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March Madness: Final Four Investing Bracket 2025

Dear Mr. Market

Historically, this bracket has been dominated by the tech sector, but after years of outsized gains, big tech valuations are stretched. However, shifting economic conditions, a potential rate-cut cycle, and valuation opportunities have created a renewed focus on small and mid-cap stocks, particularly in financials and energy.

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Transcript: John Montgomery, Bridgeway Capital Management

The Big Picture

00:01:42 [Speaker Changed] The career plan originally was urban development and transportation. So that was my first career, was working with various bus and transportation companies to improve the quality of life in the cities. 00:03:32 [Speaker Changed] So from transportation to finance, that sounds almost, but not quite purposeful.

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5 Smallcap stocks with EPS increase of more than 100% to keep an eye on

Trade Brains

With a market valuation of Rs. With a market valuation of Rs. With a market valuation of Rs. The company runs hotels and restaurants, offers transport services, creates and distributes promotional materials for tourists, and provides duty-free shopping and entertainment for visitors. Amal Ltd Amal Ltd., in 1985–1986.

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Mahindra Group stock falls after Macquarie issues sell rating for downside of 34%

Trade Brains

It projects FY26 EPS growth to stay in single digits, potentially capping the stock’s valuation upside. percent), Retail, Transport & Logistics 7.9 Macquarie remains cautious on Tech Mahindra’s FY27 targets, citing challenges in achieving a 15 percent EBIT margin and surpassing peers in revenue growth. percent (–5.0 percent (–1.6

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Transcript: Apollo’s Torsten Slok

The Big Picture

How do you think about valuations for both equities and fixed income here in the beginning of 2025? And the answer to that is that the Sheila cyclically adjusted PE ratio, which is an attempt to try to correct the stock market valuations for the business cycle, is currently at a very elevated 37.

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Fundamental Analysis: Will this leading PSU stock cross ₹1,700 anytime soon?

Trade Brains

It cited that it sees a robust volume growth, good margins, 15 percent RoE/ROCE, and attractive valuation (11.4x They also distribute compressed natural gas (CNG) to the transport sector and liquefied natural gas (LNG) to heavy vehicles. percent from its current level. are their own, and not that of the website or its management.

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15 Things All Investors Need to Know

Carson Wealth

Valuations Matter, but Maybe Not as Much as You Think We absolutely pay attention to valuations, and the high valuations on technology is one of the reasons we didnt come into 2025 overweight in this group like so many others. The index covers all industries except transportation, real estate and utilities.