The Big Picture

APRIL 18, 2023

In the short run, there can be distortions in public market valuations as we saw in 2001 and we saw prior to that in 2007, and prior to that in 2000, in ‘99. And so, that didn’t happen until 2002. I mean, you know, this is probably 2002. Valuations go up and you saw it, of course, in the late ‘90s, in the tech sector.

Assets 162

Assets Investments Investing Valuation 162

Brown Advisory

MAY 10, 2018

Or are the steel tariffs of 2002 a better indicator of what we should expect—an orderly, low-impact process resolved by the WTO in fairly short order? Criteria evaluated include market capitalization, financial viability, liquidity, public float, sector representation and corporate structure.

Economy 52

Economy Portfolio Clients Sales 52

Brown Advisory

MAY 10, 2018

Or are the steel tariffs of 2002 a better indicator of what we should expect—an orderly, low-impact process resolved by the WTO in fairly short order? Criteria evaluated include market capitalization, financial viability, liquidity, public float, sector representation and corporate structure.

Economy 52

Economy Portfolio Clients Sales 52

The Big Picture

AUGUST 15, 2023

To give you a fun story, we launched Protégé Partners in 2002. RITHOLTZ: The whole pre-financial crisis decade or two, hedge funds crushed-crushed it. And in 2002, the bucket of the largest hedge funds was those north of $1 billion. What’s the valuation? Oh my goodness. SEIDES: And hedge funds were the same way.

Management 130

Management Investments Investing Government 130

The Big Picture

APRIL 11, 2023

 The transcript from this week’s, MiB: Aswath Damodaran: Valuations, Narratives & Academia , is below. You’re known as the dean of valuation. He said, oh, dean of valuation, it’s easier to say. So let’s start with the question, what led you to focus on valuation? RITHOLTZ: Right. And I said, why?

Valuation 298

Valuation Education Numbers Government 298

The Big Picture

MAY 21, 2024

And meanwhile, I was doing, you know, I was working at this financial services company and I was really interested in what they were doing. I graduated Columbia 2002, and I’m the only person I know who stayed in the same job for the last 23 00:08:35 [Speaker Changed] Years. But it’s, it’s sort of strange.

Numbers 147

Numbers Management Banking Marketing 147