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Improving ESG Practices Boosts Valuations

Alpha Architect

This chart on creating shareholder value through ESG engagement is useful when evaluating if ESG practices boost valuations. Improving ESG Practices Boosts Valuations was originally published at Alpha Architect.

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Eight Top Valuation Drivers for Independent RIAs

Wealth Management

What's driving RIA valuations? These factors are what smart buyers look for, and smart sellers keep in mind at all times, says Dynasty's CEO

Valuation 101
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Market Cap to GDP: Buffett Valuation Indicator

Advisor Perspectives

With the Q3 GDP Second Estimate and the November close data, we now have an updated look at the popular "Buffett Indicator" -- the ratio of corporate equities to GDP. The current reading is 149.2%, down from 155.7% the previous quarter

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Dean of Valuation: Market Is Being Driven By “Mood & Momentum”

Validea

The post Dean of Valuation: Market Is Being Driven By “Mood & Momentum” appeared first on Validea's Guru Investor Blog. All Aswath Damodaran valuations

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Valuation Math Suggests Difficult Markets In 2023

Advisor Perspectives

In 2023, the math of valuations suggests returns will likely be challenging as markets remain difficult to navigate

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Revisiting the Market Valuation in the Wake of This Year’s Decline

Validea

With the S&P 500 now close to 20% off its highs, I thought now might be a good time to look to our market valuation tool to see where things stand. But before I do that, I wanted to first cover two caveats I always put in articles about market valuation.

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August 2022: Market Valuation, Inflation and Treasury Yields

Advisor Perspectives

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations on investment returns

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FLP Valuation in the U.S. Tax Court

Wealth Management

The divination of discounts for lack of marketability

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MOMENTUM INVESTING: HOW DID MOMENTUM INVESTING PERFORM AFTER THE PREVIOUS TWO VALUATION PEAKS?

Alpha Architect

How did Momentum investing perform after the previous two valuation peaks? MOMENTUM INVESTING: HOW DID MOMENTUM INVESTING PERFORM AFTER THE PREVIOUS TWO VALUATION PEAKS? This article answers this question.

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Crestmont Market Valuation Update: September 2022

Advisor Perspectives

Quick take: Based on the September S&P 500 average of daily closes, the Crestmont P/E is 116% above its arithmetic mean and at the 97th percentile of this fourteen-plus-decade monthly metric

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July 2022: Market Valuation, Inflation and Treasury Yields

Advisor Perspectives

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations on investment returns

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What’s Ailing Tesla’s Stock?

The Big Picture

I have a few ideas, none of which are conclusive, but perhaps together they explain some of the price action: the distraction to Elon Musk from the Twitter acquisition (and litigation); company valuation, and last, competition from legacy car makers. Company Specific Valuation

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M&A Valuations and the Landscape for 2023

Advisor Perspectives

RIA merger and acquisition activity had yet another record year, although the year-over-year increase was less steep than prior years. There were 264 transactions in 2022. M&A activity was nearly 10% higher than last year's 241 transactions.

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Crestmont Market Valuation Update: August 2022

Advisor Perspectives

Quick take: Based on the August S&P 500 average of daily closes, the Crestmont P/E is 135% above its arithmetic mean and at the 99th percentile of this fourteen-plus-decade monthly metric

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Crestmont Market Valuation Update: July 2022

Advisor Perspectives

Quick take: Based on the July S&P 500 average of daily closes, the Crestmont P/E is 123% above its arithmetic mean and at the 98th percentile of this fourteen-plus-decade monthly metric

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European Front?End Markets: Valuation Strikes Back

Advisor Perspectives

As the European Central Bank leaves negative policy rates behind, attractive valuations herald a much-improved total return potential

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Market Cap to GDP: Buffett Valuation Indicator

Advisor Perspectives

With the Q3 GDP Third Estimate and the December close data, we now have an updated look at the popular "Buffett Indicator" -- the ratio of corporate equities to GDP. The current reading is 146.7%, down from 156.2% the previous quarter

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Rates and Stocks: How Low Can Valuations Go?

