Musings on Markets

OCTOBER 28, 2024

As companies mature, with business models delivering profits and reinvestment needs declining, it is not surprising the companies look outward, with acquisitions often entering the equation.

Investments 66

Investments Profit and Loss Benchmarking Accounting 66

Barry Ritholtz

OCTOBER 28, 2024

00:11:35 [Speaker Changed] I mean, I couldn’t wish for better shareholding group because with AEOs we got a, a tremendous powerhouse behind us, a very financially profitable organization. And when you’re doing it without it, without it, it the form it is quite a good benchmark. How do you cope with that loss of talent?

Investments 58

Investments Profit and Loss Numbers Entertainment 58

Barry Ritholtz

SEPTEMBER 12, 2022

The next question that you alluded to, which is really interesting about revenue and profits, how solid in inflation hedge are equities? Revenues seem to be unaffected, profits have been pretty strong, and companies have shown a pretty solid ability to pass along input cost to the — to ultimately to the consumer. RITHOLTZ: Right.

Investments 118

Investments Marketing Profit and Loss Banking 118

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. And so it is important that at least you’re able to entertain that. I found this conversation to be both interesting and surprising. It would go up, it should go up.

Concentration 68

Concentration Valuation Marketing Investments 68

Barry Ritholtz

AUGUST 29, 2022

And this is part of the story I was so fascinated with was why would someone set-up a company where they deliberately turn over all the future profits to the — to the people? BALCHUNAS: … because if you look at any study, the lowest cost active funds beat their benchmarks way more. I run it at a loss. It’s unique.

Profit and Loss 68

Profit and Loss Marketing Investments Benchmarking 68

Barry Ritholtz

JULY 24, 2023

In 2015, Bill Gurley at Benchmark was saying Silicon Valley is in a bubble. You’ve seen job losses in goods producing sectors, manufacturing, auto, construction. The AI boom is coming at the right time where you could see wages, profits rising simultaneously where inflation is relatively contained. Let me explain.

Marketing 52

Marketing Construction Valuation Investments 52

Barry Ritholtz

OCTOBER 21, 2024

Their benchmarks were down. I had no money back in 87, but certainly, you know, some of the managing directors and other people that had some money, they, they made quite a, quite a bit of of profits on, on some of the left for dead Microsoft and others that were just, you know, sold to very low levels as 00:06:28 [Speaker Changed] Opposed.

Investments 58

Investments Numbers Marketing Leverage 58