Remove 2000 Remove Math Remove Taxes Remove Valuation
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Transcript: Tom Hancock, GMO

The Big Picture

You wouldn’t be surprised to learn the tax consequences of owning a mutual fund is a part of it. 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. In 2000, right. Really fascinating guy. Yeah, yeah.

Valuation 130
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Transcript: Graeme Forster, Orbis Investments

The Big Picture

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. Some people look at a casino as entertainment and hey, we’re gonna spend X dollars, pick a number, 500, 2000, whatever it is. You give out 5%.

Investing 130
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Transcript: Greg Davis, CIO Vanguard

The Big Picture

Also being cognizant of the tax implications of trading activity. They like tax-free income, but they also don’t like principal losses. DAVIS: Where international equities, because of valuations, probably 7% to 7.5%. RITHOLTZ: So let’s talk about that, because that gap in valuation has persisted for a long time.

Portfolio 130
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Transcript: Ted Seides

The Big Picture

So for a taxable investor, hedge funds generally aren’t tax efficient. And when you look at the assets that are invested, the three trillion in hedge funds, I would guess that north of 90% of that are in institutions that don’t pay taxes. You had the run up in the dot coms to 2000. What’s the valuation?

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Transcript: Cliff Asness

The Big Picture

That is incredibly painful period for our process that both this time, which I think we’re still in the midst of end ’99, 2000, we’ve more than recovered from the roundtrip. But plenty of valuation measures, it has no applicability for price-to-sales. My mom was a math teacher so — RITHOLTZ: Okay.

Valuation 161
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Transcript: Sean Dobson, Amherst Holdings

The Big Picture

And that’s, that’s the predecessor to Amherst, which we bought in 2000 and had been running it since then. So think about 2003 home prices had gone up a lot from 2000. So mortgage position in 2000 were way more valuable in 2003 than they were when they originated because they weigh less credit risk. Anything else?

Banking 141
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Transcript: Brad Gerstner

The Big Picture

1999, 2000, the internet was blowing up. The SNL crisis Tiger Chase had started, you know, in the wake of the internet melding down in 2000. I I was speaking at the Javits Center, 2000 people in the audience. If you think back to 2000, Amazon was the disruptor to Walmart or to Macy’s. And that was 25 years ago.

Investing 246