Barry Ritholtz

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. I remember telling myself, why would anyone invest in mutual funds when you can buy an ETF instead?

Investments 64

Investments Marketing Numbers Risk Management 64

Barry Ritholtz

AUGUST 15, 2023

RITHOLTZ: So hold the duration risk aside with those two, but just for an investor in treasuries, I know you’ve done the math before. If you’re giving up that 1% big fat yield in 2019, 2021, let’s say you give up three years of 1% and get zero, how does the math work over the subsequent couple of years?

Investments 52

Investments Benchmarking Marketing Treasury 52

Barry Ritholtz

FEBRUARY 17, 2025

And I did a lot of options math, which I thought was interesting. And ultimately we’re looking for the 60 stocks that we think have the best upside potential take into account liquidity and other parameters of risk. That is not being reflected in valuations from a top down standpoint. So that’s a big pool Yeah.

Investments 59

Investments Economics Marketing Benchmarking 59

Barry Ritholtz

AUGUST 20, 2024

00:03:14 [Mike Greene] So that was actually an outgrowth from my experience coming out of Wharton and you mentioned the, the, you know, the transition of people who tended to be skilled at math or physics into finance. We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments.

Concentration 69

Concentration Marketing Valuation Investments 69

CFO News Room

NOVEMBER 8, 2022

You do the math and you’re like, “Okay, well, an advisor can handle about 100 clients, an associate advisor can help with some of those clients, you can leverage maybe an associate advisor with a couple of advisors, but there’s a capacity limit for each of the roles.” And so, we pivoted to more of a service team.

Restructuring 130

Restructuring Planning Marketing Accounting 130

Barry Ritholtz

MAY 9, 2023

And my dad had always said, as many young kids get this advice, doctor, lawyer, accountant, engineer. SALISBURY: And accountant seemed like a reasonable option. And I kind of stumbled my way into accounting. That background of being an accountant was just great bedrock training. RITHOLTZ: Sure. Very different fields.

Investments 119

Investments Banking Numbers Advertising 119

Barry Ritholtz

JANUARY 21, 2025

But the numbers you can’t argue with, I mean, we all know that the brutal math of investing before costs investors collectively will earn the market return after costs. You just needed a brokerage account. I got a, a new will, powers of attorney, I closed accounts so that there, there are fewer accounts for my family.

Investments 59

Investments Finance Education Marketing 59

Barry Ritholtz

AUGUST 29, 2023

And the ETF, the ETF wrapper, allowed people to get that exposure inexpensively, holding it in a brokerage account. DAVIS: Where international equities, because of valuations, probably 7% to 7.5%. RITHOLTZ: So let’s talk about that, because that gap in valuation has persisted for a long time. DAVIS: It’s free money.

Investments 52

Investments Benchmarking Valuation Construction 52

PYMNTS

JULY 8, 2016

Now if we only knew the denominator and could do the math to see what those numbers really look like. They manage their downside by having access to SMB performance, given their relationship with them on a number of levels, and debit repayments directly from their bank accounts and at terms that range from 30 to 90 days.

Valuation 40

Valuation Math Manufacturing Numbers 40

CFO News Room

DECEMBER 17, 2022

In 2021, elevated equity valuations and relatively low bond yields led the researchers to suggest 3.3% And while Buffett was naturally gifted in math, he was initially scared of public speaking. He also dug deep into a particular area of business—insurance—to try to gain an information edge on other investors.

Planning 130

Planning Education Investments Benchmarking 130

Barry Ritholtz

JUNE 18, 2024

So the fact that I had a sociology degree really didn’t impede, I think getting into business Barry Ritholtz : And you end up in like what some would think of as kind of a dry, legalistic part of Fidelity, the ERISA Division, which focuses on retirement accounts. That, that gives Barstool a half a billion dollar valuation.

Entertainment 59

Entertainment Investments Math Advertising 59

Barry Ritholtz

OCTOBER 17, 2023

So I, I did a math degree at Oxford, which is more pure math. You know, pure math can be very theoretical and detached from the real world, and it’s getting worse. It’s just math stick to it over long periods of time. Then the volatility and, and the valuation makes an enormous difference.

Investments 52

Investments Valuation Numbers Math 52

Barry Ritholtz

OCTOBER 21, 2024

I’m good at math and science and you know, I always had an idea what go into business, but I felt that electrical engineering would be a good foundation. You know, I, it always, I I see different numbers all the time, so it’s always kinda like, who’s math if you will? 00:02:16 [Speaker Changed] Me too.

Numbers 59

Numbers Investments Marketing Leverage 59

Barry Ritholtz

MAY 6, 2025

Sander Gerber : Well, actually I was good at math. So at the time, well, I left the floor beginning of 95 and started deploying just the money I’d earned on the floor in off floor trading account. Because if you don’t include every single data point, then in the matrix math you have a divide by zero issue.

