The Big Picture

OCTOBER 21, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. I’m good at math and science and you know, I always had an idea what go into business, but I felt that electrical engineering would be a good foundation. 00:02:16 [Speaker Changed] Me too.

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The Big Picture

OCTOBER 17, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. 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.

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Brown Advisory

JUNE 16, 2022

Download it here > Freezing Order We recently read Bill Browder’s Freezing Order which is a continuation of his pursuit for justice from the bestselling book Red Notice 1. We discount each year at our 10% minimum weighted average cost of capital (WACC) and some infinite series maths gives us the basis for some rough approximations 2.

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The Big Picture

AUGUST 29, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Stitcher , Google , YouTube , and Bloomberg. DAVIS: Where international equities, because of valuations, probably 7% to 7.5%.   The transcript from this week’s, MiB: Greg Davis, CIO Vanguard , is below. RITHOLTZ: Right.

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Brown Advisory

JANUARY 17, 2024

Download it here Darwinian Investing: The Science of Rejection The outperformance of the “Magnificent Seven”1 during 2023 led to many questions from our investors (for instance “why are you underweight the Mag 7?”) We all know that a 55% hit rate is the top decile across the industry, and the maths above demonstrates why.

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The Big Picture

JUNE 18, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. I got the sense that, so Churnin takes 51% for a fairly modest valuation, 10 or $15 million. That, that gives Barstool a half a billion dollar valuation. And that was really the end of that.

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The Big Picture

DECEMBER 6, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. And we’re having very good conversations with clients that I think, at current valuation levels, they remain, you know, very interested in the market and they see some opportunities.

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The Big Picture

AUGUST 15, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. RITHOLTZ: So hold the duration risk aside with those two, but just for an investor in treasuries, I know you’ve done the math before. What’s the valuation?

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The Big Picture

FEBRUARY 13, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. Now, we’re shifting to more international places like China, Europe, et cetera, that are really growing, and that valuations are cheaper. Think about the incredible growth of U.S.

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The Big Picture

DECEMBER 12, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. 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. That’s the value that I am looking for.

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The Big Picture

JULY 19, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. ILMANEN: It’s always good to think of starting yields and valuation sort of two sides of the same coin. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~.

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The Big Picture

MARCH 21, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. But plenty of valuation measures, it has no applicability for price-to-sales. My mom was a math teacher so — RITHOLTZ: Okay. It can apply to earnings. RITHOLTZ: Right.

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The Big Picture

MARCH 12, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And I was always good at math and, and I had been writing code since I was in the sixth grade. The transcript from this week’s, MiB: Sean Dobson, Amherst Holdings , is below.

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The Big Picture

MAY 21, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. I’m kind of in intrigued by the idea of philosophy and math. So I found myself getting kind of bored with my math problem sets, and then I could shift to philosophy and then go back and forth.

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The Big Picture

NOVEMBER 21, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. It was about $170 million valuation. So here’s the math, Barry.  The transcript from this week’s, MiB: Brad Gerstner, Altimeter Capital & Invest America , is below.

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The Big Picture

FEBRUARY 17, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And I did a lot of options math, which I thought was interesting. That is not being reflected in valuations from a top down standpoint. You can get growth at extremely compelling valuations.

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The Big Picture

JUNE 3, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. 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. The, the math came easier.

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The Big Picture

NOVEMBER 25, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And I, and I really like the application of math and statistics and computer science to markets. You learn the math that can help you with, with market making operations.

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The Big Picture

MAY 16, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. 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.

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The Big Picture

SEPTEMBER 26, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. But thankfully, the next decade, things really accelerated in terms of the growth of the company and growth in the valuation, things like that. The math never seems to work out.

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The Big Picture

JANUARY 7, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. 00:24:49 [Speaker Changed] So let’s talk a little bit about valuation in the public markets. Does that valuation difference in the public markets extend to private markets as well?

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The Big Picture

OCTOBER 31, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. SCHWARTZ: But even broad developed markets, they’re half the valuation of the U.S. ? ? ?. The transcript from this week’s, MiB: The Jeremies! Schwartz and Siegel on SFTLR! ,

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