Daily - deal pioneer Groupon and social - gaming firm Zynga, which both achieved
big valuations based on little more than high expectations, are tanking.
Not exact matches
We recently looked at what NBA franchise values might be
based on the sale of the Los Angeles Clippers sale which was 3.48 times
bigger than the Forbes.com
valuation.
Expect a barrage of propaganda from the country and its investment banks about the quality of the asset
base, etc. etc as they try to realize a
valuation of up to $ 3 trillion for their
biggest crown jewel.
Instead of amassing a
big user
base for a higher
valuation, they are spending more time on how to maintain users, how to bring more value to them and solve their real problems.
We studied S&P 500 total returns since 1945
based on their starting
valuations, and found that
valuations have a
big impact on returns, as expected.
We make allocation changes in fixed income
based upon, first and foremost,
big relative value —
valuation of sectors.
One of the most dangerous things for an investor to do is to make
big changes to his asset allocation
based on
valuations.
In the process of scanning the investment landscape to find value amidst the all time highs for the indices, I've noticed that a number of
big cap tech stocks are priced at low
valuations relative to their earnings and free cash flow, measured on an absolute
basis and relative to their own historical
valuations.
As an aside, I'm the one that was interested in how you'd look at a 2.0 company full of R&D, amortisation and (whisper it) stock
based comp... and seeing as you're now up to the
big 25 on Twitter, * that * would be a fascinating Desert Island Disc of a
valuation...!
The real risk, I believe, is a creeping confirmation
basis: In reality, a micro-cap double is no
big surprise, but it can quickly fool you into thinking such stocks are actually resistant to negative surprises, and even have the ability to consistently compound in value & even attain a full (or even excessive)
valuation.
The
biggest flaw is that we don't know what pre - or post-money
valuations are for enough rounds to make cost
basis a consistent data point.
PAVLOVIC: Automatic home
valuations have had the
biggest impact on consumer misinformation by implying the value of a home
based on a small subset of data.