Trade Brains

APRIL 23, 2023

USL has a large portfolio of almost 80 brands including McDowell’s No.1, TCPL reported a net profit of Rs 1,015 crore on sales of Rs 12,425 crore in FY22. In addition to mobile network services, it is also a preferred choice of ICT, broadband, and DTH services. (USL) is a prominent alcohol beverage company in India.

Pharmaceutical 105

Pharmaceutical Banking Insurance Distribution 105

Trade Brains

JULY 8, 2023

If we look into the financials of the company we see that there is an increase in sales on YoY basis for the last 5 years from Rs 8,490 Crs in FY19 to Rs 11,368 Crs in FY23. Even though the sales have declined from Rs 952 Crs to Rs 790 Crs. PTC India Financial Services 6.03 PTC India Financial Services 6.03

Manufacturing 52

Manufacturing Government Engineering Financial Services 52

Brown Advisory

FEBRUARY 15, 2019

But the drop in valuations experienced at year’s end, alongside higher bond yields, offer a foundation for better long-term return expectations across most asset classes. This is also a fitting moment to review the intersection of risk and valuation. Entering 2019, we face rising economic, political and market risks. In non-U.S.

Valuation 52

Valuation Clients Portfolio Government 52

Trade Brains

NOVEMBER 26, 2023

The Company grew its Net Sales by 7%, from Rs. The Company earns most of its revenue from the Financial Services and insurance industries (29.8%), followed by Retail (14.5%) and Communication (12.3%). 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

Brown Advisory

NOVEMBER 22, 2021

It examines how transitory inflation may actually be, and how we have been positioning portfolios. The discussion dissects technology sector valuations, what rising rates could mean for markets and the most important investment trends in the decade ahead. Mon, 11/22/2021 - 11:44. Learn more >.

Clients 52

Clients Taxes Investing Investments 52

Brown Advisory

AUGUST 14, 2023

Factor risk is best described as any exposure that can explain the portfolio returns other than the individual investments, such as a “theme” or a sector. In this example, the stock picking hardly matters anymore – the portfolio is predominantly a sector bet and hence has a large factor risk. Numbers may not total due to rounding.

Investing 52

Investing Investments Portfolio Accounting 52

Trade Brains

SEPTEMBER 27, 2023

This Fin-Tech Company began its journey as a prepaid mobile and DTH recharge platform however, it later ventured into multiple other financial services. Today, the Company offers Mobile payment services to customers via UPI, Payment soundboxes, Point-of-sale machines (POS), and online payment gateway services among multiple others.

Healthcare 59

Healthcare Banking Communication Government 59

Trade Brains

JANUARY 18, 2024

112 Cr Offer for Sale (OFS) Rs. 14,965 Listing Date 30 January 2024 Promoters: Surakshaagri Retails (India) Pvt Ltd, Yeluri Family Trust, Malathi S and Kiran Kumar Atukuri Book Running Lead Manager: Keynote Financial Services Ltd and Bajaj Capital Ltd Registrar to the Offer: Bigshare Services Pvt Ltd. Cr Fresh Issue Rs.

Distribution 64

Distribution License Government Management 64

Brown Advisory

MARCH 15, 2019

In this article, our industrials analysts look at some of the reasons for the sector’s recent swings, and how they approach investing in a space where valuations and sentiment can shift rapidly. The company’s product portfolio is quite differentiated, with a focus on technology for safety, connectivity and infotainment.

Valuation 52

Valuation Clients Sales Investing 52

Brown Advisory

MAY 10, 2018

In this article, our head of asset allocation discusses how we are managing trade risk, while still embracing global growth opportunities in our portfolios. As a result, our portfolios currently seek exposure to asset classes and holdings with less dependency on foreign trade. We need to build portfolios on a foundation of facts.

Economy 52

Economy Portfolio Clients Sales 52

Brown Advisory

MAY 10, 2018

In this article, our head of asset allocation discusses how we are managing trade risk, while still embracing global growth opportunities in our portfolios. As a result, our portfolios currently seek exposure to asset classes and holdings with less dependency on foreign trade. We need to build portfolios on a foundation of facts.

Economy 52

Economy Portfolio Clients Sales 52

Trade Brains

JULY 2, 2023

Top Penny Stocks Under Rs 1 #1 – Visagar Financial Services CMP ₹0.97 Established in 1994, Visagar Financial Services is a non-banking financial company (NBFC) in the investment and financial services industry. .) Market Cap (Cr.) Debt to Equity 0.24 Price to Book Value 0.92 Debt to Equity 0.24

Financial Services 59

Financial Services Education Investing Investments 59

Brown Advisory

SEPTEMBER 12, 2016

We bought ARM Holdings in July 2011 and held on even as oversupply slowed growth in smartphones sales. We look for fundamental strengths, attractive valuations and what we call Sustainable Business Advantage (SBA). When sizing up a company’s opportunities and risks, portfolio managers vary widely in how they weigh ESG factors.

Food 52

Food Executive Compensation Portfolio Management Valuation 52

Brown Advisory

SEPTEMBER 12, 2016

We bought ARM Holdings in July 2011 and held on even as oversupply slowed growth in smartphones sales. We look for fundamental strengths, attractive valuations and what we call Sustainable Business Advantage (SBA). When sizing up a company’s opportunities and risks, portfolio managers vary widely in how they weigh ESG factors.

Food 52

Food Executive Compensation Portfolio Management Valuation 52

Brown Advisory

NOVEMBER 12, 2019

Therefore, Japanese investors generally have been unable to maintain even modest spend rates from their portfolios unless they were heavily invested outside the country or willing to spend down capital. PORTFOLIO IMPLICATIONS Confidence is a fragile and fuzzy notion. financial markets, to be a global leader for more than a century.

