Barry Ritholtz

JUNE 7, 2023

Weinstein, Woodline Partners Co-Chief Investment Officer Mike Rockefeller, Fernbridge Capita Management Founder Brennan Diaz and Knighthead Capital Management Co-Founder Thomas Wagner. Taking a hedge fund approach to long-only investing. He is now providing strategic investments to multi manager funds. Good, good timing.

Investments 110

Investments Concentration Profit and Loss Economics 110

PYMNTS

SEPTEMBER 25, 2017

The new version of the App Store was crafted to drive more app discovery and downloads through the separation of apps and games, increased investment in editorial content and features like “App of the Day,” which gives exposure to different developers daily. More than half of U.S. In 2016, that percentage dropped to 0.05

Concentration 67

Concentration Benchmarking Securities Currencies 67

Barry Ritholtz

SEPTEMBER 3, 2024

They are a publicly traded investment manager, stocks symbol DHIL, that have been public since day one since 2016. They do a number of things at Diamond Hill that many other investment shops don’t. And so I felt like all of those experiences just really led me to love investing. Brilliant is CEO of Diamond Hill.

Investments 59

Investments Valuation Concentration Marketing 59

The Finance Weekly

NOVEMBER 27, 2023

They are widely used in , strategic planning and reporting to guide investment decisions. This measure aids in predicting future profits and establishing profitability goals and benchmarks. Simply put, it shows how much profit you make for every pound invested in your business.

Budgeting 52

Budgeting General Ledger Sales Concentration 52

The Finance Weekly

JULY 14, 2024

It extends beyond conventional budgeting, planning, and forecasting processes which usually span a year, and concentrates mainly on financial goals and key initiatives that are 5-10 years or more into the future. That’s exactly how Long-range Planning (LRP)works – not only for individuals but for businesses as well.

Planning 52

Planning Leadership Budgeting Financial Analyst 52

Barry Ritholtz

SEPTEMBER 12, 2022

She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. It’s a town of about 4,000 people, so exposure to markets or investment banking or any of the careers in finance was not something that you really envisioned. Her name is Kristen Bitterly Michell.

Investments 119

Investments Marketing Profit and Loss Banking 119

Barry Ritholtz

AUGUST 20, 2024

And the advice that he gave to David Einhorn about it that helped lead Einhorn to start really kicking the benchmark’s butt again for the past couple of years. Some of the things Mike said about investing, like what would you tell your friends and family to put your money into? You talk about passive investing, this and that.

Concentration 69

Concentration Valuation Marketing Investments 69

Spreadym

MAY 31, 2023

These goals provide a clear direction for the organization and serve as benchmarks for measuring progress. Operational planning , on the other hand, has a shorter time frame and concentrates on the immediate or near-term activities that need to be carried out to achieve the strategic objectives.

Strategic Planning 52

Strategic Planning Planning Performance Measuring Budgeting 52

Barry Ritholtz

OCTOBER 24, 2022

The transcript from this week’s, MiB: Marta Norton, Morningstar Investment Management , is below. BARRY RITHOLTZ, BLOOMBERG RADIO HOST: This week on the podcast, I have an extra special guest, Marta Norton is the Chief Investment Officer for Morningstar Investment Management. What makes a good investment strategy?

Investments 52

Investments Valuation Benchmarking Marketing 52

Barry Ritholtz

FEBRUARY 6, 2024

I love finding these people who are just absolute rock stars within their space that most of the investing public probably is not familiar with, haven’t heard about them. Its index and its benchmark. Tremendous track record, unusual background comes from computer science and software and, and pivoted into quantitative investing.

Valuation 52

Valuation Investments Finance Math 52

Barry Ritholtz

MARCH 7, 2023

So I was relating asset prices to GDP growth, to investment growth, to default rest, to factors like this. VASSALOU: In the case of value versus growth, it’s more related to the level of GDP growth and investment growth, and the different sectors of the economy. And so I had the — RITHOLTZ: Undecided (ph). VASSALOU: Yeah.

Investments 69

Investments Marketing Risk Management Economics 69

PYMNTS

AUGUST 21, 2017

million from Benchmark Capital and changed its name to eBay. Margins have taken a hit at the hands of investments in marketing, seller services and the core product to keep sellers on board, new buyers coming and existing ones spending. From the Living Room to the Basement. For much of its first decade, eBay was on a roll.

