Barry Ritholtz

FEBRUARY 12, 2024

That explaining that process and communication to people built confidence. And since we’re looking for narratives as opposed, and then do valuation work second as opposed to cheap, we don’t screen. And one by one they began to give us some capital. 00:08:51 [Speaker Changed] So, so not that complicated.

Investments

Barry Ritholtz

AUGUST 15, 2023

SEIDES: And I’ll tell you a story that’s fun about the communication of it too. ” It wasn’t that they didn’t communicate that. What’s the valuation? Both people are kicking money in. So technically, and that’s probably why it was legal, there’s no gambling involved.

Investments

CFO News Room

NOVEMBER 5, 2022

While private valuations have soared in recent years, public markets continue to be less kind to RIAs. This has been a boon for firm owners looking to sell, as the number of buyers has been plentiful and valuations have spiked. Enjoy the ‘light’ reading! Author: Adam Van Deusen. Team Kitces.

Mergers and Acquisitions (M&A)

Barry Ritholtz

SEPTEMBER 10, 2024

He has a very interesting approach to thinking about market valuations and strategies and when to deploy capital, when to go with the crowd, when to lean against the crowd, and has amassed and excellent track record. And so it’s, it’s sort of managing that, all of those different constituents with communication.

Valuation

CFO News Room

NOVEMBER 8, 2022

Or should I have the advisors not worry about the workflows, communicate with their CSA the way that they prefer to communicate with the CSA, and then have the CSA spend the time putting the workflow together, and then let the advisor go on to the next client and give that very high-level customer service that are clients are very used to having?

Restructuring

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

FEBRUARY 20, 2024

The New York Fed is kind of, I don’t know how to say this first, amongst the regional feds, because you’re located right in the heart of the financial community. What is the communication like back and forth between the New York Fed and major players in finance, especially in the midst of a crisis like that?

Treasury

The Big Picture

JULY 8, 2025

It does feel the largest in part because I’ve been so concentrated on being an investor over the course of my career. It is like four to eight names, a more concentrated expression around a theme. Well there’s also this assumption that that underpins this view on valuations. 00:30:06 [Speaker Changed] Ton of upside.

Mergers and Acquisitions (M&A)

Musings on Markets

JANUARY 26, 2025

That "small cap premium" has found its way into valuation practitioners playbooks, manifesting as an augmentation (of between 3-5%) on the cost of equity of small companies. US Stocks, by Sector (and Industry) It is true that you very seldom see a market advance that is balanced across sectors and industries. trillion ($13.6

Investments

Barry Ritholtz

DECEMBER 17, 2024

There was the optical communications boom, some of the original software internet assets. Doesn’t it deserve a, a richer valuation? One is just generally on the valuation question with technology and similarly, the market concentration of the magnificent seven. I remember working on one or two software deals.

Technology

Barry Ritholtz

DECEMBER 10, 2024

They were very interested in the company’s suite of primarily communications technologies, CC mail, Lotus Notes, because the sort of networking boom had already started up, and they saw a world where all of these PCs would be interconnected. These 10% are what’s driving the entire valuation. So if we could carve that out.

Technology