The Big Picture

JUNE 18, 2024

I got the sense that, so Churnin takes 51% for a fairly modest valuation, 10 or $15 million. Like if you look today 2024 in music, you can’t break out a star anymore. That, that gives Barstool a half a billion dollar valuation. 00:40:26 [Speaker Changed] They, they know, they know math, they know math.

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The Big Picture

FEBRUARY 13, 2023

Now, we’re shifting to more international places like China, Europe, et cetera, that are really growing, and that valuations are cheaper. So, listen, you know, I think we’re going to see a rally in interest rates probably in 2024 and ’25, because I think rates will go back, the 10-year Treasury will go back to 2.5

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The Big Picture

DECEMBER 12, 2023

And I was a math nerd as a kid. 00:44:11 [Speaker Changed] Kathy would may have her own valuation, so, but I can’t replicate it myself. Why is there such a spread between US domestic and overseas companies in terms of you’re a value investor in terms of straight up valuation? My audio engineer is Kaylee Lapper.

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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.

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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.

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The Big Picture

JUNE 3, 2024

Jeffrey Sherman : Well, what it was was, so I, as I said, with applications, there’s many applications of math, and the usually obvious one is physics. Barry Ritholtz : It seems that some people are math people and some people are not. The, the math came easier. And I really hated physics, really. It’s so true.

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The Big Picture

JANUARY 7, 2025

00:24:49 [Speaker Changed] So let’s talk a little bit about valuation in the public markets. Hard to say fourth quarter, 2024, US markets aren’t at the very least fully priced, if not richly priced. Does that valuation difference in the public markets extend to private markets as well? Hence the valuation gap.

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The Big Picture

OCTOBER 31, 2022

RITHOLTZ: I’m going to take that bet with you for 2024. SCHWARTZ: But even broad developed markets, they’re half the valuation of the U.S. And I’m like, “Well, if Bob Shiller is putting on the seatbelts, maybe he’s done the math, maybe I should be wearing a seatbelt in the back of the car.” SIEGEL: Right.

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