Remove Concentration Remove Healthcare Remove Planning Remove Valuation
article thumbnail

Transcript: Tom Hancock, GMO

Barry Ritholtz

What, what was the career plan? And big consumer and healthcare. 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. 00:18:41 [Speaker Changed] Yep.

article thumbnail

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.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

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? SEIDES: So it’s Hartford HealthCare. ” One about five years ago, I’m planning a trip to Silicon Valley.

article thumbnail

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?

article thumbnail

Transcript: Liz Ann Sonders, Schwab

Barry Ritholtz

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.

article thumbnail

Transcript: Aswath Damodaran

Barry Ritholtz

 The transcript from this week’s, MiB: Aswath Damodaran: Valuations, Narratives & Academia , is below. You’re known as the dean of valuation. He said, oh, dean of valuation, it’s easier to say. So let’s start with the question, what led you to focus on valuation? RITHOLTZ: Right. And I said, why?

Valuation 115
article thumbnail

2:00PM Water Cooler 12/12/2022 | naked capitalism

CFO News Room

If you are planning to travel on Xmas, do consider your plans carefully. * * *. • December 5: • California data point (1): 1/ SARS-CoV-2 concentrations are skyrocketing in wastewater across California. Healthcare. I would bet that speckling of red in Utah is sky country. Stay safe when travelling. Current: 185.