Concentration, Financial Modeling and Retail

Transcript: Joel Tillinghast, Fidelity

Barry Ritholtz

DECEMBER 12, 2023

If you’ve got a undifferentiated, crappy retailer and you’re saying it’s going to have $5 of free cash flow in five years, and you’ve got Visa, MasterCard, most of the magnificent seven, and you say that’s $5, they’re not the same. ’cause bad things can happen to undifferentiated retailers.

Benchmarking

Benchmarking Concentration Investments Profit and Loss

Transcript: Ken Kencel

Barry Ritholtz

APRIL 4, 2023

So you would see pretty high concentrations of, you know, $100 million, $200 million, $300 million, all essentially sitting on a single balance sheet of the bank. We don’t invest in oil and gas and restaurants and retail and more volatile businesses. You said no restaurants, no retail, no oil and gas. RITHOLTZ: Yeah.

Mergers and Acquisitions (M&A)

Mergers and Acquisitions (M&A) Finance Investments Banking

Corporate Finance Brief

Transcript: Joel Tillinghast, Fidelity

Transcript: Ken Kencel

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