Remove 2004 Remove Assets Remove Math Remove Portfolio
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Transcript: Graeme Forster, Orbis Investments

The Big Picture

I want to get into that before we start talking about asset management. So I, I did a math degree at Oxford, which is more pure math. 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.

Investing 130
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Transcript: John Hope Bryant

The Big Picture

BRYANT: So money, unlike math, money is highly emotional. I mean, there’s 50,000 kids in the Atlanta public school system, so you can do the math there. I believe I love math because it doesn’t have an opinion, that’s a Melody Hobson quote. BRYANT: Pioneer, and he was an asset owner. RITHOLTZ: Right.

Banking 144
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Transcript: Brad Gerstner

The Big Picture

And I said, Paul, I don’t know anything about managing a public portfolio, but the deal we made with each other. So we repositioned our portfolio at the end of 22, recognizing that there had been too many dollars that went into safety trades. He said, I overpaid for the asset. So here’s the math, Barry.

Investing 246
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Transcript: Howard Lindzon

The Big Picture

RITHOLTZ: 2004, 2005. Why wouldn’t you, you can buy a fintech assets for 90, 90 cents off the dollar. So the VCs were like, we got to go after the assets under management. So this is the math that I applied. So think about this, do the math. How’s my 10 grand doing? LINDZON: Yes. LINDZON: I hate CNBC.

Media 284
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Transcript: Jeremy Siegel + Jeremy Schwartz

The Big Picture

And arguably, they went from an underpriced position in 2004 I’d say — RITHOLTZ: Right. RITHOLTZ: So I said something at an event where I had said to a group of young people, hey, if you’re in your 20s, 30s, 40s, you really don’t need bonds in your portfolio. I mean, it’s used to be called FANG. SIEGEL: Yeah.

Numbers 144
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Transcript: Bill Browder

The Big Picture

So, I did the math, 20 million times a hundred. So, let me just repeat the math. And so, again, I went through this simple math. Asset management group had made an argument and then the investment bank says, he works here, and then the emerging market people say, what about us, and it was going on and on.