Barry Ritholtz

OCTOBER 24, 2022

I think it was just a bit of poor planning more than anything else. And so my coverage list kind of converted over time to focus more on mutual funds, to focus on five to nine plans, college savings. NORTON: Concentrated portfolios or willing to stick our necks out and look different than a benchmark. RITHOLTZ: At the BLS, no.

Investments 52

Investments Valuation Benchmarking Marketing 52

CFO News Room

NOVEMBER 22, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Planning 130

Planning Communication Profit and Loss Education 130

Barry Ritholtz

JULY 11, 2023

What was the thinking behind the O’Shaughnessy acquisition and what are the plans for Canvas? JOHNSON: For quite a while, so we had good plans in place, and then about three weeks later, remember, we were going to flatten the curve with two weeks off … RITHOLTZ: Yeah, that’s right. JOHNSON: Fantastic.

Mergers and Acquisitions (M&A) 86

Mergers and Acquisitions (M&A) Investments Finance Technology 86

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.

Valuation 72

Valuation Profit and Loss Investments Numbers 72

PYMNTS

MARCH 19, 2018

However, I’m thinking about how you’re going to attack the market and how you’re going to attract customers and get them on and the speed of transactions faster than anyone else’ … That’s a conversation those folks will entertain and want to have all day,” said Vaughn. New developments in channel strategy?

Concentration 46

Concentration Reconciliations Entertainment Leadership 46

Barry Ritholtz

SEPTEMBER 12, 2022

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. And so, in Q2, we heard a lot that recession wasn’t the base case, but they’re — they’re planning.

Investments 116

Investments Marketing Profit and Loss Banking 116

Barry Ritholtz

AUGUST 15, 2023

Was that the plan or was he just going to announce it? That was never part of the plan, didn’t happen. It’s part of their own tax planning. It’s just entertainment. ” One about five years ago, I’m planning a trip to Silicon Valley. What’s keeping you entertained during lockdown?

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

DECEMBER 14, 2022

Because going back to our thematic investing, our portfolio is 80 percent concentrated in warehouses, rental housing, lab office space and hospitality asset. MCCARTHY: — and really concentrated the business in those best markets, and then helped to grow. MCCARTHY: That is what’s most important. Cambridge U.K.,

Mergers and Acquisitions (M&A) 61

Mergers and Acquisitions (M&A) Investments Construction Concentration 61

Barry Ritholtz

DECEMBER 6, 2022

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. It has to be such a different set, the retirement planning is different, the safety net is different. I think 401(k) plans are starting to use ETFs more broadly. BERRUGA: You know, great question. RITHOLTZ: Yeah.

Investments 61

Investments Marketing Numbers Risk Management 61

Barry Ritholtz

JUNE 13, 2023

Was the plan when you were going to school in Paris always to go into finance, or were you originally leaning in another direction? It’s called FL Entertainment, great entrepreneur, Stéphane Courbit. What’s been keeping you informed and entertained, either podcast or Netflix or whatever? RITHOLTZ: Yes, I can imagine.

Investments 57

Investments Banking Entertainment Valuation 57

CFO News Room

DECEMBER 20, 2022

Often working with his longtime Imagine Entertainment partner, Brian Grazer and the industry’s top talent as well as its up and comers, Howard has produced more than 120 films and shows, and he’s directed or acted in more than 130, all while maintaining reputation for being one of the nicest guys in Hollywood. ALISON BEARD: At what age?

Leadership 100

Leadership Problem Solving Entertainment Concentration 100

Barry Ritholtz

JULY 4, 2023

What were your early career plans? Elliott just created an investment committee in 2021, I think precisely to get things ready for succession planning. In the have not category, we’ve got the long short equity funds that are directional and concentrated, which have had horrific performance. I’m not exaggerating.

Investments 57

Investments Numbers Risk Management Concentration 57

Barry Ritholtz

MARCH 26, 2024

What was the original career plan? 00:09:37 [Speaker Changed] So again, I was on the avatar side of this y avatar broader organization, which was institutional money management, managing money for a lot of large corporate plans and foundations and endowments. You get a BA in economics and poli sci from the University of Delaware.

Investments 57

Investments Marketing Concentration Economics 57

Barry Ritholtz

DECEMBER 12, 2023

And the division that I was in was below plan. 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. Real money.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103

Barry Ritholtz

JULY 31, 2023

Was the plan always to cover finance? 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. RITHOLTZ: Really?

Treasury 52

Treasury Economics Retail Entertainment 52

Barry Ritholtz

APRIL 4, 2023

And we brought them a plan that, you know, I think, was very similar to what the banks were doing at the time, which was providing financing to private equity-owned companies, huge area of growth in the economy. KENCEL: Well, look, it’s all about entertaining people. KENCEL: Exactly.

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Finance Investments Banking 57

Barry Ritholtz

APRIL 25, 2023

My father was an investment advisor, and he made his way to be an investment advisor from being a manager with a textile factory to selling insurance to find his way out of that business, went from insurance to financial planning, financial planning to the independent broker-dealer world, independent broker-dealer to hybrid IBD slash RIA.

Mergers and Acquisitions (M&A) 61

Mergers and Acquisitions (M&A) Compliance Investments Finance 61

Barry Ritholtz

APRIL 11, 2023

RITHOLTZ: And then we could talk about stock option plans and what is and isn’t above the line deducted. It’s the entertainment value. I create these concentric circles for people who have time and say, if you have this much time, try these extra things. It’s a pure entertainment. DAMODARAN: Right.

Valuation 115

Valuation Education Finance Investments 115

Barry Ritholtz

FEBRUARY 12, 2024

What was the original career plan? You’re outperforming, you’re, you’re putting up good numbers that’s on a concentrated portfolio and it’s 10, 15, 20 stocks are the drivers. What, what’s been keeping you entertained, 01:03:27 [Speaker Changed] Entertained? What’d you study there?

Investments 114

Investments Marketing Numbers Entertainment 114

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