The Big Picture

FEBRUARY 6, 2024

I’d say management consulting is any of the other thing that least at that time was the other career trajectory, just my personality, more of a math oriented introvert. And ev all the sort of compliance, client service, legal, kind of, everything was done sort of on the side by investment people. In 2000, right.

Valuation 130

Valuation Investing Investments Assets 130

The Big Picture

AUGUST 15, 2023

You had the run up in the dot coms to 2000. Let me say what your compliance wouldn’t allow you to say. You guys were killing it in the mid 2000s. ” 29, 87, 74, just pick any 50 plus percent number and certainly 2000 and ’08, ’09, a major index gets cut in half. What’s the valuation?

Management 130

Management Investing Investments Government 130

The Big Picture

MARCH 21, 2023

ASNESS: Well, I was striving for uncorrelated, but then the compliance officer in my head is saying sometimes it doesn’t come out to zero all the time. And it’s really not a compliance reason, I hope it’s more of an intellectual honesty reason. I just want to put in — RITHOLTZ: That’s correlated? ASNESS: Yes.

Valuation 161

Valuation Investing Investments Numbers 161

The Big Picture

MAY 16, 2023

Literally the first check-in to Robinhood, which went public in 2021 at about a $34 billion valuation. In 2000, I mean, sorry, in 1980, I was 15 years old, I’m sneaking into comedy clubs watching, you know, Jim Carrey and Dave Thomas and, you know, like everybody could show up on a night. Is it about the valuation?

Media 278

Media Investing Investments Valuation 278