Advertising 51

Advertising Retail eCommerce Startups 51

Musings on Markets

AUGUST 15, 2023

In every introductory finance class, you begin with the notion of a risk-free investment, and the rate on that investment becomes the base on which you build, to get to expected returns on risky assets and investments. What is a risk free investment?

Investments 85

Investments Currencies Treasury Hurdle Rate 85

Barry Ritholtz

AUGUST 15, 2023

Let’s talk a little bit about your alternative investments career. 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.

Investments 52

Investments Benchmarking Marketing Treasury 52

Barry Ritholtz

DECEMBER 12, 2023

He has absolutely crushed his benchmark over that period. He’s crushed the Russell 2000, whatever benchmark you want to talk about. You fell in love with investing as an 8-year-old. But in the New York Times, there was an advertisement that the value line investment survey needed analysts. a year since 1989.

Benchmarking 105

Benchmarking Concentration Investments Profit and Loss 105

Barry Ritholtz

JULY 29, 2024

And then I fell in love with technology and product development, moved from there to strategy, then moved from there to investment product development, worked on Schwab’s first ETF offerings, their equity mutual funds, fixed income mutual funds. Not everybody was in the same set of funds or same set of investments.

Investments 59

Investments Communication Benchmarking Technology 59

Barry Ritholtz

MARCH 26, 2024

The transcript from this week’s, MiB: Liz Ann Sonders, Schwab Chief Investment Strategist , is below. She is the chief investment strategist and member of the firm’s Investment Committee at Schwab. She is as much in the mix, in the thick of what’s going on in the world of investing as anybody.

Investments 59

Investments Marketing Concentration Economics 59

Barry Ritholtz

AUGUST 16, 2022

If you’re all interested in macro investing, trend following, commodities, currencies, fixed income, various types of quantitative strategies, and most important of all, risk management, you’re going to find this conversation to be absolutely fascinating. John was one of our managers that we had, you know, our clients invest in.

Profit and Loss 122

Profit and Loss Foreign Exchange Valuation Investments 122

Barry Ritholtz

DECEMBER 26, 2023

You work at Capital Growth Financial and in former global markets before you join investing Giant Merrill Lynch in 2007, what was that transition like from smaller shops to a really, really big one? So I’m looking at the lowest tier of investment grade versus the 10 year yield 00:52:46 [Speaker Changed] Versus the treasury.

Marketing 64

Marketing Leadership Finance Investments 64

Global Finance

DECEMBER 9, 2024

Qatar is looking to become a regional model for high-value financial services and a hub for investments and business. The surge in debt issuance has set new benchmarks, both for Qatari sovereign debt and offerings by companies based in the emirate. Aadil Nastar, QInvest: Expect continued growth in Qatars debt capital market.

Marketing 100

Marketing Treasury Finance Concentration 100

Barry Ritholtz

FEBRUARY 20, 2024

And, and since then, you, you’ve gone on to do some work reforming L-I-B-O-R as the benchmark for rates. But I think there are some logical reasons why they followed 2% was low enough that it inflation wasn’t gonna be sort of important component of people’s thinking in terms of their consumption investment decisions.

Treasury 59

Treasury Marketing Banking Economics 59

Barry Ritholtz

JULY 15, 2024

From there, I started, I enrolled in Boston University, and that’s when I started meeting people that were actually in the investment business. We went through our entire career together, MBA career, and he said, why don’t you come over to Liberty Mutual and, and apply for a job in the investment department?

Investments 59

Investments Marketing Banking Benchmarking 59

Barry Ritholtz

OCTOBER 13, 2023

My Paraskevidekatriaphobia morning train WFH reads: • The Excitement, Danger, and Unknown of Small-Cap Investing’s Comeback : SouthernSun Asset Management has waited years for a market as promising as this one for its little-known stocks.( This is doubly important because I think we all underestimate how common business failure really is.

Benchmarking 52

Benchmarking Concentration Advertising Investments 52

Barry Ritholtz

JUNE 30, 2024

The Atlantic ) • Why Front-Page News Can Mislead Investors : Extreme pessimism—the kind that often leads the news—can potentially be fertile ground for investment opportunities. By virtually every benchmark, in fact, we’re exceeding growth expectations. economy are often at odds with reality. economy are often at odds with reality.

Math 59

Math Concentration Benchmarking Valuation 59