Barry Ritholtz

JANUARY 24, 2023

And what was interesting was the first leveraged buyout of a public company happened when I was in graduate school. KLINSKY: In 1979, it was the first leveraged buyout of a public company. We had sold the family business, maybe buy another family business one day through a leveraged buyout. RITHOLTZ: That’s pretty safe.

Mergers and Acquisitions (M&A) 103

Mergers and Acquisitions (M&A) Investments Leverage Numbers 103

CFO News Room

NOVEMBER 22, 2022

So, my prior broker dealer, it was Fortune 100 company, they have tremendous obviously philosophies in place on how they get their sales force to produce amazing results. Author: Michael Kitces. Team Kitces. Matthew: Yeah. The culture was very product driven.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

DECEMBER 13, 2022

There was real formal learning, there was sitting in on sales meetings, or client reviews with other advisors. He’s a loss leader.” Leveraging Dinner Seminars And Third-Party Marketing Solutions To Rebuild A Client Base [50:11]. ” Terry: Yeah, it was all of the above. Michael: So, then what ultimately changed?

Planning 130

Planning Profit and Loss Leadership Numbers 130

Barry Ritholtz

SEPTEMBER 12, 2022

KRISTEN BITTERLY MICHELL, HEAD OF NORTH AMERICAN INVESTMENTS, CITI GLOBAL WEALTH: It’s really interesting because I’m not someone that you would think would be the typical profile to end up in capital markets or — or sales and trading. BITTERLY MICHELL: Not in leveraged, no, not at all, give more …. I was econ and kind of geeky.

Investments 116

Investments Marketing Profit and Loss Banking 116

PYMNTS

OCTOBER 16, 2017

Their sales pitch was very convincing. The ability to use an anonymous single currency to power a decentralized, permissionless distributed ledger operating over the public internet where miners compete to solve the math problems that enable the processing of transactions is a remarkable innovation. In concept.

Currencies 71

Currencies Concentration Financial Systems Investments 71

Barry Ritholtz

MARCH 21, 2023

RITHOLTZ: So it can be price-to-sales — RITHOLTZ: Yeah. ASNESS: Some of the things like betting against beta, quality or profitability, carry strategies were additions over time. ASNESS: And we had a great almost a decade, because everything else we do work, profitability one; fundamental, momentum one; low risk one.

Profit and Loss 65

Profit and Loss Valuation Forecasting Investments 65

Barry Ritholtz

MARCH 12, 2024

And so, so we sort of felt pretty stupid for a while because we did a lot of losing trades in 2006 that were the, you know, that obviously didn’t come to fruition until the actual people could see the losses. So in mortgages, the borrower can stop paying maybe a year to two years before the lenders actually book a loss.

Profit and Loss 57

Profit and Loss Investments Marketing Securities 57