Barry Ritholtz

MAY 9, 2024

@TikTokInvestors: “Apart from his misleading arrogance and the inaccurate market statistics mentioned, a 401K is possibly the best investment vehicle for the average American. I doubt he’s run the real numbers of being invested in the stock market tax deferred with an additional company match.

Math 134

Math Investments Auditing Securities 134

Barry Ritholtz

FEBRUARY 17, 2023

Here’s your investing playbook. Wall Street Journal ) • From Math Camp to Handcuffs: FTX’s Downfall Was an Arc of Brotherhood and Betrayal : Gary Wang and Sam Bankman-Fried are offering dueling accounts of the FTX fiasco and of who’s ultimately to blame. The stock market’s winners and losers will be different too. trillion in assets.

Math 115

Math Advertising Investments Economics 115

PYMNTS

NOVEMBER 10, 2020

“On average, our customers will see a 20 percent lift in approvals and a 30 percent reduction in charge-offs just by deploying better math,” de Vere said. Those are the kind of numbers that explain why Zest received a $15 million investment last week from software developer Insight Partners. 15M In New Funding . ML Is ‘Where It’s At’.

Credit Risk 138

Credit Risk Math Compliance Banking 138

Barry Ritholtz

NOVEMBER 27, 2023

Let’s delve into these to see if they apply to your own investing and trading: Instinct : Malcolm Gladwell’s Blink: The Power of Thinking Without Thinking , discusses the strengths and capabilities of the “ adaptive unconscious.” And, it has the advantage of leaving your actual investments alone.

Marketing 121

Marketing Math Investments Forecasting 121

Generation CFO

JANUARY 28, 2022

However, when he didn’t secure a senior contract at Bradford City, he left that path behind and went on to study maths at University. This transparency also helps build consensus-based scenario planning, where decisions can be explored and talked about before they’re enacted.

CFO 200

CFO Math Concentration Finance 200

Barry Ritholtz

MAY 25, 2023

Regardless, I find DKE to be an incredibly useful tool that helps explain many of the individual errors we see in investing. Gaze, The Conversation, May 23, 2023 Math Professor Debunks the Dunning-Kruger Effect By Eric C. Perhaps its rise in pop culture is to blame).

Math 128

Math Finance Investments 128

PYMNTS

AUGUST 12, 2016

This, Ciabarra notes, is a notable difference in bottom line for small and medium sized businesses on tight margins – that requires essentially no investment or upgrade – or marketing costs – just willingness to participate in a virtual world that someone else maintains.

Math 47

Math Retail Sales Numbers 47

CFO News Room

NOVEMBER 13, 2022

Make sure you have the right math and language to explain results driven by direct and indirect marketing spend. Leaders under economic pressure will likely prioritize short-term measures of growth, so there will be a bias toward marketing tactics with a clearer return on investment, such as search, social, and e-commerce.

Budgeting 130

Budgeting Marketing Math Advertising 130

Barry Ritholtz

DECEMBER 4, 2024

Meb Faber, founder and chief investment officer of Cambria Investments, speaks about a new ETF that may be the solution to the challenge of concentrated equity positions. Full transcript below. ~~~ About this week’s guest: Meb Faber is co-Founder and CIO at Cambria Investment Management, as well as research firm Idea Farm.

Concentration 52

Concentration Math Accounting Investments 52

CFO Talks

NOVEMBER 29, 2024

However, my commerce teacher noticed my aptitude for math and saw potential in me for a different path. After finishing primary school, I initially chose needlework in my first year of high school. How do you balance your personal and professional life?

CFO 95

CFO Auditing Leadership Finance 95

Barry Ritholtz

AUGUST 11, 2023

Bloomberg ) • From Pepperoni Math to Nepo Babies, Summer Is for Interns : Your first experience at work is not often forgotten. Previously, he worked under David Swensen at the Yale Investments Office, where he invested directly with three of Yale’s managers.

Math 98

Math Investments Securities Numbers 98

Barry Ritholtz

MARCH 20, 2024

At the Money: Benefits of Quantitative Investing (March 20, 2024) Throughout history, investing has been a lot more “Art” than “Science.” For most of the last century, investing was a lot more art than science. As it turns out, there are ways you can use data to your advantage, even if you’re not a math wizard.

