Barry Ritholtz

MAY 21, 2024

I’m kind of in intrigued by the idea of philosophy and math. They were both steeped in technology. So I found myself getting kind of bored with my math problem sets, and then I could shift to philosophy and then go back and forth. And one of the worst performing factors has been valuation. What was the career plan?

Finance 57

Finance Marketing Numbers Math 57

CFO News Room

DECEMBER 17, 2022

In 2021, elevated equity valuations and relatively low bond yields led the researchers to suggest 3.3% And while Buffett was naturally gifted in math, he was initially scared of public speaking. He also dug deep into a particular area of business—insurance—to try to gain an information edge on other investors.

Education 130

Education Planning Benchmarking Investments 130

Barry Ritholtz

MAY 16, 2023

Literally the first check-in to Robinhood, which went public in 2021 at about a $34 billion valuation. RITHOLTZ: He was the first (inaudible) in round B at the higher valuation. Is it about the valuation? Back then I was Wallstrip was like a 400K valuation. RITHOLTZ: Valuation didn’t make much of a difference.

Leverage 112

Leverage Investments Valuation Finance 112

Barry Ritholtz

NOVEMBER 21, 2023

Brad Gerstner is a founder and investor in technology startups. And I said, Hey, how about if I build your technology practice, I’ll run a public sleeve and I’ll also run a venture sleeve in technology. There’s never been a technology in the history of technology. What can I say? Once again?

Investments 98

Investments Marketing Startups Accounting 98

Barry Ritholtz

MAY 9, 2023

So I took it upon myself to go off and took a course in bond math, took another course in derivatives and realized the underlying fundamental concepts were barely, I mean, it wasn’t even high school math in most cases. I didn’t know what any of these terms meant. We’ve seen a couple of these events now.

Investments 116

Investments Banking Advertising Finance 116

Barry Ritholtz

DECEMBER 12, 2023

And I was a math nerd as a kid. All the bots and automation mean that active managers who are trying to do that have been out competed by Renaissance Technology or Deisha or whoever. 00:44:11 [Speaker Changed] Kathy would may have her own valuation, so, but I can’t replicate it myself.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103

Barry Ritholtz

MARCH 12, 2024

So let’s, let’s talk a little bit about some data and technology you use. 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

Barry Ritholtz

OCTOBER 31, 2022

RITHOLTZ: Modern technology. RITHOLTZ: So here’s the question about 2020 and we could talk a little bit about the pandemic, when you have an event from outside the market, sort of feels less like the dot-coms and the valuation issue, and more like the meteor that killed the dinosaurs, it’s totally outside of the system.

Investments 57

Investments Marketing Numbers Finance 57

Barry Ritholtz

SEPTEMBER 26, 2022

And if you are at all interested in technology, venture, startups, entrepreneurship, I suspect you will also. But thankfully, the next decade, things really accelerated in terms of the growth of the company and growth in the valuation, things like that. The math never seems to work out. ” What is that like?

Mergers and Acquisitions (M&A) 65

Mergers and Acquisitions (M&A) Startups Investments Healthcare 65

Barry Ritholtz

DECEMBER 6, 2022

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. which was our Global X Lithium and Battery Technology. The technology around making these nuclear plants a lot safer than maybe was the case in the past. BERRUGA: You know, great question. RITHOLTZ: LIT, L-I-T.

Investments 61

Investments Marketing Numbers Risk Management 61

CFO News Room

NOVEMBER 8, 2022

You do the math and you’re like, “Okay, well, an advisor can handle about 100 clients, an associate advisor can help with some of those clients, you can leverage maybe an associate advisor with a couple of advisors, but there’s a capacity limit for each of the roles.” And so, we pivoted to more of a service team.

Restructuring 130

Restructuring Planning Marketing Accounting 130

Barry Ritholtz

FEBRUARY 13, 2023

technology, that was something to ride for a while. Now, we’re shifting to more international places like China, Europe, et cetera, that are really growing, and that valuations are cheaper. The layoffs are happening in finance technology, the higher income jobs. I mean, we have such a technology innovation, adaptive human.

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Investments Marketing Education 57