Concentration Healthcare Valuation 
Barry Ritholtz
OCTOBER 2, 2024
Soraya Darabi : About half the time VC firms are concentrated into three metropolitan areas, California, New York, and Massachusetts. Typically the, the valuations are. That’s how sensible the valuations are outside of the major terrains. But it’s just about the combination of a concentration of talent and capital.
Barry Ritholtz
OCTOBER 2, 2024
Soraya Darabi : About half the time VC firms are concentrated into three metropolitan areas, California, New York, and Massachusetts. Typically the, the valuations are. That’s how sensible the valuations are outside of the major terrains. But it’s just about the combination of a concentration of talent and capital.
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Barry Ritholtz
DECEMBER 19, 2023
And when they look at a sector, they want to be long, the very best stocks at the best valuations they can, and short the worst stocks at the worst valuations. 00:04:29 [Speaker Changed] So you start at the healthcare group as an analyst in Citi in the early two thousands, obviously the background in neuro had to help.
Barry Ritholtz
SEPTEMBER 10, 2024
He has a very interesting approach to thinking about market valuations and strategies and when to deploy capital, when to go with the crowd, when to lean against the crowd, and has amassed and excellent track record. Second part of our framework is valuation fundamental work. Well, that means valuations are probably too high.
Barry Ritholtz
FEBRUARY 6, 2024
And big consumer and healthcare. And speaking of the.com implosion, like Microsoft via a case study where we, in previous strategies, we held Microsoft for a very long time, that’s where the valuation could help us in the.com bus. As long as the growth rate is there and the the value is reasonable, there’s an opportunity.
Barry Ritholtz
DECEMBER 6, 2022
And we’re having very good conversations with clients that I think, at current valuation levels, they remain, you know, very interested in the market and they see some opportunities. BERRUGA: It’s about the experiences of a prisoner in a Nazi concentration camp and it goes through like, you know, some of the challenges.
Barry Ritholtz
AUGUST 15, 2023
What’s the valuation? 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. SEIDES: So it’s Hartford HealthCare. RITHOLTZ: Right. Is there any chance of fraud?”
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