CFO News Room

NOVEMBER 22, 2022

Michael: So, it sounds like part of the challenge was, you live in a large company environment where, as is common for a lot of them, they organized study groups of top advisors, of top producers, of those that are doing well and growing well, and driving the business profitably. In fact, we probably would have been much more profitable.

Planning 130

Planning Communication Profit and Loss Education 130

Barry Ritholtz

SEPTEMBER 12, 2022

I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. The next question that you alluded to, which is really interesting about revenue and profits, how solid in inflation hedge are equities? BITTERLY MICHELL: … was — no, no.

Investments 114

Investments Marketing Profit and Loss Banking 114

Barry Ritholtz

DECEMBER 12, 2023

And I was a math nerd as a kid. They announced a $640 million loss and ouch. But if, if it has a history of not being profitable, you you really want to exclude that. Low price stock has historically had some very large concentrated positions. So big loss. And the value line has all these statistical patterns.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103

Barry Ritholtz

JULY 31, 2023

And most people think of Bill, his bread and butter business is activist, very concentrated stock investing, but he has a bit of a background in macro too, back from ’07, ’08, and he actually decides to do this in the credit markets, where spreads are incredibly tight. .” And that’s sort of the math.

Treasury 52

Treasury Economics Retail Entertainment 52