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. You really like the long time where you have to hold to make up that valuation whole is so long that you just really shouldn’t be involved. In 2000, right.

Valuation 52

Valuation Investments Finance Math 52

Barry Ritholtz

AUGUST 29, 2023

DAVIS: Where international equities, because of valuations, probably 7% to 7.5%. RITHOLTZ: So let’s talk about that, because that gap in valuation has persisted for a long time. How durable is that shift, given how large that gap has gotten in valuation between US stocks and the rest of the developed world?

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

FEBRUARY 13, 2023

Now, we’re shifting to more international places like China, Europe, et cetera, that are really growing, and that valuations are cheaper. You don’t know where, and you know, their forecast — RITHOLTZ: That goes back to your sense that you need the ability to surprise when necessary. RITHOLTZ: Right. RIEDER: Totally.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Investments Marketing Education 56

Barry Ritholtz

MARCH 12, 2024

And we’ve automated the, the appraisal process for valuation, both intrinsic value, meaning like, where would we pay it, where would we buy it, and where is the fair market price that asset from that level, from price and from consumer behavior now. Now it’s dangerous to forecast that far in the future because behavior can change.

Profit and Loss 56

Profit and Loss Investments Marketing Securities 56