2012 Math Valuation 
The Big Picture
AUGUST 20, 2024
00:03:14 [Mike Greene] So that was actually an outgrowth from my experience coming out of Wharton and you mentioned the, the, you know, the transition of people who tended to be skilled at math or physics into finance. We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments.
The Big Picture
AUGUST 15, 2023
You still had 2012 to 2017 to finish the bet. RITHOLTZ: So hold the duration risk aside with those two, but just for an investor in treasuries, I know you’ve done the math before. What’s the valuation? It’s much more about security selection and a relatively static portfolio construction. RITHOLTZ: Right.
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The Big Picture
MAY 21, 2024
I’m kind of in intrigued by the idea of philosophy and math. So I found myself getting kind of bored with my math problem sets, and then I could shift to philosophy and then go back and forth. And one of the worst performing factors has been valuation. And I think that’s wrong because valuation does matter.
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.
The Big Picture
OCTOBER 31, 2022
There’s a lot of people writing about that back in 2012, 2013, that they started selling at a premium multiple to the market, which is very obviously not the case today. SCHWARTZ: But even broad developed markets, they’re half the valuation of the U.S. SCHWARTZ: You get some of these international markets. RITHOLTZ: Right.
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