The Big Picture

FEBRUARY 6, 2024

I’d say management consulting is any of the other thing that least at that time was the other career trajectory, just my personality, more of a math oriented introvert. 00:21:26 [Speaker Changed] In isolation quality on average gives you downside protection, certainly did in 2007, eight for example. So I was at Harvard.

Valuation 130

Valuation Investing Investments Assets 130

The Big Picture

SEPTEMBER 3, 2024

But there’s always gotta be some element of the valuation really being compelling. But even in the book I wrote in 2014, you could see that the focus on competitive advantage can never be absolute, you always have to take valuation into consideration. But maybe second to valuation as a primary consideration.

Investing 147

Investing Investments Management Valuation 147

The Big Picture

MAY 9, 2023

So I took it upon myself to go off and took a course in bond math, took another course in derivatives and realized the underlying fundamental concepts were barely, I mean, it wasn’t even high school math in most cases. I didn’t know what any of these terms meant. So it was kind of interesting.

Assets 299

Assets Clients Investments Investing 299

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.

Investing 130

Investing Investments Clients Numbers 130

Mr. Money Mustache

MAY 20, 2022

It’s fun math – a 20% drop in prices means you get 25% more shares for your dollar, and a 50% drop means twice as many , or 100% more shares per dollar invested.). the current blowup) -20% so far What’s your guess? In today’s market, you are getting about 25% more shares for each dollar that you invest.

Marketing 53

Marketing Marketing Retirement Investing 53

The Big Picture

AUGUST 15, 2023

SEIDES: John Yeah, I said back then, the bet started in 2007 and I say today, being in the market and investing in hedge funds is completely apples and oranges. This is the summer of 2007. RITHOLTZ: 2007. So back in 2007. What’s the valuation? RITHOLTZ: You have to tell us, where did the idea come from?

Management 130

Management Investing Investments Government 130

The Big Picture

MARCH 12, 2024

And we’ve automated the, the appraisal process for valuation, both intrinsic value, meaning like, where would we pay it, where would we buy it, and where is the fair market price that asset from that level, from price and from consumer behavior now. We’ve gathered up all the information you would need to do an appraisal.

Banking 147

Banking Investing Investments Marketing 147