Barry Ritholtz

FEBRUARY 6, 2024

And speaking of the.com implosion, like Microsoft via a case study where we, in previous strategies, we held Microsoft for a very long time, that’s where the valuation could help us in the.com bus. As long as the growth rate is there and the the value is reasonable, there’s an opportunity. 00:18:41 [Speaker Changed] Yep.

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Musings on Markets

OCTOBER 4, 2021

In this post, I will look at the levers that drive Paytm's value, and you can make your judgments on where you think this offering will lead in terms of valuation and pricing. I know that there are many on both sides of the value divide who will disagree with me on my story and valuation, and that is par for the course.

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Barry Ritholtz

AUGUST 16, 2022

TROPIN: I mean, you know, there were equity hedge funds that were pretty levered, that had pretty highly concentrated, you know, growth bets, and a lot of technology companies and so on. Well, I’m not forecasting another 20% down, but I do think we could go down 5% or 10%. And a lot of those equities went down a lot.

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Barry Ritholtz

APRIL 11, 2023

 The transcript from this week’s, MiB: Aswath Damodaran: Valuations, Narratives & Academia , is below. You’re known as the dean of valuation. He said, oh, dean of valuation, it’s easier to say. So let’s start with the question, what led you to focus on valuation? RITHOLTZ: Right. And I said, why?

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Barry Ritholtz

FEBRUARY 20, 2024

So I think, you know, one of the problems I think you, you have is that the Fed Reserve does publish a forecast, the Summary of economic projections, which is the forecast of all the 19 FMC participants. But those forecasts are, you know, not particularly reliable. And I thought, oh boy, we’re in big trouble.

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