Truemind Capital

JANUARY 22, 2024

Not exactly for the Russia-Ukraine event, but for all the possible events that can puncture the bubble in various asset classes that were created on the back of unlimited and cheap liquidity. The prices get more expensive from their long-term mean valuations and downside risk becomes much deeper. Read below to know HOW.

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Asset Allocation Assets Valuation Portfolio 52

Carson Wealth

MARCH 8, 2024

Highlights include: Valuations are high due to increased profitability The economy is strong because the labor market is strong Residential and manufacturing construction are up Earnings for the S&P 500 this year are expected to grow 13% Looking for more investment insights and market analysis? Visit our Insights page today.

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Valuation Manufacturing Economy Investing 52

Mish Talk

NOVEMBER 8, 2022

The pact marks a victory for Binance founder Changpeng Zhao and a humbling comedown for Sam Bankman-Fried, the founder of FTX, which had been growing in size and recognition before a clash between the two men set off a series of events that shook investor confidence in his firm. It was all over in a matter of about 4 hours, rally to bottom.

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Valuation Assets Marketing Marketing 247

Carson Wealth

APRIL 8, 2024

Pockets of attractive valuations exist despite above-average valuations in some high-profile areas of the market. While some commodity prices are rising amid tensions in the Middle East, these events are volatile and prices can reverse just as quickly. Following the huge 11.2%

Marketing 96

Marketing Marketing Valuation Economy 96

MarketWatch

FEBRUARY 8, 2023

After displaying updates to Bing on Tuesday, Google held its own AI event Wednesday, but Google shares declined strongly after the event as Microsoft’s increased. equities to close a session with a $2 trillion valuation — Alphabet has hit the level in intraday trading, but never made it to the end of a session.

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Engineering Marketing Marketing Valuation 75

Brown Advisory

SEPTEMBER 12, 2016

Private Credit Outshines Many High-Valuation Stocks, Bonds. With interest rates at record lows and many publicly traded bonds and stocks approaching historically high valuations, private credit has become increasingly attractive to investors because of its total return prospects, steady income and role in diversification.

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Valuation Portfolio Banking Communication 52

Validea

DECEMBER 1, 2022

The argument could explain why valuations have been trending upwards for the past 4 decades, as the income gap has widened. Traditional financial institutions and minds will undoubtedly push back on the idea of inequality driving demand for stocks, but there’s no golden lightning rod for determining valuations.

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Marketing Marketing Valuation Portfolio 52

The Big Picture

FEBRUARY 9, 2023

We are back from the ETF Exchange event and ready to rumble! (Or It’s hard to see a scenario aside from rates staying higher for longer—lifting bond yields and putting pressure on stock valuations—or growth disappointing, dragging down earnings. Or at least read). Barron’s ) • Strong Dollar Still Rattles U.S.

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Economy Valuation Investing Investments 130

MarketWatch

JUNE 13, 2023

rally toward a 13-month high in afternoon trading Tuesday, after the entertainment and dining venue operator laid out its plan to boost earnings, including modernizing its marketing strategy, raising prices on games, improve its food offerings and grow its special events business. PLAY scored an 18.8%

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Valuation Food Planning Marketing 40

Darrow Wealth Management

OCTOBER 31, 2022

If you have stock or options from a company that’s about to go public, there may be a temptation to include a future sudden wealth event into current financial decisions. Exercising ISOs isn’t a taxable event for the regular income tax calculation, but it is for the alternative minimum tax. Instacart isn’t alone.

Marketing 78

Marketing Marketing Taxes Valuation 78

Truemind Capital

AUGUST 12, 2023

The recent rally in the market has made the valuations more expensive compared to historical standards. However, heightened valuations do not provide comfort in replicating higher returns of the past in the medium term. However, heightened valuations do not provide comfort in replicating higher returns of the past in the medium term.

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Financial Market Asset Allocation Marketing Marketing 52

The Big Picture

SEPTEMBER 19, 2022

So along those lines, there are some venture firms that don’t really seem to care a lot about valuations and others seem to focus on a little bit. Is valuation significant, or is it, hey, we’re going to make 100 investments and if two or three workout, the valuations are irrelevant? Is that sort of events?

