This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
The recent troubles in entertainment, though, reflect a longer term disruption that has occurred in the business, with the rise of streaming as an alternative to the traditional platforms for movies and television shows. That said, the movie business remained concentrated, with the biggest players dominating each segment of the business.
Going forward, the network of participants and the number of use cases could continue to see rapid growth, giving cryptocurrencies in this category plenty of further upside. In 2021, there were a number of digital asset company IPOs, led by Coinbase , the largest listing (IPO, SPAC, or otherwise) of any digital asset company in history.
There’s a legitimate wave of disputes and chargebacks that are hitting the travel and entertainment verticals as consumers cancel trips, postpone weddings or try to get credit for flights that simply cannot be taken right now. We’re in a brave new world of examining what should be refunded, even what can be refunded.
This growth is a double-edged sword for merchants, as they need to keep up with consumers’ shifting payment expectations online and in-store while protecting their data against increasing numbers of fraud attacks. Payments And The Future Of Retail .
Most security issues are the result of code and system misconfigurations, which means automation will radically reduce the number of security breaches. (At They are already becoming more prescriptive about security and compliance standards for cloud, and thinking about other issues, such as the significant concentration risk.
As smart phones have become ubiquitous in India, their usage has soared, partly because they are the only digital devices that many Indians have available to them to get online, and thus use to access social media, entertainment and shopping. The first is the number of users on its platform, using one or more of its many services.
And generally speaking, we are sort of number one or number two in everything that we do, which, which again is a great privilege to work there from that perspective. 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.
And so it is important that at least you’re able to entertain that. It’s, it’s double concentrated risk. The problem is that model, the wisdom of crowds actually requires everybody to have what’s called equal endowment or the same number of votes. Peter is unbelievably brilliant, right?
Heather comes from with a fascinating background, having previously been in a number of other places, most notably Morningstar, and, and she has a very specific approach to investment management and thinking about stock selection. They do a number of things at Diamond Hill that many other investment shops don’t.
I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. And so, while you can see that concentration in markets, and sales, and trading, once I started really working with our private bank in a meaningful way, I was then able to lead teams of investment counselors and investors.
” I think your number at the time was somewhere like 15 great fit clients to take on every year. And it was just an unmanageably large number of clients. He did an immense number of sales, and had cultivated a huge number of relationships. But he was wonderfully successful in the insurance environment.
They run long short across each of these, and they’ve put up some pretty impressive numbers over the past couple of years. 00:21:47 [Speaker Changed] And a lot of funds that have found success seem to have run some pretty concentrated portfolios. 00:22:29 [Speaker Changed] So less concentrated exposure.
How do you crunch the numbers on that, and where do you come out on small cap and value? And at the same time, we have also a number of short-term drivers to the markets that we need to take into account. Now, is that historically a very high number? So there’s a behavioral side. VASSALOU: Yeah. VASSALOU: Yes.
” Who are the number one users of TurboTax? And you see that in the numbers, right? You have half the number of public companies that you had in 2000. RITHOLTZ: And we end up, you know, importing a decent number of engineers from the best Indian schools. I don’t want to deal with it. It’s the CPAs.
And number two, it may interest you to know, here are four or five different funds in the same situation. These are big numbers. WEINSTEIN: And there is also something too, as much as there has to be a respectful — number one, there has to be a respectful environment for everybody. And I realized I have his home number.
And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. I was employee number 10. RITHOLTZ: Which is really a pretty big number. billion dollars in AUM.
So there are a number of us heading in out of college into the BLS. 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.
So that’s, that’s number one. 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. Is low, right?
And because my mother and grandmother were looking at these trying to figure out what was going on, I was curious about the sea of numbers. And 00:28:03 [Speaker Changed] That’s an amazing number. Low price stock has historically had some very large concentrated positions. If it’s a cyclical low Yeah.
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. It’s called FL Entertainment, great entrepreneur, Stéphane Courbit. It’s a real company.
The entertainment, insurance, music, restaurant and retail industries are all experimenting with real-time disbursements, as are healthcare providers and government agencies responsible for taxes and other refunds. Shrinking that gap is going to require concentrated efforts from instant payment providers if they wish to reach ubiquity.
It’s also a number that is only expected to grow, as both the number of tourists and volume of spend increase. Only 5 percent of Chinese citizens hold passports, and the nation’s largest online travel service, Ctrip , predicts that number will double over the next two years. That’s roughly $7,200 per person per U.S and most U.S.
Or at least the top, pick a number, 30, 40%. I don’t remember the number. ” 29, 87, 74, just pick any 50 plus percent number and certainly 2000 and ’08, ’09, a major index gets cut in half. So you’re talking about an average of a large number. Less, 20, 30%? And — RITHOLTZ: What?
