l*****k
发帖数: 1059 | 1 While you could feel everything like a crap, certain. But when we talk to
something real,
the best way is to have more numbers.
Slack has recurring revenue of 60-70 millions / yr, they got to that level
just a few weeks
ago. While a 50+ revenue multiplier sounds insane to justify the 3.8B
valuation, you have to
count in its growth. If the growth last for 1 year, the revenue multiplier
will about ~15, which
is very reasonable. If it grows like that for 2 years, then it's a smoking
hot deal.
The g... 阅读全帖 |
|
w**z
发帖数: 8232 | 2 1. Why we cut Airbnb’s valuation in half
Too many bad reviews, dropping out of first place on the “best places to
work at” list on Glassdoor, and regulatory fist fights have finally seemed
to create a noticeable impact. Google searches for Airbnb, an excellent and
straightforward sentiment indicator, have dropped considerably during the
second half of 2016. Also, far beyond the seasonal expectation. Airbnb has
halted its new hirings. Based on our data, the common $30B valuation for
Airbnb was fa... 阅读全帖 |
|
j******7
发帖数: 13 | 3 Position Description
An investment bank is seeking a Desk Strategist to join the Securitized
Products team .
The Desk Strategist will add value to the Firm by providing the trading and
sales desk with superior analytical skills. Desk Strategists will
collaborate with the traders on risk analysis, risk reporting, and value
added trading strategies. They are responsible for the creation of product
valuation models, trading strategy analytics, and risk and valuation tools
to be used by traders an |
|
l******e
发帖数: 1875 | 4 valuation是做什么的呢？
market research， valuation在那边容易找工作么？
谢谢！ |
|
p****a
发帖数: 4829 | 5 Inflation Guard
increases the dwelling and other structure coverage amounts by a specified
percentage at each renewal to ensure your policy continues to provide
adequate protection. The percentage increase is determined from the Marshall
& Swift Boeckh valuation model, an industry leader in dwelling valuations.
No additional premium is charged for this coverage, other than the premium
charge for the increase in dwelling coverage. Inflation Guard is
automatically provided on all Farmers Union Ins |
|
l*********1
发帖数: 82 | 6 我也不很清楚开始付的appraisal application fee还是appraisal fee，但肯定和
appraisal有关系。有appraisal application fee这个说法吗？
Appraisal fee通常多少呢？非常确定在CLOSING STATEMENT里面写着Appraisal fee to
Rel Valuation $620.
"如果FINAL HUD显示APPRRAISAL FEE是在LINE 的最里面，是没有计算进去的，属于POC
。"什么意思？请指教
我看到HUD 804 写着“Appraisal fee to Rel Valuation $620”
多谢！ |
|
s**********n
发帖数: 2601 | 7 没有听说过APPRAISAL APPLICATION FEE这个东西。也不应该有。
FINAL HUD要显示你所有付过或者即将在CLOSING付的费用，这个就是YOU HAVE RIGHT
TO KNOW WHAT YOU HAVE PAID AND WHAT YOU ARE GOING TO PAY。所以会显示你已经付
过的钱。我说的显示在LINE里面，就是说不显示在BORROWER PAY的框里，显示在最左边
，不计在最后的CASH FROM BORROWER里面
LINE804 "appraisal fee to Rel Valuation $620 means you had already paid $620
to Rel Valuation for appraisal. It should have "POC" after that, means you
have already paid it. 有些TITLE COMPANY 比较懒，没有写POC.这些律师CLOSE的时
候没跟你解释？
to
POC |
|
w******t
发帖数: 16937 | 8 你们要搞清楚什么是LTV的定义先。
The loan-to-value (LTV) ratio is a financial term used by commercial lenders
to express the ratio of a loan underwritten to a value of an asset
purchased.
The term is commonly used by banks and building societies to represent the
ratio of the first mortgage lien as a percentage of the total appraised
value of real property. For instance, if a borrower borrows $130,000 to
purchase a house worth $150,000 at a relative valuation, the LTV ratio is $
130,000/$150,000 or 87%.