Investing 52

Investing Investments Assets Economics 52

Brown Advisory

NOVEMBER 12, 2019

Therefore, Japanese investors generally have been unable to maintain even modest spend rates from their portfolios unless they were heavily invested outside the country or willing to spend down capital. PORTFOLIO IMPLICATIONS. financial markets, to be a global leader for more than a century. economy, and by extension U.S.

Investing 52

Investing Investments Assets Economics 52

Brown Advisory

MARCH 30, 2020

The background liquidity conditions for capital markets have changed substantively since the 2008-09 financial crisis, and to some extent these changes have contributed to the liquidity crunch in various segments of the market in the wake of the coronavirus outbreak. Despite the U.S.

Management 52

Management Marketing Marketing Clients 52

Brown Advisory

MARCH 30, 2020

The background liquidity conditions for capital markets have changed substantively since the 2008-09 financial crisis, and to some extent these changes have contributed to the liquidity crunch in various segments of the market in the wake of the coronavirus outbreak. Despite the U.S. MANAGING LIQUIDITY RISK.

Management 52

Management Marketing Marketing Clients 52

Trade Brains

FEBRUARY 2, 2024

High FII Holding Stocks Under Rs 1000 High FII Holdings Stocks Under Rs 1000 #1: Max Financial Services Ltd. Max Financial Services Limited (MFSL) is a subsidiary of the Max Group. Five Star has been dealing in specialized financial services. 631.55 ₹ 47,352 41.61% Ujjivan Financial Services Ltd.

Healthcare 59

Healthcare Wealth Management Insurance Financial Services 59

The Big Picture

MAY 7, 2024

So I went to Yahoo and worked on their revenue and sales and marketing for a few years. I went in there and the valuation was below a billion dollars. And at two years the valuation was $13 billion. Did you just get to the Sephora coupon code for the sale this week, Barry? The, the prompt loses them a sale.

Startup 143

Startup Advertising Engineering Numbers 143

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. Prior to getting to Wellington.

Management 154

Management Investing Investments Portfolio 154

The Better Letter

JANUARY 26, 2024

The more fear, the better the sales.” If you want to make a sale, find a bogey-man, explain why your marks should be terrified of him, tell them who is to blame for the bogy-man’s offenses, and offer a purported remedy. 2020 : “[E]xtreme valuations. Fear makes money. Gardner goes on to recount how post-9.11

Assets 103

Assets Valuation Management Investing 103

Brown Advisory

AUGUST 25, 2017

as featured in the book, “Valuation: Measuring and Managing the Value of Companies, University Edition." Beyond that indicator, the managers look for companies with three other qualities: solid fundamentals, strong leadership and reasonable valuations. src="[link] />​ Chart reproduced with permission from McKinsey & Company Inc.

Management 52

Management Valuation Financial Services Investing 52

Brown Advisory

AUGUST 25, 2017

as featured in the book, “Valuation: Measuring and Managing the Value of Companies, University Edition." Beyond that indicator, the managers look for companies with three other qualities: solid fundamentals, strong leadership and reasonable valuations. src="[link] />?. Chart reproduced with permission from McKinsey & Company Inc.

Management 52

Management Valuation Financial Services Investing 52

Brown Advisory

APRIL 18, 2018

Balancing Act | For Good Measure: How We Value Global Leaders achen Wed, 04/18/2018 - 11:03 Valuation is a critical component of active investment management, yet many investors restrict themselves to a very narrow view of valuation by focusing on simple metrics like the price/earnings (P/E) ratio.

Valuation 52

Valuation Portfolio Investing Investments 52

Brown Advisory

APRIL 18, 2018

Valuation is a critical component of active investment management, yet many investors restrict themselves to a very narrow view of valuation by focusing on simple metrics like the price/earnings (P/E) ratio. This makes ratios like the P/E ratio dangerous as a valuation tool. Wed, 04/18/2018 - 11:03.

Valuation 52

Valuation Portfolio Investing Investments 52

Brown Advisory

SEPTEMBER 11, 2016

More so than any other time since the financial crisis we believe that a winning investment portfolio today needs a thoughtful focus on both. This provides a meaningful boost to return in a low-yield environment and cushions a portfolio should interest rates begin to rise. (We Shield or sword? small-cap stocks. versus 1.9

Economics 52

Economics Economy Communication Banking 52

Brown Advisory

SEPTEMBER 11, 2016

More so than any other time since the financial crisis we believe that a winning investment portfolio today needs a thoughtful focus on both. This provides a meaningful boost to return in a low-yield environment and cushions a portfolio should interest rates begin to rise. (We Shield or sword? small-cap stocks. versus 1.9

Economics 52

Economics Economy Communication Banking 52

The Big Picture

FEBRUARY 28, 2023

Tell us a little bit about the giant portfolio of companies you guys are managing. So we manage a portfolio of several dozen companies. When you add together all of our portfolio companies, it’s effectively $100 billion enterprise — RITHOLTZ: Wow. You sit on the board of directors on a number of portfolio companies.

Clients 143

Clients Investing Investments Assets 143

The Big Picture

OCTOBER 31, 2023

Business Insider ) See also The Sales Pitch for an 8% Mortgage: Buy Now, Refinance Later—for Free! Barron’s ) see also Bond Market Outlook: Valuations Suggest Potential for Equity-Like Returns With Less Risk ( PIMCO ) • Workers Are Doing Less Work for the Same Pay : Employers are offering more paid time off in a strong labor market.

Distribution 130

Distribution Media Financial Services Valuation 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. I don’t know I was for sale. The sale of Wallstrip. Is it about the valuation? LINDZON: Who is this guy? He’s like my Newman.

Media 281

Media Investing Investments Valuation 281