CFO Talks

JUNE 2, 2022

But the lack of exchange control in Mauritius, the amount of expats and very successful businesses in Mauritius just means that you – not to say that there aren’t successful businesses in South Africa – but the concentration was quite high with the people you’re engaging with.

Auditing

CFO Talks

JUNE 2, 2022

But the lack of exchange control in Mauritius, the amount of expats and very successful businesses in Mauritius just means that you – not to say that there aren’t successful businesses in South Africa – but the concentration was quite high with the people you’re engaging with.

Auditing

Barry Ritholtz

MARCH 7, 2023

But to me, at the same time, I was finding this concentration on passive investing also problematic because passive investing works when the markets are efficient, and the markets are efficient when there is enough trading happening for new information to be incorporated in the prices.

Marketing

CFO News Room

DECEMBER 20, 2022

And I think that was a huge step in the direction of having as a constructive, a sort of mental health outlook as one can have in that wacky business. I mean, he actually expected a lot of me, in a very loving, respectful way, but he was teaching me kind of the power of concentration and focus. I always felt advantaged by it.

Leadership

Musings on Markets

SEPTEMBER 9, 2024

In parallel, I also noted that investors have to change the way they value and price companies, to reflect where they are in the life cycle, and how different investment philosophies lead you to concentrated picks in different phases of the life cycle.

Valuation

Barry Ritholtz

JULY 29, 2024

00:10:47 [Speaker Changed] So in the additive services that Orion offers now are financial planning, compliance, CRM services, risk and analysis portfolio construction and advisor portal and investor portal. So tell us a little bit about that. 00:11:12 [Speaker Changed] So CRM is customer relationship management.

Investments

Barry Ritholtz

MARCH 26, 2024

00:31:56 [Speaker Changed] Not only that, but again, the fact that breath under the surface was con improving was 00:32:00 [Speaker Changed] Constructive. You still get these, you know, cap driven concentration problems in the market like last year. It was concentrated on the good side of the economy manufacturing.

Investments

PYMNTS

JUNE 29, 2020

This broad construction of presidential powers is known as the theory of the “unitary executive.” The consumer watchdog group will go on, but likely with an adjustment to its leadership structure. The Fed and the FCC are both governed by multi-member boards. What this will mean for the agency’s immediate future?

Concentration

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. And this is a combination of strategy and, and business leadership and investing. It is like four to eight names, a more concentrated expression around a theme. 00:37:26 [Speaker Changed] Absolutely.

Mergers and Acquisitions (M&A)

Barry Ritholtz

NOVEMBER 12, 2024

But 01:01:28 [Speaker Changed] Beneath a lot of this, it turns out, is market concentration and various forms of collusion. We do see a real construction boom. When, when I, when I had a senior leadership position in the newsroom. I mean, oh, what, what a coincidence. 01:09:15 [Speaker Changed] Yeah.

Manufacturing