The Big Picture

SEPTEMBER 3, 2024

Heather comes from with a fascinating background, having previously been in a number of other places, most notably Morningstar, and, and she has a very specific approach to investment management and thinking about stock selection. They do a number of things at Diamond Hill that many other investment shops don’t.

Investing 147

Investing Investments Management Valuation 147

Sara Grillo

JUNE 12, 2023

Quick math: If you have $1.828 million in the bank. And , you have to do the math by hand. There is an admin charge of about $49k. There is an insurance charge of about $246k. There is an amount credited of about $348k. The cash value of the policy is about $1.8MM. The bank is going to credit you 4.95%. Here’s another example.

Insurance 59

Insurance Clients Financial Advisor Math 59

Brown Advisory

JANUARY 17, 2024

Statistically, these are known as Type 1 errors of commission (or inclusion) having fallen for a false positive signal. We all know that a 55% hit rate is the top decile across the industry, and the maths above demonstrates why. The first is a false positive, whereby one believes a company is a good potential investment and invests.

Investing 52

Investing Investments Portfolio Compliance 52

Zajac Group

FEBRUARY 10, 2025

Behavior Finance and Your Portfolio So much of the concept of investing is about logic, math, and numbers. However, equity comp is a part of what youre paid by an employer, just like a salary or commission.

Taxes 52

Taxes Risk Tolerance Portfolio Investing 52

Good Financial Cents

APRIL 14, 2023

Best of all, none of those brokers charge commissions for buying and selling individual stocks. “I Debt numbers like that can keep a lot of young people from ever getting out of the starting gate. Earning Potential: Varies by hourly rate and number of hours worked per month. Kevin O’Leary Tweet 7. million people owe $1.75

Accounting 91

Accounting Communication Investing Investments 91

Sara Grillo

MAY 8, 2023

KEY POINT For advisors: When you look at the illustration and you see an illustrated rate that is 5, 6, 7% based on the maximum AG 49 rate, which is the cap applied to the historical data, as an advisor you should ask for a much lower number, such as 2-4%. Undisclosed #3 Try to ignore the illustration The illustrations are a distraction.

Insurance 59

Insurance Clients Financial Advisor Accounting 59

The Big Picture

JANUARY 24, 2023

So you sell a lot of houses and you get commission on what you sell. 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. You control it.

Investing 263

Investing Investments Numbers Banking 263

The Big Picture

JUNE 27, 2023

Peter Borish, founding partner number two at Tudor Investments where he worked directly with Paul Tudor Jones, most famously helping him put on a very aggressive short position heading into the ’87 crash. RITHOLTZ: So literally number two at the firm? And so it’s one of these things that math works. RITHOLTZ: Right.

Math 147

Math Risk Management Marketing Marketing 147

Good Financial Cents

APRIL 19, 2023

The term “turnkey” means the numbers have been crunched, the home may have been rehabbed, and may already include tenants! Most brokerages no longer charge trading commissions which is a huge saving for us! Open an Account Commission-free investing Allows fractional shares in stocks, ETFs Small minimum investment: $100 5.

Accounting 105

Accounting Investing Investments Media 105

The Big Picture

APRIL 8, 2024

. ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio Barry Ritholtz : This weekend on the podcast, ed Hyman returns to talk about all things economic analysis, what’s going on in the world, how he’s built an incredible career, oh my God, 43 times number one ranked in the Institutional investor survey in economics.

Economy 147

Economy Clients Banking Economics 147

The Big Picture

JUNE 20, 2023

That’s a shocking number. And so I would see how the over-the-counter desk, over-the-counter stock desk would push stocks and encourage brokers to sell them, put a lot of commission in them, to move them because some big seller was coming into the market. RITHOLTZ: Really, that’s a big number. They knew the numbers.

Insurance 147

Insurance Healthcare Retail Medicine 147

The Big Picture

NOVEMBER 19, 2024

Behavioral finance has a number of fathers, including Dick Thor and, and Danny Kahneman. Colin Camerer : So I, some of it was when I was in college at Johns Hopkins, I, I studied physics and math. And number theory was just too mind blowing, you know, for me. The math doesn’t math. That was too abstract.

Economics 162

Economics Math Numbers Marketing 162

The Big Picture

MARCH 17, 2025

So number one on the New York Times list? 00:22:23 [Speaker Changed] Not number one, but it was in the top f whatever it made the list. Wasn’t the Excel spreadsheet error, which changed their math. Time, it, it seemed like a big number at the time, 787 billion. And he said, I wanna be the first to congratulate you.

Taxes 147

Taxes Economy Government Budgeting 147

The Big Picture

NOVEMBER 12, 2024

His commissions were drying up. Which on the books, if all you’re thinking about is you’re in a cubicle and you’re analyzing numbers for some publicly traded company, you slash inventory, you’ve lowered, or I’m sorry, you’ve increased return on asset because inventory is asset, right? I do the math.

Manufacturing 261

Manufacturing Consulting Economics Engineering 261