Musings on Markets

OCTOBER 6, 2023

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

Barry Ritholtz

APRIL 25, 2023

You could probably build a better communications strategy. You have a concentrated securities position, right? We should be all of the resources that a fully functional compliance department should be on the other end of an email, on the other end of a phone call, any type of communication. Probably insert some AI.

Mergers and Acquisitions (M&A)

Barry Ritholtz

DECEMBER 14, 2022

And interestingly, I’m happy to come back to these things I learned in helping companies through mergers, particularly around things like communications and shareholder relations, and employee engagement that have now served me really well, couple decades later in my career. RITHOLTZ: Lab — so we’ll get to hospitality.

Mergers and Acquisitions (M&A)

Barry Ritholtz

DECEMBER 17, 2024

I was particularly, I was in, I was working in, on the East coast and, you know, any, everything from like pharmaceutical to automotive to, to what a, what a distribution network looked like. There was the optical communications boom, some of the original software internet assets. I remember working on one or two software deals.

Technology