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"What we can see in the marketplace now is that valuation matters and will continue to matter for a long time".
He worked with many major international oil companies, mining companies and commodity processors, electric utilities, and international pharmaceutical companies on a wide variety of risk management and valuation matters.
Starting valuation matters.
Obviously, what is adopted as numeraire does not affect the price and quantity systems essentially, since only relative valuation matters.
Valuation matters and a careful assessment of distinct opportunities in broader asset classes (such as in real estate, as we already discussed) will be critical.
Similar(55)
"The last several years were an unusually benign period for index funds and the stocks in index funds," he added, in part because valuation mattered little to investors.
"Valuations matter," he said.
That is because Japanese equities were trading on stratospheric valuations in early 1990 and subsequently suffered a 20-year bear market.Starting valuations matter hugely for future returns.
Valuations Matter.
Grantham: Of course valuations matter.
Blodget: I think valuations matter but less in the big-bang stage of an industry, where you have few metrics to get comfortable with.
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Justyna Jupowicz-Kozak
CEO of Professional Science Editing for Scientists @ prosciediting.com