Abnormal Returns

AUGUST 9, 2023

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. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 177

Financial Advising Economy Valuation Consulting 177

Abnormal Returns

JANUARY 27, 2023

awealthofcommonsense.com) 2022 shows that every portfolio strategy comes under pressure. nytimes.com) Companies Revisiting Tesla's ($TSLA) valuation, post-Twitter fiasco. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? How do they perform over the long run?

Financial Advising 201

Financial Advising Distribution Valuation Media 201

Abnormal Returns

JANUARY 3, 2023

capitalspectator.com) 2022 was the third worst year for the 60/40 portfolio. wsj.com) Startups are going to experience a "new normal" valuation-wise. avc.com) SpaceX is raising new capital at a $137 billion valuation. The underlying companies are similar." (abnormalreturns.com) Adviser links: forced distributions.

Startup 187

Startup Valuation Financial Advising Distribution 187

Abnormal Returns

FEBRUARY 16, 2023

howardlindzon.com) Private assets Why private equity needs much better valuations. ft.com) Why where investors mark the portfolios can be all over the place. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (theatlantic.com) Finding a good retail CEO is tough these days.

Financial Advising 147

Financial Advising Engineering Valuation Retail 147

Abnormal Returns

JANUARY 18, 2023

(allstarcharts.com) Why 2022 was an unusually bad year for the 60/40 portfolio. institutionalinvestor.com) Startup valuations trended down in the second half of 2022. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) What you missed in our Tuesday linkfest.

Financial Advising 130

Financial Advising Startup Wealth Management Valuation 130

Abnormal Returns

SEPTEMBER 22, 2022

Markets Market valuations are a lot more attractive than they were a year ago. wsj.com) Fund management What are the most owned private companies in mutual fund portfolios? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? blog.validea.com) Visualizing U.S. Think Elon Musk.

Financial Advising 130

Financial Advising Media Valuation Assets 130

Abnormal Returns

FEBRUARY 9, 2024

ft.com) A valuation analysis of the Magnificent Seven. ft.com) A review of "The Four Pillars of Investing, Second Edition: Lessons for Building a Winning Portfolio" by William J. ft.com) A review of "The Four Pillars of Investing, Second Edition: Lessons for Building a Winning Portfolio" by William J.

Financial Advising 243

Financial Advising Media Valuation Economy 243

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

Abnormal Returns

OCTOBER 16, 2022

60/40 portfolios The 60/40 portfolio is having its worse returns in a century. marketwatch.com) Why investors should pay more attention the 40 in a 60/40 portfolio. ritholtz.com) Why you shouldn't make big changes to your portfolio based on economics. rogersplanning.blogspot.com) Strategy How market bottoms are made.

Financial Advising 187

Financial Advising Portfolio Valuation Economy 187

Aleph

JANUARY 14, 2023

Picture Credit: David Merkel, with an assist from the YouImagine AI image generator || Boldly flying in front of a stained glass window Portfolio Management Sick of the ups and downs of the markets? link] Abundant liquidity from the Fed emboldened growth investors to bid prices to unsustainable valuations. Can They Take Over $GBTC?

Math 59

Math Assets Government Engineering 59