PYMNTS

JULY 8, 2016

Now if we only knew the denominator and could do the math to see what those numbers really look like. Knowing those two data points – retail price and what that consumer paid — is like a little reward to that consumer that they saved $25. Zenefits’ Valuation Cut. Next time, guys? SMB Working Capital. Sizzle or Fizzle?

Valuation 40

Valuation Math Manufacturing Risk Management 40

Barry Ritholtz

AUGUST 29, 2023

I found this conversation to be absolutely a masterclass in how to think about investing risk, how to think about where your returns come from, what sort of behavioral problems lead to bad outcomes, and all of the usual things that we’ve learned over the years from the success of Vanguard. And Greg Davis just does an amazing job.

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

DECEMBER 6, 2022

And definitely, their retail market participation is significantly lower than you can see in the U.S. And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly.

Investments 61

Investments Marketing Numbers Risk Management 61

Barry Ritholtz

MARCH 12, 2024

I’m assuming it’s primarily institutional and not retail. And we’ve automated the, the appraisal process for valuation, both intrinsic value, meaning like, where would we pay it, where would we buy it, and where is the fair market price that asset from that level, from price and from consumer behavior now.

Profit and Loss 57

Profit and Loss Investments Marketing Securities 57