The Big Picture

APRIL 29, 2025

Their focus is on generating alpha with high conviction concentrated portfolios. There aren’t many people who have this sort of perspective and perch to see the world of investing from both an institutional and insurance based perspective and a long, long-term retail investment perspective. They, they trained them together.

Management 130

Management Assets Portfolio Insurance 130

Abnormal Returns

JANUARY 18, 2023

(allstarcharts.com) Why 2022 was an unusually bad year for the 60/40 portfolio. institutionalinvestor.com) Startup valuations trended down in the second half of 2022. institutionalinvestor.com) Economy Retail sales fell 1.1% wsj.com) PE firms are still having problems keeping junior analysts. in December 2022.

Financial Advising 130

Financial Advising Startup Wealth Management Valuation 130

The Big Picture

JANUARY 9, 2023

The standard portfolio of 60% stocks and 40% bonds just delivered one of its worst years in history. Venture capital’s reckoning looms closer : Valuations on holdings will have to converge sooner rather than later with listed tech sector ( Financial Times ). . • Your Investing Strategy Just Failed. It’s Time to Double Down.

Economy 173

Economy Valuation Education Retail 173

Validea

MAY 13, 2025

These models evaluate stocks using deep fundamental criteria – return on equity, earnings growth, debt levels, valuation multiples, and more. These names span industries – from telecom and tech to retail and energy – but they share two key characteristics: strong fundamentals and aligned leadership. 1 / 4 91.5%

Engineering 52

Engineering Valuation Communication Portfolio 52

Validea

MARCH 24, 2025

What distinguishes this strategy is its ranking system that automatically identifies companies demonstrating both superior business performance and reasonable valuation. By prioritizing these dual criteria, investors can discover quality businesses at attractive prices. TMHC TAYLOR MORRISON HOME CORP 100 $59.49 $6,052 7.2

Valuation 52

Valuation Education Retail Sales 52

Advisor Perspectives

MARCH 28, 2025

In this video, Chuck Carnevale, Co-Founder of FAST Graphs, aka Mr. Valuation will compare Home Depot (HD) and Lowes (LOW). We are going to decide which one is the better one for your portfolio.

Portfolio 40

Portfolio Retail Valuation 40

Trade Brains

OCTOBER 28, 2024

popularly known as “Nykaa” is a digitally native consumer technology platform, that delivers a content-led, lifestyle retail experience to consumers. The company has a diverse portfolio of beauty, personal care, and fashion products, including owned brand products manufactured by it.

Medical 90

Medical Manufacturing Engineering Valuation 90

Trade Brains

JULY 28, 2023

In the next 5 minutes, I’ll walk you through the most important points about Tata Elxsi, including fundamentals, technicals, analyst ratings, and retail sentiment on Stocktwits , which will help you in your decision-making process. But as I have highlighted earlier, the valuation is very expensive, which is a significant negative.

Retail 96

Retail Sales Valuation Consulting 96

The Big Picture

MARCH 20, 2024

But today, data is widely available and it’s a key tool you can use to enhance your portfolio returns. Portfolio management was a lot less evidence-based than it is today. To help us unpack all of this and what it means for your portfolio, let’s bring in Jim O’Shaughnessy. market volatility.

Investments 162

Investments Investing Portfolio Valuation 162

The Richer Geek

JANUARY 12, 2022

Joining us today is Mike Silvestrini, co-founder and managing partner of Energea, a renewable project developer and retail investment platform that is focused on emerging and frontier markets. But I think that solar energy is a very sensible asset class that needs to be part of the story for people's portfolios going forward.

Portfolio 52

Portfolio Retirement Planning Assets Retail 52

The Big Picture

AUGUST 16, 2022

We do discretionary macro trading, which is typically a portfolio manager — and we have some number of portfolio managers, 15 or 18 different portfolio managers that independently manage a book of, you know, risk assets. And now, some of the retailers are talking about easing Amazon and Walmart. RITHOLTZ: Wow.

Management 305

Management Assets Risk Management Marketing 305

The Big Picture

FEBRUARY 6, 2024

And Tom has helped with the introduction of GMO’s first retail product, the quality ETF stock symbol Q-L-T-Y-G-M-O has been institutional since they launched in 1977. This is the first time they’re putting out a product for retail. Jeremy’s never really been a portfolio manager. Just really, really interesting.