Profit and Loss 59

Profit and Loss Risk Management Marketing Banking 59

Barry Ritholtz

DECEMBER 12, 2023

Joel Tillinghast : Well, okay, G, when he was six, my grandfather, who was a bookkeeper accountant at a textile mill died and my grandmother was a second string violin at the Providence Symphony Orchestra, which didn’t pay well then, and I suspect didn’t pay well now. And I was a math nerd as a kid. Tell us about that.

Benchmarking 105

Benchmarking Concentration Investments Profit and Loss 105

Barry Ritholtz

FEBRUARY 13, 2023

Now, we’re shifting to more international places like China, Europe, et cetera, that are really growing, and that valuations are cheaper. Russia and Ukraine account for 12 percent of the calories in the world. How are we doing in literacy versus math versus science? Think about the incredible growth of U.S. Where are we?

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Marketing Investments Education 59

CFO Talks

MAY 13, 2025

Price with Discipline – Not Emotion Valuation is where many deals derail. Will the deal structure trigger tax or accounting landmines? You stay grounded in the math. Its a financial x-ray. And its your responsibility to ensure its thorough enough to support a go/no-go decision with confidence. Whats the FX exposure?

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Budgeting Leadership CFO 52

Barry Ritholtz

MARCH 12, 2024

And we’ve automated the, the appraisal process for valuation, both intrinsic value, meaning like, where would we pay it, where would we buy it, and where is the fair market price that asset from that level, from price and from consumer behavior now. We’ve gathered up all the information you would need to do an appraisal.

Profit and Loss 59

Profit and Loss Investments Marketing Securities 59

Barry Ritholtz

MAY 21, 2024

I’m kind of in intrigued by the idea of philosophy and math. So I found myself getting kind of bored with my math problem sets, and then I could shift to philosophy and then go back and forth. And one of the worst performing factors has been valuation. And I think that’s wrong because valuation does matter.

Finance 59

Finance Marketing Numbers Investments 59

Barry Ritholtz

APRIL 8, 2025

So now we’re everywhere and we’re serving every type of wealth client internationally, domestic self-directed through a brokerage account all the way through complete discretionary. Can we give every single one of your employees a account or advice, you know, to their first, you know, purchase in a 5 29 account?

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Investments Profit and Loss Numbers 59

Barry Ritholtz

MARCH 21, 2023

But plenty of valuation measures, it has no applicability for price-to-sales. So I definitely think you want to account for that in places like price-to-book in earnings. ASNESS: Well, first of all, I’m going to somewhat disappoint you saying we do not take very big bets on views like timing asset classes based on valuation.

Profit and Loss 69

Profit and Loss Valuation Forecasting Investments 69

Barry Ritholtz

JANUARY 7, 2025

00:24:49 [Speaker Changed] So let’s talk a little bit about valuation in the public markets. Does that valuation difference in the public markets extend to private markets as well? Does that valuation difference in the public markets extend to private markets as well? Hence the valuation gap.

Valuation 52

Valuation Investments Marketing Math 52

Barry Ritholtz

NOVEMBER 25, 2024

And I, and I really like the application of math and statistics and computer science to markets. You learn the math that can help you with, with market making operations. It’s just not smart on a math basis to do that. That is their savings account, particularly when cash is returning nothing.

Leverage 59

Leverage Investments Marketing Math 59

Barry Ritholtz

MAY 16, 2023

Literally the first check-in to Robinhood, which went public in 2021 at about a $34 billion valuation. RITHOLTZ: That’s called single entry accounting. There was not much accounting to do except how many months we have left before we have to call Fred for more money. Is it about the valuation? LINDZON: Correct.

Leverage 116

Leverage Investments Valuation Marketing 116

Barry Ritholtz

JUNE 3, 2024

Jeffrey Sherman : Well, what it was was, so I, as I said, with applications, there’s many applications of math, and the usually obvious one is physics. Barry Ritholtz : It seems that some people are math people and some people are not. The, the math came easier. And I really hated physics, really. It’s so true.

Math 59

Math Marketing Treasury Valuation 59

Barry Ritholtz

OCTOBER 31, 2022

RITHOLTZ: So here’s the question about 2020 and we could talk a little bit about the pandemic, when you have an event from outside the market, sort of feels less like the dot-coms and the valuation issue, and more like the meteor that killed the dinosaurs, it’s totally outside of the system. SIEGEL: Right. RITHOLTZ: Right.

Investments 59

Investments Marketing Numbers Finance 59

Barry Ritholtz

JUNE 30, 2024

economy has been growing consistently for 2 years, even after accounting for inflation. She leads the company’s 50-person team of engineers, attorneys, and analysts, and is a member of the firm’s valuation & investment committees and board of directors. economy are often at odds with reality. In reality, the U.S.

Math 59

Math Concentration Benchmarking Valuation 59