Life on the Buy Side

APRIL 15, 2019

At the age of 25, Buffett became the portfolio manager of his first fund. Buffett has always seen stock prices as an asset to be utilized if desired, as ascribed to the Mr. Market analogy first given by Ben Graham. To this day these stocks are known as the “crowded trades” that everyone seems to own.

Investment 130

Investment Investors Portfolio Management Stock 130

Peak Frameworks

AUGUST 15, 2023

Therefore, the process of portfolio management involves balancing these two factors based on an investor's financial goals and risk tolerance. If you need to have ready access to cash, you'll want more liquid investments in your portfolio. Market Conditions : Prevailing market conditions can also impact portfolio construction.

Portfolio 52

Portfolio Investment Portfolio Management Investors 52

The Deal

JANUARY 17, 2024

(NRG) up to 20%, a major blow to a consumer advocacy group that had been urging the agency to prohibit the activist from adding directors in cooperation agreements with public utilities. BTU), where two of the Paul Singer-led activist’s portfolio managers hold seats. was “outside the scope” of the agency’s analysis.

Utilities 52

Utilities Shares Portfolio Management Management 52

Razorpay

AUGUST 9, 2023

Portfolio Management Merchant banking companies provide portfolio management services to high -net-worth individuals and corporate investors. These services include a selection of securities, portfolio monitoring and review, advice on the rationalization of portfolios, and tax planning.

Bank 52

Bank Banking Business Underwriting 52

Peak Frameworks

MAY 24, 2023

Role of Derivatives in Portfolio Management Derivatives play a crucial role in modern portfolio management. Risks and Criticisms of Derivatives Despite their utility, derivatives are not without risks and criticisms. They provide avenues for hedging, speculation, and achieving arbitrage.

Private Equity 52

Private Equity Portfolio Management Investors Risk Management 52

Peak Frameworks

AUGUST 24, 2023

High-end brands like Louis Vuitton utilize direct distribution to maintain premium pricing and high margins. Effect on Gross and Net Margins The balance between revenue growth and cost control through channel optimization can improve profit margins.

Private Equity 52

Private Equity Retail Manufacturing Sale 52

Focus Investment Banking

NOVEMBER 11, 2024

Joining us is Richie Seaberry, Vice president of Business development and Enterprise Portfolio Manager at decisely. You know, I’m a very high consumer and utilizer of healthcare and I do have, you know, sort of the behind the scenes look at things. Healthcare is confusing and expensive in its traditional state.

Insurance 52

Insurance M&A Healthcare Medical 52