Abnormal Returns

MARCH 20, 2024

amycastor.com) Companies It's hard to wrap your head around the numbers with Nvidia's ($NVDA) new chips. marginalrevolution.com) Finance Private equity is stuck between elevated valuations high interest rates and a moribund IPO market. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 187

Financial Advising Startup Valuation Economy 187

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. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (cnn.com) Big Tech is set to cut costs (and jobs) in 2023.

Financial Advising 195

Financial Advising Valuation Media Economy 195

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. abnormalreturns.com) Adviser links: estate tax intricacies.

Financial Advising 205

Financial Advising Valuation Media Economy 205

Abnormal Returns

FEBRUARY 16, 2023

howardlindzon.com) Private assets Why private equity needs much better valuations. apricitas.io) There are a near-record number of housing units currently under construction. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? nytimes.com) AI requires a lot of semiconductors.

Financial Advising 147

Financial Advising Engineering Valuation Retail 147

Abnormal Returns

FEBRUARY 27, 2023

axios.com) Job number one for CEOs is capital allocation. capitalgains.thediff.co) Startups How increased regulatory risk is affecting startup valuations. econbrowser.com) Earlier on Abnormal Returns Adviser links: asking good questions. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Startup 130

Startup Financial Advising Valuation Economy 130

Abnormal Returns

SEPTEMBER 17, 2022

marketwatch.com) Food The numbers show no-till farmland is more highly valued. sportico.com) Dedicated sports funds could further boost sports club valuations. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (washingtonpost.com) Seriously, just go to sleep.

Food 130

Food Financial Advising Transportation Medical 130

Brown Advisory

JANUARY 1, 2023

Download it here > Dear Fellow Investors, If we had to sum up 2022 in one word it would be valuation. War, inflation, recession, deglobalisation, decoupling, strikes, crypto-crash and energy (crisis) all featured but for us the overriding focus for 2022 was valuation. which was greater than our -1.1% relative underperformance.

Investing 52

Investing Investments Valuation Electronics 52