The Big Picture

JANUARY 21, 2025

You would offer three of their stock picks where they were probably touting stocks they wanted to unload from their portfolio. 00:12:41 [Speaker Changed] If nothing in your portfolio is performing badly, you’re not diversified. One is the idea of doing a startup within a large corporation is absolutely absurd.

Investing 144

Investing Investments Retirement Management 144

The Big Picture

JULY 15, 2025

You’re starting a firm, you hem you know, like any, any startup you have, you have pluses and minuses and you, you hem and haw and you do different things. And fire extinguishers were positions we would take in the portfolio that we could pull off the wall and put out the fire in the portfolio.

Numbers 144

Numbers Investing Investments Economics 144

Trade Brains

JUNE 10, 2025

Business tycoons and startup founders alike are gobbling up exclusive properties in premium locations such as Malabar Hill, Juhu, and Lutyens’ Delhi, often setting new price benchmarks. acre plot, the mansion was reportedly acquired for INR 400 crore, a bargain, considering its original valuation was around INR 1,000 crore in 2020.

Investing 59

Investing Investments Startup Assets 59

Abnormal Returns

FEBRUARY 28, 2024

(blockworks.co) Strategy Rubin Miller, "Investing on hopes and hunches — making emotional decisions — is why so few portfolios earn the actual market return." behaviouralinvestment.com) Why the 60/40 portfolio isn't going anywhere. on.ft.com) Private credit valuations are all over the board.

Valuation 278

Valuation Financial Advising Startup Media 278

Abnormal Returns

JANUARY 20, 2023

wsj.com) Don't let your portfolio be driven by strategist forecasts. ft.com) Startups How unicorns are dealing with the decline in valuations. news.crunchbase.com) Crypto companies, like FTX, invested in a bunch of crypto startups. Markets What a 'breakaway momentum thrust' means for investors.

Investing 246

Investing Investments Startup Financial Advising 246

Abnormal Returns

JANUARY 3, 2023

capitalspectator.com) 2022 was the third worst year for the 60/40 portfolio. feld.com) 2023 is going to be a year or reckoning for the startup space. wsj.com) Startups are going to experience a "new normal" valuation-wise. avc.com) SpaceX is raising new capital at a $137 billion valuation.

Startup 242

Startup Valuation Financial Advising Distribution 242

Abnormal Returns

JUNE 15, 2023

Strategy Five common portfolio mistakes including 'portfolio sprawl.' theinformation.com) Is there an AI premium for startup valuations? morningstar.com) What do sell-side analysts actually do? capitalgains.thediff.co) Companies Why Shopify ($SHOP) decided to out of the logistics business.

Financial Advising 244

Financial Advising Startup Valuation Economy 244

The Big Picture

JANUARY 12, 2024

She became Senior Portfolio Manager for PGIM Real Estate’s flagship core equity real estate fund. Valuations, workouts, opportunistic investing, and managing underwater properties were part of the many prospects the GFC created that allowed thoughtful observers to add to their skill set and learn from experiences.

Startup 293

Startup Portfolio Management Assets Valuation 293

Abnormal Returns

MARCH 20, 2024

Strategy Ten things to know about building a diversified portfolio. morningstar.com) Real assets can be a portfolio drag during periods of quiescent inflation. marginalrevolution.com) Finance Private equity is stuck between elevated valuations high interest rates and a moribund IPO market.

Financial Advising 253

Financial Advising Startup Valuation Economy 253

The Big Picture

OCTOBER 2, 2024

She has been an early investor in companies that went public such as FIGS, Casper, and CloudFlare, as well as startups like Gimlett and Lightwell, that were later acquired by Spotify and Twitter. billion dollar startups have a founder who came here as a student. Typically the, the valuations are. Just hyperbolic in the U.

Investing 176

Investing Investments Startup Valuation 176

The Big Picture

AUGUST 21, 2024

Full transcript below. ~~~ About this week’s guest: Professor Aswath Damodaran of NYU Stern School of Business is known as the Dean of Valuation. These describe those must-own, “Set & Forget” companies that absolutely have to be in your portfolio if you want to keep up. He has written numerous books on valuation and finance.

Startup 157

Startup Valuation Management Numbers 157

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. washingtonpost.com) Finance Morgan Stanley ($MS) is besting Goldman Sachs ($GS) when it comes to wealth management.

