Carson Wealth

FEBRUARY 26, 2024

Another data point from the recent GFS caught our attention: The number of managers looking for ‘no landing’ is rising. We see that all over NVIDIA’s earnings numbers. NVIDIA’s Growth Story Jumps Out from the Numbers NVIDIA’s fourth quarter earnings report was impressive across the board. billion versus $6.2

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Diamond Consultants

JUNE 1, 2023

Here are 3 valuation scenarios to address that curiosity. Focus Financial Partners, the largest investor in the independent space, is being taken private at a $7B valuation. Prolific RIA acquirer CI Financial recently monetized a stake in their business at a $5B valuation. Those are some eye-popping numbers.

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Validea

SEPTEMBER 6, 2023

By Justin Carbonneau ( Twitter | LinkedIn | YouTube ) — Over the past few weeks, I’ve seen a number of charts highlighting the opportunity in small-cap stocks given their absolute and relative valuations. of time Price/Sales 0.70 Small caps haven’t been this cheap on an absolute basis since the Financial Crisis.

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Nationwide Financial

NOVEMBER 29, 2022

Succession planning is much more than just the act of selling your practice; there are many items to consider when planning the successful transition of your firm, like finding the right successor, client/relationship communications, receiving the proper value, and reducing taxes on the sale of your firm. Obtain a Valuation.

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Validea

SEPTEMBER 12, 2022

Houston-based Bridgeway Capital, founded in 1993 by MIT graduate John Montgomery, has always used number-crunching as a fundamental, well before ETFs began relying on computer algorithms to select value or growth stocks. And currently, the number-loving Bridgeway team is developing research that factors in ESG metrics.

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Trade Brains

FEBRUARY 1, 2024

With a market valuation of ₹3.13 The Indian automotive sector is projected to achieve a valuation of US$ 300 billion by 2026. Bajaj Auto – Business Segments Motorcycles (Domestic) Domestic motorbike sales for the industry peaked in FY2019 at 13.6 Even domestic sales remained substantially below the all-time high of 13.6

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Sales Valuation Manufacturing Marketing 59

Trade Brains

JANUARY 18, 2024

With a market valuation of ₹3.13 The Indian automotive sector is projected to achieve a valuation of US$ 300 billion by 2026. Performance of Business Segments Motorcycles (Domestic) Domestic motorbike sales for the industry peaked in FY2019 at 13.6 Even domestic sales remained substantially below the all-time high of 13.6

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The Irrelevant Investor

JUNE 20, 2022

Peloton went from $40 billion to.wait, Ring Central had a $40 billion valuation?!?!?!? That's what happens when your price-to-sales goes from 5 to 20. For some context on how crazy that number is, General Mills has a market cap of $40 billion today. billion and trading at less than 1x sales. Chipotle is $35 billion.

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Valuation Food Sales Numbers 52

Trade Brains

APRIL 3, 2023

This book contains a number of time-tested lessons like investment vs speculation, the margin of safety, the concept of Mr market (the fictional manic-depressive character) , different approaches for defensive and enterprise (aggressive) investors etc. At a supermarket, both glamorous and cheap products (on sale) are available.

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Investing Investments Valuation Education 98

Cornerstone Financial Advisory

FEBRUARY 26, 2024

Nvidia’s market cap rose by $277 billion on the news, pushing it to a $2 trillion valuation. It should not be considered a solicitation for the purchase or sale of any company connected with AI. 3,4 This Week: Key Economic Data Monday: New Home Sales. Take a debit or credit card number over the phone.

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Marketing Marketing Economics Taxes 84

Validea

JUNE 27, 2023

With the belief that homebuilders have the inventory to meet building demands, the managers called the housing sector “positive,” even though existing home sales have declined as homeowners don’t want to give up their cheap mortgages to take on higher interest loans. As interest rates rose last year, shares of homebuilders in the U.S.

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Manufacturing Portfolio Management Valuation Retail 52

Cornerstone Financial Advisory

MARCH 18, 2024

1,2 Following Tuesday, caution lingered as investors parsed the underlying data behind headline consumer inflation numbers. Retail sales, also reported on Thursday, were disappointing, rising less than expected and adding to the inflation angst. Existing Home Sales. in February, more than the expected 0.3% Fed Balance Sheet.

