Barry Ritholtz

FEBRUARY 6, 2024

And I can tell you from personal experience, us finance people, we’re not great at accounting, legal, compliance, all the detail and stuff that, that keeps the firm running. And big consumer and healthcare. The 00:09:30 [Speaker Changed] Trick is we’re not great, but we think we are. 00:18:41 [Speaker Changed] Yep.

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Barry Ritholtz

DECEMBER 19, 2023

And when they look at a sector, they want to be long, the very best stocks at the best valuations they can, and short the worst stocks at the worst valuations. 00:04:29 [Speaker Changed] So you start at the healthcare group as an analyst in Citi in the early two thousands, obviously the background in neuro had to help.

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Barry Ritholtz

DECEMBER 6, 2022

And we’re having very good conversations with clients that I think, at current valuation levels, they remain, you know, very interested in the market and they see some opportunities. BERRUGA: It’s about the experiences of a prisoner in a Nazi concentration camp and it goes through like, you know, some of the challenges.

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Barry Ritholtz

AUGUST 15, 2023

In 1998, you asked famed value investor Michael Price what he learned from investing in Sunbeam Corporation, which was run by Chainsaw Al Dunlap and was just rife with accounting fraud. What’s the valuation? SEIDES: So it’s Hartford HealthCare. RITHOLTZ: I love this quote from a piece you wrote about risk.

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Barry Ritholtz

JUNE 13, 2023

And so we go back to the basics of what our job should be, risk underwriting, risk assessment, asset prices are different from asset valuation. I mean the valuation is the future cash flow discounted at a risk-free rate plus a risk premium. RITHOLTZ: So let’s talk a little bit about valuations relative to risk and reward.

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Barry Ritholtz

MARCH 26, 2024

We’re not market timers, we’re not traders in my personal account. But at around the midpoint of last year, you not only had the magnificent seven accounting for more than all the performance, but you had a record low percentage of the index outperforming the index itself. And you know, same thing at my firm.

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Barry Ritholtz

APRIL 11, 2023

 The transcript from this week’s, MiB: Aswath Damodaran: Valuations, Narratives & Academia , is below. You’re known as the dean of valuation. He said, oh, dean of valuation, it’s easier to say. So let’s start with the question, what led you to focus on valuation? RITHOLTZ: Right. And I said, why?

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