The Big Picture

AUGUST 20, 2024

00:03:14 [Mike Greene] So that was actually an outgrowth from my experience coming out of Wharton and you mentioned the, the, you know, the transition of people who tended to be skilled at math or physics into finance. We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments.

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The Big Picture

AUGUST 29, 2023

I did an internship in the summer at Citibank Securities in fixed income sales and trading. But the reason I went to Merrill is because they had this unique global debt rotation program that allowed you to rotate through a couple different business units in fixed income, sales and trading. And I knew I wanted to do trading.

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Clever Girl Finance

AUGUST 10, 2022

First, figure out which age range or topic you want to teach (for example, math, flute, or biology). Get a professional valuation, so you never sell for less than the ring is worth, and take steps to ensure no one scams you during the sale. Deliver flyers for local businesses. Sell your car.

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Trade Brains

DECEMBER 16, 2022

They use several valuation metrics to know more about the company. And when used for ROE, as per the basic rule of math, if the denominator decreases, the fraction as whole increases i.e, The shift from contract manufacturing to a manufacturing and sales model helped the company to increase its earnings and thus margins.

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The Big Picture

JUNE 18, 2024

But Barry Ritholtz : You found out it was all sales, right? But Erika Ayers Badan : It was all sales. I got the sense that, so Churnin takes 51% for a fairly modest valuation, 10 or $15 million. How do you morph that into 5000% revenue gains ultimately leading multiple sales of the company? Three subsequent sales in 2020.

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Mr. Money Mustache

MAY 20, 2022

– your sales dry up, your stock price crashes, and your cozy corporate desk has turned into a tattered lawn chair in the parking lot and your business is done. It’s fun math – a 20% drop in prices means you get 25% more shares for your dollar, and a 50% drop means twice as many , or 100% more shares per dollar invested.).

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The Big Picture

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. I remember telling myself, why would anyone invest in mutual funds when you can buy an ETF instead?

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The Big Picture

FEBRUARY 13, 2023

And then somebody convinced me to go into sales and trading, and I decided to do that. Now, we’re shifting to more international places like China, Europe, et cetera, that are really growing, and that valuations are cheaper. How are we doing in literacy versus math versus science? And you know, I love markets.

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The Big Picture

DECEMBER 12, 2023

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. One, one of those big winners has been Cosmos Pharmaceutical, which is a discount drug store and food store and Southern Japan and 00:53:14 Their sg NA to sales, something like 14 or 15%.

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The Big Picture

JULY 19, 2022

Michael Lewis’ Liar’s Poker’s good guys was one of my sales contacts there. ILMANEN: It’s always good to think of starting yields and valuation sort of two sides of the same coin. So, that relationship actually already started when I was a portfolio manager, right? Finally, in a faction (ph) like one of these.

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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

RITHOLTZ: So it can be price-to-sales — RITHOLTZ: Yeah. They grew more in terms of earnings, sales, cash flows. But plenty of valuation measures, it has no applicability for price-to-sales. My mom was a math teacher so — RITHOLTZ: Okay. It’s basically price divided by any reasonable fundamental.

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The Big Picture

MARCH 12, 2024

And we’ve automated the, the appraisal process for valuation, both intrinsic value, meaning like, where would we pay it, where would we buy it, and where is the fair market price that asset from that level, from price and from consumer behavior now. We’ve gathered up all the information you would need to do an appraisal.

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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. With 83% of the s and p 500 reporting earnings sales are roughly in line. What was the career plan?

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The Big Picture

NOVEMBER 21, 2023

Sales centers are, are more productive. It was about $170 million valuation. So here’s the math, Barry. In a sales center or a call center, right? 00:59:32 [Speaker Changed] So, so in late 21, 20 22, valuations had gotten a touch frothy in, in both the public and the private markets. You all have phones.

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The Big Picture

FEBRUARY 17, 2025

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. One is, if you think about EM, equity valuations versus the s and p, the EM index is trading at, you know, 10 to 11 times forward pe. You can get growth at extremely compelling valuations.

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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. And so we, we get this contract written and I go off to grad school assuming I would go work at a big bank doing sales and trading in some quant role. You learn the math that can help you with, with market making operations.

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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. RITHOLTZ: He was the first (inaudible) in round B at the higher valuation. I don’t know I was for sale. The sale of Wallstrip. Is it about the valuation? Back then I was Wallstrip was like a 400K valuation.

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The Big Picture

JANUARY 7, 2025

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? Does that valuation difference in the public markets extend to private markets as well? Hence the valuation gap.

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The Big Picture

OCTOBER 31, 2022

RITHOLTZ: But in reality, any day you want to put your house up for sale, you might get a different price then — SIEGEL: If you — I mean, you know, if times are bad and then you say, “I got to sell it the next five minutes,” you don’t want to look at that price. SIEGEL: Every second. Yeah, exactly. SIEGEL: Exactly.

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