Why Stock Valuation Hinges More on Returns Than Future Earnings
Growth stocks don’t generate the long-term returns that would justify their high multiples, according to the 2023 Jacobs Levy Center’s “Best Paper,” co-authored by Wharton’s Sean Myers.
Content: Article | Authors: Ricardo De la O, Sean Myers, Shankar Parameshwaran, Xiao Han | Source: Knowledge@Wharton | Subjects: Finance, Market/Investment
Looking back: Meet the new P/E normal, same as the old P/E normal
Weighted average and median P/E ratios rarely diverge significantly—and when they do, the gap soon closes.
Content: Article | Author: David Schwartz | Source: McKinsey Quarterly | Subjects: Finance, Market/Investment
Jane Davis
Understanding how a person wants to view themselves is actually incredibly valuable. It tells you a lot about how you can mirror that feeling back to them with your product while still satisfying their actual preferences.
Content: Quotation | Author: Jane Davis | Source: First Round Review | Subjects: Customer Related, Market Research, Market/Investment
People Have an Irrational Need to Complete ‘Sets’ of Things
People are irrationally motivated to complete arbitrary sets of tasks, donations, or purchases—and organizations can take advantage of that, according to new research by Kate Barasz, Leslie John, Elizabeth Keenan, and Michael Norton.
Content: Article | Authors: Carmen Nobel, Michael I. Norton | Source: Harvard Business School (HBS) Working Knowledge | Subjects: Customer Related, Market/Investment
The Product Manager vs. The Strategist
How the people behind the roles that shape your world think.
Editor’s Note: I fail to see the need for this distinction or the need (or even the desire) to separate how and what, but I still found the article to be an interesting read.
Content: Article | Author: Julia Mitelman | Source: Medium | Subjects: Management, Market/Investment, Strategy
Marc Goedhart, Tim Koller, David Wessels
Our research shows that even if short-term investors cause day-to-day fluctuations in a company’s share price and dominate quarterly earnings calls, longer-term investors are the ones who align market prices with intrinsic value.
Content: Quotation | Authors: David Wessels, Marc H. Goedhart, Tim Koller | Source: McKinsey Quarterly | Subjects: Economics, Market/Investment
Five Key Metrics You Need to Create a Customer-Centric Company
To ensure the customer-centric vision takes root, you need to establish clear metrics that are linked to the company’s strategic, operational, and financial goals. Those metrics will help with determining priorities and shifting the orientation of the company toward a more customer-centered business model. Ideally, the marketing team will work with the executive team to establish the metrics.
Once the metrics are selected, it is a … [ Read more ]
Content: Article | Author: Laura Patterson | Source: MarketingProfs | Subjects: Customer Related, Market/Investment
Charles Handy
The reason that the stock market is so important is not because it raises money; it’s because it is putting a price on your property. Somebody else can buy you. When your stock price goes down, you’re worried, not because you can’t raise more money—you weren’t doing that anyway. But suddenly, it’s as if your house is valued at half the price of the house … [ Read more ]
Content: Quotation | Author: Charles Handy | Source: Leader to Leader | Subjects: Economics, Finance, Market/Investment
Nineteen (19!) Ideas for Growing Your Email List
What would you rather have, a big list with dismal conversion rates or a smaller list targeting a highly engaged audience? Thought so.
For a healthy opt-in email list, quality always trumps quantity, and here are 19 budget-friendly ways to get the list you want. What you’ll find here are a few new twists to familiar tactics, along with real results and examples, to help you … [ Read more ]
Content: Article | Author: Hunter Boyle | Source: MarketingProfs | Subject: Market/Investment
Customer Analytics: Cutting a New Path to Growth and High Performance
Customer-centricity is an increasingly important requirement for competitive advantage and, ultimately, high performance. As part of this, developing a robust customer analytics strategy has become vital to help identify the segments that matter, draw insights about behavior and point the way to process changes that will impact customer loyalty and profitability. Accenture discusses how some organizations have effectively done this and outlines four principles that … [ Read more ]
Content: Article | Source: Accenture | Subjects: IT / Technology / E-Business, Market/Investment
Warren Buffet
“I will tell you how to become rich. Be fearful when others are greedy. Be greedy when others are fearful.”
Content: Quotation | Author: Warren Buffett | Subjects: Market/Investment, Personal Development, Success / Failure
Building Brands Online: An Interactive Advertising Action Plan
Buying In: The Secret Dialogue Between What We Buy and Who We Are
Brands are dead. Advertising no longer works. Weaned on TiVo, the Internet, and other emerging technologies, the short-attention-span generation has become immune to marketing. Consumers are “in control.” Or so we’re told.
In Buying In, New York Times Magazine “Consumed” columnist Rob Walker argues that this accepted wisdom misses a much more important and lasting cultural shift. As technology has created avenues for advertising anywhere and … [ Read more ]
Content: Book | Author: Rob Walker | Subject: Market/Investment
The Price Is Right: Optimizing Industrial Companies’ Pricing of Services
Too often, industrial companies are leaving cash on the table – and missing opportunities to cement customer loyalty and boost repeat sales of their equipment – because they base decisions about bundling and pricing their services on anecdotal information. We offer a systematic approach to examining markets, leading to a much more informed perspective on the opportunities and risks in bundling and pricing services.
Content: Article | Author: David Rickard | Source: Boston Consulting Group (BCG) | Subjects: Market/Investment, Pricing
Supersizing and Downsizing: The Impact of Changing Packaging and Portion Sizes on Food Consumption
When it comes to packaging, size matters. In a research paper, INSEAD Associate Professor of Marketing Pierre Chandon and co-author Nailya Ordabayeva, an INSEAD PhD student, found that changes in the shape of packaging or portions can have a big impact on our consumption patterns.
Content: Article | Authors: Nailya Ordabayeva, Pierre Chandon | Source: INSEAD Knowledge | Subject: Market/Investment
Email Marketing Disobedience: Six laws of proper e-Newsletter creation, and why you should ignore every one of them
Review the following six bromides from a recent how-to article phoned in by a reigning email-marketing magnate… and then read why you should ignore them.
Content: Article | Author: Gary Levitt | Source: MarketingProfs | Subject: Market/Investment
Scientific Advertising
A Three-Step Product Commercialization Insurance Policy: How a GM Can Overcome the Odds
Bringing a new product to market is one of the most costly and risky activities that any GM faces.
Voice-of-the-customer research and stage gate reviews have improved the odds of achieving success. But do they go far enough?
Three important tasks are frequently overlooked even though they offer the ability to identify weak links early on.
So, how can you overcome the odds? Arm your team with a … [ Read more ]
Content: Article | Author: Michael Barr | Source: MarketingProfs | Subjects: Market Research, Market/Investment
Want (Your Product) to Look Good? Follow Something that Looks Bad
In marketing, context can be as critical as content. Recent research by Zakary Tormala and others finds that messages are perceived as more powerful when they are preceded by different messages that appear to have less substance or to be authored by someone with lesser credibility
Content: Article | Authors: Joshua Clarkson, Richard Petty, Zakary Tormala | Source: Stanford University | Subject: Market/Investment
7 Deadly Claims
Jeff Sexton at Future Now identifies and challenges seven common marketing claims, explaining why they are ineffective and offering ideas for making them persuasive.
1. Superior Customer Service
2. Easy to Use
3. Most Experienced
4. We’re #1
5. 100% Risk-Free
6. Cutting Edge
7. Best Value
Content: Article | Author: Jeff Sexton | Source: GrokDotCom | Subject: Market/Investment