Barry Ritholtz

AUGUST 20, 2024

00:03:14 [Mike Greene] So that was actually an outgrowth from my experience coming out of Wharton and you mentioned the, the, you know, the transition of people who tended to be skilled at math or physics into finance. It’s, it’s double concentrated risk. Very few people want to quote unquote, get onto a smartphone.

Concentration 68

Concentration Valuation Marketing Investments 68

CFO News Room

DECEMBER 5, 2022

After all, in a world where prospecting was almost entirely a function of networking and establishing relationships with Centers Of Influence who could refer the advisor, almost by definition the advisor’s marketing efforts would concentrate on the local market where they could engage in such in-person relationship-building.

Planning 130

Planning Technology Valuation Communication 130

Barry Ritholtz

SEPTEMBER 3, 2024

I think actually if you go public, there tends to be a more of a concentration in owners holding founder 00:17:41 [Speaker Changed] Stock. 00:23:35 [Speaker Changed] I mean very concentrated portfolios and long-term perspective. 00:23:48 [Speaker Changed] So, so when you say concentrated, how concentrated is concentrated?

Investments 58

Investments Valuation Concentration Marketing 58

Barry Ritholtz

SEPTEMBER 12, 2022

I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. We saw that concentrated exposure, right, with the — the — the staff that came out, that 85 percent of the world’s wheat production. BITTERLY MICHELL: … was — no, no.

Investments 118

Investments Marketing Profit and Loss Banking 118

Barry Ritholtz

FEBRUARY 6, 2024

I’d say management consulting is any of the other thing that least at that time was the other career trajectory, just my personality, more of a math oriented introvert. Whereas the ETF is designed to be a more straightforward s and p 500 US only equity strategy 00:29:26 [Speaker Changed] And it’s concentrated 35 large cap stocks.

Valuation 52

Valuation Investments Finance Math 52

CFO News Room

DECEMBER 6, 2022

And if you went through the math, it gave us hundreds of hours that a typical firm would spend. And we can run all the math about how to do that.” And he facilitated this whole discussion of, “How much time does your firm spend producing all these reports?” ” Natalie: Totally.

Planning 130

Planning Budgeting Investments Communication 130

CFO News Room

NOVEMBER 22, 2022

And you start doing the math of the staff, and you’re like, “I can hire people for less than this.” ” I’ve seen a lot of industry discussion that’s essentially, the math of it can be better on the RIA side because you just don’t have to pay for the things that you don’t need in your platform.

Planning 130

Planning Communication Profit and Loss Education 130

PYMNTS

AUGUST 22, 2016

He’d teach them about a variety of things going on in the world – science, math, archaeology, literature. Its infrastructure is highly concentrated in China – 70 percent of all mining capacity is located there and controlled by four mining companies in China. Samantha and Nick would boot up “Jack” every couple of days.

Currencies 41

Currencies Banking Accounting Math 41

CFO News Room

NOVEMBER 8, 2022

You do the math and you’re like, “Okay, well, an advisor can handle about 100 clients, an associate advisor can help with some of those clients, you can leverage maybe an associate advisor with a couple of advisors, but there’s a capacity limit for each of the roles.” And so, we pivoted to more of a service team.

Restructuring 130

Restructuring Planning Marketing Accounting 130

Barry Ritholtz

JULY 4, 2023

.” It’s really helpful to have had five other meetings with people who sit at analogous funds that had losses that were just as big, and in fact, they may have contributed to those losses more and be able to tell him, first off, your fund, just by my math, has a $250 million management fee. I’m not exaggerating.

Investments 58

Investments Numbers Risk Management Concentration 58

Barry Ritholtz

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. I remember telling myself, why would anyone invest in mutual funds when you can buy an ETF instead? RITHOLTZ: Yeah.

Investments 63

Investments Marketing Numbers Risk Management 63

Barry Ritholtz

SEPTEMBER 10, 2024

So it’s, it’s just kind of ironic, and I’ll just throw this out as a bit of an advertisement, but like, we run a portfolio of 10 stocks, a concentrated portfolio, 00:27:41 [Speaker Changed] 10 stocks, 10 00:27:42 [Speaker Changed] Stocks, that’s it. So that’s the math.

