The Big Picture

SEPTEMBER 3, 2024

But there’s always gotta be some element of the valuation really being compelling. But even in the book I wrote in 2014, you could see that the focus on competitive advantage can never be absolute, you always have to take valuation into consideration. But maybe second to valuation as a primary consideration.

Investing 147

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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.

Banking 147

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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. You learn the math that can help you with, with market making operations. It’s just not smart on a math basis to do that. 01:02:36 All the math tells us we should not buy high dividend yield stocks.

Portfolio 147

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The Big Picture

OCTOBER 31, 2022

We wrote a white paper that was associated with it. SCHWARTZ: But even broad developed markets, they’re half the valuation of the U.S. And I’m like, “Well, if Bob Shiller is putting on the seatbelts, maybe he’s done the math, maybe I should be wearing a seatbelt in the back of the car.” SIEGEL: Right.

Numbers 147

Numbers Investing Investments Marketing 147