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At the Money: Benefits of Quantitative Investing

The Big Picture

As it turns out, there are ways you can use data to your advantage, even if you’re not a math wizard. Barry Ritholtz : So let’s break that into two halves, starting with valuation. Explain why P/E isn’t the best way to measure valuation. People did whatever was working based more on gut feelings than data.

Investing 154
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Weekly Market Insights – January 8, 2024

Cornerstone Financial Advisory

It should not be considered a solicitation for the purchase or sale of the securities. Math errors: Simple addition and subtraction mistakes can delay your return. Consider using electronic filing software that does the math automatically to avoid mistakes. Copyright 2024 FMG Suite. a Broker/Dealer, Member FINRA / SIPC.

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Should You Exercise Stock Options During a Pre-IPO Window?

Darrow Wealth Management

Unfortunately, for those tax savings to materialize, the post-IPO stock price at sale must be considerably more than the pre-IPO valuation at exercise. Most companies go public at their highest historical valuation. That said, tax planning moves done in advance can also easily be negated by a sales plan that’s too bullish.

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Transcript: Albert Wenger

The Big Picture

WENGER: Well, I was basically hanging out at the USV offices after the sale of del.icio.us So along those lines, there are some venture firms that don’t really seem to care a lot about valuations and others seem to focus on a little bit. We’ve seen valuations come way down for public companies.

Valuation 296
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Happy Anniversary!

The Irrelevant Investor

Needless to say, when stocks are going straight up, some funky things happen to valuations. million of sales) The gains were so concentrated, that AOL and Microsoft became more valuable than basically everything else. "An The math on this one, wow. billion sales, $469 million earnings) are worth a combined $7.3

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Sorted Weekly Tweets

Aleph

link] Abundant liquidity from the Fed emboldened growth investors to bid prices to unsustainable valuations. link] Maybe, and it might be good to replace geometry with analytic geometry, but adding data science and probability will leave most STEM majors underprepared for college math. In the End, the Answer Was in the Textbook.

Math 59
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Transcript: Antti Ilmanen

The Big Picture

Michael Lewis’ Liar’s Poker’s good guys was one of my sales contacts there. ILMANEN: It’s always good to think of starting yields and valuation sort of two sides of the same coin. So, that relationship actually already started when I was a portfolio manager, right? Finally, in a faction (ph) like one of these.

Investing 130