Valuation 63

Valuation Investments Economics Marketing 63

PYMNTS

MAY 15, 2017

Bitcoin uses math — and math equations that anyone can solve and see — to provide this cash-like feature. Speaking of math, doing it helps explain that big billion dollar-plus number. In May of 2016, the FBI reported that ransomware would top $1 billion that year — they estimated $1.6 Back here in the U.S. —

Currencies 62

Currencies Math Startups Technology 62

Barry Ritholtz

DECEMBER 12, 2023

And I was a math nerd as a kid. 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. But it’s always a compare.

Benchmarking 105

Benchmarking Concentration Investments Profit and Loss 105

PYMNTS

OCTOBER 16, 2017

The ability to use an anonymous single currency to power a decentralized, permissionless distributed ledger operating over the public internet where miners compete to solve the math problems that enable the processing of transactions is a remarkable innovation. Bitcoin’s infrastructure is highly concentrated and not all that secure.

Currencies 71

Currencies Concentration Financial Systems Investments 71

Barry Ritholtz

MAY 15, 2023

My back-to-work morning train WFH reads: • Ken Griffin’s Hand-Picked Math Prodigy Runs Market-Making Empire : Citadel Securities CEO Peng Zhao left for college at age 14, caught Griffin’s eye early in his career and built systems now mopping up market share. Bonds : Short-term costs for insuring U.S. doomers are focused on the wrong threat.

Math 58

Math Concentration Construction Leverage 58

Barry Ritholtz

AUGUST 15, 2023

RITHOLTZ: So hold the duration risk aside with those two, but just for an investor in treasuries, I know you’ve done the math before. If you’re giving up that 1% big fat yield in 2019, 2021, let’s say you give up three years of 1% and get zero, how does the math work over the subsequent couple of years?

Investments 52

Investments Benchmarking Marketing Treasury 52

Barry Ritholtz

JULY 29, 2024

People who were deeply concerned about task loss harvesting, either they’re selling a business, they have low cost stock or founder stock, or some other capital gain they’re trying to manage through highly concentrated position that they want to de-risk but not create a giant tax obligation. Incredible amount of opportunity.

Investments 58

Investments Communication Benchmarking Technology 58

Barry Ritholtz

JULY 31, 2023

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. And that’s sort of the math. RITHOLTZ: Right.

Treasury 52

Treasury Retail Economics Entertainment 52

Barry Ritholtz

NOVEMBER 23, 2024

New York Times Magazine ) • Wall Street Math Wizards Are Decoding Private-Market Returns : A small band of quants is shining a light into the shadowy world of unlisted assets. But It Is Fighting Back. As revolutionary new weight-loss drugs turn consumers off ultraprocessed foods, the industry is on the hunt for new products. (

Concentration 63

Concentration Math Investments Economics 63

Barry Ritholtz

JULY 15, 2024

I started out math and, and physics, and in high school I was a rock star in math and physics. We tend to be concentrated in those. He went through the math and I’m like, wow, that’s a great return. I realized I am not like these people and this is not what I want to do. But those guys are great, right?

Investments 58

Investments Marketing Banking Benchmarking 58

Barry Ritholtz

JUNE 30, 2024

The stock market’s concentration, in one chart Source: Axios Sign up for our reads-only mailing list here. ~~~ To learn how these reads are assembled each day, please see this. Before co-founding Legalist at 20, Eva studied economics at Harvard College. The post 10 Sunday Reads appeared first on The Big Picture.

Math 58

Math Concentration Benchmarking Valuation 58

Barry Ritholtz

NOVEMBER 12, 2024

I do the math. But 01:01:28 [Speaker Changed] Beneath a lot of this, it turns out, is market concentration and various forms of collusion. I’m spending hours and hours just waiting at some port for my container to be available. I’m actually working barely minimum wage in some cases even below a lot of people quit.

Manufacturing 103

Manufacturing Economics Numbers Entertainment 103