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? It’s just entertainment. What’s keeping you entertained during lockdown? Both people are kicking money in.

Investments 52

Investments Benchmarking Marketing Treasury 52

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 64

Valuation Investments Economics Marketing 64

Barry Ritholtz

MARCH 25, 2025

Valuations tended to crash and burn very, very cheap valuations tended to do well. But with me, it’s always more like I’m fascinated by the thought or the message that’s being communicated. 01:11:20 [Speaker Changed] So starting with what’s keeping you entertained these days? Right, right.

Investments 59

Investments Numbers CFO Marketing 59

Barry Ritholtz

AUGUST 29, 2023

DAVIS: Where international equities, because of valuations, probably 7% to 7.5%. RITHOLTZ: So let’s talk about that, because that gap in valuation has persisted for a long time. How durable is that shift, given how large that gap has gotten in valuation between US stocks and the rest of the developed world?

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

SEPTEMBER 23, 2024

But that valuation, to be able to come up with the valuation, to be then able to work in a restructuring process, bankruptcy process, and say, Hey, I think at the end of this, we are buying debt at 50 cents. Starting with, tell us what’s keeping you entertained these days? Netflix, what keeps you entertained?

Restructuring 59

Restructuring Leverage Investments Banking 59

Barry Ritholtz

OCTOBER 17, 2023

Some people look at a casino as entertainment and hey, we’re gonna spend X dollars, pick a number, 500, 2000, whatever it is. Then the volatility and, and the valuation makes an enormous difference. So I love where you’ve taken this, and I wanna, I wanna stay with the idea of poker and casino and, and uncertainty.

Investments 52

Investments Valuation Numbers Math 52

Barry Ritholtz

SEPTEMBER 26, 2022

But thankfully, the next decade, things really accelerated in terms of the growth of the company and growth in the valuation, things like that. Hayes, the communications modem company was in Atlanta, Georgia. Sprint, another communications company was in Kansas City. RITHOLTZ: So it’s a modem and a storage device?

Mergers and Acquisitions (M&A) 69

Mergers and Acquisitions (M&A) Startups Investments Healthcare 69

Barry Ritholtz

OCTOBER 21, 2024

Now the, the V on the LTV loan to value the value oftentimes is a disparity because when you ask a tech person, what’s this company worth, generally it’s, it’s very, very high numbers, which we don’t always support from our valuation. And, and so we strive to make sure there’s that communication openness.

Investments 59

Investments Numbers Marketing Leverage 59

Barry Ritholtz

MARCH 2, 2024

billion valuation and a newfound desire to go mainstream. Financial Times ) • What a Major Solar Storm Could Do to Our Planet : Disturbances on the sun may have the potential to devastate our power grid and communication systems. AI will change adult entertainment forever.

Entertainment 69

Entertainment Advertising Valuation Communication 69

Barry Ritholtz

MAY 6, 2025

If the s and p moves by 10 basis points, it doesn’t communicate to you how the s and p affects other things. The valuation of risk versus 00:46:33 [Speaker Changed] Reward 00:46:34 [Speaker Changed] Is something that I think a machine cannot do in the same way that human can. What, what’s keeping you entertained?

Profit and Loss 59

Profit and Loss Risk Management Marketing Banking 59

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. But I think it’s, for us, beyond just a casino.

Mergers and Acquisitions (M&A) 64

Mergers and Acquisitions (M&A) Investments Construction Concentration 64

Barry Ritholtz

FEBRUARY 13, 2023

Now, we’re shifting to more international places like China, Europe, et cetera, that are really growing, and that valuations are cheaper. RIEDER: It’s funny you said that because, listen, I think we’ve gotten to the place where there actually is too much communication. Think about the incredible growth of U.S.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Marketing Investments Education 59

Barry Ritholtz

MARCH 12, 2024

And we’ve automated the, the appraisal process for valuation, both intrinsic value, meaning like, where would we pay it, where would we buy it, and where is the fair market price that asset from that level, from price and from consumer behavior now. We ask all of our guests starting with what have you been entertained with these days?

Profit and Loss 59

Profit and Loss Investments Marketing Securities 59

Barry Ritholtz

MARCH 14, 2023

Everybody wants to sell a company when they get a good valuation. Obviously, profits, very important to company valuation — BERNSTEIN: Absolutely. The other thing we do, Barry, is we group valuation as a sentiment indicator. So we do a lot of valuation work. communications. BERNSTEIN: Correct.

Quantitative Analysis 64

Quantitative Analysis Investments Valuation Marketing 64

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 52

Technology Manufacturing Investments Education 52

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 52

Technology Investments Numbers Concentration 52

Barry Ritholtz

MAY 16, 2023

Literally the first check-in to Robinhood, which went public in 2021 at about a $34 billion valuation. RITHOLTZ: He was the first (inaudible) in round B at the higher valuation. Is it about the valuation? They kept the reputation intact by communicating with their investors. LINDZON: Who is this guy? RITHOLTZ: Right.

Leverage 116

Leverage Investments Valuation Marketing 116

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? All right.

Treasury 59

Treasury Marketing Banking Economics 59

Barry Ritholtz

FEBRUARY 4, 2025

But still he’s communicating how wrong everybody else is and how right he’s been and why you should be pretty constructive about the state of both employment and credit and the stock market he has. How do you think about valuations for both equities and fixed income here in the beginning of 2025?

Economics 103

Economics Finance Manufacturing Banking 103