Advisor Perspectives

Equity valuations have fallen substantially as central banks hike interest rates to combat inflation

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Crestmont Market Valuation Update: December 2022

Advisor Perspectives

Quick take: Based on the December S&P 500 average of daily closes, the Crestmont P/E is 115% above its arithmetic mean and at the 97th percentile of this fourteen-plus-decade monthly metric

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December 2022: Market Valuation, Inflation and Treasury Yields

Advisor Perspectives

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations on investment returns.

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November 2022: Market Valuation, Inflation and Treasury Yields

Advisor Perspectives

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations on investment returns

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Net Lease Retail Valuations Finally Cracking Under Interest Rate Pressure

Wealth Management

Demand for net lease retail is softening, which is forcing a pricing reset—albeit more slowly than buyers would like

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Valuation Metrics in Emerging Debt: 3Q 2022

Advisor Perspectives

In this piece, we update our valuation charts and commentary, with additional details on our methodology available upon request

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The Ominous Signs from Liquidity and Valuations

Advisor Perspectives

Valuations help investors gauge the downside risk and upside potential in a stock or market. At the same time, assessing liquidity conditions, including technical analysis, defining short term trends help with investment timing and asset selection

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October 2022: Market Valuation, Inflation and Treasury Yields

Advisor Perspectives

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations on investment returns

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Sports memorabilia company Fanatics draws $31 billion valuation in funding round

MarketWatch

the sports memorabilia company led by billionaire entrepreneur Michael Rubin, has raised $700 million at a valuation of $31 billion, according to a source familiar with the investment. billion at a $27 billion valuation with Fidelity, BlackRock Inc. Fanatics Inc.,

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Market Cap to GDP: August Buffett Valuation Indicator

Advisor Perspectives

With the Q2 GDP Second Estimate and the August close data, we now have an updated look at the popular "Buffett Indicator" -- the ratio of corporate equities to GDP. The current reading is 177.5%, down from 197.3% the previous quarter

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Crestmont Market Valuation Update: November 2022

Advisor Perspectives

Quick take: Based on the November S&P 500 average of daily closes, the Crestmont P/E is 118% above its arithmetic mean and at the 97th percentile of this fourteen-plus-decade monthly metric

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September 2022: Market Valuation, Inflation and Treasury Yields

Advisor Perspectives

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations on investment returns

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Market Cap to GDP: August Buffett Valuation Indicator

Advisor Perspectives

With the Q2 GDP Third Estimate and the September close data, we now have an updated look at the popular "Buffett Indicator" -- the ratio of corporate equities to GDP. The current reading is 155.7%, down from 194.1% the previous quarter

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The Q Ratio and Market Valuation: September Update

Advisor Perspectives

Note: This update includes September close data

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The Q Ratio and Market Valuation: August Update

Advisor Perspectives

Note: This update includes August close data

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Crestmont Market Valuation Update: October 2022

Advisor Perspectives

Quick take: Based on the October S&P 500 average of daily closes, the Crestmont P/E is 108% above its arithmetic mean and at the 96th percentile of this fourteen-plus-decade monthly metric

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The Q Ratio and Market Valuation: July Update

Advisor Perspectives

Note: This update includes July close data

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Market Cap to GDP: Buffett Valuation Indicator

Advisor Perspectives

With the Q3 GDP Advance Estimate and the September close data, we now have an updated look at the popular "Buffett Indicator" -- the ratio of corporate equities to GDP. The current reading is 149.4%, down from 155.7% the previous quarter

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Increased Cost of Capital Forces a Reset of Multifamily Valuations

Wealth Management

Buyers are beginning to ask for discounts and some deals fall through. But experts say the disturbance in the sector is based on “short-term uncertainty

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Market Cap to GDP: July Buffett Valuation Indicator

Advisor Perspectives

With the Q2 GDP Advance Estimate and the July close data, we now have an updated look at the popular "Buffett Indicator" -- the ratio of corporate equities to GDP. The current reading is 177.7%, down from 197.3% the previous quarter

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Growth Stock Rout Resets Valuation Landscape

Advisor Perspectives

It’s been a tough year for investors, particularly in growth stocks

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The Q Ratio and Market Valuation: December Update

Advisor Perspectives

Note: This update includes December close data

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The Inflation Reduction Act’s Impact on Business Valuation

Wealth Management

A shortage of personnel at the IRS may affect how you handle audits