Inside Information

DECEMBER 26, 2023

He published a number of white papers around the turn of the century that predicted a dystopian professional landscape composed of a small handful of giant RIAs and a few smaller firms scurrying under their feet, looking for table scraps. Mark Hurley seems to be addicted to predicting the future. Conclusions? Which means?

Wealth Management 40

Wealth Management Clients Management Numbers 40

SEI

SEPTEMBER 17, 2022

So I don't know if we have a full quantification yet, because I think it'll be a dynamic, ongoing process, but I think as people monitor our expense numbers and start to look at that unit, you will start to see those expenses coming down. Maybe if you can just comment on your advisor recruiting efforts. Rajiv Bhatia: Got it.

Clients 49

Clients Assets Banking Planning 49

The Irrelevant Investor

AUGUST 17, 2015

Rational measures of valuation had taken a backseat to “mouse clicks and momentum,” as Robertson put it, and he had no stomach for more punishment. On March 30, with the NASDAQ already 15 percent off its peak, Robertson broke the news to his investors. 28 Whereas D.

Marketing 52

Marketing Marketing Assets Recruitment 52

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. Or at least the top, pick a number, 30, 40%. Less, 20, 30%?

Management 130

Management Investing Investments Government 130

The Big Picture

JULY 26, 2022

What makes Graham so interesting is while everybody else in the world of private equity is focused on the analytics and crunching numbers and creating econometric models that will tell you where to invest, I think they’ve found a very different model that has been extremely successful for them, where the key focus is on talent.

Consulting 298

Consulting Numbers Management Investments 298

The Big Picture

AUGUST 29, 2023

And it worked out and had multiple job offers coming out of school from a number of different insurance companies. And your bio explains how you were recruited to Vanguard. I had a number of relationships that I built up and had another job lined up in New York City. RITHOLTZ: So let’s talk about that.

Portfolio 130

Portfolio Investments Investing Numbers 130

The Big Picture

MAY 9, 2023

He co-chairs a number of the asset management investment committees. So I interviewed with a bunch of banks, got a number of job offers by the end of the week, and joined Goldman Sachs in October 1998. I ended up being hired onto the high yield desk as a research analyst and did that for a number of years, a couple of years.

Assets 299

Assets Clients Investing Investments 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. So that’s, that’s number one.

Valuation 162

Valuation Clients Investments Investing 162

Trade Brains

NOVEMBER 26, 2023

It has a portfolio of popular internet domains for Online recruitment, Online Real Estate, Online Matrimony, and online educational services. The Company began operations on May 1st, 1995 with the launch of its classified recruitment business Naukri.com. Particulars Amount Particulars Amount CMP 1,437.4 Market Cap (Cr.) Stock P/E 22.8

Recruitment 102

Recruitment Startup Engineering Education 102

The Big Picture

OCTOBER 24, 2022

BLS recruits, just like all other organizations, recruits at college campuses. So there are a number of us heading in out of college into the BLS. And how do we think about them from a valuation perspective? You said earlier, valuations were historically high both stocks and bonds late 2021, right about now, what are we?

Portfolio 130

Portfolio Management Assets Investing 130

Diamond Consultants

DECEMBER 20, 2022

And based on our own experience (as hard numbers are not yet available), that activity continued throughout the second half of the year, despite volatile market headwinds. With recruiting particularly active at Morgan Stanley and UBS, advisors demonstrated that it’s still the right model for many of them.

Recruitment 59

Recruitment Compliance Wealth Management Banking 59

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

SEPTEMBER 5, 2023

And I literally put the entire Schedule A, which is the pricing square footage unit numbers in a Hewlett Packard 41B using bit mapping. And we’d sort of turn that into a valuation business. Everybody knew the number but the appraiser. What are the, you know, I’d literally have it in my handheld. Just keep it fair.

Sales 130

Sales Numbers Marketing Marketing 130

The Big Picture

SEPTEMBER 26, 2022

He was instrumental in getting a number of very positive policy actions passed over the past decade. I’ve interviewed a number of people from Revolution. But thankfully, the next decade, things really accelerated in terms of the growth of the company and growth in the valuation, things like that.

Startup 173

Startup Investments Investing Numbers 173

The Big Picture

APRIL 8, 2025

Lisa Shallet, chief Investment Officer at Morgan Stanley has had a number of fascinating roles in Wall Street, which is kind of amusing considering she had no interest in working on Wall Street, and yet she was CEO and chairman at Sanford Bernstein. I was traveling and on an airplane all the time. So I took the plunge, I quit.

Asset Allocation 147

Asset Allocation Wealth Management Clients Assets 147

The Big Picture

MARCH 21, 2023

You can use this in a number of ways. And that’s a pretty good number. But plenty of valuation measures, it has no applicability for price-to-sales. RITHOLTZ: Meaning it would be a recruitment challenge. If you’re long a dollar of high beta of low beta, I sometimes get the sign wrong in interviews.

Valuation 173

Valuation Investments Investing Numbers 173

The Big Picture

FEBRUARY 17, 2025

So during my time there, I was probably employee number four or five. In fact, I think the number is net of fees 10 years out, it’s like 93% underperform the benchmark in in us. That is not being reflected in valuations from a top down standpoint. You also wanna see what is the catalyst to that valuation discount closing.

Investments 147

Investments Investing Economics Management 147

The Big Picture

NOVEMBER 4, 2024

I said a number of dis drive companies, pc, I mean, we did actually invest in Compact during that period. They’re a number of technologists that are now interested in healthcare. And where we’ve made the least number of investments, the fewest number of investments is in hospital systems because Epic owned it.

Healthcare 130

Healthcare Medical Investments Investing 130

The Big Picture

DECEMBER 10, 2024

These 10% are what’s driving the entire valuation. The other thing that’s different is, is that today the companies with the most spectacular valuation levels are private. They had good year over year numbers. It was at the time, the number one producer of DISC drives. I like the three year trend.

Engineering 130

Engineering Consulting Manufacturing Investments 130

The Big Picture

MAY 16, 2023

Literally the first check-in to Robinhood, which went public in 2021 at about a $34 billion valuation. Uh, Fred said to give me your number.” ” (LAUGHTER) And he goes, and then he goes like this and tell Fred not to give up my (EXPLETIVE) phone number anymore. LINDZON: Lesson number two. And hangs up off it.

Media 290

Media Investments Investing Valuation 290

Aleph

FEBRUARY 11, 2023

Portfolio Management and Finance The buying binge that has propelled US equities almost without interruption for four months is nearing a point where past rebounds caved in [link] Valuations are in the 97th percentile. Hint: check your bank account weekly, show bogus transactions to them quickly, and the bank will eat the loss.

Banking 59

Banking Government Economics Taxes 59