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. If you go back to 2005, when I joined Orbis, the bricks was all the rage.

Investments 130

Investments Investing Clients Numbers 130

The Big Picture

MARCH 12, 2024

It was a wild ride because by the time you got, well, so in 2005, we went on a road show trying to tell people what we had learned, and there wasn’t a lot of reception. And in the 2000 at the 2005 conference, it’s kind of wild. Maybe the market hadn’t priced something properly. Sean Dobson : It was a wild ride.

Banking 147

Banking Marketing Marketing Investing 147

The Big Picture

NOVEMBER 25, 2024

This was the era, 2005, 2006, all of my friends were looking to get banking roles. And I, and I really like the application of math and statistics and computer science to markets. You learn the math that can help you with, with market making operations. It’s just not smart on a math basis to do that.

Portfolio 147

Portfolio Management Marketing Marketing 147

The Big Picture

MAY 16, 2023

RITHOLTZ: 2004, 2005. RITHOLTZ: 2005. They kept the reputation intact by communicating with their investors. So this is the math that I applied. So think about this, do the math. LINDZON: Yes. So I was fascinated that a businessman could build businesses on the internet. LINDZON: I hate CNBC. RITHOLTZ: Right.

Media 290

Media Investing Investments Valuation 290

The Big Picture

SEPTEMBER 26, 2022

And so the idea of this product was you plug the game cartridge, they had a communications capability, a modem built in, and you could download video games, almost like having an in-home arcade, like a Netflix for video. Initially, it was started in 2005 and it was called Revolution, but it was just my capital. Dell was in Austin.

Startup 173

Startup Investing Investments Numbers 173

The Big Picture

OCTOBER 31, 2022

When I look back at 2005, ’06, ’07, yeah, those growth stocks that collapsed from way too high, probably were too low. RITHOLTZ: The research department in the FOMC don’t seem to communicate. But in the postwar period, we’ve had the cycles. SIEGEL: Yes. SIEGEL: Yeah. SIEGEL: Yeah. I mean, I hope so.

Numbers 147

Numbers Investing Investments Marketing 147

The Big Picture

AUGUST 23, 2022

So, I did the math, 20 million times a hundred. So, let me just repeat the math. And so, again, I went through this simple math. And so, it wasn’t just a fishing boat, it was an oceangoing factory, very impressive. And asked them, how much does one of these things cost, and they said, $20 million new.

Government 321

Government Banking Numbers Investing 321