Barry Ritholtz

SEPTEMBER 3, 2024

Barry Ritholtz: The old, the old joke, half of our advertising dollars are wasted. I think actually if you go public, there tends to be a more of a concentration in owners holding founder 00:17:41 [Speaker Changed] Stock. 00:23:35 [Speaker Changed] I mean very concentrated portfolios and long-term perspective.

Investments 59

Investments Valuation Concentration Marketing 59

Barry Ritholtz

JULY 4, 2023

.” It’s really helpful to have had five other meetings with people who sit at analogous funds that had losses that were just as big, and in fact, they may have contributed to those losses more and be able to tell him, first off, your fund, just by my math, has a $250 million management fee. RITHOLTZ: No rollerblading.

Investments 59

Investments Numbers Risk Management Concentration 59

Barry Ritholtz

AUGUST 15, 2023

RITHOLTZ: So hold the duration risk aside with those two, but just for an investor in treasuries, I know you’ve done the math before. If you’re giving up that 1% big fat yield in 2019, 2021, let’s say you give up three years of 1% and get zero, how does the math work over the subsequent couple of years?

Investments 52

Investments Benchmarking Marketing Treasury 52

Barry Ritholtz

SEPTEMBER 10, 2024

So it’s, it’s just kind of ironic, and I’ll just throw this out as a bit of an advertisement, but like, we run a portfolio of 10 stocks, a concentrated portfolio, 00:27:41 [Speaker Changed] 10 stocks, 10 00:27:42 [Speaker Changed] Stocks, that’s it. So that’s the math.

Valuation 64

Valuation Investments Economics Marketing 64

Barry Ritholtz

DECEMBER 12, 2023

And I was a math nerd as a kid. But in the New York Times, there was an advertisement that the value line investment survey needed analysts. Low price stock has historically had some very large concentrated positions. This is what’s wrong with concentrating in the wrong stocks. But it’s always a compare.

Benchmarking 105

Benchmarking Concentration Investments Profit and Loss 105