Barry Ritholtz

JULY 21, 2023

Call it ” ‘ America’s Enormous Math Mistake’s Mistake. For the record, Census published its first study on the valuation of so-called “in-kind transfer benefits” in 1982. Since 2008, the Census Bureau has included government transfers in its Supplemental Poverty Measure. ” Was this ignorance?

Math 98

Math Construction Valuation Economics 98

Barry Ritholtz

AUGUST 20, 2024

00:03:14 [Mike Greene] So that was actually an outgrowth from my experience coming out of Wharton and you mentioned the, the, you know, the transition of people who tended to be skilled at math or physics into finance. We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments.

Concentration 69

Concentration Valuation Marketing Investments 69

Barry Ritholtz

AUGUST 29, 2023

So I was a mile deep on a subject matter of bond indexing, but now I had the opportunity to lead an equity indexing group, the entire fixed income team, our investment strategy team that does research for our clients around portfolio construction, those types of things. They create the benchmark.

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

OCTOBER 21, 2024

I’m good at math and science and you know, I always had an idea what go into business, but I felt that electrical engineering would be a good foundation. You know, I, it always, I I see different numbers all the time, so it’s always kinda like, who’s math if you will? 00:02:16 [Speaker Changed] Me too.

Investments 59

Investments Numbers Marketing Leverage 59

Barry Ritholtz

OCTOBER 17, 2023

So I, I did a math degree at Oxford, which is more pure math. You know, pure math can be very theoretical and detached from the real world, and it’s getting worse. It’s just math stick to it over long periods of time. Then the volatility and, and the valuation makes an enormous difference.

Investments 52

Investments Valuation Numbers Math 52

Barry Ritholtz

JUNE 18, 2024

But I was really buying, and what I wanted to do was the construction. I got the sense that, so Churnin takes 51% for a fairly modest valuation, 10 or $15 million. That, that gives Barstool a half a billion dollar valuation. 00:40:26 [Speaker Changed] They, they know, they know math, they know math.

Entertainment 59

Entertainment Investments Math Advertising 59

Barry Ritholtz

AUGUST 15, 2023

It’s much more about security selection and a relatively static portfolio construction. RITHOLTZ: So hold the duration risk aside with those two, but just for an investor in treasuries, I know you’ve done the math before. What’s the valuation? You still had 2012 to 2017 to finish the bet. RITHOLTZ: Right.

Investments 52

Investments Benchmarking Marketing Treasury 52