Brown Advisory

JUNE 16, 2022

We discount each year at our 10% minimum weighted average cost of capital (WACC) and some infinite series maths gives us the basis for some rough approximations 2. Maths has a long half-life and a DCF correctly done accounts for inflation.

Investments 52

Investments Investing Accounting Valuation 52

The Big Picture

SEPTEMBER 3, 2024

And so I think, you know, not to say you couldn’t do it when there’s zero, but I just think it’s a lot harder to make the math work. 00:47:56 [Speaker Changed] Te Tina made it very difficult to be on the short side when there was no alternative to equities, was pretty much the only place, only place you could go.

Investing 147

Investing Investments Management Valuation 147

Mr. Money Mustache

NOVEMBER 10, 2020

So I decided to take some action, by doing the math for myself using a spreadsheet. I still don’t have much experience with the US healthcare system – it helped deliver my son in 2006, and then repair that same boy’s broken arm in 2016. I felt like I was being squeezed from both ends and it was starting to p**s me off.

Insurance 58

Insurance Medical Medicine Healthcare 58

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

APRIL 8, 2024

I’d been ranked i i back in the seventies, if you can do the math. But if you go back to 2006 point half percent sounds high. Tell us a little bit about the plan for launching an independent economics research 00:09:15 [Speaker Changed] Shop. So at that point, I had a pretty big career. Really 00:39:29 [Speaker Changed] High.

Economy 147

Economy Clients Banking Economics 147

The Big Picture

MARCH 12, 2024

And I would say that Washington was pretty interesting because we had gone and, and spoken to people in 2005, 2006, and to kind of let people know that there was something, these are, this is a trillion dollars worth of misprice risk. And I was always good at math and, and I had been writing code since I was in the sixth grade.

Banking 147

Banking Marketing Marketing Investing 147

The Big Picture

JUNE 20, 2023

And this was back in 2005 or 2006. So, it’s not one of these fuzzy math situations where you don’t really know what the value of the fund is because it’s got private companies in it that are being marked by individuals who have an ax to grind in the mark. And these guys don’t like money sitting on a shelf.

Insurance 147

Insurance Healthcare Retail Medicine 147

The Big Picture

MAY 16, 2023

And then I didn’t do the internet again until 2006. Well, 2006 was a miracle. If you were alive and writing checks in 2006 to 2011. So this is the math that I applied. So think about this, do the math. LINDZON: But that math, if you really put it in a calculator … RITHOLTZ: Becomes a problem.

Media 290

Media Investing Investments Valuation 290

The Big Picture

OCTOBER 31, 2022

SIEGEL: — or 2006, ’07, ‘08. And I’m like, “Well, if Bob Shiller is putting on the seatbelts, maybe he’s done the math, maybe I should be wearing a seatbelt in the back of the car.” They had gone out of favor obviously with the bear market or have shifted. And as is usual, they got overpriced at the top.

Numbers 147

Numbers Investing Investments Marketing 147

The Big Picture

OCTOBER 3, 2023

You’re doing a lot of math in your head on the Fly. I’m doing, I’m doing an awful lot of math in my head on the fly. 00:29:06 [Speaker Changed] So that was 2006. And to hedge your position, you know, how do you hedge, you know, a a long dated future versus a short dated future?

Taxes 280

Taxes Banking Clients Management 280