PYMNTS

APRIL 15, 2019

Uber’s valuation is pegged at $100 billion. Lyft’s valuation is less than 20 percent of that. In 2018, Uber added another side to its platform that catered to healthcare providers, which had struggled with their own logistical problems in getting patients to appointments. Uber considers its competitors to be Amazon and Alphabet.

Transportation 73

Transportation Healthcare Economics Leverage 73

Barry Ritholtz

DECEMBER 19, 2023

And when they look at a sector, they want to be long, the very best stocks at the best valuations they can, and short the worst stocks at the worst valuations. 00:04:29 [Speaker Changed] So you start at the healthcare group as an analyst in Citi in the early two thousands, obviously the background in neuro had to help.

Healthcare 61

Healthcare Investments Construction Concentration 61

Barry Ritholtz

DECEMBER 5, 2023

So, so let’s talk a little bit about your, your background ba in economics from Dartmouth. But there wasn’t an active m and a business, there wasn’t a leveraged finance business. 00:14:00 [Speaker Changed] And they were also an amazing, they, they picked Julius successfully leveraged two really great trends.

Mergers and Acquisitions (M&A) 69

Mergers and Acquisitions (M&A) Investments Valuation Numbers 69

Barry Ritholtz

SEPTEMBER 26, 2023

And I think a lot of investors and, and lenders and really lost their way and agreed to terms and conditions that in under today’s market environment would not be acceptable levels of leverage that would not work. Tell us about what’s going on today that makes it so interesting. It’s still in the double digits.

Investments 52

Investments Banking Economics Construction 52

Barry Ritholtz

JUNE 13, 2023

The exposure you get in investment banking, I was a leveraged finance banker by background. 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. I mean the valuation is the future cash flow discounted at a risk-free rate plus a risk premium.

Investments 57

Investments Banking Entertainment Valuation 57

CFO News Room

FEBRUARY 2, 2022

economics, correct. RITHOLTZ: Oh, not the control, just the economics. capital problem helps improve our economic sharing …. But you’re seeing that in specialty industrial managers, health — healthcare managers. RITHOLTZ: Is that valuation issue ongoing? Is that right? CONROD: Of the — of the G.P. CONROD: Yeah.

Investments 100

Investments Economics Numbers Marketing 100

Barry Ritholtz

OCTOBER 31, 2023

And now we have a number of different hedge funds, some we have in the macro, we have multi-Strat, we have point hedge funds with in technology in the healthcare field. The best example I always love to give is that Amazon’s last private round was at a $60 million post money valuation. And now we’ve added privates to that.

Investments 61

Investments Marketing Numbers Valuation 61