Remove Communication Remove Concentration Remove Numbers Remove Pharmaceutical
article thumbnail

Invisible, yet Invaluable: Valuing Intangibles in the Birkenstock IPO!

Musings on Markets

Even a cursory examination of the the Nifty Fifty , the stocks that drove US equities upwards in the early 1970s, reveals companies like Coca Cola and Gilette, where brand name was a significant contributor to value, as well as pharmaceutical companies like Bristol-Myers and Pfizer, which derived a large portion of their value from patents.

Valuation 104
article thumbnail

Transcript: Kathleen McCarthy

Barry Ritholtz

I was thinking any number of things and mostly that I didn’t really know what I wanted to be when I grew up, but I was not kind of at all informed by, you know, gender norms that people asked me a lot about now, in particular how do you know a woman, how did you think about ending up in this thing? MCCARTHY: Yeah, absolutely.

article thumbnail

Transcript: Brian Hamburger

Barry Ritholtz

And before you knew it, she was the number one salesperson for selling to professional salons in the whole country. They just didn’t do that in big numbers back then. You could probably build a better communications strategy. You have a concentrated securities position, right? So, I learned a lot from these ladies.