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Marketing Marketing Taxes Economics 87

Zoe Financial

JULY 17, 2023

Main reason for market enthusiasm has to do with the inflation numbers for June. 25% rally over the last 9 months for stocks, mainly driven by valuation expansion. June retail sales and housing market data. It’s up 17% year-to-date. Nasdaq was up 3.3%. Up 35% year-to-date. Stay tuned for next week. Have a good one.

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The Irrelevant Investor

MARCH 27, 2021

In Barron's , Tony Sacconaghi shows that stocks with a price-to-sales ratio of 15 or higher have not fared well going back to 1970. I wanted to look at how the price-to-sales ratio for some of the younger technology companies compares with the giants as they began their ascent. At its peak in the late 90s, it traded for 43x sales.

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Valuation Sales Advertising Numbers 52

Cornerstone Financial Advisory

JANUARY 2, 2024

The four-week moving average, which better illustrates jobless claim trends, was little changed, coming in at 212,000; this was the lowest number since late October. 5 Continuing jobless claims, which measures the number of individuals collecting unemployment benefits, was flat from the previous week at 1.88 Copyright 2024 FMG Suite.

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The Big Picture

SEPTEMBER 19, 2022

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.

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Steve Sanduski

MAY 31, 2022

Your business may not be for sale, but it should always be salable. Paul and I discuss: Why prospective buyers and sellers shouldn’t be relying on “industry standard” valuation metrics alone when considering an acquisition. The importance of determining the optimal number of manageable clients for your business.

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Planning Consulting Valuation Financial Advisor 52

Cornerstone Financial Advisory

JANUARY 8, 2024

It should not be considered a solicitation for the purchase or sale of the securities. Giving an incorrect account number can delay your refund even further. Last week’s riddle: Victor is assigned to paint suite numbers on doors at an office building with 100 suites, which will be numbered from 1 to 100. What is it?

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Marketing Marketing Taxes Economics 80

Trade Brains

FEBRUARY 28, 2024

With retail bakery and institutional segment included, bakery segment sales in Q3FY24 was Rs. Bectors Food Specialities Ltd Huge Industry Tailwind With a forecasted growth rate of 9%, the retail bread and buns industry in India is expected to reach a valuation of Rs 76 billion by FY25, from its FY20 valuation of Rs 50 billion.

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Food Commission Distribution Retail 59

Trade Brains

JANUARY 16, 2024

We will then check out its numbers to see how it has been scaling its revenue & profits. The Consumer Durable industry is growing at on the back of a Surge in Online sales, and growing interest in health & wellness. These listed companies trade at a median valuation of 66.8x 400 Cr Offer for Sale (OFS) Rs.

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Manufacturing Valuation Electronics Investing 59

Cornerstone Financial Advisory

AUGUST 7, 2023

It should not be considered a solicitation for the purchase or sale of the securities. ” – Desmond Tutu Add Social Security Numbers Of Your Dependents On Your Return On your tax return, add the Social Security Numbers for your children and other dependents. Copyright 2023 FMG Suite. a Broker/Dealer, Member FINRA / SIPC.

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Marketing Marketing Medicine Taxes 90

Cornerstone Financial Advisory

APRIL 22, 2024

A bit of good news punctuated an otherwise sour Monday, as a stronger-than-expected retail sales report showed consumers were spending despite rising inflation. Retail sales increased 0.7% New Home Sales. Pending Home Sales. It should not be considered a solicitation for the purchase or sale of the securities.

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The Big Picture

DECEMBER 5, 2023

’cause then I figure I could always be employed either managing the numbers or doing law and get those two degrees. And I got to see firsthand what Bain was doing in strategic consulting and understand their view of business separate from the numbers. And Bain was kind enough to offer me a job to facilitate.

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Management Investing Investments Numbers 173

Cornerstone Financial Advisory

DECEMBER 18, 2023

A solid retail sales number, which reflected a strong consumer and supported the soft landing thesis, also boosted enthusiasm. Existing Home Sales. New Home Sales. It should not be considered a solicitation for the purchase or sale of the securities. increase over October and a year-over-year increase of 3.1%.

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Cornerstone Financial Advisory

NOVEMBER 6, 2023

The combination on Wednesday of the Fed’s decision to keep rates unchanged, which accompanied dovish comments from Fed Chair Powell, and a reassuring Treasury announcement on future bond sales, sparked a third straight day of gains. It should not be considered a solicitation for the purchase or sale of the securities.

