Musings on Markets

JANUARY 31, 2025

Nvidia market share: In my valuation, I assumed that Nvidia's lead in the AI chip business would give the company a head start, as the business grew, and to the extent that demand is sticky (i.e., The AI Story, after DeepSeek I teach valuation, and have done so for close to forty years.

Valuation 134

Valuation Numbers Marketing Investments 134

PYMNTS

MAY 27, 2016

trillion, the trustee hired to find the missing loot has concluded two things: that the $500 million valuation of the missing bitcoin is accurate, and that he’s been able to find only $91 million of it. A rather implausible amount, since, at the moment, experts believe that there are only $7 billion bitcoins in circulation.

Math 41

Math Currencies Corporate Finance Valuation 41

Barry Ritholtz

SEPTEMBER 3, 2024

Heather Brilliant : I worked at Bank of America and, and they had a wonderful corporate finance training program. But there’s always gotta be some element of the valuation really being compelling. But maybe second to valuation as a primary consideration. Barry Ritholtz: Huh, really, really interesting.

Investments 59

Investments Valuation Concentration Marketing 59