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. If you’re making a directional bet, or even worse, a leveraged directional bet, and you’re your funds going to suffer. There has never been a clearer bifurcation between the two.

Investments 58

Investments Numbers Risk Management Concentration 58

Barry Ritholtz

DECEMBER 6, 2022

So if it’s, for example, a strategy tracking a Nasdaq Index, or an S&P, or a MSCI, typically, you leverage an index that is already available through the index providers. I mean, I do think there is a market for leverage and inverse ETFs out there. Tell us a little bit about what that process is like. RITHOLTZ: Yeah.

Investments 63

Investments Marketing Numbers Risk Management 63

Barry Ritholtz

JUNE 13, 2023

The exposure you get in investment banking, I was a leveraged finance banker by background. CHABRAN: Maybe because I come from a leverage finance background, as I told you, I tend always to focus on the downside. It’s called FL Entertainment, great entrepreneur, Stéphane Courbit. I think it was a great training.

Investments 58

Investments Banking Entertainment Valuation 58

Barry Ritholtz

SEPTEMBER 10, 2024

So it’s, it’s just kind of ironic, and I’ll just throw this out as a bit of an advertisement, but like, we run a portfolio of 10 stocks, a concentrated portfolio, 00:27:41 [Speaker Changed] 10 stocks, 10 00:27:42 [Speaker Changed] Stocks, that’s it. There are some other things going on around the world.

Valuation 63

Valuation Investments Economics Marketing 63

CFO News Room

NOVEMBER 22, 2022

But the whole point of this is…but the overwhelming majority of your revenue came along because in practice, the advisory revenue was very concentrated in a small subset of the high-volume clients. ” Michael: And so, presumably then in that context, 60%, 70+% of clients stayed behind. Matthew: Exactly.

Planning 130

Planning Communication Profit and Loss Education 130

Barry Ritholtz

JULY 29, 2024

We wanna be sure that our communications tools leverage large language models so they can be highly personalized. In addition to cybersecurity, there’s also the third party rule, which is, which is RIAs and investment advisors that leverage third party providers to provide services to their clients.

Investments 58

Investments Communication Benchmarking Technology 58

Barry Ritholtz

DECEMBER 14, 2022

Because going back to our thematic investing, our portfolio is 80 percent concentrated in warehouses, rental housing, lab office space and hospitality asset. MCCARTHY: — and really concentrated the business in those best markets, and then helped to grow. RITHOLTZ: Lab — so we’ll get to hospitality. Cambridge U.K.,

Mergers and Acquisitions (M&A) 63

Mergers and Acquisitions (M&A) Investments Construction Concentration 63

CFO News Room

DECEMBER 20, 2022

Often working with his longtime Imagine Entertainment partner, Brian Grazer and the industry’s top talent as well as its up and comers, Howard has produced more than 120 films and shows, and he’s directed or acted in more than 130, all while maintaining reputation for being one of the nicest guys in Hollywood. ALISON BEARD: At what age?

Leadership 100

Leadership Problem Solving Entertainment Startups 100

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. Because you can’t lever it, you can’t lend it six times leverage today when the rates are 11 percent versus 6, right? KENCEL: So, now, leverage is lower.

Mergers and Acquisitions (M&A) 58

Mergers and Acquisitions (M&A) Investments Finance Banking 58

Barry Ritholtz

NOVEMBER 4, 2024

And having gone into biotech early and then tech enabled, you know, software using, you know, leveraging the internet in healthcare early, I just felt like payments and FinTech, I wanted to be early. ’cause we want concentrated bets in the areas that are most exciting to us with the best entrepreneurs.

Healthcare 52

Healthcare Investments Numbers Marketing 52

Barry Ritholtz

AUGUST 16, 2022

And I think that’s reflective of employee having a lot of leverage over employers. TROPIN: I mean, you know, there were equity hedge funds that were pretty levered, that had pretty highly concentrated, you know, growth bets, and a lot of technology companies and so on. RITHOLTZ: Right. And free lunch. COMMERCIAL BREAK).

Profit and Loss 121

Profit and Loss Foreign Exchange Valuation Investments 121

PYMNTS

OCTOBER 9, 2017

With Amazon Restaurants and Pay Places , Amazon’s share of the consumer’s food and entertainment budget has the potential to swell further. Apps as commerce gateways have stalled too. Amazon and Whole Foods, though, are just getting started. But that alone won’t get these virtual assistants to scale — and scale is critical for success.

Sales 51

Sales Retail Advertising Leverage 51

PYMNTS

OCTOBER 9, 2017

With Amazon Restaurants and Pay Places , Amazon’s share of the consumer’s food and entertainment budget has the potential to swell further. Apps as commerce gateways have stalled too. Amazon and Whole Foods, though, are just getting started. But that alone won’t get these virtual assistants to scale — and scale is critical for success.

Sales 44

Sales Retail Advertising Leverage 44

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. What’s keeping you entertained? RITHOLTZ: Right.

Treasury 52

Treasury Retail Economics Entertainment 52

Barry Ritholtz

JULY 15, 2024

We tend to be concentrated in those. It’s sort of goes from sort of worry about the leverage to, oh, we’re not worried about it. Tell us what’s keeping you entertained these days? It’s significant. The key is to not, to avoid permanent losses. The risk premium starts to come down the stock.

Investments 58

Investments Marketing Banking Benchmarking 58

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 Manufacturing Numbers 130