The Big Picture

SEPTEMBER 10, 2024

He has a very interesting approach to thinking about market valuations and strategies and when to deploy capital, when to go with the crowd, when to lean against the crowd, and has amassed and excellent track record. And so it’s, it’s sort of managing that, all of those different constituents with communication.

Valuation 157

Valuation Clients Investing Investments 157

Brown Advisory

NOVEMBER 12, 2015

Recharacterization: But what if you converted a traditional IRA to a Roth at a time when the assets were at peak valuation, and the value of the assets have since declined? Circular 230 Compliance Statement. Regulations contained in IRS Circular 230 regulate written communications from us concerning tax matters.

Planning 52

Planning Taxes Distribution Medical 52

Brown Advisory

JUNE 12, 2017

All the big brokerage firms have large compliance departments, and they should. Asked about using valuation tools, like aggregate market cap to GDP or cyclically adjusted P/E ratios to gauge markets, Buffett explained that neither of these is paramount. A business with a lot of people under incentives is going to have some misbehavior.

Investments 52

Investments Investing Ethics Taxes 52

Brown Advisory

JUNE 12, 2017

All the big brokerage firms have large compliance departments, and they should. Asked about using valuation tools, like aggregate market cap to GDP or cyclically adjusted P/E ratios to gauge markets, Buffett explained that neither of these is paramount. A business with a lot of people under incentives is going to have some misbehavior.

Investments 52

Investments Investing Ethics Taxes 52

The Big Picture

JULY 26, 2022

WEAVER: Well, thankfully, we were — I really communicated a lot with Doug and Tom, and they understood. And since we look at both private and public markets, what do you think of in terms of valuation? WEAVER: But if we can hit our target — RITHOLTZ: We all have compliance departments. WEAVER: Yeah.

Consulting 293

Consulting Numbers Management Investments 293

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. Tell us a little bit about what you do on Twitter and how was it getting that through legal and compliance? Think about the incredible growth of U.S. RIEDER: Thanks. RIEDER: It is real time.

Economy 144

Economy Numbers Marketing Marketing 144

The Big Picture

AUGUST 15, 2023

Let me say what your compliance wouldn’t allow you to say. SEIDES: And I’ll tell you a story that’s fun about the communication of it too. ” It wasn’t that they didn’t communicate that. What’s the valuation? We were short subprime mortgages with John Paulson. SEIDES: Correct.

Management 130

Management Investments Investing Government 130

The Big Picture

DECEMBER 14, 2022

And interestingly, I’m happy to come back to these things I learned in helping companies through mergers, particularly around things like communications and shareholder relations, and employee engagement that have now served me really well, couple decades later in my career. RITHOLTZ: 16 percent annually, net of fee?

Assets 157

Assets Investments Investing Portfolio 157

The Big Picture

MAY 16, 2023

Literally the first check-in to Robinhood, which went public in 2021 at about a $34 billion valuation. RITHOLTZ: He was the first (inaudible) in round B at the higher valuation. Is it about the valuation? They kept the reputation intact by communicating with their investors. LINDZON: Who is this guy? RITHOLTZ: Right.

Media 284

Media Investing Investments Valuation 284