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. Then the volatility and, and the valuation makes an enormous difference.

Investments 130

Investments Investing Clients Numbers 130

The Big Picture

JUNE 18, 2024

I got the sense that, so Churnin takes 51% for a fairly modest valuation, 10 or $15 million. 00:26:12 [Speaker Changed] And Barstool was the same, which is Barstool started by Dave in 2004. That, that gives Barstool a half a billion dollar valuation. 00:40:26 [Speaker Changed] They, they know, they know math, they know math.

Media 147

Media Food Advertising Investments 147

The Big Picture

NOVEMBER 21, 2023

It was about $170 million valuation. So here’s the math, Barry. If you have seven $50 incremental year, then every 10 year old in America, when they enter into the fifth or sixth grade and the teacher says, Hey, today we’re gonna talk about math or compounding or stocks or capitalism, they’ll say, open up.

Investing 246

Investing Investments Startup Accounting 246

The Big Picture

MAY 16, 2023

Literally the first check-in to Robinhood, which went public in 2021 at about a $34 billion valuation. RITHOLTZ: 2004, 2005. 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. How’s my 10 grand doing?

Media 290

Media Investing Investments Valuation 290

The Big Picture

OCTOBER 31, 2022

And arguably, they went from an underpriced position in 2004 I’d say — RITHOLTZ: Right. SCHWARTZ: But even broad developed markets, they’re half the valuation of the U.S. I mean, it’s used to be called FANG. They had gone out of favor obviously with the bear market or have shifted. SIEGEL: — or 2006, ’07, ‘08.

Numbers 147

Numbers Investing Investments Marketing 147