Random Roger's Retirement Planning

AUGUST 17, 2023

In my opinion the diversification benefit hits diminishing returns pretty close to 40 individual holdings based on math if nothing else. I've got quite a few names that have been in the portfolio since 2004-2006 when I first started this phase of my career. The yellow line stock goes back to 2004.

Numbers 75

Numbers Portfolio Math Portfolio Management 75

Fortune Financial

MARCH 11, 2023

Proponents of this argument will point to a huge increase in vaping as a percentage of the nicotine revenue pool the last several years as evidence of this, yet that analysis misses a key point which is that cigarette revenues have grown in absolute terms despite the heightened competition: How exactly does this math work?

Math 52

Math Financial Advisor Numbers Marketing 52

The Big Picture

MAY 30, 2023

BRYANT: So money, unlike math, money is highly emotional. I mean, there’s 50,000 kids in the Atlanta public school system, so you can do the math there. I believe I love math because it doesn’t have an opinion, that’s a Melody Hobson quote. BRYANT: Because small business starts stalled in 2004.

Banking 147

Banking Economics Business Planning Economy 147

The Big Picture

OCTOBER 17, 2023

So I, I did a math degree at Oxford, which is more pure math. You know, pure math can be very theoretical and detached from the real world, and it’s getting worse. It’s just math stick to it over long periods of time. And then I was looking for something more applied. The second is excess returns.

Investing 130

Investing Investments Clients Numbers 130

The Big Picture

JUNE 18, 2024

00:26:12 [Speaker Changed] And Barstool was the same, which is Barstool started by Dave in 2004. 00:40:26 [Speaker Changed] They, they know, they know math, they know math. There’s nobody, 00:26:09 [Speaker Changed] Yeah, there’s no new, 00:26:09 [Speaker Changed] Like, I’m trying to think of who else is new.

Media 147

Media Food Advertising Investments 147

The Big Picture

JUNE 6, 2023

So, you start the blog in 2004, more or less. It’s much deeper than math. We’d rather dream about having 10 million then start investing $100 a week. RITHOLTZ: Perfect is the enemy of the good, isn’t it? SETHI: Yes. RITHOLTZ: That’s really fascinating. SETHI: Yes, while I’m in college.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

The Big Picture

JULY 4, 2023

.” It’s really helpful to have had five other meetings with people who sit at analogous funds that had losses that were just as big, and in fact, they may have contributed to those losses more and be able to tell him, first off, your fund, just by my math, has a $250 million management fee.

Management 147

Management Recruitment Numbers Banking 147