Loan to... 阅读全帖 |
|
j**t
发帖数: 61 | 9 最近收到Title Company送来的Commitment for Title Insurance, 发现Schedule C中
的Exceptions包括了卖家的一个Vendor's Lien retained in Deed 和两个 Deed of
Trust。我的理解是我的Title Insurance Policy将不Cover 这些 Deeds。如果将来万
一这些Deeds出问题，有可能影响我的房屋所有权吗？如何才能将这些条款去掉？是找
我的realtor， Loan officer还是律师帮忙？Item#6中的日期（dated December 30,
1899）是什么意思，是typo error吗？
另外，Schedule C 中还说：Recorded Deeds for the last 24 months are: None. 然
而，在 贷款银行 给 我们的 Property Valuation Documents 说到：This property
has transferred ownership more than once within two years ... 阅读全帖 |
|
|
c**9
发帖数: 113 | 11 Relax! Most Miles & Points Are NOT Taxable
Relax! Most Miles & Points Are NOT Taxable
Posted: 11 Feb 2012 01:00 AM PST
Don’t forget to like me on Facebook or follow me on Twitter.
I am not a tax adviser so you shouldn’t interpret this post as offering tax
advice. Please consult with your tax adviser for advice specific to your
situation.
I’ve received lots of email and comments from folks worried about paying
taxes on miles & points. Taxes and Miles and Points are both complex topics
(I love b... 阅读全帖 |
|
|
b*****9
发帖数: 8922 | 13 ☆─────────────────────────────────────☆
RichPerson (AD钙奶欢乐开怀) 于 (Sat Jul 31 21:33:34 2010, 美东) 提到:
发信人: RichPerson (AD钙奶欢乐开怀), 信区: Military
标 题: 认识华为一个不错的中层，你猜每年才拿多少？ (转载)
发信站: BBS 未名空间站 (Sat Jul 31 21:32:26 2010, 美东)
发信人: vickistorm (vickistorm), 信区: SanFrancisco
标 题: 华为还是靠剥削劳力起家
发信站: BBS 未名空间站 (Sat Jul 31 20:54:47 2010, 美东)
华为一个不错的中层，2001年入职的也就一年100万，龟公毕业三年也能争这个价
钱，看来还是不行啊，剥削的太厉害了
☆─────────────────────────────────────☆
yugong (愚公挖坑) 于 (Sat Jul 31 22:38:51 2010, 美东) 提到:
人心不足蛇吞... 阅读全帖 |
|
G****n
发帖数: 145 | 14 长江各领域教授论文引用次数
Between trust and control: Developing confidence in partner cooperation in
alliances
[PDF] from cuny.edu…, BS Teng - Academy of management Review, 1998 - JSTOR
Strategic alliances have been recognized as arenas with potential for
opportunistic behavior
by partners. Hence, a firm needs to have an adequate level of confidence in
its partner's
cooperative behavior. In this article we examine the notion of confidence in
partner ...
Cited by 1749 - Related articles - BL Direct - All 9 v... 阅读全帖 |
|
V******n
发帖数: 881 | 15 老婆做fixed income valuation(qualification没问题，做过六七十个clients)，一般
一个简单的cusip（30min-1hr的工作量）公司charge $5K。想自己出来成立一个公司单
干fixed income valuation，应该margin比较大。因为现在illiquid products太多。
现在有两个concern, 1. need a lawyer to hedge the risk...like what if the
clients got inspected by SEC and SEC thinks differently of what we did. Will
my client get fined or should we pay the fine. 2. 如何marketing做好拿到
clients，不能reach out to the firm current clients.