Investments 63

Investments Benchmarking Valuation Math 63

Barry Ritholtz

JULY 24, 2024

At The Money: Behavior Beats Intelligence (July 24, 2024) We focus most of our investing efforts on information and knowledge. Morgan Housel Finance types tend to focus on attributes like intelligence, math skills and computer programming. In investing, it’s usually the opposite. None of it matters.

Math 108

Math Investments Finance Marketing 108

CFO News Room

FEBRUARY 6, 2022

Yes, TIPS may have a role to play in many portfolios, investment pros say. Introduced in 1997, TIPS stayed largely under the radar in the investment universe for years as inflation remained subdued. What investment strategies are you using in the face of rising prices? in January to 7% in December. SHARE YOUR THOUGHTS.

Treasury 130

Treasury Securities Valuation Math 130

Barry Ritholtz

JUNE 24, 2023

You need to understand how math, statistics and probabilities work. And you need the emotional discipline to stick with a reasonable investment strategy from manias to panics and everything in between. ( To be a successful investor you need to possess a number of different traits.

Math 106

Math Advertising Investments Securities 106

Nerd's Eye View

APRIL 12, 2023

When planning for retirement, it’s effectively impossible to precisely forecast the performance and timing of future investment returns, which in turn makes it challenging to accurately predict a plan’s success or failure.

Forecasting 98

Forecasting Math Advertising Planning 98

Nerd's Eye View

JUNE 21, 2024

Also in industry news this week: A recent survey indicates that financial advisors continue to move towards ETFs and away from mutual funds when it comes to client portfolio recommendations, though a majority of advisors continue to see a role for active management in the investment management process A former employee has filed a lawsuit alleging (..)

Math 98

Math Tax Planning Treasury Leverage 98

Barry Ritholtz

MAY 31, 2024

This week, we speak with Jeffrey Sherman , deputy chief investment officer at DoubleLine Capital. We discuss how he began as a math major but didn’t want to go into physics, engineering or academia, so finance was the next logical career option. He is host of the podcast The Sherman Show and a CFA charter holder.

Math 74

Math Investments Finance Numbers 74

PYMNTS

JUNE 6, 2017

From some guy’s garage in San Francisco, a group of math nerds has grown into one of the world’s finest-tuned machine learning operations. SigOpt now helps optimize fraud detection and investments like beer brewing and even the manufacturing of synthetic rhino horns. PYMNTS: What has been the biggest hurdle?

Math 67

Math Startups Manufacturing Advertising 67

PYMNTS

SEPTEMBER 4, 2020

We will continue to invest in upgrading our e-commerce capabilities to support both our retail partners and [our] own platform and continue to invest in creating fantastic physical brand experiences for shoppers and fans.”.

Math 64

Math Education Retail eCommerce 64

PYMNTS

JULY 14, 2017

The big-box giant has invested a lot of resources into the digital experience this year, hoping to compete with Amazon, and revealed new back-to-school shopping tools Thursday. Back-to-school season is about to put Walmart’s revamped online ordering system to the test.

eCommerce 40

eCommerce Investments Math Education 40

Barry Ritholtz

AUGUST 12, 2024

Too many of us adopt A self-assured, know-it-all persona because we know the investing public prefers that to learn the truth: nobody knows anything, and the future is inherently unknown and unknowable.

Treasury 138

Treasury Currencies Forecasting Investments 138

CFO News Room

DECEMBER 24, 2022

Invest with Peer-to-Peer Lending. Capital to invest, basic credit knowledge, risk tolerance. Investing in Cryptocurrency. Capital to invest, high risk tolerance, basic understanding of cryptocurrency trends. Capital to invest. Investable capital, basic understanding of real estate investing.

Investments 130

Investments Marketing Communication Advertising 130

PYMNTS

OCTOBER 22, 2018

Everybody can do the maths. In a recent survey, 80 percent of companies reported that Brexit has had a negative impact on investment decisions, while almost two-fifths (39 percent) said they would launch contingency plans if there was no clarity by next month. It is very open and very transparent.

Math 65

Math Leadership Planning Investments 65

Barry Ritholtz

FEBRUARY 10, 2023

Huddle Up ) Be sure to check out our Masters in Business interview this weekend with Rick Rieder , Chief Investment Officer of Global Fixed Income at BlackRock , Head of the Global Allocation Investment Team, and Senior Managing Director. Businessweek ) • The Super Bowl’s Most Reliable Stock Market Indicator?

