Remove Concentration Remove Entertainment Remove Planning Remove Valuation
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Transcript: Tom Hancock, GMO

Barry Ritholtz

What, what was the career plan? 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. It’s great to be here. Let, let, let’s start there. 00:18:41 [Speaker Changed] Yep.

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Transcript: Marta Norton

Barry Ritholtz

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. And how do we think about them from a valuation perspective? And like all things, it took longer, was more complex. NORTON: No.

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The Indian Smartphone Revolution: Paytm's Coming of Age IPO!

Musings on Markets

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. To get from these numbers to a value per share, I use the existing share count, in conjunction with the information in the prospectus that the company plans to raise ?

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Transcript: Ted Seides

Barry Ritholtz

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. What’s the valuation? It’s just entertainment. ” One about five years ago, I’m planning a trip to Silicon Valley. SEIDES: Oh no.

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Transcript: Luis Berruga, Global X ETFs

Barry Ritholtz

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.

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Transcript: Kathleen McCarthy

Barry Ritholtz

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.,

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Transcript: Mathieu Chabran

Barry Ritholtz

Was the plan when you were going to school in Paris always to go into finance, or were you originally leaning in another direction? And so we go back to the basics of what our job should be, risk underwriting, risk assessment, asset prices are different from asset valuation. RITHOLTZ: Yes, I can imagine. Well guess what?