Barry Ritholtz

SEPTEMBER 19, 2022

And Joshua added tags to that, and so you could browse things by tags. We have a separate vehicle called the Opportunity Fund, where we sometimes write bigger checks into late-stage rounds in some of our portfolio companies, but not always. WENGER: Nonetheless, we held a call early this year for all of our portfolio companies.

Valuation 117

Valuation Investments Marketing Technology 117

CFO News Room

JANUARY 17, 2023

More generally, the question that investors face as they decide whether to reallocate their portfolios is whether the market has over or under reacted to events on the ground. The net effect of the changes is that my estimated value of the index is now 4197 , making the index over valued by 5.6% as of March 16, 2022.

Economics 130

Economics Valuation Treasury Forecasting 130

PYMNTS

JANUARY 28, 2019

Fairbank noted the portfolio has “high credit losses,” but added that, under the deal, “our share of credit losses is fixed at a low percentage throughout our partnership, [and] our share of revenue steps up after one year.”. Mastercard got tagged with a $648.3 Mastercard and Google Fend Off Fines. credit card companies charge.

Advertising 51

Advertising Retail Currencies Banking 51

PYMNTS

DECEMBER 5, 2016

server products, including Primavera project portfolio management software.”. Those refunds come care of President Obama’s plan to help struggling student loan borrowers — and they have a price tag attached that is more expensive than previously thought.

Transportation 53

Transportation Education Securities Planning 53

Musings on Markets

MARCH 19, 2022

More generally, the question that investors face as they decide whether to reallocate their portfolios is whether the market has over or under reacted to events on the ground. The net effect of the changes is that my estimated value of the index is now 4197 , making the index over valued by 5.6% as of March 16, 2022.

Economics 100

Economics Valuation Treasury Forecasting 100

CFO News Room

DECEMBER 9, 2022

Video surveillance captured Brinton removing the suitcase from the carousel and putting the bag’s tag in their handbag before leaving ‘at a quick pace,’ the police complaint read. Brinton had no checked luggage, precluding this being a case of accidentally taking the wrong bag.

Healthcare 130

Healthcare Numbers Planning Economics 130

Barry Ritholtz

JULY 11, 2023

And I remember being on the phone thinking, as the PMs were asking questions about cash flows and things, I was thinking, you’re asking all the wrong questions about whether this portfolio will perform because it’s things like down payment. So she wants her portfolio managed that way. 14, 15% a year? JOHNSON: Exactly.

Mergers and Acquisitions (M&A) 85

Mergers and Acquisitions (M&A) Investments Finance Technology 85

Strategic Treasurer

DECEMBER 27, 2021

That’s one thing when Tesla says they’ll take payments using different types of digital currency when MassMutual acquired $100 million worth of digital currency, which is a tiny fraction of their portfolio. Yeah, there’s a number of areas where there’s activity on the edges. And I think those are worth noting.

Treasury 52

Treasury Currencies Banking Planning 52

Barry Ritholtz

MAY 23, 2023

Then suddenly in the ensuing weeks, you get tagged to be CEO. They want something that’s bespoke to them, and the portfolio risk or construction that they need answers to. And remember they have, as you know, vast portfolios. RITHOLTZ: I — I have been looking forward to this for a while. I said great.

Investments 60

Investments Finance Construction Technology 60

Musings on Markets

DECEMBER 10, 2023

From Alfred Sloan at General Motors to Jack Welch at General Electric to Steve Jobs at Apple, there is a history of CEOs being tagged as superstars (and indispensable to the organizations that they head), in successful companies.

Valuation 113

Valuation Profit and Loss Entertainment Investments 113

PYMNTS

MARCH 13, 2019

A first date is probably not an ideal time to have one’s financial portfolio printed out and ready for review, he noted – there’s such a thing as being too transparent. Tags: money , personal budgets , personal finance , marriage , debt , relationships. ” 7 Deadly Money Sins to Avoid. View All 9 Slides.

Finance 46

Finance Budgeting Accounting Investments 46

Barry Ritholtz

MAY 30, 2023

And how is it that you, what’s this car that’s in the parking lot, it’s got plates on it and a tag and it’s brand new. And I want to own all of these affordable housing homes that are in the institutional portfolios. BRYANT: And institutions that did not really think this was a sweet spot for their portfolio.

Economics 56

Economics Education Profit and Loss Banking 56

Barry Ritholtz

DECEMBER 20, 2022

And it not only has the advantages of there being inefficiencies, so there’s the potential to generate alpha, but if you do it right, it’s pretty non-correlated with probably the rest of your portfolio. Bank of America decided they wanted to sell their branch in Lima, Peru, and the price tag was a million dollars.

Restructuring 60

Restructuring Investments Marketing Banking 60

Barry Ritholtz

OCTOBER 10, 2023

Can I just tag along? But 01:07:41 [Speaker Changed] Yeah, it’s a VC portfolio. What could go wrong? And he did the deal. But I, I turned to Sam Bankman free at the end of it. And I said, I don’t know where this is going to end, but I just wanna watch. Michael Lewis ] 00:03:18 And in fact, he was that fascinated.

Math 60

Math Profit and Loss Numbers Marketing 60

Barry Ritholtz

NOVEMBER 15, 2022

And we literally talk about during the show, I got a tag to present to the SEC, about their new single stock product. The academic side of how to build a portfolio, we can argue about the details, right? As an advisor, you could get somebody’s model portfolio, or you could hire some, you know, three CFAs and do it yourself.

Finance 107

Finance Investments Math Marketing 107

Barry Ritholtz

DECEMBER 26, 2023

What do you see in, in treasuries and the fixed income half of the portfolio? You had a long time, long way to go. You, you mentioned the fed raising rates. Let’s talk about the bond market.

Marketing 60

Marketing Leadership Finance Investments 60

Barry Ritholtz

MAY 16, 2023

I can either just give it away for free, which, you know, I started the cash tag dollar sign… RITHOLTZ: Right. I think they were trying to do the right thing by their — by their portfolio companies, but, you know, we could have just easily wrote that out and … LINDZON: Well, I don’t give them that credit.

Leverage 111

Leverage Investments Valuation Finance 111