Advertising Benchmarking Concentration Valuation 
Barry Ritholtz
AUGUST 15, 2023
SEIDES: If the S&P is your benchmark, which it isn’t for these pools of capital. RITHOLTZ: What should be their benchmark? So the proper benchmark for those pools has to look a little bit like the underlying assets they’re investing in. So what do you use for a benchmark? What’s the valuation?
Barry Ritholtz
DECEMBER 12, 2023
He has absolutely crushed his benchmark over that period. He’s crushed the Russell 2000, whatever benchmark you want to talk about. But in the New York Times, there was an advertisement that the value line investment survey needed analysts. Low price stock has historically had some very large concentrated positions.
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