Remove Concentration Remove Financial Modeling Remove Investments Remove Retail
article thumbnail

Transcript: Joel Tillinghast, Fidelity

Barry Ritholtz

You fell in love with investing as an 8-year-old. But in the New York Times, there was an advertisement that the value line investment survey needed analysts. ’cause bad things can happen to undifferentiated retailers. Things get worse at one of the companies that I’ve invested in. Tell us about that.

article thumbnail

Transcript: Ken Kencel

Barry Ritholtz

And what was fascinating about Drexel and kind of the diaspora, if you will, of that era was that we all basically went out looking to take that experience, particularly in high yield and kind of buyouts and financing, and do it at either banks or other investment banks. KENCEL: So — RITHOLTZ: Why are they investing in mid-market U.S.