Valuation 130

Valuation Investing Investments Assets 130

Carson Wealth

APRIL 8, 2024

Pockets of attractive valuations exist despite above-average valuations in some high-profile areas of the market. Payroll growth in the goods-producing sector, along with retail trade and leisure and hospitality, saw 109,000 jobs created in March. Following the huge 11.2% However, cyclical areas are bouncing back.

Marketing 96

Marketing Marketing Valuation Economy 96

Brown Advisory

FEBRUARY 26, 2021

Each year, our Investment Solutions Group (ISG) assess the current investment landscape and discuss how we are positioning client portfolios. Each year, the Annual Outlook report assesses the current investment landscape and discusses how we are positioning client portfolios. Download the full report >.

Asset Allocation 52

Asset Allocation Assets Valuation Clients 52

Truemind Capital

SEPTEMBER 13, 2021

Sentiment cycles move from one extreme of greed to another extreme of fear which takes valuations also to extremes from their long-term averages. At the extreme of fear sentiment (which coincides with dirt-cheap valuations), the risk-reward is highly favorable i.e., higher potential upside with lower potential downside risk.

Marketing 52

Marketing Marketing Valuation Retail 52

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

Validea

DECEMBER 13, 2024

Find out how combining proven strategies can strengthen your portfolio and improve your returns. Low debt with Debt/Equity ratio of 4.71% Market leader in digital advertising and cloud services Five Below Inc (FIVE) This specialty retailer targeting the teen/tween demographic has attracted both value and growth investors.

Investments 52

Investments Investing Advertising Valuation 52

Truemind Capital

JULY 19, 2024

Several factors were common between the two markets: robust corporate earnings growth, expected cuts in interest rates and a shift in investor expectations from a valuation-led phase to an earnings-led phase. With respect to market cap, value large cap portfolios are less expensive as they are closer to their historical average.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Trade Brains

SEPTEMBER 21, 2024

This offering is expected to be one of the largest in India’s corporate history, with a potential valuation exceeding ₹9.3 The sheer size of the proposed IPO presents unique challenges, particularly in mobilizing retail investors, as a significant portion of the offering is reserved for this segment. trillion ($112 billion).

Banking 111

Banking Financial Services Insurance Assets 111

Validea

JULY 10, 2024

HVT) Haverty Furniture is a specialty retailer of residential furniture and accessories, operating primarily in the Southern and Midwestern United States. (HVT) HVT) Haverty Furniture is a specialty retailer of residential furniture and accessories, operating primarily in the Southern and Midwestern United States.

Valuation 52

Valuation Retail Transportation Taxes 52

Validea

APRIL 14, 2023

The withdrawals were from equities of all sizes, during a relatively quiet week in the stock market, and came mainly from institutional, retail, and hedge-fund clients. gain in the fourth quarter of last year, the 60/40 portfolio has gained 5.9% for a globally diversified 60/40 portfolio. billion in U.S. Building on a 5.3%

Banking 52

Banking Clients Retail Portfolio 52

Validea

APRIL 8, 2024

He back tested the strategy from 1988 to 2004 and found that a portfolio of the top 30 magic formula stocks, rebalanced annually, would have returned 30.8% MO) : Altria is one of the world’s largest tobacco companies, with a diverse portfolio of brands including Marlboro cigarettes and Ste. per year on average, compared to 12.4%

Valuation 52

Valuation Retail Investments Investing 52

The Irrelevant Investor

MAY 6, 2018

By Barry Ritholtz Valuation metrics lead to different portfolios from a sector perspective By Nicolas Rabener When the Chinese sold steel into the US at prices below cost, we called it dumping and moved in on them. When Amazon dumps in retail, ravaging a sector that’s the third-largest employer in America, we call it innovation.

Valuation 52

Valuation Retail Portfolio Marketing 52

Trade Brains

FEBRUARY 28, 2024

With retail bakery and institutional segment included, bakery segment sales in Q3FY24 was Rs. It exports to 69 countries on six continents and provides its products to reputable institutional clients with a presence throughout India, in addition to retail customers in 26 states in India. 146 crores, up from ₹127 crores in Q3FY23.

Food 59

Food Commission Distribution Retail 59

Validea

SEPTEMBER 6, 2024

Benefits of Low Beta Stocks Reduced Portfolio Volatility : By including low beta stocks, investors can smooth out the ups and downs in their portfolio, potentially leading to a less stressful investing experience. This regional bank has demonstrated impressive growth while maintaining a conservative valuation.

