Barry Ritholtz

MAY 15, 2023

It’s incredibly difficult to construct a portfolio of stocks in a way that beats the competition. As it’s currently imagined, the technology promises to concentrate wealth and disempower workers. TKer ) • The Debt Ceiling Dispute Raises the Risks for ‘Risk-Free’ U.S. Bonds : Short-term costs for insuring U.S. Become the New McKinsey?

Math 59

Math Concentration Construction Leverage 59

Barry Ritholtz

FEBRUARY 7, 2024

To find out more, I speak with Jeremy Schwartz, Global Chief Investment Officer of WisdomTree, leading the firm’s investment strategy team in the construction of equity Indexes, quantitative active strategies and multi-asset Model Portfolios.

Investments 118

Investments Valuation Construction Marketing 118

Musings on Markets

AUGUST 19, 2024

Advice on concentrating your portfolio and having a margin of safety, both value investing nostrums, may work with the former but not with the latter. In conclusion It is the dream, in every discipline, to come up with a theory or construct that explains everything in that disciple.

Corporate Finance 119

Corporate Finance Valuation Investments Finance 119

Musings on Markets

SEPTEMBER 9, 2024

In parallel, I also noted that investors have to change the way they value and price companies, to reflect where they are in the life cycle, and how different investment philosophies lead you to concentrated picks in different phases of the life cycle.

Valuation 132

Valuation Construction Manufacturing Marketing 132

PYMNTS

MAY 29, 2018

companies amid the very public collapse of Carillion , the construction outsourcing firm. noted this week that papers focused on the collapse of construction firm Carillion show that the U.K.’s The Guardian reported that the committee has also found that public works contacts are too keenly concentrated in the hands of a few firms.

Construction 40

Construction Concentration B2B Invoicing 40

PYMNTS

SEPTEMBER 26, 2019

And for us, the challenge is: How do we navigate those complications and how do we make sure that we’re a constructive part of everyone’s life?”. There also will be demand “heat maps” showing where requests are concentrated within a given geographic location.

Concentration 53

Concentration Construction Leverage Transportation 53

PYMNTS

MARCH 20, 2017

PassivDom’s homes are entirely constructed by 3-D printing and enable people to not be reliant upon electricity or gas companies to help power and heat spaces. These manufacturers usually concentrate on a narrow market segment (prefab, mobile or modular housing).

Construction 40

Construction Manufacturing Concentration Transportation 40

PYMNTS

JUNE 20, 2018

For the time being, myPOS – which has been around since 2014 – is concentrating on selling its payments services in the United Kingdom and the rest of Europe. Additionally, the legacy systems cannot always keep up with the impatience of modern consumers. The public wants quicker and quicker ways to spend their money,” Byrne pointed out.

Concentration 54

Concentration Construction Sales Technology 54

PYMNTS

AUGUST 10, 2016

FedEx officially began construction on an 800,000-square-foot distribution center, adding yet another big piece of the shipping infrastructure that supports the eCommerce rush to the Leigh Valley area. The logistics maps that hold together the major hub cities of the East Coast no longer looks quite the same as it once did.

eCommerce 40

eCommerce Concentration Construction Transportation 40

The Finance Weekly

AUGUST 5, 2023

The progression from more junior to more senior roles in this chosen field typically follows a certain path.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Financial Analysis Forecasting Budgeting 52

CFO News Room

NOVEMBER 28, 2022

As while an advisor may be well-qualified to construct an appropriate asset allocation for a client, differentiating themselves from all other advisors (including relatively lower-cost robo-advisors) who use a lot of the same investment management strategies has become more difficult.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

PYMNTS

FEBRUARY 27, 2018

The goal: to construct a seamless platform for sellers of secondhand luxury furnishings to easily connect and transact with buyers of high-end consignments. In the future, we may offer even more items from other categories, but for now, we’ll be concentrating on those particular ones,” Brown said.

Concentration 43

Concentration Construction Startups Planning 43

The Finance Weekly

SEPTEMBER 10, 2023

While the preparation and presentation of this data can be complex, the following general steps are typically followed to construct a financial model: Creation of line items for each of the core statements: This step establishes the overall structure and framework that the financial model will adhere to.