Financial Advising 130

Financial Advising Startup Wealth Management Valuation 130

The Big Picture

OCTOBER 2, 2024

She has been an early investor in companies that went public such as FIGS, Casper, and CloudFlare, as well as startups like Gimlett and Lightwell, that were later acquired by Spotify and Twitter. billion dollar startups have a founder who came here as a student. Typically the, the valuations are. Just hyperbolic in the U.

Investing 130

Investing Investments Startup Valuation 130

Harness Wealth

APRIL 17, 2023

Equity compensation is a popular strategy used by startups to attract and retain top talent, and it can sometimes result in significant financial rewards for founders and employees alike. Pros and Cons of Tender Offers for Startup Employees Personal Financial Planning Considerations Frequently Asked Questions What is a Tender Offer?

Startup 52

Startup Taxes Risk Tolerance Sales 52

Brown Advisory

MARCH 9, 2023

Jon shares his boots-on-the-ground view of how the venture landscape is shaping up, including the hype around AI startups. Each year, the Annual Outlook report assesses the current investment landscape and discusses some of the main themes being expressed in client portfolios.

Asset Allocation 98

Asset Allocation Startup Clients Investing 98

The Irrelevant Investor

OCTOBER 30, 2021

In a new report from AngelList, they shared that: In 4Q20, 80% of startups that changed valuations were marked up or had a positive exit—a new record for startups on AngelList at the time. Series B valuations are up 31% to $375 million. Private markets are enjoying the same up only type of activity.

Startup 52

Startup Valuation Portfolio Investing 52

Trade Brains

SEPTEMBER 21, 2024

We’re seeing traditional giants and new-age startups alike step into the spotlight. This offering is expected to be one of the largest in India’s corporate history, with a potential valuation exceeding ₹9.3 TPEML isn’t just another startup – it’s already a heavyweight, valued at a whopping $9.5-10

Banking 111

Banking Financial Services Insurance Assets 111

The Big Picture

NOVEMBER 21, 2023

Brad Gerstner is a founder and investor in technology startups. And he had a little startup RV company called Forest River. But one of the things I learned in that first startup, I had two guys on the two investors who were not traditional venture capitalists. What can I say? Once again? I have an extra special guest.

Investing 246

Investing Investments Startup Accounting 246

The Big Picture

MAY 7, 2024

She’s also involved with wealth.com, and I could, I could give you a long list of all the things she’s, she’s done Kahoot, super telly, just all, all these really fascinating startups. So I, you know, I, I learned so much and Microsoft was like a startup inside of a big company for me. Like that was the hot thing.

Startup 144

Startup Advertising Engineering Numbers 144

Harness Wealth

MARCH 3, 2023

A Stripe liquidity event is coming Rumors of a Stripe IPO began circling in 2021, after a $600 million Series H financing round pushed the company’s valuation to a massive $95 billion. Stripe’s internal valuation, for tax purposes, is officially measured by something called Section 409A of the United States Internal Revenue Code.

Taxes 52

Taxes Valuation Startup Sales 52

Brown Advisory

JULY 22, 2020

centric portfolio. Many venture portfolios take a similar approach, concentrating their bets around geographies and markets that have shown past success. Many venture portfolios take a similar approach, concentrating their bets around geographies and markets that have shown past success. What was once almost exclusively a U.S.

Startup 52

Startup Government Clients Manufacturing 52

Brown Advisory

JULY 22, 2020

centric portfolio. Many venture portfolios take a similar approach, concentrating their bets around geographies and markets that have shown past success. Many venture portfolios take a similar approach, concentrating their bets around geographies and markets that have shown past success. What was once almost exclusively a U.S.

Startup 52

Startup Government Clients Manufacturing 52

Brown Advisory

MARCH 1, 2016

In 2011, a Tel Aviv-based startup called Cyvera began developing cybersecurity software deploying the coding equivalents of barriers and traps to thwart hackers staging potentially devastating “zero-day attacks.” Less than two years later, Palo Alto Networks purchased the company for $200 million—a more than 25-fold surge in valuation.

Valuation 52

Valuation Clients Communication Investing 52

The Irrelevant Investor

JULY 24, 2017

Another advisor said they keep 2% of their portfolios invested in gold, and they aren't too bullish on it now because it hasn't performed well recently, and then he made up something about demand in India. There are plenty of reasons to put 3% of your portfolio in gold." It is the go-to tool for the apex financial predator.

Financial Advisor 52

Financial Advisor Wealth Management Valuation Clients 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. RITHOLTZ: But you’re not dealing with startups; you’re dealing with — BARATTA: Correct. BARATTA: Yeah. In the long run. BARATTA: — technology.