Not only has she been named to a number of hundred most influential women in finance, I don’t know many people who have seen as much of this industry on the front lines as she has for as long as she has, and is now in a position to very much drive change within the industry as CEO. Natalie Wolfson is CEO of Orion.
And if you’re able to do that in a diverse number of markets and asset classes, while managing risk in the markets that aren’t trending, you know, that’s in general how trend following works. Maybe we’ll get down to 4% or 5%, but that’s the number the Fed doesn’t like. TROPIN: Correct. TROPIN: Yeah.
I was thinking any number of things and mostly that I didn’t really know what I wanted to be when I grew up, but I was not kind of at all informed by, you know, gender norms that people asked me a lot about now, in particular how do you know a woman, how did you think about ending up in this thing? MCCARTHY: Yeah, absolutely.
And then I left there and joined a number of my colleagues from Drexel and launched a business that as it turns out, was pretty much a carbon copy of the business we have today. And fortunately for us, there were a number of large scale alternative asset managers, like Carlyle, that were looking to grow in private credit.
And before you knew it, she was the number one salesperson for selling to professional salons in the whole country. They just didn’t do that in big numbers back then. I think the other big misnomer that’s out there is people are fueled by these headline numbers, right? So, I learned a lot from these ladies.
There’s Saunders is not spelled with a z There’s no numbers added to it. If 00:34:44 [Speaker Changed] You, so wait, gimme those numbers again. You still get these, you know, cap driven concentration problems in the market like last year. Pretty, pretty good numbers. But, but the big ones he really nailed.
In addition to being a portfolio manager and running a number of mutual funds and ETFs, he is just a world-class technology investor who understands the sector like few other people do. And you want to get every, every number right? Every, every comma, every nuts and bolts to, to the, as many, as much detail as you can.
Fewer sales drove sellers out of business, and a growing number of empty stalls forced rent prices way down. With Amazon Restaurants and Pay Places , Amazon’s share of the consumer’s food and entertainment budget has the potential to swell further. Fewer buyers meant fewer sales for merchants.
Fewer sales drove sellers out of business, and a growing number of empty stalls forced rent prices way down. With Amazon Restaurants and Pay Places , Amazon’s share of the consumer’s food and entertainment budget has the potential to swell further. Fewer buyers meant fewer sales for merchants.
00:16:27 [Speaker Changed] How much of what’s been going on in the 2020s has been a focus on that same top 10% of tech companies as being overly concentrated and wildly expensive. The parallels are that there is a concentration of interest. They had good year over year numbers. I like the three year trend. That was one.
DAMODARAN: I am interested in numbers. I’m naturally a numbers person. To me, storytelling is much more — I mean, if you think about the history of humanity, for thousands of years, the way we pass down information was with stories, not numbers. It has allowed for this acceleration of number crunching.
And since that happened, I don’t know, about four or five years ago, the fund has been putting up great numbers, outperforming doing really, really well. And we held it for, I don’t know, for a number of years. So we need 15, 20% cash flow type of type of numbers. We’re gonna have to get paid by the company.
The economic dislocation, the health risks, just the mayhem that took place, but from the perspective of a number of corporate CEOs, Bill Ackman of Pershing Square Capital, the hedge fund that had a couple of amazing trades based on this. So, so you choose a number of specific industries or did you choose them? RITHOLTZ: Wild number.
’cause L-I-B-O-R was probably the most important number, certainly in credit, maybe in all of finance. Number one, the economy’s a lot stronger than they thought it was gonna be. We just had a giant number, a giant upside surprise in payrolls. Tell us, I always get the name SOR the new one that replaced it.
I wasn’t really that interested, but I gutted through it and I started interviewing for the first internships, and I started, you know, I had a number of them. I had a number of other things as well. We tend to be concentrated in those. And I think that’s been their number one problem here.
I said a number of dis drive companies, pc, I mean, we did actually invest in Compact during that period. They’re a number of technologists that are now interested in healthcare. And where we’ve made the least number of investments, the fewest number of investments is in hospital systems because Epic owned it.
But in fact, it is still the case that if you think about it, well hotel costs are important for a number of different reasons. And this has raised a number of important questions in financial markets. Even the last non-farm payrolls number we got was of course also very strong. Why are we looking at this?
Match became a giant under the leadership of a billionaire entertainment mogul [ Barry Diller ], whose directive was to aggressively eat the competition: It bought OkCupid and Plenty of Fish in the 2010s, incubated Tinder, and purchased Hinge, the ‘anti-Tinder,’ in 2018. . • As a check, since New York is a BQ.1*
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.
Which on the books, if all you’re thinking about is you’re in a cubicle and you’re analyzing numbers for some publicly traded company, you slash inventory, you’ve lowered, or I’m sorry, you’ve increased return on asset because inventory is asset, right? That seems like a giant number.
We organize all of the trending information in your field so you don't have to. Join 39,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
Let's personalize your content