Abnormal Returns

MARCH 20, 2024

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. (etf.com) Don't let spot Bitcoin ETFs fool you about the nature of crypto.

Financial Advising 190

Financial Advising Startup Valuation Economy 190

Nerd's Eye View

NOVEMBER 6, 2023

This month's edition kicks off with the news that Practice Intel has launched a new "growth platform" centered around quantifying the quality of an advisor's client relationships with an all-in "Relationship Quality Index" (RQI) – which while potentially valuable in helping advisors understand and improve their client experience (and subsequently (..)

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Compliance Valuation Financial Advisor Clients 205

Nerd's Eye View

JULY 7, 2023

Also in industry news this week: A recent survey indicates that a strong majority of financial advisory clients have maintained their trust in their advisors despite the investment market setbacks experienced last year A report from the SEC shows that a majority RIAs have mandatory arbitration clauses in their client agreements, a practice that has (..)

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Financial Planner Tax Planning Clients Valuation 231

Advisor Perspectives

JANUARY 18, 2023

We'll get into the details beneath the numbers with David DeVoe in this podcast. M&A activity was nearly 10% higher than last year's 241 transactions. But 2022 ended with a slower fourth quarter, 20% below last year's blockbuster Q4 total.

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Carson Wealth

APRIL 8, 2024

Pockets of attractive valuations exist despite above-average valuations in some high-profile areas of the market. gain, but not a bad number by any means. That means labor productivity continues to run strong, as workers are producing above-trend output while working the same number of hours. Following the huge 11.2%

Marketing 96

Marketing Marketing Valuation Economy 96

Abnormal Returns

DECEMBER 28, 2022

tomtunguz.com) Instacart continues to slash its valuation. wired.com) Economy The October Case-Shiller numbers show the rollover in housing prices. (cnn.com) Big Tech is set to cut costs (and jobs) in 2023. nytimes.com) How Constellation Software is a $30b+ publicly-traded software holding company employing more than 25,000.

Financial Advising 210

Financial Advising Valuation Media Economy 210

Abnormal Returns

JULY 19, 2022

ft.com) Venture Tomasz Tunguz, "The bid/ask spread in VC is the difference between the post-money valuation between a VC (the bidder) & a company (seller)." wsj.com) Economy There is a record number of housing units currently under construction. tomtunguz.com) A reading list on how to go about getting started in angel investing.

Financial Advising 220

Financial Advising Valuation Media Taxes 220

Advisor Perspectives

APRIL 11, 2024

Mr. Valuation, built three portfolios for dividend income with different objectives. In this video, Chuck will do an update on dividend Model Portfolio Number 2 to see how it’s performed. On August 24, 2021, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a.

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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. The chart below, also from our market valuation tool, compares small cap value to large cap growth stocks. Only 12.4%

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Valuation Economics Numbers Investing 64

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

Marketing 96

Marketing Marketing Valuation Economy 96

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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Valuation Recruitment Retirement Distribution 98

Abnormal Returns

FEBRUARY 16, 2023

howardlindzon.com) Private assets Why private equity needs much better valuations. apricitas.io) There are a near-record number of housing units currently under construction. (theatlantic.com) Finding a good retail CEO is tough these days. nytimes.com) AI requires a lot of semiconductors. pragcap.com) Fidelity is hiring!

Financial Advising 144

Financial Advising Engineering Valuation Retail 144

Nerd's Eye View

DECEMBER 23, 2022

While RIA M&A activity has been red hot during the past couple of years, a survey suggests that advisors are expecting lower valuations in 2023. From there, we have several articles on advisor marketing: Five tactics advisors can use to make the most of the online referrals they receive.

Financial Planner 200

Financial Planner Retirement Planning Financial Planning Distribution 200

Advisor Perspectives

SEPTEMBER 11, 2023

With the ongoing correction in private markets, REITs offer an attractive entry point with valuations at historic lows. In addition, a number of factors favor REITs: Large differences in valuation between public and private RE markets, while rare, have historically benefited REITs.

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Valuation Numbers Marketing Marketing 52

Darrow Wealth Management

MAY 6, 2024

Later in the process you’ll work with the attorney to discuss what assets may potentially need a valuation. The estate account will need to get a separate Employer Identification Number (EIN). Get help with valuation and stepped-up basis An estate’s value is determined as of a point in time, typically the date of death.

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Estate Planning Distribution Valuation Taxes 86

Trade Brains

APRIL 9, 2023

The annual reports of many of companies are over hundreds of pages and consist of a number of financial jargon. Nevertheless, there are a number of financial ratios that have made the life of investors very simple. Now, you do not need to make a number of calculations and you can just use these financial ratios to understand the gist.

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Valuation Assets Sales Numbers 98

James Hendries

FEBRUARY 23, 2023

If you are getting ready to retire and thinking about selling your financial firm, you have to decide how much your business is worth, and it can be challenging to put a number on something you’ve been building for your whole life. Important Disclosures: LPL Financial does not provide business valuation services.

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Valuation Retirement Financial Services Commission 40

Nerd's Eye View

MAY 12, 2023

Also in industry news this week: Why industry groups representing investment advisers and others have blasted an SEC proposal that would significantly expand its Custody Rule A new study suggests that organic client growth and profit margins are the key factors driving RIA valuations, with the firm’s affiliation model having little to no impact (..)

Financial Planner 202

Financial Planner Tax Planning Clients Taxes 202

Nerd's Eye View

OCTOBER 28, 2022

RIA merger and acquisition activity has been brisk and valuations have remained elevated during the past year, but industry observers are debating whether economic headwinds could slow activity in the coming year. The key considerations for advisors considering terminating a forgivable note early.

