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 104

Valuation Profit and Loss Accounting Investments 104

Barry Ritholtz

JANUARY 24, 2023

But as a private equity owner, again, first of all, you do invest heavily of your own money in the transactions, plus you have additional ownership through, you know, the carried interest, the profits interests. There was XO Communication and McLeod. You got 60 percent of losses ahead of you. RITHOLTZ: I recall. KLINSKY: Right.

Mergers and Acquisitions (M&A) 103

Mergers and Acquisitions (M&A) Investments Leverage Numbers 103

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. MCCARTHY: That is what’s most important.

Mergers and Acquisitions (M&A) 61

Mergers and Acquisitions (M&A) Investments Construction Concentration 61

Barry Ritholtz

OCTOBER 24, 2023

It seems like the whole US National Institute of Health is designed for this information to bubble up to the top for a little command and control and communication. Profiteering fraud. It just, the, the, the profiteering really was utterly insane. Why the delay? That didn’t seem to happen. 00:14:45 [Speaker Changed] No.

Manufacturing 57

Manufacturing Healthcare Leadership Profit and Loss 57