The Better Letter

MARCH 14, 2024

In 2019, submitting a hastily filled in bracket – and under the influence of cold medicine – Nigl predicted the first 49 games of the tournament correctly (into the Sweet Sixteen) before seeing his streak snapped. And about 60 percent of national champions are one of the four number one seeds. quintillion. trillion.

Numbers 84

Numbers Medicine Math Marketing 84

Trade Brains

DECEMBER 16, 2022

And when used for ROE, as per the basic rule of math, if the denominator decreases, the fraction as whole increases i.e, The ROE numbers from 2018 to 2022 are 57.17%, 49.79%, 42.74%, 71.64%, and 83.3% Company 2018 2019 2020 2021 2022 Average 5 yr. Company 2018 2019 2020 2021 2022 Average 5 yr. higher ROE. respectively.

Pharmaceutical 59

Pharmaceutical Manufacturing Engineering Distribution 59

The Better Letter

DECEMBER 15, 2022

As I write this TBL, the S&P 500 is getting crushed and (using very rough numbers) is down 18 percent year-to-date. Based upon last week’s TBL , those hedge fund numbers sound high. Using very rough long-term return numbers (9.5% The Dow is down 8.5 The Nasdaq is down a dreadful 31 percent. I’ve had a few.

Investments 80

Investments Investing Portfolio Numbers 80

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 forget that there weren’t personal computers on everybody’s desk back then. That’s the opportunity set.

Assets 173

Assets Management Portfolio Marketing 173

The Big Picture

AUGUST 29, 2023

And it worked out and had multiple job offers coming out of school from a number of different insurance companies. I had a number of relationships that I built up and had another job lined up in New York City. DAVIS: So when we think about how those teams are evaluated, it’s a three-year number. So how did you perform?

Portfolio 130

Portfolio Investments Investing Numbers 130

Random Roger's Retirement Planning

SEPTEMBER 29, 2024

In fund form, it started doing badly long before 2022 which is corroborated by AQR's change to AQRIX in 2019. Kurtosis is a very fancy word where the higher the number, the greater the risk of an outlier result like 2022. A lower number is a mathematical representation of smoothing out the ride via fewer/smaller outlier results.

Portfolio 52

Portfolio Assets Management Math 52

The Better Letter

FEBRUARY 8, 2024

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. He was unanimously named to the 100th Anniversary NFL All-Time Team in 2019. If that isn’t your cup of tea, I understand.

Numbers 93

Numbers Education Management Math 93

The Big Picture

JULY 4, 2023

.” It’s really helpful to have had five other meetings with people who sit at analogous funds that had losses that were just as big, and in fact, they may have contributed to those losses more and be able to tell him, first off, your fund, just by my math, has a $250 million management fee. These are big numbers.

Management 147

Management Recruitment Numbers Banking 147

The Better Letter

OCTOBER 6, 2022

Gather 10 people and show them a jar that contains equal numbers of $1, $5, $20, and $100 bills. Pomeranz","date":"Tue Mar 12 11:48:47 +0000 2019","photos":[{"img_url":"[link] Dina D. 11:48 AM ∙ Mar 12, 2019 16,795 Likes 7,515 Retweets We are supposed to love people and use things.

Math 68

Math Management Numbers Planning 68

The Big Picture

AUGUST 15, 2023

Or at least the top, pick a number, 30, 40%. I don’t remember the number. ” 29, 87, 74, just pick any 50 plus percent number and certainly 2000 and ’08, ’09, a major index gets cut in half. So you’re talking about an average of a large number. Less, 20, 30%? And — RITHOLTZ: What?

Management 130

Management Investments Investing Government 130

The Big Picture

JUNE 18, 2024

00:40:26 [Speaker Changed] They, they know, they know math, they know math. And three, you know, I think they, you know, they’ll go into 20, 24, 20 25, 20 26, obviously with ESPN way smarter than they went in with us in 2019. That that’s a serious 01:08:03 [Speaker Changed] Media number.

Media 147

Media Food Advertising Investments 147

The Big Picture

JANUARY 24, 2023

I mean, those were the — that’s what got people all excited and — RITHOLTZ: That’s venture capital numbers. KLINSKY: Well, that is — and it was kind of venture capital numbers because the dollars were so small. RITHOLTZ: So talk about building New Mountains in 2019. RITHOLTZ: Right. KLINSKY: Right.

Investments 263

Investments Investing Numbers Banking 263

Carson Wealth

FEBRUARY 5, 2024

Of course, it’s one thing to get strong numbers, but it’s even better when the data are strong for the right reasons. For perspective, the average in 2019 was 163,000. It measures the number of people aged 25-54 who are employed, as a percent of the total number within this cohort that could potentially be employed.

Marketing 97

Marketing Marketing Economy Manufacturing 97

The Big Picture

MARCH 21, 2023

You can use this in a number of ways. And that’s a pretty good number. In late 2019, you wrote, bonds are freaking expensive. RITHOLTZ: What made you finally cry uncle in 2019 and say, all right, no mas? RITHOLTZ: Not that I’ve done all my homework, but that was November 7th, 2019. RITHOLTZ: Okay.

Valuation 173

Valuation Investments Investing Numbers 173

The Big Picture

NOVEMBER 21, 2023

00:17:50 You wanna know why Dara reported for Uber that again, their number of employees was down quarter of over quarter. It’s 10 blue links, but it’s an infinite number of blue links. So remember data and data infrastructure, that is the number one primitive to ai. So here’s the math, Barry.

Investments 246

Investments Investing Startup Accounting 246

The Big Picture

NOVEMBER 15, 2022

I have lots of different ways I can get that number to go up. It’s still a fairly small number. So as much as I’m personally still a pretty strong skeptic of active management, I mean, I understand the math, and the odds are not in your favor. I read all those academic papers, I understand where the math comes from.

Management 278

Management Assets Portfolio Investments 278

Brown Advisory

AUGUST 1, 2018

That can work for a while and sometimes climbs to extraordinary numbers, but it comes to a bad ending. Buffett noted that the math of the buyback would get even better if Apple’s shares went down (but not its intrinsic value), something people often misunderstand. It was tried before with tulip bulbs.

Assets 52

Assets Investments Investing Insurance 52

Brown Advisory

AUGUST 1, 2018

That can work for a while and sometimes climbs to extraordinary numbers, but it comes to a bad ending. Buffett noted that the math of the buyback would get even better if Apple’s shares went down (but not its intrinsic value), something people often misunderstand. 2019 Annual Shareholder Meeting.

Assets 52

Assets Investments Investing Insurance 52