没有开公司的经验，在DC地区，请大家指点！谢谢！ |
|
r******n
发帖数: 459 | 16 其实就是第一个ER beat，大家谨慎看好，街上的人take it as one time thing
pps有上涨，但是不多，还有反复
第二个ER还beat, 这下有兴趣的人多，街上慢半拍的analyst就开始拼命reconcile,
tweak他们已经很复杂还经常很不准的valuation model parameters.
这段时间股价会慢牛
接下来ER还beat,而且beat了已经tweak过的模型，这下就彻底打破了analyst在it上用
的investing thesis/valuation class, 变成备受追捧的high growth香馍馍了
接下来就是疯牛了，哈哈
基本就这个步骤,大家对号入座 |
|
s****a
发帖数: 528 | 17 that means there is people are interested in AIG's asset, and
the price can be used as the market valuation of the AIG.
and the other asset can be valued based on this valuation, instead of some
numbers you can never trust |
|
|
v****e
发帖数: 19471 | 19 不是valuation的问题。valuation偏高的公司多了去了，但是最好的烧材恰恰不是他们
，而是那些烂到无法去value的公司，明年时候还存在都成问题的公司，比如去年这个时
候的PALM. 在我的watchlist上面，long和short的股票从来都没有什么交集。 |
|
|
k********n
发帖数: 18523 | 21 泰然处之，别被花街忽有了就是了。
http://seekingalpha.com/article/260320-nokia-presents-rewarding
Investors have all but left Nokia (NOK) for dead. The shares recently
plumbed to new lows, hitting $7.73. Shares rebounded last week, closing
Friday at $8.35. By the looks of the stock performance you would think Nokia
can't sell a single phone. It was not too many years ago that Nokia made
the most popular phones.
Investor sentiment on the stock has reached ultimate pessimism. Nokia
continues to lose share to Apple... 阅读全帖 |
|
w******s
发帖数: 16209 | 22 Piper Jaffray: Worth It to Own Apple With iPad Wildcard
By Miriam Gottfried
It’s worth it to own Apple (AAPL) shares, despite the fact that sales
numbers for the iPhone, Mac and iPod will likely be in line with consensus,
because numbers for the iPad are a wildcard, according to analysts at Piper
Jaffray.
There is unusually high visibility into numbers for most Apple devices, the
firm argues, but for the iPad 2, the persistence of a dramatic supply
constraint means the demand for the device far ... 阅读全帖 |
|
t****g
发帖数: 35582 | 23 这就是一个扯，SNS咋个盈利模式上帝都不晓得，他们就能弄个model出来来个$165的
valuation。
rather
valuation |
|
b******r
发帖数: 16603 | 24 GS两个月前不是刚downgrade了一把新浪？
Goldman Sachs Downgrades SINA Corporation (SINA) to Neutral, Sees Limited
Upside to Weibo
iChinaStock.com 2011-02-16 09:46:43 Chinese Version
Goldman Sachs downgraded SINA Corporation (NASDAQ: SINA) from Buy to Neutral
, but raised their price target from $80 to $85.
The firm said the market-implied valuation for SINA's mini-blog, Weibo, has
now reached $2 billion, and they see limited upside to Weibo's valuation
because monetization remains in the early stages. |
|
w******s
发帖数: 16209 | 25 我6k shares 水下，
本来想再加仓的，现在不敢急加了。
我觉得可能最后ipo 发行价格加钱惹恼了不少人。我刚看了各个媒体，都拐弯抹角的在
劝不买。
比如这个valuation，总共是5.5b, fb比他大多了，
非要说是fb的valuation的两倍，什么东西都是正反两种说法。
这样一说，很少有人敢买了。
可能路数是先打压了。 |
|
i**********0
发帖数: 73 | 26 FYI
Despite significant revision, we still see downside to 1Q consensus EPS
estimates
We expect non-GAAP revenue to rise 19% yoy to US$95m, which is in line with
company
guidance (US$93m-96m). This is mainly driven by 34% yoy growth in ad revenue
. We expect
the GAAP gross margin to further decline 2ppt qoq to 56% on higher video
content and
bandwidth costs, and the non-GAAP op margin to narrow 4ppt qoq to 23% on
higher S&M
expenditure on miniblog. We note that Bloomberg consensus estimates for ... 阅读全帖 |
|
r***a
发帖数: 2628 | 27 this is should be better than renn.
