Validea

JUNE 16, 2025

Understanding the Strategies Warren Buffett – The Patient Quality Investor Validea’s Buffett-inspired model focuses on durable competitive advantages, consistent earnings, and financial strength — in other words, quality and economic moats. 7/15/2003 Warren Buffett Patient Investor +2.5% +11.9% +8.8%

Valuation 52

Valuation Risk Tolerance Math Portfolio 52

The Big Picture

AUGUST 29, 2023

My Two-for-Tuesday morning train WFH reads: • Stock Pickers Never Had a Chance Against Hard Math of the Market : In years like this one, when just a few big companies outperform, it’s hard to assemble a winning portfolio. The leading economic indicators show the U.S. 2000-2003 Dotcom implosion 6. Sapient Capital ) • If the U.S.

Insurance 130

Insurance Math Economics Economy 130

The Big Picture

NOVEMBER 15, 2022

I mean, there were some advisor pickup, but you had to be kind of on the front edge of finance, or a quant, or running your own models, which in 2003, was not that common. So as much as I’m personally still a pretty strong skeptic of active management, I mean, I understand the math, and the odds are not in your favor.

Management 278

Management Assets Portfolio Marketing 278

The Big Picture

SEPTEMBER 10, 2024

In doing so, I thought this conversation was really quite fascinating, and I think you will also, especially if you’re not only interested in equity, but curious as to how to combine various aspects of market functions, valuation, economic cycle, fed actions into one coherent strategy. But generally starts with the economic cycle.

Valuation 162

Valuation Clients Investing Investments 162

The Big Picture

NOVEMBER 22, 2022

The Company Lab was the entrepreneurship and economic development center for Chattanooga and the surrounding areas, which include North Georgia, North Alabama, and Southeast Tennessee. RITHOLTZ: What’s some of the economic sectors within that area? RITHOLTZ: Why is it not surprising that a math nerd is also a placekicker?

Recruitment 147

Recruitment Engineering Banking Numbers 147

The Big Picture

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. Things like leading economic indicators, et cetera, are all consistent with historical recessions.

Assets 173

Assets Management Portfolio Marketing 173

The Big Picture

JULY 4, 2023

RITHOLTZ: So you launch your own firm IDW in 2003. WEINSTEIN: I think people get comfortable and they feel like, again, it’s economic loss aversion theory at work. By the way congratulations that’s 20 years ago so you’re celebrating a big anniversary this year. Staying put cannot be just the default position.

Recruitment 147

Recruitment Management Numbers Banking 147