Financial Planner 186

Financial Planner Clients Valuation Economics 186

Truemind Capital

MARCH 12, 2024

The numbers look fantastic from all angles. 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? Imagine you have been told about an investment opportunity in a business. You may be tempted to.

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Government Investing Investments Valuation 52

Abnormal Returns

FEBRUARY 27, 2023

axios.com) Job number one for CEOs is capital allocation. capitalgains.thediff.co) Startups How increased regulatory risk is affecting startup valuations. (msn.com) S&P 500 companies could do $1 trillion in buybacks in 2023. wsj.com) Taxes on share buybacks are a speed bump.

Startup 130

Startup Financial Advising Valuation Economy 130

The Big Picture

MAY 5, 2023

Finally, it would be dangerous to extrapolate the post-1990 outperformance of US equities, as it mainly reflects rising relative valuations. This company is betting yes : A growing number of employers around the country have decided to build their own housing for workers, mostly for them to rent but sometimes to buy.

Startup 359

Startup Wealth Management Assets Management 359

Nerd's Eye View

NOVEMBER 4, 2022

We also have a number of articles on taxes and end-of-year planning: The importance for advisors of understanding current RMD rules to ensure their clients take the proper distributions (and avoid a 50% penalty in the process!). While private valuations have soared in recent years, public markets continue to be less kind to RIAs.

Financial Planner 162

Financial Planner Financial Advisor Retirement Planning Medical 162

Nerd's Eye View

OCTOBER 3, 2022

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Ethic Investing raises a $50M Series C round as values-based “personalized indexing” through direct indexing tools continues to gain momentum.

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Commission Financial Planning Ethics Planning 217

The Big Picture

MARCH 6, 2023

Venture-capital investments are plunging, along with valuations of prepublic companies. Barron’s ) • Why It’s So Hard for China to Shake the ‘Uninvestable’ Tag : In 2021, Goldman Sachs said the word was starting to feature in a number of client conversations about the country’s stocks.

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Retirement Planning Transportation Valuation Consulting 270

The Big Picture

AUGUST 1, 2023

But we won’t know how big a losing trade it might be until early 2024, when we see the updated valuations. Some folks who are more familiar with the numbers than I have suggested it will not be pretty. That was a crowded trade, and it has underperformed versus equities since.

Economics 246

Economics Valuation Marketing Marketing 246

Truemind Capital

AUGUST 12, 2023

The recent rally in the market has made the valuations more expensive compared to historical standards. However, heightened valuations do not provide comfort in replicating higher returns of the past in the medium term. However, heightened valuations do not provide comfort in replicating higher returns of the past in the medium term.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Brown Advisory

SEPTEMBER 12, 2016

Private Credit Outshines Many High-Valuation Stocks, Bonds. With interest rates at record lows and many publicly traded bonds and stocks approaching historically high valuations, private credit has become increasingly attractive to investors because of its total return prospects, steady income and role in diversification.

Valuation 52

Valuation Portfolio Banking Communication 52

Truemind Capital

FEBRUARY 9, 2024

Just to catch up and be part of the rally, these investors ignore the risk and increase their exposure significantly to risky assets which by the way are available at very expensive valuations (owing to high past returns). The portfolio risk goes up from low to very high.

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Valuation Portfolio Assets Investing 59

Validea

JANUARY 19, 2023

Quick Links Warren Buffett Portfolio High Momentum Stocks Low Volatility / Conservative Stocks Multifactor strategies blend a variety of factors, reaching for long-term outperformance, and the funds can offer exposure to a number of different traits. Investors were overpaying for future prospects, reducing their overall returns.

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Valuation Numbers Portfolio Investing 59

Trade Brains

JULY 12, 2022

Many times, while picking stocks you might have wondered why people are buying the stocks which are trading at a high valuation whereas conceptually most intelligent investors are looking for a low valuation and lower PE. The high valuation of these stocks is justified with the earnings as they grow very fast year after year.

Investing 96

Investing Investments Valuation Portfolio 96

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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Valuation Engineering Numbers Management 59

The Big Picture

JANUARY 24, 2023

Wall Street Journal ) • Who really pays for your rewards? ( Fortune ) see also How top CEOs from Elon Musk to Tim Cook tackled the big return-to-office in 2022 : The world edged closer to learning to live with COVID-19 in 2022, and as it did, an increasing number of pandemic restrictions were lifted. y/y growth in late September to a -4.9%

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Valuation Media Numbers Investing 130

Truemind Capital

JANUARY 24, 2024

In order to crush inflationary expectations, the US Fed had to engineer recession by increasing the interest rates to 20%, an unimaginable number at the beginning of the 1970s decade when interest rates were close to 4-6%. Similarly today, easy monetary policy has boosted the equity market valuations.

Portfolio 52

Portfolio Valuation Engineering Economics 52

The Big Picture

SEPTEMBER 19, 2022

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. Is valuation significant, or is it, hey, we’re going to make 100 investments and if two or three workout, the valuations are irrelevant? How do you fall in that spectrum?

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Valuation Investing Investments Engineering 293

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. Both these books are amazing to build the foundation of valuing stocks.

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Investing Investments Valuation Education 98

The Irrelevant Investor

MAY 9, 2021

A lot was made of this arbitrary number at the time. Valuations have historically been a decent predictor of forward returns, as you can see in the chart below. Valuations have historically been a decent predictor of forward returns, as you can see in the chart below. Some people were calling for a crash. Both were wrong.

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Valuation Numbers Portfolio Marketing 52