Valuation Related Topics 
Alpha Architect
JANUARY 27, 2023
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.
Wealth Management
JANUARY 24, 2023
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
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Advisor Perspectives
DECEMBER 2, 2022
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
Validea
OCTOBER 21, 2022
The post Dean of Valuation: Market Is Being Driven By “Mood & Momentum” appeared first on Validea's Guru Investor Blog. All Aswath Damodaran valuations
Advisor Perspectives
DECEMBER 20, 2022
In 2023, the math of valuations suggests returns will likely be challenging as markets remain difficult to navigate
Validea
SEPTEMBER 21, 2022
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.
Advisor Perspectives
SEPTEMBER 19, 2022
Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations on investment returns
Wealth Management
JANUARY 24, 2023
The divination of discounts for lack of marketability
Alpha Architect
SEPTEMBER 16, 2022
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.
Advisor Perspectives
OCTOBER 3, 2022
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
Advisor Perspectives
AUGUST 5, 2022
Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations on investment returns
The Big Picture
OCTOBER 17, 2022
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
Advisor Perspectives
JANUARY 18, 2023
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.
Advisor Perspectives
SEPTEMBER 7, 2022
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
Advisor Perspectives
AUGUST 2, 2022
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
Advisor Perspectives
AUGUST 16, 2022
As the European Central Bank leaves negative policy rates behind, attractive valuations herald a much-improved total return potential
Advisor Perspectives
JANUARY 6, 2023
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
Advisor Perspectives
NOVEMBER 4, 2022
Equity valuations have fallen substantially as central banks hike interest rates to combat inflation
Advisor Perspectives
JANUARY 3, 2023
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
Advisor Perspectives
JANUARY 6, 2023
Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations on investment returns.
Advisor Perspectives
DECEMBER 7, 2022
Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations on investment returns
Wealth Management
SEPTEMBER 26, 2022
Demand for net lease retail is softening, which is forcing a pricing reset—albeit more slowly than buyers would like
Advisor Perspectives
OCTOBER 26, 2022
In this piece, we update our valuation charts and commentary, with additional details on our methodology available upon request
Advisor Perspectives
JULY 20, 2022
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
Advisor Perspectives
NOVEMBER 10, 2022
Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations on investment returns
MarketWatch
DECEMBER 7, 2022
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.,
Advisor Perspectives
SEPTEMBER 9, 2022
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
Advisor Perspectives
DECEMBER 1, 2022
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
Advisor Perspectives
OCTOBER 17, 2022
Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations on investment returns
Advisor Perspectives
OCTOBER 6, 2022
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
Advisor Perspectives
OCTOBER 6, 2022
Note: This update includes September close data
Advisor Perspectives
SEPTEMBER 12, 2022
Note: This update includes August close data
Advisor Perspectives
NOVEMBER 2, 2022
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
Advisor Perspectives
AUGUST 3, 2022
Note: This update includes July close data
Advisor Perspectives
OCTOBER 27, 2022
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
Wealth Management
AUGUST 11, 2022
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
Advisor Perspectives
AUGUST 5, 2022
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
Advisor Perspectives
SEPTEMBER 30, 2022
It’s been a tough year for investors, particularly in growth stocks
Advisor Perspectives
JANUARY 5, 2023
Note: This update includes December close data
Wealth Management
JANUARY 24, 2023
A shortage of personnel at the IRS may affect how you handle audits
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