Remove 2004 Remove Communication Remove Math Remove Valuation
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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. It’s just math stick to it over long periods of time. Then the volatility and, and the valuation makes an enormous difference.

Investing 130
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Transcript: Howard Lindzon

The Big Picture

Literally the first check-in to Robinhood, which went public in 2021 at about a $34 billion valuation. RITHOLTZ: 2004, 2005. RITHOLTZ: He was the first (inaudible) in round B at the higher valuation. Is it about the valuation? They kept the reputation intact by communicating with their investors. LINDZON: Yes.

Media 281
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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: The research department in the FOMC don’t seem to communicate. SCHWARTZ: But even broad developed markets, they’re half the valuation of the U.S. I mean, it’s used to be called FANG. SIEGEL: Right.

Numbers 143