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Intel In Crosshairs Of Apollo, Qualcomm

Global Finance

Benchmark tech analyst Cody Acree argues that a private equity firm like Apollo is a better fit for struggling Intel. Analysts believe the San Diego-based tech giant could make the math work, particularly if the deal involved selling off Intel’s manufacturing assets.

Math 93
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Transcript: Christine Phillpotts, Ariel Investments

Barry Ritholtz

But when you look at emerging markets and when you look at value, the opportunity for alpha is much, much greater than it is in traditional large cap growth stocks in the US And a lot of managers in that space actually beat their benchmark. And I did a lot of options math, which I thought was interesting.

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Transcript: Brad Gerstner

Barry Ritholtz

My dad was first generation college, became an entrepreneur, started an auto parts manufacturing business. You know, I think of like a Mike Spies or at Sutter Hill, you know, a Martine Cado and Andreessen, you know, Gurley when he was at Benchmark. So here’s the math, Barry. He, he chose a, a challenging time.

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Transcript: Savita Subramanian

Barry Ritholtz

I’m kind of in intrigued by the idea of philosophy and math. So I found myself getting kind of bored with my math problem sets, and then I could shift to philosophy and then go back and forth. And it’s gotten ver like the average active fund has gotten closer and closer to the benchmark over the last five years.

Finance 59