Advertising Math Valuation 
Barry Ritholtz
APRIL 8, 2025
And, and I know it sounds a little bit like an advertisement, but I really believe that, Barry Ritholtz : Well the the next question, the obvious question is, who are the clients? 00:31:40 [Speaker Changed] So there’s the emotions and then there’s the math, right? But we think that that valuations are there.
The Big Picture
JULY 15, 2025
Obviously math, there’s a ton of symbolic logic wherever you look, that classic syllogism, right? Alright, Barry Ritholtz : So you end up at what could be my favorite advertisement, which was the EF Hutton ads. And then number three is gonna be sentiment and valuation. So, so valuation is going to reflect sentiment.
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Barry Ritholtz
JANUARY 21, 2025
I even went on advertising calls with the advertising director. 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. It was so much fun and I learned so much. Where, where did you grow up?
Barry Ritholtz
SEPTEMBER 3, 2024
Barry Ritholtz: The old, the old joke, half of our advertising dollars are wasted. 00:19:51 [Speaker Changed] What, what’s a better advertisement for a mutual fund than the fund manager having millions and millions of dollars invested in that exact fund? But maybe second to valuation as a primary consideration.
Barry Ritholtz
NOVEMBER 21, 2023
It was about $170 million valuation. 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. I like these big advertisers, but they don’t wanna be associated with that. You all have phones.
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?
Barry Ritholtz
SEPTEMBER 19, 2022
The advertising model, as we have learned is not aligned with customers’ interests, right? So along those lines, there are some venture firms that don’t really seem to care a lot about valuations and others seem to focus on a little bit. We’ve seen valuations come way down for public companies.
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