Assets 157

Assets Investing Investments Valuation 157

Trade Brains

FEBRUARY 20, 2024

Forbes India Forbes India is a leading fortnight publication that covers topics on business leadership, startups, technology, and innovation in India. It generally covers the startup world concerning its business landscape, funding, and the valuation game. In India, the 2-year digital version costs Rs.

Marketing 59

Marketing Marketing Startup Education 59

Fortune Financial

AUGUST 31, 2022

From an investment perspective, the global government policies underway to reduce emissions and promote healthy communities are ones that simply should not be ignored in your wealth-building portfolios. Many firms and startups, whose shares can be bought and sold, are involved in green industries, such as alternative energies and materials.

Investing 52

Investing Investments Government Portfolio 52

Brown Advisory

MARCH 1, 2019

Throughout the business growth cycle, from startup to exit, we concentrate our engagement with founders and builders on a limited set of focused activity periods, each one targeting key moments in their business’ evolution. We also work with clients on best practices to support an eventual exit valuation of the enterprise.

Planning 52

Planning Estate Planning Clients Startup 52

Brown Advisory

MARCH 1, 2019

Throughout the business growth cycle, from startup to exit, we concentrate our engagement with founders and builders on a limited set of focused activity periods, each one targeting key moments in their business’ evolution. We also work with clients on best practices to support an eventual exit valuation of the enterprise.

Planning 52

Planning Estate Planning Clients Startup 52

Brown Advisory

OCTOBER 11, 2021

In this brief paper, we will touch on what we believe are some of the most important issues and questions—including the different types of assets, return potential, fees, liquidity, diversification, volatility and transparency—that investment committees must understand as they weigh adding alternatives to their portfolios. Source: BLOOMBERG.

Assets 52

Assets Portfolio Asset Allocation Risk Tolerance 52

Brown Advisory

OCTOBER 11, 2021

In this brief paper, we will touch on what we believe are some of the most important issues and questions—including the different types of assets, return potential, fees, liquidity, diversification, volatility and transparency—that investment committees must understand as they weigh adding alternatives to their portfolios. Source: BLOOMBERG.

Assets 52

Assets Portfolio Asset Allocation Risk Tolerance 52

Harness Wealth

MARCH 9, 2023

Reddit has its sights set on a $15 billion valuation for its IPO , but achieving that goal may prove challenging. However, Fidelity later reduced the valuation to $6.6 Our startup equity tax advisors work with founders and employees from big names in tech, including Amazon, Zoom, Coinbase, Uber, and more.

Planning 52

Planning Taxes Advertising Tax Planning 52

Trade Brains

MAY 22, 2023

Furthermore, emerging D2C startups and the re-launch of the Campa Cola brand under Reliance Industries are two events that will have a significant bearing on the market in the coming years. The present valuation at a high P/E of 56 and P/B of 18.5 94,500 EPS ₹25.80 P/E Ratio 56 Book Value ₹79 P/B Ratio 18.5 EBITDA Margin 21.2%

Sales 52

Sales Manufacturing Distribution License 52

Brown Advisory

MARCH 24, 2021

Stocks with ultra-high valuations led that charge, as Tesla, Peloton, Pinduoduo and DocuSign all saw double-digit gains. Put simply, the market is willing to project fantastically far into the future to find the cash that can validate nosebleed valuations. Catherine D. Data published in November 2019.

Assets 52

Assets Economics Investing Clients 52

Brown Advisory

MARCH 24, 2021

Stocks with ultra-high valuations led that charge, as Tesla, Peloton, Pinduoduo and DocuSign all saw double-digit gains. Put simply, the market is willing to project fantastically far into the future to find the cash that can validate nosebleed valuations. Catherine D. Data published in November 2019.

Assets 52

Assets Economics Investing Clients 52

Bell Investment Advisors

JUNE 29, 2023

I’m joined here today by Ryan Kelley, Lead Portfolio Manager and Research Analyst for Bell. 06:07 Meanwhile, they made some mistakes in their portfolio where they had a mismatch. They had a mismatch between their liabilities, which are their deposits, and portfolio of investments. 0:17 Ryan Kelley: Thanks.

Marketing 52

Marketing Marketing Banking Numbers 52

The Big Picture

SEPTEMBER 19, 2022

WENGER: Yeah, that had really been my goal since my own first startup in ’96, ‘97, which was a company called W3Health that ultimately failed. From that experience, I realized that I really loved startups, but then I was never going to be good operator, but I thought I could maybe be a decent investor. Why is that?

Valuation 299

Valuation Investing Investments Food 299