Value Scope

SEPTEMBER 24, 2020

At the time, more than $17 billion had been invested into sustainable-focused exchange-traded funds (ETFs) and open-end funds during 2019. Clients are asking investors to keep their money invested in ESG compliant portfolios and think that fossil fuel-based companies contradict this investment thesis. In June 2020, the U.S.

Intangible Assets 130

Intangible Assets Alpha Beta Marketability 130

Musings on Markets

MARCH 19, 2022

The pie chart below, provides a measure of the gross domestic product of Russia and Ukraine, relative to the rest of the world: While Russia's share of the global economy is small, it does have a significant standing in the natural resource space, as a leading producer and exporter of oil/gas, coal and nickel, among other commodities.

Start-ups 100

Start-ups Risk Premium Equity Market Capitalization 100

Musings on Markets

JANUARY 26, 2025

I follow up by looking at companies broken down by market capitalization, with an eye on whether the much-vaunted small cap premium has made a comeback. trillion in market cap just in 2024 , and that over the last five (ten) years, the sector has added $11.3 trillion) in market cap. trillion ($13.6

Price to Book 78

Price to Book Start-ups Book Value Marketability 78