Barry Ritholtz

SEPTEMBER 19, 2022

The advertising model, as we have learned is not aligned with customers’ interests, right? So along those lines, there are some venture firms that don’t really seem to care a lot about valuations and others seem to focus on a little bit. We’ve seen valuations come way down for public companies.

Valuation 122

Valuation Investments Marketing Technology 122

Barry Ritholtz

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. We didn’t really have to worry about marketing or advertising, didn’t spend time on podcasts or TV.

Investments 119

Investments Banking Advertising Marketing 119

Barry Ritholtz

SEPTEMBER 3, 2024

Barry Ritholtz: The old, the old joke, half of our advertising dollars are wasted. 00:19:51 [Speaker Changed] What, what’s a better advertisement for a mutual fund than the fund manager having millions and millions of dollars invested in that exact fund? But maybe second to valuation as a primary consideration.

Investments 59

Investments Valuation Concentration Marketing 59

Barry Ritholtz

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 64

Valuation Investments Economics Marketing 64

Barry Ritholtz

JUNE 18, 2024

Barry Ritholtz : Now, if I remember correctly, late nineties cracks in the facade were already showing of, you know, the, the monolithic radio, TV advertising world. I got the sense that, so Churnin takes 51% for a fairly modest valuation, 10 or $15 million. Big advertisers would never give Barstool Sports a look the way they do now.

Entertainment 59

Entertainment Investments Math Advertising 59

Barry Ritholtz

JANUARY 21, 2025

I even went on advertising calls with the advertising director. But the numbers you can’t argue with, I mean, we all know that the brutal math of investing before costs investors collectively will earn the market return after costs. It was so much fun and I learned so much. Where, where did you grow up?

Investments 59

Investments Finance Education Marketing 59

Barry Ritholtz

FEBRUARY 13, 2023

ADVERTISEMENT) RITHOLTZ: So you’ve been with BlackRock since the financial crisis. 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? Where are we?

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Investments Marketing Education 59