Barry Ritholtz

FEBRUARY 6, 2024

And so the average investor is unaware of them. If you’re at all interested in focused portfolios, the concept of quality as a sub-sector under value and just how you build a portfolio and a track record, that’s tough to beat. Thanks, 00:02:40 [ Tom Hancock ] Barry. a year, way over both.

Valuation 52

Valuation Investments Finance Math 52

Barry Ritholtz

MARCH 5, 2024

00:02:12 [David Snyderman] I did.  The transcript from this week’s, MiB: David Snyderman, Magnetar Capital , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. 00:00:02 [Speaker Changed] Bloomberg Audio Studios, podcasts, radio News.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Credit Risk Investments Banking 56

Barry Ritholtz

OCTOBER 17, 2023

So it was very relevant then and even more relevant recently with all of the, you know, the infectious diseases we seeing.   The transcript from this week’s MiB: Graeme Forster, Orbis Investments , is below. The firm runs about $34 billion. I’ve been intrigued by Orbis for quite a while. What is that?

Investments 52

Investments Valuation Math Numbers 52