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

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. It’s just math stick to it over long periods of time. Then the volatility and, and the valuation makes an enormous difference.

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) 59

Mergers and Acquisitions (M&A) Marketing Investments Education 59

Barry Ritholtz

MARCH 21, 2023

But plenty of valuation measures, it has no applicability for price-to-sales. In academia, he’s known for witty biting papers he writes for such publications as the Financial Analysts Journal.” My mom was a math teacher so — RITHOLTZ: Okay. It can apply to earnings. RITHOLTZ: Right.

Profit and Loss 69

Profit and Loss Valuation Forecasting Investments 69