Finance 52

Finance Financial Modeling Forecasting Concentration 52

Barry Ritholtz

DECEMBER 19, 2023

00:08:35 [Speaker Changed] So, during my time at Millennium, as my appreciation for proper portfolio construction started to grow, I had heard that Citadel was a pioneer in, in this type of investing. 00:19:58 [Speaker Changed] It really comes down to our portfolio construction. 00:22:29 [Speaker Changed] So less concentrated exposure.

Healthcare 64

Healthcare Investments Construction Concentration 64

CFO News Room

DECEMBER 26, 2022

Altogether, Kinder’s first question is a valuable tool for advisors to work constructively with clients to help them discover their true goals. Together, these constructs are used to create a 2´2 framework that can be used to identify an individual’s Retirement Income Style Awareness (RISA) profile.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

The Finance Weekly

AUGUST 27, 2023

Encompassing tasks such as analyzing financial data, creating budgets and forecasts, managing accounting processes, and ensuring tax adherence and regulatory compliance, these advanced solutions empower finance teams to concentrate on strategic decision-making and higher-value tasks. What is Datarails’, FP&A Genius?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Forecasting Budgeting 52

PYMNTS

JANUARY 19, 2018

And in areas that once relied heavily on pen and paper management, such as government, education, healthcare, construction and property management, WePay and others who power integrated payments have been able to ride the coattails of a general migration toward software. Now, that capability is embedded in the micro-business software.

Invoicing 46

Invoicing Concentration eCommerce Startups 46

CFO Talks

JUNE 2, 2022

But the lack of exchange control in Mauritius, the amount of expats and very successful businesses in Mauritius just means that you – not to say that there aren’t successful businesses in South Africa – but the concentration was quite high with the people you’re engaging with.

Auditing 52

Auditing Education Investments Construction 52

Barry Ritholtz

AUGUST 20, 2024

On the flip side of that equation, in a normal what’s called a contango construction in the vix, if you are shorting six month volatility or two month volatility and buying it back as one month volatility, you’re typically selling it around 15 and buying it back around 12. It’s, it’s double concentrated risk.

Concentration 69

Concentration Valuation Marketing Investments 69

The Finance Weekly

JANUARY 18, 2024

Aside from that, you should be eager to resolve your concerns and provide constructive criticism. In other words, concentrate on the future and leave the past to the controller. Above all, always be able to put solutions into action.

CFO 52

CFO Communication Leadership Concentration 52

CFO Talks

JUNE 2, 2022

But the lack of exchange control in Mauritius, the amount of expats and very successful businesses in Mauritius just means that you – not to say that there aren’t successful businesses in South Africa – but the concentration was quite high with the people you’re engaging with.

Auditing 40

Auditing Education Investments Construction 40

Barry Ritholtz

MARCH 4, 2025

I mean certainly there’s still like a huge, a huge concentration in kind of, you know, the Bay area and then kind of New York, Boston area. So again, depending on the industry, it depends on sort of where our concentration of bankers are. But there are cities, Miami’s a good example for our healthcare business.

Banking 52

Banking Mergers and Acquisitions (M&A) Marketing Manufacturing 52

Barry Ritholtz

MARCH 7, 2023

But to me, at the same time, I was finding this concentration on passive investing also problematic because passive investing works when the markets are efficient, and the markets are efficient when there is enough trading happening for new information to be incorporated in the prices.

Investments 69

Investments Marketing Risk Management Economics 69

Barry Ritholtz

OCTOBER 24, 2022

NORTON: Within Morningstar Investment Management, we are very much high conviction investors probably — RITHOLTZ: Meaning concentrated portfolio? NORTON: Concentrated portfolios or willing to stick our necks out and look different than a benchmark. And we’ve learned some hard lessons that way.

Investments 52

Investments Valuation Benchmarking Marketing 52

Barry Ritholtz

JULY 4, 2023

In the have not category, we’ve got the long short equity funds that are directional and concentrated, which have had horrific performance. Single manager, concentrated long short equity funds, those funds might have done well up until 2021, not because their process was so good, but they were the beneficiary of an upmarket.

