Barry Ritholtz

JULY 11, 2023

” Who are the number one users of TurboTax? And you see that in the numbers, right? You have half the number of public companies that you had in 2000. RITHOLTZ: And we end up, you know, importing a decent number of engineers from the best Indian schools. I don’t want to deal with it. It’s the CPAs.

Mergers and Acquisitions (M&A) 85

Mergers and Acquisitions (M&A) Investments Finance Technology 85

Barry Ritholtz

OCTOBER 24, 2022

So there are a number of us heading in out of college into the BLS. NORTON: Within Morningstar Investment Management, we are very much high conviction investors probably — RITHOLTZ: Meaning concentrated portfolio? NORTON: Concentrated portfolios or willing to stick our necks out and look different than a benchmark.

Investments 52

Investments Valuation Benchmarking Marketing 52

Musings on Markets

OCTOBER 4, 2021

As smart phones have become ubiquitous in India, their usage has soared, partly because they are the only digital devices that many Indians have available to them to get online, and thus use to access social media, entertainment and shopping. The first is the number of users on its platform, using one or more of its many services.

Valuation 72

Valuation Profit and Loss Investments Numbers 72

Barry Ritholtz

DECEMBER 19, 2023

They run long short across each of these, and they’ve put up some pretty impressive numbers over the past couple of years. 00:21:47 [Speaker Changed] And a lot of funds that have found success seem to have run some pretty concentrated portfolios. 00:22:29 [Speaker Changed] So less concentrated exposure.

Healthcare 60

Healthcare Investments Construction Concentration 60

Barry Ritholtz

MARCH 7, 2023

How do you crunch the numbers on that, and where do you come out on small cap and value? And at the same time, we have also a number of short-term drivers to the markets that we need to take into account. Now, is that historically a very high number? So there’s a behavioral side. VASSALOU: Yeah. VASSALOU: Yes.

Investments 64

Investments Marketing Economics Risk Management 64

Barry Ritholtz

SEPTEMBER 12, 2022

I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. And so, while you can see that concentration in markets, and sales, and trading, once I started really working with our private bank in a meaningful way, I was then able to lead teams of investment counselors and investors.

Investments 114

Investments Marketing Profit and Loss Banking 114

Barry Ritholtz

AUGUST 15, 2023

Or at least the top, pick a number, 30, 40%. I don’t remember the number. ” 29, 87, 74, just pick any 50 plus percent number and certainly 2000 and ’08, ’09, a major index gets cut in half. So you’re talking about an average of a large number. Less, 20, 30%? And — RITHOLTZ: What?

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. I was employee number 10. RITHOLTZ: Which is really a pretty big number. billion dollars in AUM.

Investments 60

Investments Marketing Numbers Risk Management 60

Barry Ritholtz

DECEMBER 14, 2022

I was thinking any number of things and mostly that I didn’t really know what I wanted to be when I grew up, but I was not kind of at all informed by, you know, gender norms that people asked me a lot about now, in particular how do you know a woman, how did you think about ending up in this thing? MCCARTHY: Yeah, absolutely.

Mergers and Acquisitions (M&A) 60

Mergers and Acquisitions (M&A) Investments Construction Concentration 60

CFO News Room

NOVEMBER 22, 2022

” I think your number at the time was somewhere like 15 great fit clients to take on every year. And it was just an unmanageably large number of clients. He did an immense number of sales, and had cultivated a huge number of relationships. But he was wonderfully successful in the insurance environment.

Planning 130

Planning Communication Profit and Loss Education 130

Barry Ritholtz

JUNE 13, 2023

And that could be painful, because someone will have to take the pain, even if, unlike 2008, where the risk was concentrated on banks’ balance sheet, today is much more spread across, let’s say, asset managers. It’s called FL Entertainment, great entrepreneur, Stéphane Courbit. It’s a real company.

Investments 56

Investments Banking Entertainment Valuation 56

Barry Ritholtz

JULY 4, 2023

And number two, it may interest you to know, here are four or five different funds in the same situation. These are big numbers. WEINSTEIN: And there is also something too, as much as there has to be a respectful — number one, there has to be a respectful environment for everybody. And I realized I have his home number.

Investments 56

Investments Numbers Risk Management Concentration 56

Barry Ritholtz

MARCH 26, 2024

There’s Saunders is not spelled with a z There’s no numbers added to it. If 00:34:44 [Speaker Changed] You, so wait, gimme those numbers again. You still get these, you know, cap driven concentration problems in the market like last year. Pretty, pretty good numbers. But, but the big ones he really nailed.

