Anthropic has received investor offers that could value the company at around $800 billion, more than double the $350 billion valuation tied to its $30 billion raise in February
Anthropic估值在短短数月内翻倍达到8000亿美元，这一惊人数字反映了AI领域的投资狂热和估值泡沫。这种增长速度远超大多数科技公司，表明投资者对AI未来潜力的极度看好，但也可能存在市场过热的风险。
Tech valuations have compressed from 40x to 20x
令人惊讶的是：科技估值从40倍市盈率降至20倍的幅度如此之大，这种调整在历史上较为罕见。通常市场估值需要数年时间才能完成如此大幅度的回调，这表明投资者对AI技术商业化的时间表和规模可能过于乐观，现在正经历一次剧烈的预期修正。
reply to u/Rocky__1927 at https://old.reddit.com/r/typewriters/comments/1hirzo5/remington_premier/
As Ted Munk has commented on these before, rare is a reach. They're uncommon primarily because they didn't manufacture as many of these as they did of the American Quiet-Riters (or Office- or Letter-Riters). I would suspect it's stamped as made in Great Britain (though actually made in Scotland) after American manufacture moved there in the late 50s/early 60s where they only made them for a short time before switching over to more plastic bodied machines. Probably has a serial number starting with ERP on the frame near the ribbon cup. It's essentially a Quiet-Riter made in Scotland with smooth paint rather than crinkle. Surely some of the manufacturing process and materials will be slightly different/cheaper.
There may be a completist Remington collector who might pay over $100 for it, but I wouldn't think you'd have an easy time getting over $75 for this unless it's in excellent/serviced condition, particularly when ubiquitous QRs with sturdier cases can be had for $10-25 in similar condition.
Nhóm Phi tài chính có lợi nhuận tăng trưởng cao trong quý 4 nhưng định giá vẫn đang ở vùng đỉnh
PE chart
S&P 500 and Value Line® P/E
Inflation vs PE
Today, the Moody’s Baa corporate bond yieldis at 6.23 per cent, which would suggest a fairvalue P/E of 20. However, the 65-year aver-age Baa bond yield is 7.50 per cent, which isequivalent to a 16.67 fair value P/E. While it’smore conservative, we think in today’s envi-ronment we are better off using the long-termaverage as it helps to smooth over marketextremes. In other words, it helps preventus from using P/E ratios and other valuationstandards and assumptions that might not besustainable in the future. Remember, a yearago the bond yield shot up to 9.49 per cent andtoday it is 6.23 per cent!Over the past couple of weeks the Value Line median P/E has ranged between 17 and 17.5 and the Baa yield hasranged between 6.11 per cent and 6.35 per cent. So we be-lieve that just on today’s numbers there is still some upsidein the market, maybe as much as 30 per cent over the next12 to 18 months. But that is on today’s numbers. If we nor-malise the yield and use the long-term average, the US eq-uity market as a whole is closer to the upper end of its fairvalue and on this basis we believe it has just 5 per cent to 13per cent upside.
valuation
Over our 35 years inbusiness, one of the best ways we have found to measurewhether the US equity market as a whole is cheap or expen-sive, is to study the relationship between the Moody’s Baa(investment grade) corporate bond yield and the median(mid-point) P/E of the 1,700 stocks found in the Value LineInvestment Survey. Throughout this time we have watchedthis relationship weekly and found it to be an excellent proxyfor the average stock. The reason this relationship is impor-tant is because stocks and bonds are always in competitionfor investor dollars, so monitoring this relationship helps usto arrive at what we would consider to be the best fair valueP/E ratio, given the current interest rate environment.
bond vs stock valuation, spread
for - planetary emergency - economic cost of nature - from an insurance perspective - natural capital valuation - from insurance industry perspective - biodiversity - natural capital valuation - from insurance industry perspective - Swiss RE - Biodiversity and Ecosystem Services (BES) metric - from insurance industry perspective
If all national energy and climate goals are reached, this value is lower by 25%, and by 60% if the world gets on track to limit global warming to 1.5 °C.
for: stats - fossil fuel industry - valuation in a 1.5 Deg C world
stats: fossil fuel industry - valuation in a 1.5 Deg C world
the only way to stop the crime of Crisis is put an end to oil and coal consumption and zero emissions that's what science 00:50:35 is telling us and this means that Capital linked to oil coals and gas should lose its value
!- fossil fuel value : science tells us that it needs to stop to zero
Revenue multiples are how much VCs, investors, and ultimately, an IPO and public markets will value each dollar of revenue
What metrics do you focus on when evaluating stocks?
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Valuation
Q&A
It should be recognized that these basic note types are very different than the digital garden framing of 📤 (seedbox), 🌱 (seedling), 🪴 (sapling), 🌲 (evergreen), etc. which are another measure of the growth and expansion of not just one particular idea but potentially multiple ideas over time. These are a project management sort of tool for focusing on the growth of ideas. Within some tools, one might also use graph views and interconnectedness as means of charting this same sort of growth.
Sönke Ahrens' framing of fleeting note, literature note, and permanent note are a value assignation to the types of each of these notes with respect to generating new ideas and writing.
COVID-19 and the Labor Market. (n.d.). IZA – Institute of Labor Economics. Retrieved October 11, 2020, from https://covid-19.iza.org/publications/dp13632/
Ludwig, V. U., Brown, K. W., & Brewer, J. A. (2020). Self-Regulation Without Force: Can Awareness Leverage Reward to Drive Behavior Change? Perspectives on Psychological Science, 1745691620931460. https://doi.org/10.1177/1745691620931460
Heap, S. H., Koop, C., Matakos, K., Unan, A., & Weber, N. S. (2020). COVID-19 and people’s health-wealth preferences: Information effects and policy implications [Preprint]. SocArXiv. https://doi.org/10.31235/osf.io/mz67j
Lengersdorff, L., Wagner, I., & Lamm, C. (2020, April 20). When implicit prosociality trumps selfishness: the neural valuation system underpins more optimal choices when learning to avoid harm to others than to oneself. https://doi.org/10.31234/osf.io/q6psx