The Big Picture

JUNE 18, 2024

Erika Ayers Badan : You know, the marketing and media group was interesting. I was a media buyer, so I could buy what someone else proposed to me. And then I went to a company with Joanne pre IPO called Demand Media. I got the sense that, so Churnin takes 51% for a fairly modest valuation, 10 or $15 million.

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The Big Picture

JANUARY 21, 2025

Jonathan kind of famously announced that he was diagnosed with terminal cancer on his website as well as social media. But the numbers you can’t argue with, I mean, we all know that the brutal math of investing before costs investors collectively will earn the market return after costs.

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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. Second part of our framework is valuation fundamental work. Well, that means valuations are probably too high.

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The Big Picture

AUGUST 29, 2023

It’s client related, it’s media like we’re doing today. DAVIS: Where international equities, because of valuations, probably 7% to 7.5%. RITHOLTZ: So let’s talk about that, because that gap in valuation has persisted for a long time. DAVIS: Well, it’s a lot. RITHOLTZ: Right.

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The Big Picture

OCTOBER 17, 2023

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. It’s just math stick to it over long periods of time. Then the volatility and, and the valuation makes an enormous difference.

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The Big Picture

SEPTEMBER 26, 2022

But thankfully, the next decade, things really accelerated in terms of the growth of the company and growth in the valuation, things like that. So they can see firsthand what’s happening as well as obviously inviting media, but local media and national media. The math never seems to work out.

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The Big Picture

FEBRUARY 13, 2023

RIEDER: So, you know, think about last year, I mean, every media event or any anything we did externally, and it’s always what people said, how much cash you’re running? Now, we’re shifting to more international places like China, Europe, et cetera, that are really growing, and that valuations are cheaper. Where are we?

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The Big Picture

MAY 21, 2024

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. And one of the worst performing factors has been valuation. And I think that’s wrong because valuation does matter.

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Aleph

JANUARY 14, 2023

link] Abundant liquidity from the Fed emboldened growth investors to bid prices to unsustainable valuations. link] Maybe, and it might be good to replace geometry with analytic geometry, but adding data science and probability will leave most STEM majors underprepared for college math. In the End, the Answer Was in the Textbook.

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The Big Picture

MARCH 21, 2023

But plenty of valuation measures, it has no applicability for price-to-sales. ASNESS: Well, first of all, I’m going to somewhat disappoint you saying we do not take very big bets on views like timing asset classes based on valuation. My mom was a math teacher so — RITHOLTZ: Okay. It can apply to earnings.

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The Big Picture

DECEMBER 1, 2024

My Sunday morning look at incompetency, corruption and policy failures: • There’s a real math problem with MicroStrategy’s obscene valuation premium : MicroStrategy is worth around 3x as much as its bitcoin holdings. Avert your eyes! Let’s talk about the implications of that. Let’s talk about the implications of that.

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The Big Picture

MAY 16, 2023

Literally the first check-in to Robinhood, which went public in 2021 at about a $34 billion valuation. I know him from Lindzonpalooza from his early media work. I’ve known you for forever and over the course of most of that time, your work has really operated at the intersection of finance and media. RITHOLTZ: Right.

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The Big Picture

NOVEMBER 25, 2024

And I, and I really like the application of math and statistics and computer science to markets. We started publishing our research, getting out there more, and slowly used that to transition to be, you know, we were more active on social media. You learn the math that can help you with, with market making operations.

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The Big Picture

OCTOBER 31, 2022

RITHOLTZ: So here’s the question about 2020 and we could talk a little bit about the pandemic, when you have an event from outside the market, sort of feels less like the dot-coms and the valuation issue, and more like the meteor that killed the dinosaurs, it’s totally outside of the system. SIEGEL: Right. RITHOLTZ: Right.

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