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Valuation Investing Investments Engineering 293

Validea

JULY 18, 2023

Value stocks—high-quality companies selling at lower valuations—outperformed growth much of last year, with the Russell 1000 Value Index beating its growth counterpart by 20%. And global events like the pandemic often provide a catalyst for a shift in what’s leading the market—i.e., a reversal from growth to value, Friedman adds.

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Investing Investments Valuation Insurance 52

Carson Wealth

JUNE 29, 2023

In this approach, a business owner begins with a “triggering event,” which is defined as a personal, financial and business assessment correlated to the business’ range of value (EBITDA x range of industry multiples). Taking the step of business valuation also ensures you are prepared.

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Planning Sales Valuation Wealth Advisor 52

The Irrelevant Investor

OCTOBER 30, 2021

In a new report from AngelList, they shared that: In 4Q20, 80% of startups that changed valuations were marked up or had a positive exit—a new record for startups on AngelList at the time. Series B valuations are up 31% to $375 million. public stock market closed at an all-time high in October. The median pre-seed round is $8 million.

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Startup Valuation Portfolio Investing 52

Darrow Wealth Management

SEPTEMBER 7, 2023

Unfortunately, for those tax savings to materialize, the post-IPO stock price at sale must be considerably more than the pre-IPO valuation at exercise. Most companies go public at their highest historical valuation. So let’s get that out of the way first.

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Wealth Management Taxes Tax Planning Valuation 94

Mauldin Economics

FEBRUARY 26, 2021

Many analysts contend that current stock valuations resemble the dot-com era. Notice that the valuations in 1966, the beginning of a long-term bear market, were also high. Notice by this measure that valuations were not all that stretched in 1966. You can see it visually at CurrentMarketValuation.com. Interest rates are 1.6

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Valuation Marketing Marketing Government 52

Walkner Condon Financial Advisors

FEBRUARY 24, 2022

This helps to illustrate the fact that market corrections are common over most periods of time and should be viewed as the market resetting stock valuations back to a more fundamental level. Furthermore, many corrections have been caused by non-financial related events such as geopolitical issues or military skirmishes.

Marketing 52

Marketing Marketing Valuation Risk Tolerance 52

Harness Wealth

MARCH 18, 2022

Increasing Valuation. When the company raises money, they’ll set a valuation with the investors and sell them new shares at this new price per share. . New valuation = (Existing shares + New shares being sold) x New price per share. That’s included in this valuation. This is based on the company’s 409a valuation.

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Valuation Taxes Tax Planning Startup 52

Aleph

MARCH 25, 2023

And for those of you who don’t remember an old piece of mine on Social Security, there will be a payment event around 2032. Around that same time, maybe 20% of US states will have severe events regarding the defined benefit plans for public sector employees. Valuations are still extended.

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Assets Banking Valuation Food 64

Darrow Wealth Management

AUGUST 28, 2023

The sale of a business marks a major life event. Make your business more sellable later by getting advice now Business brokers often recommend getting a valuation done years before expecting to sell the company. Both professionals often help sellers with valuation, find/vet potential buyers, advise on deal structure/terms, etc.

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Sales Wealth Advisor Estate Planning Taxes 77

Discipline Funds

JUNE 6, 2023

In the meantime, the overnight rate at 5% puts a lot of pressure on credit markets and this increases the probability of an outlier credit event. When you combine this with a very low unemployment rate and high market valuations you tend to see the sort of choppy stock market that we’ve been experiencing in the last few years.

Economy 90

Economy Asset Allocation Valuation Communication 90

Darrow Wealth Management

JUNE 2, 2022

Quite simply, a down round is when a company raises money at a lower valuation per share relative to earlier financing rounds. A simple example: a startup raises a Series B at a $30M post-money valuation and a Series C at a $20M post-money valuation. With rates rising, unrealistic valuations are getting cut.

Startup 52

Startup Valuation Taxes Wealth Management 52

Truemind Capital

MAY 19, 2020

Everyone thinks that due to the recent events caused by Coronavirus we are in uncertain times. The emergence of any event has multiple co-dependent factors and nothing gets created out of a vacuum. The investors who do poorly are those who are always very sure of the future events. I believe we are always in uncertain times.

