Barry Ritholtz

AUGUST 15, 2023

SEIDES: And I’ll tell you a story that’s fun about the communication of it too. ” It wasn’t that they didn’t communicate that. It’s just entertainment. What’s keeping you entertained during lockdown? Both people are kicking money in. SEIDES: Correct. RITHOLTZ: Really interesting.

Investments 52

Investments Benchmarking Marketing Treasury 52

Barry Ritholtz

DECEMBER 14, 2022

And interestingly, I’m happy to come back to these things I learned in helping companies through mergers, particularly around things like communications and shareholder relations, and employee engagement that have now served me really well, couple decades later in my career. RITHOLTZ: Lab — so we’ll get to hospitality.

Mergers and Acquisitions (M&A) 64

Mergers and Acquisitions (M&A) Investments Construction Concentration 64

Barry Ritholtz

APRIL 4, 2023

So you would see pretty high concentrations of, you know, $100 million, $200 million, $300 million, all essentially sitting on a single balance sheet of the bank. One of them is here in the studio with us today, Jessica Tannenbaum who heads up our marketing area and communications. It’s a level of passion and enthusiasm.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Investments Finance Banking 59

Barry Ritholtz

APRIL 25, 2023

You could probably build a better communications strategy. You have a concentrated securities position, right? We should be all of the resources that a fully functional compliance department should be on the other end of an email, on the other end of a phone call, any type of communication. Probably insert some AI.

Mergers and Acquisitions (M&A) 64

Mergers and Acquisitions (M&A) Compliance Investments Finance 64

Barry Ritholtz

DECEMBER 17, 2024

There was the optical communications boom, some of the original software internet assets. One is just generally on the valuation question with technology and similarly, the market concentration of the magnificent seven. That that’s a fairly concentrated portfolio, isn’t it? Share your thoughts on that.

Technology 52

Technology Investments Numbers Concentration 52

Barry Ritholtz

DECEMBER 10, 2024

They were very interested in the company’s suite of primarily communications technologies, CC mail, Lotus Notes, because the sort of networking boom had already started up, and they saw a world where all of these PCs would be interconnected. The parallels are that there is a concentration of interest.

Technology 52

Technology Manufacturing Investments Education 52

Barry Ritholtz

FEBRUARY 12, 2024

That explaining that process and communication to people built confidence. You’re outperforming, you’re, you’re putting up good numbers that’s on a concentrated portfolio and it’s 10, 15, 20 stocks are the drivers. What, what’s been keeping you entertained, 01:03:27 [Speaker Changed] Entertained?

Investments 117

Investments Marketing Numbers Entertainment 117

Barry Ritholtz

JULY 31, 2023

And most people think of Bill, his bread and butter business is activist, very concentrated stock investing, but he has a bit of a background in macro too, back from ’07, ’08, and he actually decides to do this in the credit markets, where spreads are incredibly tight. RITHOLTZ: The communication was bad also.

Treasury 52

Treasury Retail Economics Entertainment 52

Barry Ritholtz

FEBRUARY 20, 2024

The New York Fed is kind of, I don’t know how to say this first, amongst the regional feds, because you’re located right in the heart of the financial community. What is the communication like back and forth between the New York Fed and major players in finance, especially in the midst of a crisis like that? All right.

Treasury 59

Treasury Marketing Banking Economics 59

Barry Ritholtz

JULY 15, 2024

Now, I participated in some of that as a research analyst by looking at companies like Total Access Communications that tie wireless company, PL dt, Philippine, long Distance Telecom. In the case of total access communication, bought the stock at 11 cents, went to five, you know, went 00:18:16 [Speaker Changed] To 5 cents or $5. $5.

Investments 59

Investments Marketing Banking Benchmarking 59

Barry Ritholtz

FEBRUARY 4, 2025

But still he’s communicating how wrong everybody else is and how right he’s been and why you should be pretty constructive about the state of both employment and credit and the stock market he has. I, I disagree with his forecast for this year, which is 0% chance of recession. Hey, I never put a 0% chance on anything.

Economics 103

Economics Finance Manufacturing Banking 103

CFO News Room

JANUARY 17, 2023

Here’s page one: The footnotes are very entertaining. This could be explained by several factors including insufficient concentration, improper formulation and/or amount of PVP-I, inadequate duration of exposure, inappropriate method of administration, and mucociliary clearance of PVP-I from the nasal cavity. Democrats en Déshabillé.

Concentration 130

Concentration Economics Numbers Manufacturing 130