Wade Family Assoc. Teaching Professor and the Faculty Dir. of the NDIGI @ the University of Notre Dame
Adviser to ND Fed Reserve and Fiscal Policy Challenge
Another cohort of NDIGI’s The Business of Life class spent the day at Glenair with Peter Kaufman learning all about how to win in both business and life. Students were also privileged to spend time with legendary venture capitalist Jamie Montgomery.
@NCAASoccer@NDMenSoccer Let's reschedule, Bryan.....Take care of business on the pitch and then take care of business off the pitch.
Show them what it means to be a Notre Dame student athlete.
Good luck @bjddowd and @NDMenSoccer!
We're all behind you.
GO IRISH!!!!
Stock prices of banks with low branch density plummeted during the 2023 Banking Crisis as these banks experienced larger outflows of uninsured deposits, from Efraim Benmelech, Jun Yang, and Michal Zator https://t.co/kONjpSYILx
Stock prices of banks with low branch density plummeted during the 2023 Banking Crisis as these banks experienced larger outflows of uninsured deposits, from Efraim Benmelech, Jun Yang, and Michal Zator https://t.co/kONjpSYILx
Great story about former Econ major Jerry Castellini in today’s @WSJ Sneaking alcohol into football games is a venerable, if illicit, college tradition. In 1977, a group of Notre Dame students pulled together a keg, a rope and a plan. https://t.co/3j2rxKNF9d
YARDENI RESEARCH QUICKTAKES (#stockmarket, May 2, 2022). While investors have been lowering the forward P/E of the S&P 500 since the start of this year, industry analysts have been raising their estimates for S&P 500 revenues per share and earnings per sh…https://t.co/TLHAs7OYCr
NDIGI is grateful to Shankh Mitra, CEO of Welltower, & Peter Kaufman, CEO of Glenair, for sharing their wisdom, insights & experience. They covered topics including capital allocation, corporate culture, ethics, game theory, time arbitrage & leading a balanced & successful life.
@NayutSitachitt This is exactly the thesis that one of my students has in our long-only, US equity, investing class https://t.co/RzEfxcYRtq. I'm going to pass this along. $FB is looking like it might be kicked out of the portfolio.
If you care about inflation,this is a must read: @sinoceros explains how we get from 7.5% now to 2.5%-4% by December by analyzing the microeconomics of four key components: autos, rent, furniture and energy. https://t.co/i5d6JoYeo9 Graphics by Peter Santilli.
Yesterday marked the beginning of the second iteration of NDIGI's The Business of Life with Glenair Chairman & CEO Peter Kaufman. We are so grateful for Peter's time, talent, and generosity and are looking forward to another fantastic installment of The Business of Life!
@10kdiver Nice job....I saw the asterisks. We usually teach our finance students that operating leases and things like underfunded pension would be considered debt. For your example, however, I can understand why you're unsure how to classify.
NDIGI Advisory Board Member & former CIO of the University of Notre Dame Scott Malpass joined Patrick O'Shaughnessy on his Invest Like the Best Podcast for an episode entitled Building a Great Endowment. Check it out here! https://t.co/pkon9UCgI6
@vtg2 For what its worth, CPI is above trend right now. Since April 2020 CPI has been growing at about 4% to get back to trend. Now we're growing at 4% versus trend 2%