Portfolio 52

Portfolio Asset Allocation Valuation Assets 52

Nationwide Financial

NOVEMBER 29, 2022

In my experience, for many firms, current valuation multiples are likely the highest they have seen in the past 15 years. This allows for the tax and legal process to be fully maximized and for your successor to be made aware of the needs of the business through different events over the course of the year. Obtain a Valuation.

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Financial Advisor Planning Valuation Communication 52

Nerd's Eye View

OCTOBER 4, 2023

In reality, though, the economy is a complex web of interdependent factors where events often make sense only in hindsight – and sometimes, not at all. The expectations for the future economic outlook also appear in the valuations of equities, which tend to reflect how markets anticipate that corporate earnings will grow in the future.

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Valuation Economics Economy Marketing 201

Trade Brains

JANUARY 16, 2024

These listed companies trade at a median valuation of 66.8x A black swan event such as Covid could potentially wipe out orders for the Company. So what do you think of its PE valuation, do you think it’s a justified valuation or are the promoters being too optimistic about the Company?

Manufacturing 59

Manufacturing Valuation Electronics Investing 59

Harness Wealth

APRIL 17, 2023

A tender offer is a liquidity event in which a company, investor, or group of investors propose to buy a fixed number of shares from existing shareholders at a set price. Both are liquidity events, but an IPO (Initial Public Offering) involves a company’s first listing on a stock exchange like the New York Stock Exchange or Nasdaq.

Startup 52

Startup Taxes Risk Tolerance Consulting 52

Brown Advisory

FEBRUARY 15, 2019

But the drop in valuations experienced at year’s end, alongside higher bond yields, offer a foundation for better long-term return expectations across most asset classes. This is also a fitting moment to review the intersection of risk and valuation. Entering 2019, we face rising economic, political and market risks.

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Valuation Clients Portfolio Government 52

Brown Advisory

JANUARY 18, 2024

The question for investors today is whether this optimistic scenario is largely priced into valuations. Additionally, the elevated valuation multiple is founded on an expectation of 11-12% EPS growth in 2024, at a time when near-term earnings expectations have been substantially lowered. At year-end, the S&P 500 Index traded at 19.5x

Marketing 52

Marketing Marketing Valuation Clients 52

Cornerstone Financial Advisory

FEBRUARY 26, 2024

Nvidia’s market cap rose by $277 billion on the news, pushing it to a $2 trillion valuation. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors.

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Marketing Marketing Economics Taxes 84

Brown Advisory

NOVEMBER 28, 2022

2022 Year-End Planning Letter: Reflections and Perspectives ajackson Mon, 11/28/2022 - 11:10 The end of the calendar year is traditionally a time of reflection, and for us it is a chance to sit with clients, review progress, discuss the events shaping the investment landscape, and revisit goals for both the near term and the long term.

Planning 52

Planning Taxes Clients Strategic Planning 52

Brown Advisory

NOVEMBER 28, 2022

The end of the calendar year is traditionally a time of reflection, and for us it is a chance to sit with clients, review progress, discuss the events shaping the investment landscape, and revisit goals for both the near term and the long term. Valuations. 2022 Year-End Planning Letter: Reflections and Perspectives.

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Planning Taxes Clients Strategic Planning 52

Brown Advisory

FEBRUARY 5, 2021

These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. Past performance is not a guarantee of future performance.

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Investing Investments Clients Valuation 52

Brown Advisory

FEBRUARY 5, 2021

The team discussed how they think about investing in technology in the face of wildly increasing valuations and an ever-changing regulatory landscape, covering: The evolution of their thinking and investment process around the sector. If you missed the live event please see below for a recording of the discussion ( download transcript ).

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Investing Investments Clients Valuation 52

Harness Wealth

FEBRUARY 27, 2023

Founders, board members, and employees of startups that get acquired can experience tax consequences as a result of a liquidity event. When your shares are converted, this may be a taxable event. It’s imperative to plan for the tax implications so you can be prepared to pay what you owe the IRS.

Tax Planning 52

Tax Planning Startup Taxes Planning 52

Walkner Condon Financial Advisors

MAY 1, 2023

According to Aileen Lee of Cowboy Ventures, only 0.14% of tech startups reach “unicorn” status (billion dollar market valuation), and of those, only 39% IPO or get acquired. The fair market value of the stock, based on its 409(a) valuation , is worth $20/share. That is about 1 out of every 2,000 startups.

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Taxes Startup Planning Valuation 98