Barry Ritholtz

JANUARY 24, 2023

September 13, 1981, I think the 10-year Treasury was 15.84 percent 10-year Treasuries, it is nowhere near kind of the situation. Oil prices go up or down, you know, fashion retail goes in and out, unlike for example, selling an ingredient for pharmaceuticals, where they need the ingredient and you’re inspected by the FDA.

Mergers and Acquisitions (M&A) 105

Mergers and Acquisitions (M&A) Investments Leverage Numbers 105

Barry Ritholtz

DECEMBER 12, 2023

And I was a math nerd as a kid. He developed the Ginnie Mae contract, which at one time was a big thing in treasury bond contract. One, one of those big winners has been Cosmos Pharmaceutical, which is a discount drug store and food store and Southern Japan and 00:53:14 Their sg NA to sales, something like 14 or 15%.

Benchmarking 105

Benchmarking Concentration Investments Profit and Loss 105

Barry Ritholtz

APRIL 8, 2025

00:31:40 [Speaker Changed] So there’s the emotions and then there’s the math, right? I, you know, I, I do do the math when I, when I do some of my, my chats with the younger folks on the, on the team and I say, okay, real growth inflation term premium, you see this thing, it’s been zero or negative for the last 15 years.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Investments Profit and Loss Numbers 59