Marketing 52

Marketing Marketing Valuation Financial Services 52

Validea

APRIL 4, 2024

Pioneering a disciplined, “defensive” approach focused on financial strength and cheap valuations, Graham achieved an excellent long-term track record. recouped its portfolio of 1929-30, Graham never again lost money for his clients.” From 1936-1956, his Graham-Newman Corp. “Once the Graham-Newman Co.

Investments 52

Investments Investing Valuation Manufacturing 52

Trade Brains

JANUARY 11, 2024

As of FY22, Medi Assist TPA had a market share of 14.83% in the retail health insurance market and 41.71% in the group health insurance market. Cr worth of health insurance premiums, for both group & retail combined. 1757 Cr worth of policies, or 5.06% of India’s retail health insurance market.

Healthcare 59

Healthcare Insurance Retail Valuation 59

Trade Brains

SEPTEMBER 12, 2024

Initial Public Offerings (IPOs) in India often draw immense interest from retail and institutional investors alike. Over the years, a few IPOs have made history by attracting massive numbers of applicants, reflecting the high confidence and expectations from both retail and institutional investors. Bajaj Housing Finance: 89.1

Pharmaceutical 52

Pharmaceutical Retail Government Healthcare 52

The Big Picture

APRIL 18, 2023

In the short run, there can be distortions in public market valuations as we saw in 2001 and we saw prior to that in 2007, and prior to that in 2000, in ‘99. Valuations go up and you saw it, of course, in the late ‘90s, in the tech sector. BARATTA: Yeah. In the long run. But it’s nothing like it is today.

Assets 162

Assets Investing Investments Valuation 162

Validea

JUNE 27, 2023

In an article from Royce Investment Partners , portfolio managers Jim Stoeffel, Brendan Hartman, Jim Harvey, and Kavitha Venkatraman shared where they believe the best opportunities for long-term investments in small-caps are.

Manufacturing 52

Manufacturing Portfolio Management Valuation Retail 52

Trade Brains

APRIL 23, 2023

USL has a large portfolio of almost 80 brands including McDowell’s No.1, It has a large portfolio of submarine cables and satellite networks spread across 50 countries and 5 continents. Along with this, they should take a rather holistic view of the stock giving due consideration to valuations, profitability, earnings growth, and more.

Banking 105

Banking Pharmaceutical Insurance Distribution 105

Validea

AUGUST 29, 2024

By identifying stocks that satisfy both Buffett’s and Lynch’s criteria, investors can potentially find high-quality companies with strong fundamentals and attractive valuations. Five Below Inc (FIVE) Five Below is a rapidly growing discount retailer targeting teens and pre-teens with products priced at $5 or less.

Valuation 52

Valuation Assets Banking Retail 52

Truemind Capital

JANUARY 16, 2024

They like to talk about Bajaj Finance and not Yes Bank in their portfolio. Most of the time, even the winners account for very low weight in the overall assets, resulting in miniscule contribution to the portfolio returns. Euphoric retail investor sentiments boosted the BSE Mid and Small Cap index by 14% and 13% respectively.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Validea

JUNE 5, 2024

Lululemon Athletica Inc (LULU) : An apparel retailer focusing on yoga and other fitness clothing, Lululemon has delivered outstanding fundamental performance. For over half a century, he has focused relentlessly on strong businesses trading at attractive valuations. It passes the Buffett model with flying colors.

Valuation 52

Valuation Financial Services Retail Manufacturing 52

Trade Brains

JULY 12, 2023

Source: Bloomberg In the next 5 minutes, I’ll walk you through the most important points about HDFC Bank, including fundamentals, technicals, analyst ratings as well as retail sentiment on Stocktwits , which will help you in your decision-making process. When it comes to Valuations, the stock is trading at 16x one-year forward eps.

Banking 52

Banking Retail Distribution Valuation 52

The Big Picture

FEBRUARY 28, 2023

Tell us a little bit about the giant portfolio of companies you guys are managing. So we manage a portfolio of several dozen companies. When you add together all of our portfolio companies, it’s effectively $100 billion enterprise — RITHOLTZ: Wow. You sit on the board of directors on a number of portfolio companies.

Investing 147

Investing Investments Clients Assets 147

Trade Brains

OCTOBER 15, 2024

The retail landscape in India is rapidly evolving with quick commerce emerging as a disruptor. DMart, a major player in the brick-and-mortar retail space is facing the challenge of adapting to this new reality. Brokerages remain cautious, citing competition and valuation concerns. They downgraded and issued a target price of Rs.

Retail 52

Retail Sales Planning Management 52