The Big Picture

OCTOBER 17, 2023

And the third, the one that nobody talks about is risk management. Risk management. And so that’s not just, we talk about risk management in terms of buying at a big discount to intrinsic value and then that gives you that capital sort of buffer. That’s a long time. It’s a long time.

Investing 130

Investing Investments Clients Management 130

The Big Picture

APRIL 18, 2023

BARATTA: Wind, solar, electrifying the economy, getting off of oil and gas, and it’s all kinds of companies engaged. BARATTA: I think it was 2005, when we started to look at in China and in India, in particular, and also Japan. BARATTA: A growing economy, zero cost to capital, markets compounding at 15, 16, 17 percent.

Assets 154

Assets Investing Investments Valuation 154

The Big Picture

MARCH 12, 2024

It was a wild ride because by the time you got, well, so in 2005, we went on a road show trying to tell people what we had learned, and there wasn’t a lot of reception. And in the 2000 at the 2005 conference, it’s kind of wild. Maybe the market hadn’t priced something properly. Sean Dobson : It was a wild ride.

Banking 143

Banking Investing Investments Marketing 143

The Big Picture

AUGUST 23, 2022

I take him through the presentation and he’s not a very sort of friendly or communicative guy and he just stares blankly to me as I’m going through this presentation and the halfway through the presentation, he just gets up and leaves. BROWDER: I just gone the risk management committee. I go over to Salomon.

Government 315

Government Banking Numbers Investing 315