The Irrelevant Investor

JULY 23, 2018

Michael is the portfolio manager of Broome Street Capital, a fund that specializes in m&a and event-driven trading. Valuations though could make this tricky, even with a 25-year runway). I recently spoke with Michael Samuels about my book and investing in general.

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Brown Advisory

APRIL 1, 2015

In Engines That Move Markets, a 2002 book about the cycles of technology investing, Alasdair Nairn defines “bubbles” as periods when investors appear to suspend rational valuation, much as they had during the dotcom craze shortly before the book was published. Unsurprisingly, as volume has increased, so have valuations. Possible Signs.

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Brown Advisory

SEPTEMBER 3, 2015

Still, we believe that attractive opportunities for fundamental, bottom-up investing endure in China S and Asia’s other emerging markets, where valuations are more attractive than for equities in the developed world like the U.S. China’s annual retail cosmetic sales increased more than 20% from Jan. Long-Term Winners. Rude Awakening.

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The Big Picture

FEBRUARY 12, 2024

And since we’re looking for narratives as opposed, and then do valuation work second as opposed to cheap, we don’t screen. I’m the portfolio manager and I’m actually the only portfolio manager. What is it that we think is likely to be misunderstood about something? Why aren’t you?

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The Big Picture

FEBRUARY 28, 2023

And so that vehicle, you don’t have to worry about having the A Team on the big institutional money and the B Team on the retail money — RITHOLTZ: Right. And then the related question is, how dependent are private markets on public market valuations? You do see some big valuations there. There are some differences.

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Bell Investment Advisors

JUNE 29, 2023

I’m joined here today by Ryan Kelley, Lead Portfolio Manager and Research Analyst for Bell. If you look at the valuation range that they’ve traded at in recent history, most of them are at the upper ranges of that. My name is Laurent Harrison, Senior Investment Advisor and Financial Planner. Happy to be here.

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The Big Picture

JULY 8, 2025

She’s had, you know, just about every job on the buy side and sell side, including portfolio manager, consultant to LBOs and m and as she’s just done so much stuff, it’s so interesting that she really brings just this unique set of experiences to Citi. Yeah, that makes sense. BlackRock especially.

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The Big Picture

AUGUST 20, 2024

And so in the 1990s, I developed the, the late 1980s, early 1990s, I developed a skillset around valuation, in particular discounted cash flow or residual income type models, along with a couple of peers out of the consulting industry. I’m gonna hold it in my portfolio. Thank you for the cash. And it costs a 65% appreciation.

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The Big Picture

AUGUST 29, 2023

Few people are in a position to see what’s going on in the world of investing, whether it’s institutional or retail, better than Vanguard CIO. DAVIS: Where international equities, because of valuations, probably 7% to 7.5%. And Greg Davis just does an amazing job. I thought this was a really fascinating conversation.

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The Big Picture

DECEMBER 12, 2023

If you’ve got a undifferentiated, crappy retailer and you’re saying it’s going to have $5 of free cash flow in five years, and you’ve got Visa, MasterCard, most of the magnificent seven, and you say that’s $5, they’re not the same. ’cause bad things can happen to undifferentiated retailers.

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The Big Picture

OCTOBER 8, 2024

And I think what I’m trying to imply is there’s a lot of informational value that’s already held within the valuations where these equities are trading that you can calculate, you know, a sense of the implied market probability of success for an opportunity for a company. There, 00:10:35 [Speaker Changed] There is.

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Sara Grillo

NOVEMBER 14, 2022

Macchia mentions that there are firms that have sprung up offering no load products, products that report into your portfolio management system, wrap-able products, etc. Salaske said there is a lot of deficiencies in getting to know the client and understand their needs, both on the part of advisors and also insurance professionals.

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The Big Picture

SEPTEMBER 26, 2023

And if they don’t, we’re happy to own them at the valuation that we are creating that company act. And I think my employers appreciated it because I wasn’t trying to, you know, be a portfolio manager before my time. Tell us about what’s going on today that makes it so interesting.

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The Big Picture

APRIL 11, 2023

 The transcript from this week’s, MiB: Aswath Damodaran: Valuations, Narratives & Academia , is below. You’re known as the dean of valuation. He said, oh, dean of valuation, it’s easier to say. So let’s start with the question, what led you to focus on valuation? RITHOLTZ: Right. And I said, why?

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The Big Picture

JANUARY 27, 2025

He worked as a, essentially a high yield portfolio manager before going to the president and then CEO of the company. So he has seen the world of private investing from both sides, both as, as an investor and as part of the management team. He worked as a trader. I’d love to say that it was, it was real easy to do.

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The Big Picture

MARCH 26, 2024

00:09:37 [Speaker Changed] So again, I was on the avatar side of this y avatar broader organization, which was institutional money management, managing money for a lot of large corporate plans and foundations and endowments. And I was a portfolio manager, so I was doing bottom up research and picking stocks.

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Aleph

JANUARY 14, 2023

Picture Credit: David Merkel, with an assist from the YouImagine AI image generator || Boldly flying in front of a stained glass window Portfolio Management Sick of the ups and downs of the markets? link] Abundant liquidity from the Fed emboldened growth investors to bid prices to unsustainable valuations.

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The Big Picture

NOVEMBER 25, 2024

00:19:11 [Speaker Changed] The, the challenge is always the transition from the uptrend to the downtrend, which is why you have portfolio managers and allocators arguing who’s responsible. You had all these retail traders who started trading crypto and the available functionality of what you could build in crypto really exploded.

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