Remove Manufacturing Remove Numbers Remove Valuation
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3rd Quarter Economic And Market Outlook: Understanding Risks And Opportunities In The Web Of Inflation, Interest Rates, Valuations, And More

Nerd's Eye View

People often talk about "the economy" as a single entity whose parts move in unison, with a small number of key indicators (such as GDP, the unemployment rate, and inflation) moving reliably in relation to each other. manufacturing sector, by the measures of employment and service prices, has been in a recession for nearly 12 months.

Valuation 246
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Wednesday links: an awesome product

Abnormal Returns

amycastor.com) Companies It's hard to wrap your head around the numbers with Nvidia's ($NVDA) new chips. marginalrevolution.com) Finance Private equity is stuck between elevated valuations high interest rates and a moribund IPO market. bloomberg.com) Ukraine is trying to boost its own weapons manufacturing.

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4th Quarter 2023 Economic And Market Outlook: Labor Market, Inflation, And Geopolitics

Nerd's Eye View

While the manufacturing sector (which makes up 'only' 8% of the U.S. Businesses are also feeling the pinch from higher interest rates, as November saw a rapid increase in the number of Chapter 11 commercial bankruptcies. As has been the case for several quarters, the prevailing characteristic remains a "tale of 2 economies".

Economics 246
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Transcript: Ron Shaich, Au Bon Pain, Panera Bread & CAVA

The Big Picture

So, so those numbers are astonishing. And there was a number that were actually in that business. The predecessor of one of the companies, and I don’t remember if this was all ball past something else, was Pavilion, a French manufacturer of 00:07:53 [Speaker Changed] Pave Jer Pavier. We built a manufacturing business.

Food 130
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Transcript: John Montgomery, Bridgeway Capital Management

The Big Picture

In addition, they’ve put up some really impressive numbers over the past 30 years, which has given them the opportunity to donate tens of millions of dollars to their favorite organizations. We don’t give exact numbers. Number one, it means our transaction costs are less, which based on your career, you know exactly.

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ATM: Aswath Damodaran on the LifeCycles of Companies

The Big Picture

Full transcript below. ~~~ About this week’s guest: Professor Aswath Damodaran of NYU Stern School of Business is known as the Dean of Valuation. He has written numerous books on valuation and finance. You’ve got to manufacture your product. You could be just a pure number cruncher. It’s all about story.

Startup 162
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Things Change

The Better Letter

GE jumped over Exxon to the top spot as the oil company (which had bought Mobil in 1998 in what was then the biggest merger ever) stayed at number two. Chevron, which had been known as Standard Oil of California, returned to the top ten at number eight. America is no longer the manufacturing power it used to be.

Retail 96