Benchmarking Concentration Education Valuation 
Barry Ritholtz
OCTOBER 24, 2022
But there’s so much importance in the purpose of education and telling people what to look at, because that’s what I’ve benefited from going to Morningstar. And how do we think about them from a valuation perspective? What do we think of them on a prospective basis? And so you can think of that.
Musings on Markets
AUGUST 15, 2023
After the rating downgrade, my mailbox was inundated with questions of what this action meant for investing, in general, and for corporate finance and valuation practice, in particular, and this post is my attempt to answer them all with one post.
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.
Expert insights. Personalized for you.
52 
Let's personalize your content