us insights bubbles-and-crises-twenty-years-lessons-learned 
Brown Advisory
JANUARY 1, 2023
War, inflation, recession, deglobalisation, decoupling, strikes, crypto-crash and energy (crisis) all featured but for us the overriding focus for 2022 was valuation. It was one of the best books we read in 2022 and has many lessons for long-term investors. For us, all business starts with the customer.
The Big Picture
APRIL 11, 2023
To me, storytelling is much more — I mean, if you think about the history of humanity, for thousands of years, the way we pass down information was with stories, not numbers. The transcript from this week’s, MiB: Aswath Damodaran: Valuations, Narratives & Academia , is below. I know you will also. RITHOLTZ: It’s so easy.
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