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Trade Brains

MARCH 29, 2024

Weaknesses Geographical Concentration Risk: The Company derives all its revenues from the sale of its services in the Rajasthan & North Eastern regions of India. Both FY21 & FY22 saw exceptional gains/losses that distorted numbers from normalized earnings. 4275 Cr Fresh Issue - Offer for Sale (OFS) Rs. 5 Price Band Rs.

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Government Communication Valuation Consulting 59

Harness Wealth

APRIL 17, 2023

A tender offer is a liquidity event in which a company, investor, or group of investors propose to buy a fixed number of shares from existing shareholders at a set price. For employees ineligible for a tender offer or those who prefer to sell their shares on their terms, secondary sales may present a viable alternative option.

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Nationwide Financial

MAY 22, 2023

Bears note a higher-for-longer Fed, softening macro data, uncertain geopolitical risks, and deteriorating valuations. The caveat, of course, is the heavy reliance on a small number of big tech names. trillion, and allocation to bonds is at a 14-year high. For a rally to be sustainable, we need to course correct.

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Marketing Marketing Economics Retail 52

Good Financial Cents

APRIL 5, 2023

At the same time, be aware that valuations on used cars – which is what your trade-in will be – are more subjective. When you go on the valuation sites, be as objective as possible about this. If you’re accurate in evaluating the condition, you should get a pretty solid value of your car from the valuation sites.

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Cornerstone Financial Advisory

OCTOBER 2, 2023

However, beneath the headline number, consumer spending was cut to a 0.8 It should not be considered a solicitation for the purchase or sale of the securities. Answer: She bought house numbers. As her street address starts with the number 122, she purchased two carved “2s” and one carved “1.”

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Marketing Marketing Taxes Economics 91

ClearMoney

DECEMBER 5, 2021

Bitcoin and related cryptocurrencies (now numbering in the thousands) are the subject of much debate and fascination. After a limited number of password attempts, a user can permanently lose access. Prohibiting the sale to retail clients of investment products that reference cryptoassets,” Financial Conduct Authority, June 10, 2020.

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Cornerstone Financial Advisory

APRIL 1, 2024

New home sales in February slipped 0.3 Tuesday: Motor Vehicle Sales. It should not be considered a solicitation for the purchase or sale of the securities. What are they? Last week’s riddle: Which positive whole number can you add 1.5 Conflicting economic news on Monday and Tuesday contributed to the slide.

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Marketing Marketing Economics Taxes 52

David Nelson

DECEMBER 19, 2022

Retail Sales and Industrial Production were a disappointment last week coming in at -0.6%, and -0.2% All in it becomes increasingly difficult to justify current valuations in the context of an elevated risk-free rate. Remember an earnings report is also a report card on how good or bad analysts were at pegging the numbers.

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Economics Numbers Valuation Food 59

Cornerstone Financial Advisory

NOVEMBER 20, 2023

1,2,3 Stocks March Higher A better-than-anticipated consumer inflation number on Tuesday sent bond yields sharply lower, igniting a powerful, exceptionally broad-based rally that saw 91% of all New York Stock Exchange volume advancing in price and a similarly substantial advance (85%) on the NASDAQ. in October (versus a +0.1% FOMC Minutes.

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Marketing Marketing Taxes Economics 92

Cornerstone Financial Advisory

APRIL 10, 2023

Stocks trended lower again after a lower-than-expected open-jobs number and a slowdown in private-sector hiring. Friday: Retail Sales. It should not be considered a solicitation for the purchase or sale of the securities. 6 This Week: Key Economic Data Wednesday: Consumer Price Index (CPI). FOMC Minutes. Industrial Production.

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The Irrelevant Investor

JANUARY 5, 2022

Multiple compression has done a number on these stocks. The median price to sales ratio for ARKK names peaked in February at 33 (Zoom got up to 120) and is now down to 10.5. This number is pretty meaningless on its own, so let's look at it compared to the Nasdaq-100. billion pre-money valuation. A few more weeks (days?)

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Numbers Sales Valuation Marketing 52

Cornerstone Financial Advisory

OCTOBER 30, 2023

It should not be considered a solicitation for the purchase or sale of the securities. Tip adapted from Cleveland Clinic 7 What 3 numbers can you add together and get the same result as when you multiply them? (LLY), Duke Energy Corporation (DUK), Cigna Group (CI), ConocoPhillips (COP) Friday: Berkshire Hathaway, Inc.

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Marketing Marketing Economics Taxes 97