Abnormal Returns

JANUARY 9, 2023

axios.com) Finance Private equity managers are abusing their discretion when it comes to valuations. bbc.com) Apple ($AAPL) is planning to open stores in India. Galloping inflation is never sustainable; rapidly rising prices are the antithesis of stability." (wapo.st) Earlier on Abnormal Returns Adviser links: two forms of growth.

Financial Advising 242

Financial Advising Valuation Media Economy 242

Abnormal Returns

AUGUST 9, 2023

behaviouralinvestment.com) Crypto Why PayPal ($PYPL) is planning to offer a stablecoin. axios.com) Venture capital Why more markdowns are coming to venture capital portfolio valuations. frbsf.org) Earlier on Abnormal Returns Personal finance links: bad financial habits. vox.com) David Rubenstein on his Bitcoin regrets.

Financial Advising 238

Financial Advising Economy Valuation Consulting 238

Abnormal Returns

AUGUST 7, 2023

wiredplanning.com) Meb Faber talks Future Proof and stock market valuation with Ben Carlson and Michael Batnick. mebfaber.com) 401(k) plans More companies are offering Roth 401(k) options. riaintel.com) Practice management More advisers are choosing to craft their practices around their values.

Financial Advising 130

Financial Advising Valuation Communication Clients 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 Clients 52

Abnormal Returns

FEBRUARY 9, 2024

ft.com) A valuation analysis of the Magnificent Seven. blockworks.co) IBM ($IBM) is stopping contributions to its 401(k) plan in favor of its pension plan. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Markets All-time stock market highs is not a bearish signal.

Financial Advising 278

Financial Advising Media Valuation Economy 278

Abnormal Returns

OCTOBER 31, 2022

allstarcharts.com) And valuations are still attractive. wsj.com) Poland is planning to build nuclear power plants. abnormalreturns.com) Why rough edges remain in financial markets: people. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 246

Financial Advising Media Valuation Retail 246

Abnormal Returns

AUGUST 6, 2023

michaelparekh.substack.com) Venture capital Q2 2023 startup data from AngelList show median valuations back to pre-pandemic levels. abnormalreturns.com) Make a plan for your stuff, before someone else has to. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 246

Financial Advising Startup Economics Valuation 246

Abnormal Returns

MARCH 16, 2024

billion valuation. theathletic.com) The NFL plans to eliminate the chain gang. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (npr.org) We really don't know how much protein to consume. theatlantic.com) Longevity enthusiasts are pushing rapamycin.

Financial Advising 278

Financial Advising Transportation Media Food 278

Abnormal Returns

AUGUST 13, 2023

Markets Should investors actually care about stock market valuations? propublica.org) Why there should be more guardrails in 401(k) plans. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? awealthofcommonsense.com) How have Berkshire Hathaway ($BRK.B)

Financial Advising 242

Financial Advising Valuation Economy Media 242

Aleph

JANUARY 14, 2023

link] Abundant liquidity from the Fed emboldened growth investors to bid prices to unsustainable valuations. There is more opportunity in London than much of Italy Jan 10, 2023 Xi Jinping’s plan to reset China’s economy and win back friends [link] It’s rare to see someone have severe opinions “spin on a dime.”

Math 59

Math Assets Banking Government 59