Based in Beijing, China Jiayuan.com International (proposed DATE) is
scheduling a $78 million IPO with a market capitalization of $341 million at
a price-range mid-point of $11 for Wednesday May 11, 2011. The IPO calendar
includes nine others for the week of May 9.
SUMMARY -- DATE is a Chinese dating site company. For the year ended
December 2010 versus 2009, DATE sales increased 150% to $25 million from $10
million, and earnings increased 185% to $2.5 million... 阅读全帖 |
|
v****e
发帖数: 19471 | 28 2010 revenue: $1.9B
2010 Ebitda: $??
2011E Revenue: $4.0B
2011E Ebitda: $2.0B
Current valuation on private exchanges: $75B
Implied trailing P/S: 38 X
Implied forward P/S: 19 X
If LNKD can be worth 37X trailing sales, I think a 38X trailing P/S
valuation for Facebook is extremely cheap. Why?
1. It is much, much hotter
2. It is a true, worldwide information monopoly
3. The ad business for Faceboook is still in infant stage
4. 100% revenue growth seems to be a conservative estimate |
|
o*********l
发帖数: 1807 | 29 bidu, goog, appl. sure great companies...but are they great stocks at
current P/E valuation levels? Think about it. I think that is why so many
people got emotional and bought great companies at high valuations and paid
an expensive lesson. Great companies don't mean great stocks. |
|
k**o
发帖数: 15334 | 30 At 18.5, that means you value this junk company RENREN more than SINA. RENN
is too expensive even at $5. Correct valuation would put it at $1. The
underwriters totally messed up the valuation of RENN IPO. |
|
u********e
发帖数: 4950 | 31 ☆─────────────────────────────────────☆
bullfan (牛饭) 于 (Wed Apr 20 20:11:32 2011, 美东) 提到:
不是号称sina后边的庄有高盛么？黑老大还降级了sina？唱的哪出啊？
☆─────────────────────────────────────☆
tyning (自强不息厚德载物独立思想自由精神) 于 (Wed Apr 20 20:13:38 2011, 美东) 提到:
人货都出光了，现在换满手put了，不降级还咋地。
☆─────────────────────────────────────☆
bullfan (牛饭) 于 (Wed Apr 20 20:17:42 2011, 美东) 提到:
那就直接明早砸盘，然后公布消息就好了，现在这样的时间安排很诡异啊。
另外号称同样重仓sina作庄的还有JPM，黑老大最近刚在油价上和JPM& BAC唱了一把反
调，莫非有啥联系？
☆─────────────────────────────────────☆
boylove... 阅读全帖 |
|
b******n
发帖数: 370 | 32 10年的回调能量比这次的小。
目前只是下跌的第一个leg,还至少有一个leg.
大盘下跌空间还有至少10%。
SPY我觉得到110非常可能。只是个时间问题。
令我市场很悲观。为什么这么说？玩少说的，目前美国valuation其实很低。在低
valuation的情况下，带量猛跌，说明市场主体对远期丧失信心。
这种情况是创造价格反向偏离的最佳实际。不过，你得等。
目前应该做的一，耐心，不要随便出手，二，细心，仔细研究未来增值潜力股。
再市场给出有力信号的时候，做出果断的重仓出击。 |
|
d*****s
发帖数: 5610 | 33 “The 15th S&P 500 correction of at least 10% since 1975 has shifted
client conversations to valuation support. The current correction is 12%
below the April high and modestly smaller than the 18% average of past
corrections. We see support in strong earnings and past valuation bottoms
but lower our 2011 year-end price target to 1400 and 2012 EPS estimate to $
102 due to slower global GDP estimates from our global Economists.
