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Friday, May 4, 2018

Unusually Fine Advanced PBV Analysis


When valuing financial service firms, the Price to Book Value (PBV) ratio is possibly the most commonly used valuation method by analysts because it's safe, simple, has a strong historical basis and requires no IQ at all.

Back testing the PBVs to stock price has a good correlation. PBV needs however be looked at in the context of return on equity (ROE). Historical analysis has shown that ROE has a strong impact on banks’ value creation in the long run. Bottom line: Firms that have high price-book value ratios should also have high returns on equity. Firms that have low price-book value ratios should have low returns on equity.

Wednesday, January 3, 2018

Married But Available


Every year, the FT ranks the world’s best MBA programmes using multiple criteria. Although not used in the ranking, "Salary today" seems to be the most important driver for an honest pragmatic CEO-wannabe. This is the average alumni salary three years after graduation, US$ PPP equivalent. The 2017 ranking surveyed the MBA class that graduated in 2013.

25th Percentile: 113,196
Median: 123,599
75th Percentile: 147,361
Max: 193,534