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This ignores the fact that the processing rails for this system — bitcoin — is concentrated in a handful of miners in China and the exchanges used to turn bitcoin into the real money that people can spend are routinely hacked. Comparisons to Uber and Lyft abound: a disruptive way to reimagine transportation.
Uber created an entirely new vocabulary word and category of transportation service called ridesharing and a new way of describing their drivers — gig workers. Uber Eats users concentrate 53.6 Some spend much more in cities like Boston, New York and San Francisco. But that’s just one side of the Uber ecosystem. Fleets As The Fuel.
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.,
The transcript from this week’s, MiB: Aswath Damodaran: Valuations, Narratives & Academia , is below. You’re known as the dean of valuation. He said, oh, dean of valuation, it’s easier to say. So let’s start with the question, what led you to focus on valuation? RITHOLTZ: Right. And I said, why?
The two most likely to dissent, Labor Secretary Marty Walsh, who is close to the unions, and Transportation Secretary Pete Buttigieg, who has presidential ambitions, did Biden’s dirty work without any hesitation on Capitol Hill…. politics today. I would bet that speckling of red in Utah is sky country. Stay safe when travelling.
How do you think about valuations for both equities and fixed income here in the beginning of 2025? And the answer to that is that the Sheila cyclically adjusted PE ratio, which is an attempt to try to correct the stock market valuations for the business cycle, is currently at a very elevated 37.
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