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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: Brad Gerstner

The Big Picture

It was about $170 million valuation. So here’s the math, Barry. If you have seven $50 incremental year, then every 10 year old in America, when they enter into the fifth or sixth grade and the teacher says, Hey, today we’re gonna talk about math or compounding or stocks or capitalism, they’ll say, open up.

Investing 246
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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 278
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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. SCHWARTZ: But even broad developed markets, they’re half the valuation of the U.S. I mean, it’s used to be called FANG. They had gone out of favor obviously with the bear market or have shifted. SIEGEL: — or 2006, ’07, ‘08.

Numbers 141