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. For us, all business starts with the customer. We invested in five new companies during the year which was the most since 2018.

Investing 52

Investing Investments Valuation Electronics 52

The Big Picture

OCTOBER 24, 2022

Tell us about that opening gig. So there are a number of us heading in out of college into the BLS. So litigation around unfair competition or the like, a company would pull in our expert witness and I was part of the team to put together the case to explain the market size or the market share or what have you.

Portfolio 130

Portfolio Management Assets Investing 130

The Big Picture

MARCH 26, 2024

She, she’s so insightful and so knowledgeable and has such a wonderful perch overseeing, you know, eight and a half trillion dollars of both individual mom and pop investors, advisors. I totaled her car at like five miles an hour. An SUV plowed into us. Liz Ann Sonders : Totaled, totaled with five miles an hour.

Investing 141

Investing Investments Marketing Marketing 141

The Big Picture

APRIL 11, 2023

Start with valuation, what is a company worth and why, move towards what are the things that drive valuations, and then expand out to what happens to valuations over the lifecycle of a company, and why those life cycles are getting increasingly shorter over the past few decades. Bond markets preceded stock markets. Market price.

Valuation 286

Valuation Education Numbers Government 286

The Big Picture

NOVEMBER 21, 2023

That what, tell us what you were doing with Forest River. Like I say, Pete knew about Michael Porter’s five forces, all the stuff you learn at Harvard Business School. But because my dad went broke, I have three siblings, so there were four of us, his father, so my grandfather, he came to the grandkids, he sacrificed everything.

Investing 246

Investing Investments Startup Accounting 246

The Big Picture

NOVEMBER 15, 2022

And if this sounds like two old friends just yammering about all sorts of market esoterica, well, that’s because it is. But he also has an incredible depth of knowledge about market structures, about what people get wrong about thinking about systems, about what we get wrong about humans, and capitalism and finance. NADIG: Yeah.

Management 268

Management Assets Portfolio Investing 268