Musings on Markets

JANUARY 31, 2025

As the number of potential applications of AI proliferated, thus increasing the market for AI products and services, another part of the story was also being put into play. The Value Effect Now that my AI story is in the open, I will use it to revisit my valuation of Nvidia, and incorporate my new AI story in that valuation.

Valuation 134

Valuation Numbers Marketing Investments 134

Future CFO

NOVEMBER 29, 2023

Kris Giswold (KG): My journey in finance began with my love of puzzles and numbers. I can vividly remember my first high school economics class, that was when I first realized that math wasn’t only theoretical. Numbers could tell a story, they could explain behaviours and predict the future.

Finance 52

Finance Leadership Auditing Math 52

Future CFO

OCTOBER 20, 2021

I started to like numbers and did very well in Math. After finishing my master's degree in finance, I joined Microsoft in Redmond as a senior financial analyst for three years before relocating back to Thailand and joining Microsoft Thailand in 2008 as a financial controller for another three years.

CFO 52

CFO Leadership Finance Problem Solving 52

Barry Ritholtz

OCTOBER 17, 2023

So I, I did a math degree at Oxford, which is more pure math. You know, pure math can be very theoretical and detached from the real world, and it’s getting worse. Graham Foster] : 00:02:54 That was a number, that was number theory, pure number theory. It gets further and further away the D P U go.

Investments 52

Investments Valuation Numbers Math 52

Barry Ritholtz

FEBRUARY 13, 2023

In fact, I was going to be a strategist, financial analyst to work for a bank and write research reports. But I found — you know, I was a financial analyst and I was literally — you know, what we talked about, I was going to go and do that again, I loved looking at companies. RIEDER: A100 percent.

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Marketing Investments Education 57

Barry Ritholtz

MARCH 21, 2023

You can use this in a number of ways. And that’s a pretty good number. In academia, he’s known for witty biting papers he writes for such publications as the Financial Analysts Journal.” RITHOLTZ: So like the 40 percent number, what are the odds of this happening? RITHOLTZ: Okay. 40 percent.

Profit and Loss 67

Profit and Loss Valuation Forecasting Investments 67