The Big Picture

DECEMBER 6, 2022

First of all, I think the amount of investors that participate in the financial markets is much smaller than it is in the U.S. And I think that the financial advisors are used, but not as widely used as they are in the U.S. And definitely, their retail market participation is significantly lower than you can see in the U.S.

Clients 162

Clients Investing Investments Management 162

The Big Picture

SEPTEMBER 10, 2024

He has a very interesting approach to thinking about market valuations and strategies and when to deploy capital, when to go with the crowd, when to lean against the crowd, and has amassed and excellent track record. Second part of our framework is valuation fundamental work. Well, that means valuations are probably too high.

Valuation 162

Valuation Clients Investing Investments 162

Trade Brains

NOVEMBER 26, 2023

Having established a solid presence in these 3 sectors, the company aims to grow its footprint in Retail/CPG, Healthcare, Hitech, Manufacturing, and Public Sector outside of India. This is due to the asset-light nature and high growth prospects of their business, which leads to higher valuations. in constant currency terms.

Recruitment 102

Recruitment Startup Engineering Education 102

Trade Brains

AUGUST 31, 2023

DU Digital Global is debt-free and currently has a micro-cap valuation of Rs 316 crore. Penny Stocks With High FII Holdings #3 – Orient Ceratech Particulars Amount Particulars Amount CMP ₹32 Market Cap (Cr.) ₹382 With a high FII holding, the identity services provider company also has a high promoter shareholding of 65.9%.

Banking 59

Banking Manufacturing Sales Financial Services 59

WiserAdvisor

FEBRUARY 14, 2024

While it is commonly acknowledged that money itself cannot buy you happiness, its influence on essential aspects such as education, healthcare, and housing cannot be understated. The popularity of these platforms contributes to revenue generation and allows the gaming market to amass substantial sums from mobile devices, consoles, and PCs.

Investing 59

Investing Investments Retail Banking 59

The Big Picture

JUNE 13, 2023

And so we go back to the basics of what our job should be, risk underwriting, risk assessment, asset prices are different from asset valuation. I mean the valuation is the future cash flow discounted at a risk-free rate plus a risk premium. RITHOLTZ: So let’s talk a little bit about valuations relative to risk and reward.

Banking 147

Banking Assets Investing Investments 147

The Big Picture

SEPTEMBER 26, 2023

But here you have the guy who is part of the team running the fund day-to-day, right into the teeth of the collapse of the financial markets. In the great financial crisis. And if they don’t, we’re happy to own them at the valuation that we are creating that company act. 00:37:26 [Speaker Changed] Huh.

Banking 130

Banking Investing Investments Clients 130

The Big Picture

MAY 21, 2024

And one of the worst performing factors has been valuation. So we’re now in an environment where all the 45-year-old portfolio managers out there have been, have worked their entire careers in these momentum fueled markets, and they’ve been trained to believe that valuation doesn’t matter.

Numbers 147

Numbers Banking Management Marketing 147

The Big Picture

MARCH 26, 2024

And it’s inclusive of not just the world of offices, but you know, multifamily residential and warehousing and retail and healthcare facilities, et cetera. Obviously, you know, geopolitics and the election and black swan risks are always the potential, but I think sentiment and valuation.

Marketing 147

Marketing Marketing Investing Investments 147

The Big Picture

FEBRUARY 4, 2025

And I found it just that the environment, everything that I experienced that went through there and still have many good friends at the university and of course in Copenhagen that I still talk to, to this day about economics and what’s going on in financial markets Barry Ritholtz : And make me a little jealous.

Economy 257

Economy Banking Economics Taxes 257