article thumbnail

Why does Corporate Governance matter in investments?

Truemind Capital

However, one fine day people come across some disturbing red flags regarding corporate governance practices in the company. Would you consider it a buying opportunity, given the fact that the stock is now available at much lower valuation multiples (PE/PB, etc) compared to a few weeks ago? The stock crashes. You may be tempted to.

article thumbnail

Animal Spirits: Do Valuations Matter?

A Wealth of Common Sense

Today’s Animal Spirits is brought to you by YCharts: Submit your email here to receive 20% off a YCharts subscription for new clients On today’s show, we discuss: Even when the stock market goes up it still goes down On the ‘course’ to a new normal Dalio says the $73t great wealth transfer isn’t just from boomers to (..)

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

10 Monday AM Reads

The Big Picture

My back-to-work morning train WFH reads: • Breakup of Google’s Ad Business Would Reshape $500 Billion Sector : If government prevails, an asset spinoff is thought to be more likely than a sale. But is diversification even possible?

article thumbnail

America’s Enormous Math Mistake’s Mistake

The Big Picture

@TBPInvictus here; Let’s cut to the chase : A popular video on YouTube claims the poor are much less poor than the official statistics suggest because those statistics ignore government welfare programs like Food Stamps and Aid to Dependant Children and lots of other safety net programs. It is untrue. ” Was this ignorance?

Math 246
article thumbnail

Sustainable Sovereigns: Integrating ESG Analysis into Government Debt Research

Brown Advisory

Sustainable Sovereigns: Integrating ESG Analysis into Government Debt Research ajackson Tue, 02/14/2023 - 10:39 Brown Advisory has championed Environmental, Social and Governance (ESG) research and sustainable investing for more than a decade. Historically, ESG analysis of sovereign debt was primarily focused on governance issues.

article thumbnail

Sustainable Sovereigns: Integrating ESG Analysis into Government Debt Research

Brown Advisory

Sustainable Sovereigns: Integrating ESG Analysis into Government Debt Research ajackson Tue, 02/14/2023 - 10:39 Brown Advisory has championed Environmental, Social and Governance (ESG) research and sustainable investing for more than a decade. Historically, ESG analysis of sovereign debt was primarily focused on governance issues.

article thumbnail

The Difference Between Stocks & Bonds

A Wealth of Common Sense

government bond.1 1 The dividend yield on the S&P 500 has been falling for years from a combination of rising valuations and the increased usage of sh. That’s higher than the dividend yield on all but 53 stocks in the S&P 500.