Trade Brains

NOVEMBER 24, 2023

The company serves its customers across industries like automotive, e-commerce, food delivery, transportation, and logistics, banking; financial services and insurance (BFSI), retail and quick service restaurants (QSR), telecom and utilities, healthcare and pharmaceuticals, government, railways, and waterways.

Planning 69

Planning B2C B2B Pharmaceutical 69

Trade Brains

SEPTEMBER 21, 2023

They have a client base that is in sectors from Aerospace & Defence to Banking, Communications, Consumer Electronics to Healthcare. The Financial Services sector brings in ~35% of Wipro’s revenue, followed by the Consumer sector which consists of Electronics and other packaged goods. This brought in ~18% of FY23’s revenue.

Budgeting 59

Budgeting Electronics Healthcare Consulting 59

Cornerstone Financial Advisory

JULY 11, 2022

Bancorp (USB), The PNC Financial Services Group, Inc. In an effort to extend health care benefits to more people, the IRS introduced the small business healthcare tax credit. (JPM), Morgan Stanley (MS), Conagra Brands (CAG). Friday: UnitedHealth Group (UNH), Citigroup, Inc. (C), Helen Keller.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

JULY 17, 2023

Despite some positive earnings surprises from several big banks and a major healthcare provider, stocks closed out a good week with a slight decline. 4 After four straight days of increases, investor attention turned to the kick-off of a new earnings season on Friday. PNC), Prologis, Inc. PLD) Wednesday: Netflix, Inc. NFLX), Tesla, Inc.

Marketing 52

Marketing Marketing Economics Taxes 52

The Big Picture

OCTOBER 31, 2023

And so our initial thrust was what our first hedge fund called Bay Pond, which is a financial services hedge fund, started by Nick Adams back in 1994, which will, I guess be celebrating its 30th anniversary next year. Post money valuations until the market has changed dramatically. 00:09:40 [Speaker Changed] Correct.

Management 159

Management Investments Investing Portfolio 159

The Big Picture

AUGUST 15, 2023

What’s the valuation? SEIDES: So it’s Hartford HealthCare. Certainly in financial services, we recognize now that there are all these microaggressions that have been in place for decades. RITHOLTZ: Right. So you had written, you spend 99% of the time assessing the merits of the deal. What happened there?

Management 130

Management Investments Investing Government 130

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 159

Valuation Clients Investments Investing 159

Trade Brains

NOVEMBER 26, 2023

Its products, solutions, and services are supported by partnerships with world-leading software providers such as Microsoft, Amazon Web Services (AWS), Google, Pegasystems, Appian, Salesforce, ServiceNow, and Duck Creek. This is due to the asset-light nature and high growth prospects of their business, which leads to higher valuations.

Recruitment 102

Recruitment Startup Engineering Education 102

Trade Brains

AUGUST 31, 2023

Penny Stocks With High FII Holdings For our study of ‘high FII holding penny stocks’ we will study companies from various sectors such as financial services, textiles, chemicals, etc. We’ll read about their businesses, scale of operations and key financial metrics. So without further ado, let us jump in. 127 EPS (TTM) ₹9.5

Banking 59

Banking Manufacturing Sales Financial Services 59

The Big Picture

MAY 9, 2023

And again, I ended up in the financial services audit practice at KPMG. One, when people have asked me to compare and contrast today versus 2007, 2008, what you hear from a lot of people is, yes, there’s some fairly heady valuations. You have to finish the three years. I finished the three years.

Assets 296

Assets Clients Investments Investing 296

The Big Picture

JUNE 13, 2023

You know, that’s one thing in Europe where London was, I actually think, still remains the one place where you want to get exposure when you join financial services. 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.

Banking 146

Banking Assets Investments Investing 146

The Big Picture

SEPTEMBER 5, 2023

And we’d sort of turn that into a valuation business. So before we get to the pandemic, which obviously had an enormous outsized effect on real estate, let’s talk a little bit about the financial crisis in the mid-2000s, a lot of real estate companies crashed and burned then. RITHOLTZ: Wow, that’s amazing.

Sales 130

Sales Numbers Marketing Marketing 130

The Big Picture

APRIL 11, 2023

 The transcript from this week’s, MiB: Aswath Damodaran: Valuations, Narratives & Academia , is below. You’re known as the dean of valuation. He said, oh, dean of valuation, it’s easier to say. So let’s start with the question, what led you to focus on valuation? RITHOLTZ: Right. And I said, why?

Valuation 295

Valuation Education Numbers Government 295

The Big Picture

MAY 21, 2024

And meanwhile, I was doing, you know, I was working at this financial services company and I was really interested in what they were doing. And one of the worst performing factors has been valuation. And I think that’s wrong because valuation does matter. Eventually it, 00:30:12 [Speaker Changed] It matters.

Numbers 146

Numbers Management Banking Marketing 146

The Big Picture

JANUARY 7, 2025

But it allowed me to go into the healthcare vertical straight out of Stanford. Being an entrepreneur isn’t, anyway, but being an entrepreneur in an industry like financial services where there’s these old and very incumbent 800 pound gorillas are all around you is certainly not 00:12:56 [Speaker Changed] To, to say the very least.

Valuation 130

Valuation Engineering Numbers Marketing 130

The Big Picture

MAY 16, 2023

Literally the first check-in to Robinhood, which went public in 2021 at about a $34 billion valuation. RITHOLTZ: He was the first (inaudible) in round B at the higher valuation. Is it about the valuation? Back then I was Wallstrip was like a 400K valuation. RITHOLTZ: Valuation didn’t make much of a difference.

Media 287

Media Investments Investing Valuation 287

The Big Picture

FEBRUARY 4, 2025

On top of that, you also get, so this is as a PhD student, you also get, of course I need to say this, free healthcare. How do you think about valuations for both equities and fixed income here in the beginning of 2025? In fact, you get a stipend, which is three, $4,000 a month. That’s why marginal tax rates in Denmark are 55%.

Economy 255

Economy Banking Economics Taxes 255