Barry Ritholtz

OCTOBER 17, 2023

Some people look at a casino as entertainment and hey, we’re gonna spend X dollars, pick a number, 500, 2000, whatever it is. Then the volatility and, and the valuation makes an enormous difference. So I love where you’ve taken this, and I wanna, I wanna stay with the idea of poker and casino and, and uncertainty.

Investments 52

Investments Valuation Numbers Math 52

Barry Ritholtz

FEBRUARY 13, 2023

Now, we’re shifting to more international places like China, Europe, et cetera, that are really growing, and that valuations are cheaper. and what cross currency basis, et cetera, takes a while to assimilate at all. The dollar is the reserve currency in the world. Think about the incredible growth of U.S.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Investments Marketing Education 59

Barry Ritholtz

JUNE 13, 2023

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. RITHOLTZ: So let’s talk a little bit about valuations relative to risk and reward.

Investments 59

Investments Banking Entertainment Valuation 59

Barry Ritholtz

NOVEMBER 8, 2022

CHANCELLOR: And look — yeah, but then if you look at the valuation of the market at that time, the market was — the U.S. CHANCELLOR: And look — yeah, but then if you look at the valuation of the market at that time, the market was — the U.S. And then it comes back because these guys, they’re not saving.

Valuation 59

Valuation Finance Investments Banking 59

CFO News Room

FEBRUARY 2, 2022

CONROD: A lot of the funds that were fully invested by the time with the Thai baht crisis and the currency crisis in late ’97, early January ’98, we’re really hurt. Some of the large — some of the larger endowments have already made some allocations in — in the crypto and the digital currency world, so it’s …. CONROD: (Inaudible).

Investments 100

Investments Economics Numbers Marketing 100

Musings on Markets

JANUARY 8, 2022

After all, we get our restaurant choices from Yelp reviews, our movie recommendations from Rotten Tomatoes, and we have even built crypto currencies around the notion of crowd-checking transactions. Rather than replicate that data, my macroeconomic datasets relate to four key variables that I use in corporate finance and valuation.

Valuation 99

Valuation Corporate Finance Currencies Finance 99

CFO News Room

JANUARY 24, 2023

After all, we get our restaurant choices from Yelp reviews, our movie recommendations from Rotten Tomatoes, and we have even built crypto currencies around the notion of crowd-checking transactions. Rather than replicate that data, my macroeconomic datasets relate to four key variables that I use in corporate finance and valuation.

Marketing 130

Marketing Valuation Corporate Finance Currencies 130

Musings on Markets

JANUARY 5, 2024

That year, I computed these industry-level statistics for five variables that I found myself using repeatedly in my valuations, and once I had them, I could not think of a good reason to keep them secret. Valuation Pricing Growth & Reinvestment Profitability Risk Multiple s 1. Historical Growth in Revenues & Earnings 1.

Valuation 105

Valuation Financial Analysis Analyzing Data Profit and Loss 105

PYMNTS

MARCH 15, 2016

It took video games two decades to go from a brand new form of niche entertainment to a mainstream, multi-billion dollar global industry. Since games can stay up on Steam for years, this subjects them to a number of spikes and dips according to finicky currency valuations. However, at the moment a developer in the U.S.

Entertainment 40

Entertainment Valuation Budgeting Currencies 40

Barry Ritholtz

AUGUST 16, 2022

If you’re all interested in macro investing, trend following, commodities, currencies, fixed income, various types of quantitative strategies, and most important of all, risk management, you’re going to find this conversation to be absolutely fascinating. And last market question, so we’ve seen equity valuations come down.

Profit and Loss 122

Profit and Loss Foreign Exchange Valuation Investments 122

Barry Ritholtz

APRIL 18, 2023

In the short run, there can be distortions in public market valuations as we saw in 2001 and we saw prior to that in 2007, and prior to that in 2000, in ‘99. I started at Blackstone in July of ’98, and I guess what was going on that year, you had like a Southeast Asian currency crisis. BARATTA: Yeah. In the long run. BARATTA: Yeah.

Investments 64

Investments Valuation Marketing Currencies 64

Barry Ritholtz

DECEMBER 20, 2022

It’s just a fascinating conversation about looking at the world from both bottoms up and top-down, as well as thinking about what valuations are like, how likely are macro events, the impact you’re getting not just the return on capital, but as famously said in fixed income, a return of your capital. RITHOLTZ: Really quite fascinating.

Restructuring 64

Restructuring Investments Marketing Banking 64

Barry Ritholtz

MAY 21, 2024

00:29:32 [Speaker Changed] Certainly for commodities and for currencies. And one of the worst performing factors has been valuation. And I think that’s wrong because valuation does matter. You know, it matters over a longer time period than maybe just the next day or two 00:30:10 [Speaker Changed] Valuation matters.

Finance 59

Finance Marketing Numbers Investments 59

Barry Ritholtz

NOVEMBER 7, 2023

I found the book to be really entertaining and, and amusing and a little bit horrifying. It really is just a, a, a very entertaining book and I thought this conversation was, was absolutely fascinating. A closed shop that was a currency exchange. So like no more venture capital, you know, 32 billion valuation.

Numbers 64

Numbers Profit and Loss Banking Finance 64