Remove 2004 Remove Economy 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? Back then I was Wallstrip was like a 400K valuation. How’s my 10 grand doing?

Media 281
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Transcript: Brad Gerstner

The Big Picture

I would say the thing that connects them is just voracious curiosity about the world of politics and, you know, economies and trying to make sense out of it. It was about $170 million valuation. So here’s the math, Barry. I do think when I look for analysts today, I look for interesting backgrounds. You all have phones.

Investing 246
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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 5% funds rate, what does that do to the economy? 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: — or 2006, ’07, ‘08.

Numbers 143