Matching slides 22,963
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The slide uses four distinct charts to support the thesis that the Magnificent 7 are fairly valued based on consensus expectations.350e000c acff 48f1 ab1e fc2abe7a5f3c · Goldman Sachs
Consulting deck Equity research Beat · Setup1 hit
05
The slide uses blue ovals to highlight specific aggregate metrics for comparison.350e000c acff 48f1 ab1e fc2abe7a5f3c · Goldman Sachs
Consulting deck Equity research Beat · Setup1 hit
06
Includes comparative historical data for previous quarters.350e000c acff 48f1 ab1e fc2abe7a5f3c · Goldman Sachs
Consulting deck Equity research Beat · Evidence1 hit
07
The table is organized by reporting date (Monday and Tuesday) and sector.350e000c acff 48f1 ab1e fc2abe7a5f3c · Goldman Sachs
Consulting deck Equity research Beat · Evidence1 hit
08
The table is split into two sections based on reporting dates, with the first section implied and the second explicitly labeled 'Wednesday, February 7, 2024'.350e000c acff 48f1 ab1e fc2abe7a5f3c · Goldman Sachs
Consulting deck Equity research Beat · Evidence1 hit
09
This is a continuation of a previous slide, focusing on the latter half of the week.350e000c acff 48f1 ab1e fc2abe7a5f3c · Goldman Sachs
Consulting deck Equity research Beat · Evidence1 hit
10
Contains multiple time-series charts tracking market performance and macroeconomic indicators.350e000c acff 48f1 ab1e fc2abe7a5f3c · Goldman Sachs
Consulting deck Equity research Beat · Evidence1 hit
11
Data source: Haver, FactSet, and Goldman Sachs Global Investment Research.350e000c acff 48f1 ab1e fc2abe7a5f3c · Goldman Sachs
Consulting deck Equity research Beat · Evidence1 hit
12
The slide uses line charts to show relative performance and a comprehensive table to compare sector fundamentals and returns.350e000c acff 48f1 ab1e fc2abe7a5f3c · Goldman Sachs
Consulting deck Equity research Beat · Evidence1 hit
13
The slide displays 11 individual line charts for different sectors and one summary table.350e000c acff 48f1 ab1e fc2abe7a5f3c · Goldman Sachs
Consulting deck Equity research Beat · Evidence1 hit
14
The charts track relative performance from Dec-22 to early 2024.350e000c acff 48f1 ab1e fc2abe7a5f3c · Goldman Sachs
Consulting deck Equity research Beat · Evidence1 hit
15
The charts display performance from Dec-22 to early 2024. Each chart includes a list of the three largest stocks in that industry group with their respective weights.350e000c acff 48f1 ab1e fc2abe7a5f3c · Goldman Sachs
Consulting deck Equity research Beat · Evidence1 hit
16
The table uses color-coded shading to indicate top and bottom quartiles of performance.350e000c acff 48f1 ab1e fc2abe7a5f3c · Goldman Sachs
Consulting deck Equity research Beat · Evidence1 hit
17
The slide uses line charts to show relative performance trends and tables to show 1-week and YTD returns by sector.350e000c acff 48f1 ab1e fc2abe7a5f3c · Goldman Sachs
Consulting deck Equity research Beat · Evidence1 hit
18
The slide presents a comprehensive table of GS portfolio strategy baskets with performance data (1wk, 1mo, YTD) and valuation metrics (P/E, EV/Sales, '23 EPS growth).350e000c acff 48f1 ab1e fc2abe7a5f3c · Goldman Sachs
Consulting deck Equity research Beat · Evidence1 hit
19
The slide displays 8 line charts representing different investment baskets (tickers provided).350e000c acff 48f1 ab1e fc2abe7a5f3c · Goldman Sachs
Consulting deck Equity research Beat · Evidence1 hit
20
The slide displays performance trends for fundamental factors including Revenue Growth, Operating Leverage, ROE, Duration, Quality, Balance Sheet strength, FCF, and Stable Growers.350e000c acff 48f1 ab1e fc2abe7a5f3c · Goldman Sachs
Consulting deck Equity research Beat · Evidence1 hit
21
The slide displays performance trends for specific investment themes categorized under 'Uses of Cash' and 'Risk & Liquidity'.350e000c acff 48f1 ab1e fc2abe7a5f3c · Goldman Sachs
Consulting deck Equity research Beat · Development1 hit
22
The slide displays six distinct performance indices: Hedge Fund VIP, Short Positions, Overweight Positions, Underweight Positions, High Concentration, and Low Concentration.350e000c acff 48f1 ab1e fc2abe7a5f3c · Goldman Sachs
Consulting deck Equity research Beat · Development1 hit
23
Contains four distinct data tables summarizing Goldman Sachs and consensus estimates.350e000c acff 48f1 ab1e fc2abe7a5f3c · Goldman Sachs
Consulting deck Equity research Beat · Development1 hit
24
Includes Z-score analysis for relative valuation against 10-year and 30-year historical averages.350e000c acff 48f1 ab1e fc2abe7a5f3c · Goldman Sachs
Consulting deck Equity research Beat · Development1 hit
25
Charts compare Cyclicals vs Defensives, Global vs Domestic, Cyclicals vs S&P 500, and Defensives vs S&P 500.350e000c acff 48f1 ab1e fc2abe7a5f3c · Goldman Sachs
Consulting deck Equity research Beat · Development1 hit
26
The slide uses Goldman Sachs proprietary factor tickers (e.g., GSMEFMOM).350e000c acff 48f1 ab1e fc2abe7a5f3c · Goldman Sachs
Consulting deck Equity research Beat · Development1 hit
27
Contains three distinct charts and one summary table of financial data.350e000c acff 48f1 ab1e fc2abe7a5f3c · Goldman Sachs
Consulting deck Equity research Beat · Development1 hit
28
Includes a mathematical formula for the GSBI calculation.350e000c acff 48f1 ab1e fc2abe7a5f3c · Goldman Sachs
Consulting deck Equity research Beat · Development1 hit
29
The slide presents six distinct charts tracking macroeconomic trends over time.350e000c acff 48f1 ab1e fc2abe7a5f3c · Goldman Sachs
Consulting deck Equity research Beat · Development1 hit
30
Contains multiple tables covering equities, rates, bonds, currencies, commodities, EPS forecasts, and GDP growth projections.350e000c acff 48f1 ab1e fc2abe7a5f3c · Goldman Sachs
Consulting deck Equity research Beat · Development1 hit
31
Includes historical data from Dec-22 to early 2024 with forward-looking projections for key financial indicators.350e000c acff 48f1 ab1e fc2abe7a5f3c · Goldman Sachs
Consulting deck Equity research Beat · Reflection1 hit
32
The slide provides a snapshot of macroeconomic sentiment and policy expectations as of February 2024.350e000c acff 48f1 ab1e fc2abe7a5f3c · Goldman Sachs
Consulting deck Equity research Beat · Reflection1 hit
33
350e000c acff 48f1 ab1e fc2abe7a5f3c350e000c acff 48f1 ab1e fc2abe7a5f3c · Goldman Sachs
Consulting deck Equity research Beat · Reflection1 hit