Investments 59

Investments Numbers Risk Management Concentration 59

CFO News Room

JANUARY 29, 2023

A bonus: From Environmental Science and Technology, “ Does Using Corsi–Rosenthal Boxes to Mitigate COVID-19 Transmission Also Reduce Indoor Air Concentrations of PFAS and Phthalates ?” This makes construction more difficult. First, some users complain that the square floor fans used by the CR Box are too noisy.

Concentration 130

Concentration Economics Construction Invoicing 130

Global Finance

JULY 9, 2024

At a bilateral investment conference in Cairo on July 1, European Commission President Ursula von der Leyen announced that European companies were signing deals for more than $43 billion with Egyptian companies “ranging from hydrogen to water management, from construction to chemicals, from shipping to aviation and to automotive.”

Economics 116

Economics Concentration Investments Construction 116

Barry Ritholtz

AUGUST 15, 2023

It’s much more about security selection and a relatively static portfolio construction. So that comes out in position sizing and conviction and just making sure that you’re thinking about all the things that could go wrong if you’re taking a more concentrated position in something. RITHOLTZ: Really interesting.

Investments 52

Investments Benchmarking Marketing Treasury 52

Musings on Markets

JANUARY 28, 2024

Using the construct from the last section, I will start by looking at price-based risk measures and then move on to intrinsic risk measures in the second section. Risk Differences across Companies With that long lead-in on risk, we are positioned to take a look at how risk played out, at the company level, in 2024.

Hurdle Rate 117

Hurdle Rate Concentration Investments Finance 117

PYMNTS

APRIL 1, 2019

The standard methods of checking whether email addresses or Social Security numbers match an identity fail to be effective when entire identities are constructed out of a whole cloth, because, though some or all individual data points may be fake, they all line up. That’s the longer-term goal of the company.

Construction 73

Construction Numbers Concentration Securities 73

Barry Ritholtz

DECEMBER 14, 2022

But that is a different kind of approach to portfolio construction. You end up with a lot of construction. And something happens, either there’s been too much construction, or the economy softens. MCCARTHY: — and really concentrated the business in those best markets, and then helped to grow. Cambridge U.K.,

Mergers and Acquisitions (M&A) 64

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

Barry Ritholtz

JULY 29, 2024

00:10:47 [Speaker Changed] So in the additive services that Orion offers now are financial planning, compliance, CRM services, risk and analysis portfolio construction and advisor portal and investor portal. So tell us a little bit about that. 00:11:12 [Speaker Changed] So CRM is customer relationship management.

Investments 59

Investments Communication Benchmarking Technology 59

Barry Ritholtz

JUNE 13, 2023

And that could be painful, because someone will have to take the pain, even if, unlike 2008, where the risk was concentrated on banks’ balance sheet, today is much more spread across, let’s say, asset managers. And so at times it’s effectively when the essential is at stake that people can react constructively.

Investments 59

Investments Banking Entertainment Marketing 59

Barry Ritholtz

AUGUST 16, 2022

And so that’s a really fertile, constructive environment for us to try and generate returns. But will it be volatile enough for it to be fertile for what we do and constructive for what we do? And all of those four sectors have been moving a lot. RITHOLTZ: Meaning if they’re moving, you’re finding opportunities?

Profit and Loss 122

Profit and Loss Foreign Exchange Valuation Investments 122

Musings on Markets

MARCH 28, 2022

The Expansionists As the evidence has mounted that ESG, at least as constructed, failed to provide protection to companies and investors from the Russia fallout, there are a few in the ESG movement who have argued that the fix is to expand the definition and measurement of ESG to incorporate Russia-like risks.

Investments 116

Investments Economics Concentration Construction 116

CFO News Room

JANUARY 16, 2023

As the evidence has mounted that ESG, at least as constructed, failed to provide protection to companies and investors from the Russia fallout, there are a few in the ESG movement who have argued that the fix is to expand the definition and measurement of ESG to incorporate Russia-like risks. The Expansionists.

Investments 130

Investments Economics Concentration Construction 130

CFO News Room

MARCH 28, 2022

As the evidence has mounted that ESG, at least as constructed, failed to provide protection to companies and investors from the Russia fallout, there are a few in the ESG movement who have argued that the fix is to expand the definition and measurement of ESG to incorporate Russia-like risks. The Expansionists.

Investments 130

Investments Economics Concentration Construction 130