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? 14, 15% a year? RITHOLTZ: Right.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

MAY 9, 2023

So I took it upon myself to go off and took a course in bond math, took another course in derivatives and realized the underlying fundamental concepts were barely, I mean, it wasn’t even high school math in most cases. We didn’t really have to worry about marketing or advertising, didn’t spend time on podcasts or TV.

Investments 113

Investments Banking Advertising Finance 113

Barry Ritholtz

FEBRUARY 13, 2023

ADVERTISEMENT) RITHOLTZ: So you’ve been with BlackRock since the financial crisis. And because remember, Lehman had the Lehman Agg and that was the benchmark. There is above benchmark returns to be generated by active selection of credit quality duration and specific bonds. There is alpha. Where are we?

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Investments Marketing Education 56

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. And I was a math nerd as a kid. But in the New York Times, there was an advertisement that the value line investment survey needed analysts. a year since 1989. Much better.

Benchmarking 102

Benchmarking Concentration Investments Profit and Loss 102

Barry Ritholtz

MARCH 21, 2023

But if you buy low multiples and sell high multiples, either in a long-only beat the benchmark sense, whether over and underweight, and you did the same thing everyone does and call me a hedge fund manager. And value and momentum do, whether it’s relative outperformance against a benchmark or absolute performance in a hedge fund.

Profit and Loss 63

Profit and Loss Valuation Forecasting Investments 63

Barry Ritholtz

NOVEMBER 21, 2023

You know, I think of like a Mike Spies or at Sutter Hill, you know, a Martine Cado and Andreessen, you know, Gurley when he was at Benchmark. I think, you know, what we’ve, what we’ve learned about Twitter was they may have had a lot of advertisers, but I’m not sure how well it was actually working for users.

Investments 98

Investments Marketing Startups Accounting 98