Remove Concentration Remove Economics Remove Math Remove Valuation
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Transcript: Tom Hancock, GMO

Barry Ritholtz

I’d say management consulting is any of the other thing that least at that time was the other career trajectory, just my personality, more of a math oriented introvert. You really like the long time where you have to hold to make up that valuation whole is so long that you just really shouldn’t be involved. In 2000, right.

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Restructuring Compensation And Roles To Align For Growth

CFO News Room

Because the economics of profitability start showing up particularly when you’re starting to hire other advisors and staff and team. So, last year, valuations were high, interest rates were low. You really have to start crystalizing an org chart and who does what, and clarifying roles and responsibilities. Is it at 1.5%?

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Transcript: Ted Seides

Barry Ritholtz

SEIDES: Yeah, I wouldn’t measure it in terms of economic returns. RITHOLTZ: So hold the duration risk aside with those two, but just for an investor in treasuries, I know you’ve done the math before. What’s the valuation? So, it cost the firm $320,000, well worth every penny? How would you have done?

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Transcript: Joel Tillinghast, Fidelity

Barry Ritholtz

And I was a math nerd as a kid. Low price stock has historically had some very large concentrated positions. And those concentrated positions happen because they have high conviction that they’re in that group where it’s not stupid to think about where earnings will be 10 years out. But it’s always a compare.