Concentration Entertainment Financial Modeling Securities 
Barry Ritholtz
DECEMBER 12, 2023
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. This is what’s wrong with concentrating in the wrong stocks.
Barry Ritholtz
APRIL 4, 2023
In their case, it was called Chase Securities, it’s now JPMorgan Securities. KENCEL: — and the ability of banks to consolidate and form their own investment banking and their own securities businesses led banks to effectively was a higher margin business, right? RITHOLTZ: Heard of them. You have a board meeting.
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