Remove 2014 Remove Economics Remove Math
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Surprise! California’s 40 Qs of Rising Minimum Wage & Fast Food Industry Growth (Beating USA)

The Big Picture

They ignored seasonality; they they mixed the match data from completely different series; they cherry, picked starting and stopped dates for their analysis that bore no relationship to the underlying economic trends. ” A bit of quick math: 726,600/0.987 = 736,170 (starting point). 726,600 – 736,170 = -9,570. to only 19.5%

Food 306
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These Are the Goods

The Irrelevant Investor

Articles In hindsight, we can see that the value in 2014 $AAPL was real while the value in 2014 $IBM was fake. Investment finance math is sales math. By Richard Wiggins & Michael Edesess Unlike social security, many pensions suffer reverse compounding of purchasing power over time.

Math 52
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Saving Capitalism 1 Stock at a Time

David Nelson

This blocks any attempt to challenge their leadership regardless of their economic interest in the company. Do the Math! Do the math! Alphabet’s Brin and Page didn’t do this out of the gate but in 2014 split the company shares adding another class of shares with no voting rights.

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Transcript: Jonathan Clements

The Big Picture

But the numbers you can’t argue with, I mean, we all know that the brutal math of investing before costs investors collectively will earn the market return after costs. And after I got my last urine bonus in early 2014, I walked in and handed, handed my notice. 00:24:13 [Speaker Changed] And it’s really the latter.

Investing 147
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Transcript: Heather Brilliant, Diamond Hill

The Big Picture

A bachelor’s in economics from Northwestern and then an MBA from University of Chicago. And so I kind of leveraged that when I went to Morningstar because they’re very focused on quality, the whole concept of economic moats, but also about buying companies when they’re trading at a discount to intrinsic value.

Investing 147
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Transcript: Graeme Forster, Orbis Investments

The Big Picture

A degree in mathematics from Oxford, a doctorate in mathematical epidemiology and economics from Cambridge. 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. What is that? The second is excess returns.

Investing 130
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Transcript: Liz Hoffman

The Big Picture

The economic dislocation, the health risks, just the mayhem that took place, but from the perspective of a number of corporate CEOs, Bill Ackman of Pershing Square Capital, the hedge fund that had a couple of amazing trades based on this. HOFFMAN: So obviously, I’ve — you know, economically minded from the jump.

Retail 130