Zimmer Biomet (ZBH)- Is 11.5 the "Real" PE?

David Collum on gold, inflation, the Fed, rates, valuation, Shiller PE, deficits, platinum | S07 E22

PE Midyear Reality Check: Liquidity Pressure Is Creating Opportunity

Europe's Top 1,400+ VC & PE Firms to Accelerate Your Startup Funding 🇪🇺💶

Announcing “Looking for Leverage”: A Newsletter for PE-Backed Leaders

Session 18: Tariff Talk and Market PE ratios

Is Adobe A Truly Great Business? Cheap Now PE 20?

The PE Ratio Is Very Important For Your Investments

Travel company at 6x PE

The Beauty Of The CAPE, The Shiller PE Ratio

[REPLAY] Ironclad Environmental Services – Chris and Rob Michalik (Kinderhook Industries), (PE Deals, S3E8)

A $1.7B Failure | PE Buys Zuora

Industrial packaging stock at 6-7x PE

Research Report - A Quality Polish Microcap: Trading at PE 6 with high returns on capital

Quick Value #232 - Urban Outfitters (URBN): Cheap mid-cap retailer (12x PE / 5x EBITDA) with 22% of market cap in net cash

APM Human Services (APM AU): 18th Sept Vote On Madison Dearborn's Offer: Back on the 31st May, employment and disability services play APM Human Services (APM AU) and US PE-outfit Madison Dearborn Partners, entered a Scheme at A$1.45/share, in cash.

Ulta Beauty ($ULTA): Waiting for Strategic Clarification : When I started to analyze Ulta Beauty (ULTA) my first feeling was “this is probably a great opportunity: a nice business with its stock trading down ~30% from its peak and at one of its lowest PE ratios over the last years (or even decades)”.

Top Links 474 The Cyprus civil war. Dirty Andrew's very grubby bank. Public-sector pension funds force PE to up its labor standards & ancient glass. : Great links, images and reading from Chartbook Newsletter by Adam Tooze

🔥PE on PE Violence🔥: Conn's Inc., MOD Pizza, Chicken Soup for the Soul, Ambri Inc. + More.

while WE slept: Bonds modestly softer in a continuation of the prior day’s losses; month-end extensions recon; BI says: awaiting bull steepening, 10s TO 3.79 by y/e & 1st CUT in NOV: Good morning … Today’s dance card is highlighted by $44b 7yr USTs … 7yy: watching bearish momentum and 4.40% (near TLINE and mid range) middle of the recent range (5.00 - 3.80) is just about 4.40% and is beckoning and this as momentum (stochastics, bottom panel) remains a BEARISH — higher yield — input)l and so … pe

THE PE RATIO DOESN'T MATTER, BUT WILL KILL YOU!

20VC: Foundation Models are the Fastest Depreciating Asset in History, Lina Kahn is a Threat to American Capitalism, PE is Not Coming to Save the M&A Market & How China Could Overtake the US in the AI Race with Michael Eisenberg

SIRI: Occidental Petroleum of the Media Sector (Part 2): Coca-Cola is ex-growth too, but its trailing PE is 25x. SIRI is 9x.

Madison Dearborn Takes APM Back Into The Fold: APM Human Services (APM AU) and US PE-outfit Madison Dearborn Partners, holding ~30%, have entered a Scheme at A$1.45/share, in cash. That's a 74.7% premium to undisturbed; and a $0.05/share increase over Madison Dearborn's April 8th A$1.40/share NBIO, a price the Independent Board Committee (IBC) previously considered disappointing.

Closing Nameson: Short and sweet, closing Nameson holdings (1982:HK) here, stock is up 43% on no news, and trading at 5.5x 2024 earnings and a likely 13% dividend yield. I wouldn’t put a higher PE multiple than 5-6x on a stock like this, given that they are a no growth knitwear exporter with significant customer concentration. Was a nice quick trade that worked out faster than expected. Chinese stocks are treating me very well so far.