This report aims to provide an in-depth analysis of NVIDIA's (NVDA) current market valuation, comparing its financial outlook with historical data and market trends. The purpose is to educate optimistic investors about the fundamental principles of investing, grounded in rationality, historical context, and financial data.
When we received updated financial statements for Agilysys on 11/15/2024, all of ERS’s risk ratings immediately and significantly changed to reflect the much higher level of risk.
Fiduciaries must answer seven key questions about a company’s financial condition before investing. A fiduciary’s duty is to protect client interests, avoiding speculative decisions that could jeopardize financial security.
The 7 largest U.S. asset managers, collectively managing $38 trillion in assets, are incorporating AI into their investment advisory services. Goldman Sachs today announced it is “[rolling] out an AI assistant for its employees as artificial intelligence sweeps Wall Street”.
Investing without a scientific understanding of risk exposes portfolios to unnecessary losses. According to ERS's Fiduciary Risk Rating, FNMA has always been unsuitable for fiduciaries to own.
On 8/30/2024, Eli Lilly’s (LLY) market cap was $864 billion, price $960, and $39 billion TTM revenues. Its P/S was 22. Advisors using ERS’s ProfitMap.ai could have quickly and easily seen “what must happen” for LLY’s price to rise.
Moderna’s price on August 9, 2021 was $484.47. Today, 1/13/2025, it traded as low as $32.03 - a loss of 93%. Equity Risk Sciences has 9 proprietary ratings. On August 9, 2021, all of ERS’s ratings were extremely negative.
Investment professionals have a fiduciary duty to analyze both the upside potential of a stock and its downside risks. And the most reliable method to fulfill this responsibility is by using data sciences, statistics and AI.
Has Apple become a stronger, less leveraged and more liquid company than it was 3 years ago? What are the primary concerns?
Market risks are concerning; America's top 10 firms command $21 trillion in market value. For conservative investors, what constitutes a reasonable P/E ratio? Many of today's equity funds have concentrated their investors' holdings in these richly valued stocks, which carry an average P/E of 35.