The Better Letter

FEBRUARY 8, 2024

If he had a pilot’s license, we’d suspend that. Subscribe now Share The Better Letter Get more from Bob Seawright in the Substack app Available for iOS and Android Get the app TRIGGER WARNING: I’m going to do some sports math nerding-out this week. But he doesn’t.”

Numbers 93

Numbers Education Management Math 93

The Big Picture

NOVEMBER 25, 2024

And I, and I really like the application of math and statistics and computer science to markets. Would you license these models to me? 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. And I just caught the bug. Oh yeah, for sure.

Portfolio 147

Portfolio Management Marketing Marketing 147

The Big Picture

JUNE 20, 2023

In 2007, firms extracted — the private equity firms extracted $20 billion from companies in the form of dividend recapitalizations. Talk to people who try and get licensed to do insurance things, or if there’s a failure to pay out a policy in the litigation that follows. But so you had these dividend recaps. RITHOLTZ: Wow.

Insurance 147

Insurance Healthcare Retail Medicine 147