The current S&P 500 correction is the 15th such pullback since ... 阅读全帖 |
|
c*****r
发帖数: 8227 | 34 美国衰颓（经济扭曲）的一面镜子。。
Apple’s valuation has soared passed that of Exxon Mobil, making the
technology giant the world’s largest company.
Around 1:22 p.m. ET, Apple was trading at north of $367 per share, giving
the company a valuation of more than $341 billion, briefly surpassing what
Exxon Mobil was worth at that time. |
|
w**********2
发帖数: 764 | 35 CNBC 真是太有才了。
金价银价近期看来要大涨了！
Marriage, Baby Boomers and the Case for Gold
Published: Saturday, 27 Aug 2011 | 10:46 AM ET
By: Patrick Allen
CNBC EMEA Head of News
With the Baby Boomer generation getting older and the market increasingly
volatile, there has been a lot of debate about how the aging population can
find an investment that will help pay for their retirement.
The San Francisco Fed released a study earlier this year that looks at the
life stages of Americans born between 1946 and 1964. It... 阅读全帖 |
|
j****9
发帖数: 2295 | 36 Morgan Stanley's Greg Peters, whose firm has a year-end target of 1200 for
the S&P, urges investors to "sell the rallies and don't get cute," believing
a broader "de-risking trend" makes cheaper valuations "somewhat secondary"
in importance. Of course, a similar downplaying of valuations could be found
near the height of the tech and real estate bubbles
看来热钱都是看空股市的。 |
|
|
|
v****e
发帖数: 19471 | 39 is an old topic: profit taking. just like AAPL, it will impress everyone
with great numbers. but the current valuation is already 100B. think about
all the arab princes, russion billionaires and american vc partners already
sitting on 5X--20X gain at this valuation. if they take profit, facebook as
a stock may have a very tough first 6 months to a year. |
|
w********2
发帖数: 16371 | 40 a company valuation need to be in range of its "peers"
that is why one sector likely to rise together..
some big stock showed potential of its value, and then all the peers catch
up..
but when "trash" stock among the peer is also "fully valued" (at that moment
), it means a correction is on the corner..
that is my understanding..
for RENN, it doesn't matter about how much money it could make (now), even
it lose money like shit, it is still ok if it could keep a decent growth in
traffic..
The val... 阅读全帖 |
|
l***n
发帖数: 812 | 41 看到不少人在说，也掺和一下。本人是value investor，所以valuation的factors看得
会多些，PE, PB什么的。
不过这些不是作为投资的决定因素，暂且看作是screening的一个工具，或者是引发分
析和讨论的催化剂。中国的太阳能，干货运输行业都是我曾经关于过得，因为便宜，所
以感兴趣的了就看得多些。不过valuation factor不是做投资决定的唯一原因，因为PE
低往往有PE低的理由，市场不是傻子，凭啥人家都不看好，都在卖，drive PE value
lower，而我一买就涨啊，这是不现实的。
决定你能否赚钱的因素太多，仅对价值投资而言，列几条：
1, 大盘因素
这个不用多说了吧，大方向看错了，都扯淡
2, 价值投资是否in favor
就今年来看growth stock outperform value，这时候买growth是不是会比value更好呢
？去年下半年大盘下调了不少，便宜的股票不少，市场当然就不稀罕了，凡是能真正利
用美国这段时间的经济moderate增长，赚钱的产业／公司受到青睐。这有点马后炮了，
不过多点事后诸葛亮，以后才更有信心做b... 阅读全帖 |
|
I*****y
发帖数: 6402 | 42 valuation $10, $7 by big boys.