Math 68

Math Manufacturing Investments Technology 68

PYMNTS

APRIL 13, 2017

It’s about the overall experience,” explained C2FO Managing Director Amanda Mathes in a recent conversation with PYMNTS. “A An impressive 71 percent said they will be investing more in logistics technologies, while nearly two-thirds said they’re planning an increase in analytics investments.

Math 47

Math B2C Retail B2B 47

Barry Ritholtz

MAY 7, 2025

For more info, see: Professional website Bio Masters in Business At the Money: ( For better investing, manage your behavior ) ~~~ Find all of the previous At the Money episodes here , and in the MiB feed on Apple Podcasts , YouTube , Spotify , and Bloomberg. And so I realized I was going to have to invest and save for my own retirement.

Finance 58

Finance Investments Math Securities 58

PYMNTS

AUGUST 21, 2020

a Minneapolis-based investment bank and financial services company, told Pension & Investments (P&I) he expects branch closures and job cuts. Brian Kleinhanzl, an analyst at New York investment bank Keefe, Bruyette & Woods, told P&I job cuts would likely come in the company’s asset management division.

Math 57

Math Investments Banking 57

PYMNTS

NOVEMBER 26, 2019

The curriculum will include practice tests and tailored content focused on math, physics, chemistry and biology. To remedy this, uLesson is offering an app-based home education kit for students that includes a dongle, SD card and a set of headphones. The venture has already created 3,000 animated videos for core subjects.

Education 71

Education Startups Math Planning 71

PYMNTS

NOVEMBER 1, 2018

Walmart India revealed that it is investing about $500 million to open 47 new stores by 2022. “A typical store needs anywhere between $9 [million] to $10 million in terms of investment. .” “A typical store needs anywhere between $9 [million] to $10 million in terms of investment. So you can do the math.

Math 51

Math eCommerce B2B Investments 51

Barry Ritholtz

JULY 20, 2023

But just do the math: Would you prefer to give up 67 basis points (RWM’s dollar-weighted average fee is ~0.67%) or would you prefer to give up 30% of your gains PLUS pay an annual 0.79% fee for the TJUL ETF? My obvious bias is that my advisory firm charges clients to create financial plans and manage their assets.

Math 74

Math Planning Retail Sales 74

PYMNTS

SEPTEMBER 8, 2020

Byju's works to simplify math and science for kids through games and videos, according to Bloomberg, catering to students between kindergarten and 12th grade. Byju's has seen considerable investment activity, including from Facebook's Mark Zuckerberg's Chan Zuckerberg Initiative and Naspers. Byju's valuation is now at about $10.8

Education 53

Education Math Valuation Investments 53

PYMNTS

JUNE 14, 2016

The firm said via release that the latest funding brings the cumulative investment in the firm to date to just under $13 million. It’s simple math.”. We are here for good, referring to the building of a long-term sustainable business but one which also ensures we leave our users better off today than we found them yesterday.

Securities 52

Securities Math Marketing Sales 52

PYMNTS

JULY 16, 2019

The round was led by Updata Partners, with participation from existing investors including MATH Venture Partners, which led Built In’s previous two funding rounds. It also plans to boost investments in its core product and increase opportunities for professional development.

Math 40

Math Investments Technology Planning 40

Global Finance

SEPTEMBER 9, 2024

Additionally, according to Dougherty, a vibrant private sector, fueled by significant capital investment, is effectively commercializing and refining AI applications. Despite this, China continues to invest heavily in government-funded research and development (R&D). Yet, this lead isn’t necessarily secure.

Economics 111

Economics Construction Leverage Technology 111

Michigan CFO

JULY 13, 2021

Losses down, even though they keep investing heavily around the world.” Regardless of how complex or sophisticated the business is, math is math. Jason Calacanis, an early Uber investor, congratulated the company on Twitter for continuing to grow its sales while cutting its loss from $991 million in the previous quarter.

Profit and Loss 52

Profit and Loss Math Sales CFO 52

The Finance Weekly

FEBRUARY 23, 2022

Breaking down the Math. Investors want the most accurate data possible, and without it, trust or actual investments may be harmed. A study by the University of Baltimore and Excel-based FP&A company, , DataRails , lays out the full economic costs of businesses sticking with manually prepared financial reports.

Financial Planning and Analysis (FP&A) 83

Financial Planning and Analysis (FP&A) Profit and Loss Budgeting Math 83