The Big Picture

SEPTEMBER 3, 2024

And so I had actually interviewed for a couple of things when I got a call from a recruiter about Diamond Hill, I had actually never been to Columbus, Ohio before I went there to interview. And so when the recruiter called me, I said, you know, it sounds really interesting. But maybe second to valuation as a primary consideration.

Investing 147

Investing Investments Management Valuation 147

The Big Picture

MAY 9, 2023

So I took it upon myself to go off and took a course in bond math, took another course in derivatives and realized the underlying fundamental concepts were barely, I mean, it wasn’t even high school math in most cases. So we have a pretty well tried and tested campus recruitment approach.

Assets 299

Assets Clients Investments Investing 299

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.

Valuation 162

Valuation Clients Investing Investments 162

The Big Picture

AUGUST 29, 2023

And your bio explains how you were recruited to Vanguard. And it’s paid off, it’s paid spades in terms of, it helps us make sure that we’re recruiting the right people, it helps us in terms of retaining folks. DAVIS: Where international equities, because of valuations, probably 7% to 7.5%. RITHOLTZ: Right.

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

JUNE 18, 2024

I got the sense that, so Churnin takes 51% for a fairly modest valuation, 10 or $15 million. You know, I think I went through two weeks of interviews and the recruiters had to be caught up and placated because none of their candidates got the job. That, that gives Barstool a half a billion dollar valuation.

Media 147

Media Food Advertising Investments 147

The Big Picture

AUGUST 15, 2023

And so alongside of Wall Street recruiting in my senior year, I interviewed at the Yale Investments Office and was fortunate to get that job and violated the two principles I had at the time, which was I wanted to be in a training program and I wanted to leave New Haven. What’s the valuation? How would you have done?

Management 130

Management Investing Investments Government 130

The Big Picture

MARCH 21, 2023

But plenty of valuation measures, it has no applicability for price-to-sales. RITHOLTZ: Meaning it would be a recruitment challenge. 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. It can apply to earnings.

Valuation 173

Valuation Investing Investments Numbers 173