Investments 56

Investments Marketing Concentration Economics 56

Barry Ritholtz

DECEMBER 12, 2023

And because my mother and grandmother were looking at these trying to figure out what was going on, I was curious about the sea of numbers. And 00:28:03 [Speaker Changed] That’s an amazing number. Low price stock has historically had some very large concentrated positions. If it’s a cyclical low Yeah.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103

Barry Ritholtz

AUGUST 16, 2022

And if you’re able to do that in a diverse number of markets and asset classes, while managing risk in the markets that aren’t trending, you know, that’s in general how trend following works. Maybe we’ll get down to 4% or 5%, but that’s the number the Fed doesn’t like. TROPIN: Correct. TROPIN: Yeah.

Profit and Loss 117

Profit and Loss Foreign Exchange Valuation Investments 117

Barry Ritholtz

APRIL 4, 2023

And then I left there and joined a number of my colleagues from Drexel and launched a business that as it turns out, was pretty much a carbon copy of the business we have today. And fortunately for us, there were a number of large scale alternative asset managers, like Carlyle, that were looking to grow in private credit.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Finance Investments Banking 56

Barry Ritholtz

JULY 31, 2023

The economic dislocation, the health risks, just the mayhem that took place, but from the perspective of a number of corporate CEOs, Bill Ackman of Pershing Square Capital, the hedge fund that had a couple of amazing trades based on this. So, so you choose a number of specific industries or did you choose them? RITHOLTZ: Wild number.

Treasury 52

Treasury Economics Retail Entertainment 52

Barry Ritholtz

FEBRUARY 20, 2024

’cause L-I-B-O-R was probably the most important number, certainly in credit, maybe in all of finance. Number one, the economy’s a lot stronger than they thought it was gonna be. We just had a giant number, a giant upside surprise in payrolls. Tell us, I always get the name SOR the new one that replaced it.

Treasury 56

Treasury Marketing Economics Banking 56

Barry Ritholtz

APRIL 25, 2023

And before you knew it, she was the number one salesperson for selling to professional salons in the whole country. They just didn’t do that in big numbers back then. I think the other big misnomer that’s out there is people are fueled by these headline numbers, right? So, I learned a lot from these ladies.

Mergers and Acquisitions (M&A) 60

Mergers and Acquisitions (M&A) Compliance Investments Finance 60

Barry Ritholtz

APRIL 11, 2023

DAMODARAN: I am interested in numbers. I’m naturally a numbers person. To me, storytelling is much more — I mean, if you think about the history of humanity, for thousands of years, the way we pass down information was with stories, not numbers. It has allowed for this acceleration of number crunching.

Valuation 114

Valuation Education Finance Investments 114

PYMNTS

OCTOBER 9, 2017

Fewer sales drove sellers out of business, and a growing number of empty stalls forced rent prices way down. With Amazon Restaurants and Pay Places , Amazon’s share of the consumer’s food and entertainment budget has the potential to swell further. Fewer buyers meant fewer sales for merchants.

Sales 51

Sales Retail Advertising Leverage 51

PYMNTS

OCTOBER 9, 2017

Fewer sales drove sellers out of business, and a growing number of empty stalls forced rent prices way down. With Amazon Restaurants and Pay Places , Amazon’s share of the consumer’s food and entertainment budget has the potential to swell further. Fewer buyers meant fewer sales for merchants.

Sales 44

Sales Retail Advertising Leverage 44

Barry Ritholtz

FEBRUARY 12, 2024

And since that happened, I don’t know, about four or five years ago, the fund has been putting up great numbers, outperforming doing really, really well. And we held it for, I don’t know, for a number of years. So we need 15, 20% cash flow type of type of numbers. We’re gonna have to get paid by the company.

Investments 113

Investments Marketing Numbers Entertainment 113

CFO News Room

JANUARY 17, 2023

Here’s page one: The footnotes are very entertaining. This could be explained by several factors including insufficient concentration, improper formulation and/or amount of PVP-I, inadequate duration of exposure, inappropriate method of administration, and mucociliary clearance of PVP-I from the nasal cavity. Democrats en Déshabillé.

Concentration 130

Concentration Economics Manufacturing Numbers 130

CFO News Room

JANUARY 23, 2023

Match became a giant under the leadership of a billionaire entertainment mogul [ Barry Diller ], whose directive was to aggressively eat the competition: It bought OkCupid and Plenty of Fish in the 2010s, incubated Tinder, and purchased Hinge, the ‘anti-Tinder,’ in 2018. . • As a check, since New York is a BQ.1*

Education 130

Education Economics Concentration Marketing 130