要跌啊？ 还是这些valuation在坑爹？ |
|
i*********n
发帖数: 5465 | 43 We are downgrading shares of GNW to Underperform from Neutral following the
recent
rally in shares off of the bottom reached in late July/early August of more
than 100% and
over 50% since mid-November. We think that much of the rally has been the
result of
optimism for GNW’s US MI unit as a derivative play on the US housing market
, in addition
to the appointment of former Freddie Mac CEO David Moffett to the board of
directors,
while investors have been less focused on fundamentals in the life... 阅读全帖 |
|
L****n
发帖数: 12932 | 44 我的FA摸豆很简单， 看过去街上是怎么price一个公司的股票，再比较同类的公司，
结合近期的Event，估计这个Valuation会增加或减少。 你自己怎么Price一个公司没有
任何意义。
比如HPQ， 过去街上一直给的PE是10以上， 它的生意很大， 年销售在100B以上， 和
IBM差不多， 生意的类别包括personal computer， business service和printing。
有点象IBM和Dell的混合。当然现在PC生意不被看好， 但Dell还有9， 而IBM是13。所
以HPQ被低估， 而原因是前几个马内几太烂， 特别是那个德国人。 现在的Meg街上是
认可的， 没有哑巴虎的Hot, 但街上有confidence。就是说HPQ别再出什么洋相， 类似
10B买一个假帐公司之类的事情的话， 这个估价就会回到起码Dell的水平， ie到$30刀
左右。 如果情况比预计的好-the guidance above estimate in this ER, the
valuation may go even further up. So, my FA conclus... 阅读全帖 |
|
j****7
发帖数: 786 | 45 the valuation is too high for GRPN right now. There's more likely a downward
revision on next year's earning. Even if they beat this quarter, if not
look good enough, there will be downward revision coming in a matter of days
, once that happened, it will be triggering huge sell offs. The stock's
valuation hinges completely on a projected higher revenue next year right
now. But to me, this business doesn't have growth aspect, without degrading
the margins much much further to even more negative,... 阅读全帖 |
|
L*******a
发帖数: 293 | 46 For the third quarter, the Company incurred a net loss in the amount of $489
million or $1.94 per share. This reflects:
($0.73) of loss associated with the tax valuation allowance;
($0.18) of restructuring and management transition charges;
($0.04) for primary pension plan expense; and
$0.09 of benefit on the net gain on the sale of a non-operating asset.
谁能帮我解读下，不是有300M share吗，-489/3=-1.63 eps,为什么是1.94. 这个 ($0.
73) of loss associated with the tax valuation allowance; 是可以退回来吧？ |
|
A**********o
发帖数: 996 | 47 Yahoo: buyback trap
US group’s buzz has not led to growth in operating business yet
When in doubt, reduce the share count. The internet antique Yahoo announced
on Tuesday that it had upped its buyback programme by $5bn. Over the past
year, Yahoo boss Marissa Mayer has generated plenty of hype through
acquisitions, investments in web products and, well, her persona. But the
best she has been able to do with the core business is to stabilise it.
Buybacks and the rocketing valuation expectations fo... 阅读全帖 |
|
c****w
发帖数: 2830 | 48 从Etrade fundamental上截取的资料， 内容如下
1。Tsla@ usd$144 的一些数据。
VALUATION (MRQ)
Price/Earnings (TTM) --
Price/Sales (TTM). 10.32x
Price/Book 31.19x
PROFITABILITY (TTM)
Gross Margin 18.98%
Operating Margin -8.14%
EBITDA Margin -3.37%
Net Profit Margin -8..66%
MANAGEMENT EFFECTIVENESS (TTM)
Return on Assets -9.93%
Return on Equity -55.08%
Return on Inves. Capital -20.8... 阅读全帖 |
|
p*********r
发帖数: 4593 | 49 All social media stocks are in bubble now.
Valuation doesn't matter only for short period of time. When it does matter,
the high value stocks will go down much more than average.
When rate is going higher, the valuation will be important. |
|
p*********r
发帖数: 4593 | 50 All social media stocks are in bubble now.
Valuation doesn't matter only for short period of time. When it does matter,
the high value stocks will go down much more than average.
When rate is going higher, the valuation will be important. |
|
