A Tax Preparer It’s essential to choose a tax preparer that is suitable for your needs as well as reliable and ethical. days in the garlic group.

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Transcript: Luis Berruga, Global X ETFs

The Big Picture

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. I was employee number 10. RITHOLTZ: Which is really a pretty big number. billion dollars in AUM.

Clients 162