Barry Ritholtz

AUGUST 20, 2024

And so in the 1990s, I developed the, the late 1980s, early 1990s, I developed a skillset around valuation, in particular discounted cash flow or residual income type models, along with a couple of peers out of the consulting industry. That’s amazing leverage. It’s, it’s double concentrated risk.

Concentration 69

Concentration Valuation Marketing Investments 69

CFO News Room

NOVEMBER 5, 2022

While private valuations have soared in recent years, public markets continue to be less kind to RIAs. Altogether, Morningstar appears to be seeking to leverage the depth of its investment research and data as well as its existing investment management platform to offer a competitive direct indexing alternative for advisors.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Securities 130

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.

Valuation 64

Valuation Investments Economics Marketing 64

PYMNTS

SEPTEMBER 10, 2018

Just like the original notion of giving idle black car drivers an opportunity to fill in the gaps between appointments with a few gigs, those drivers now powered a local fleet that could leverage its logistics expertise to expand the Uber ecosystem and power new services. Uber Eats users concentrate 53.6 Closing The Loop.

Transportation 58

Transportation Concentration Leverage Accounting 58

CFO News Room

NOVEMBER 8, 2022

You do the math and you’re like, “Okay, well, an advisor can handle about 100 clients, an associate advisor can help with some of those clients, you can leverage maybe an associate advisor with a couple of advisors, but there’s a capacity limit for each of the roles.” Is it at 1.5%? And then we have the 0% cap.

Restructuring 130

Restructuring Planning Marketing Accounting 130

Barry Ritholtz

JUNE 13, 2023

The exposure you get in investment banking, I was a leveraged finance banker by background. And so we go back to the basics of what our job should be, risk underwriting, risk assessment, asset prices are different from asset valuation. I mean the valuation is the future cash flow discounted at a risk-free rate plus a risk premium.

Investments 59

Investments Banking Entertainment Marketing 59

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) 64

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

Musings on Markets

FEBRUARY 4, 2023

In fact, the infrastructure business is full of companies that borrow heavily, with little or no earnings buffer, and I am not sure that many of them will withstand the Hindenburg test for over leverage. YouTube Video Datasets Adani Enterprises- Historical Financial Data Spreadsheets Valuation of Adani Enterprises on February 4, 2023

Investments 100

Investments Valuation Auditing Restructuring 100

CFO News Room

FEBRUARY 5, 2023

In fact, the infrastructure business is full of companies that borrow heavily, with little or no earnings buffer, and I am not sure that many of them will withstand the Hindenburg test for over leverage.

Marketing 130

Marketing Investments Auditing Profit and Loss 130

Barry Ritholtz

DECEMBER 10, 2024

One, two, there was a theory that these businesses had volatile cash flows and therefore couldn’t be leveraged, which was the, you know, the whole point of leveraged buyouts. These 10% are what’s driving the entire valuation. The parallels are that there is a concentration of interest.

Technology 52

Technology Manufacturing Investments Education 52

Barry Ritholtz

NOVEMBER 4, 2024

But I think the reality is right now, we just have an overhang from, I certainly in my world, I can speak to healthcare and FinTech, a number of companies going public and then disappointing or valuation just being excessive compared to the maturity of the businesses. Like that was an area you could just tell the tailwinds were there.

Healthcare 52

Healthcare Investments Numbers Marketing 52