Remove 2005 Remove Communication Remove Numbers Remove Valuation
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Transcript: Graeme Forster, Orbis Investments

The Big Picture

Graham Foster] : 00:02:54 That was a number, that was number theory, pure number theory. And whether it’s all numbers or even numbers. Some people look at a casino as entertainment and hey, we’re gonna spend X dollars, pick a number, 500, 2000, whatever it is. Number one, longevity.

Investing 130
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Transcript: Joe Barratta of Blackstone

The Big Picture

In the short run, there can be distortions in public market valuations as we saw in 2001 and we saw prior to that in 2007, and prior to that in 2000, in ‘99. BARATTA: I think it was 2005, when we started to look at in China and in India, in particular, and also Japan. BARATTA: Yeah. In the long run. When did that beckon? BARATTA: Yes.

Assets 154
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Transcript: Sean Dobson, Amherst Holdings

The Big Picture

So a lot of the headline names, you see a lot of the stories you see about, about the financial crisis, a significant number of, of those investors we were helping in security selection, modeling, and analytics. And in the 2000 at the 2005 conference, it’s kind of wild. Maybe the market hadn’t priced something properly.

Banking 143
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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: 2005. Uh, Fred said to give me your number.” ” (LAUGHTER) And he goes, and then he goes like this and tell Fred not to give up my (EXPLETIVE) phone number anymore.

Media 281
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Transcript: Jeremy Siegel + Jeremy Schwartz

The Big Picture

It’s sold ungodly numbers of copies, and is on everybody’s best finance books of all-time list. When a professor says, “Come in, we’ll talk about the assignment,” and you come in and say, “I’ve already crunched the number. There’s a number of them in our earnings index that are being overweighted.

Numbers 143
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Transcript: William Cohan

The Big Picture

He’s really well known on the street and puts out a number of fascinating books, arguably a sort of parallel career to Michael Lewis. So that’s important, number one. RITHOLTZ: He had Bernie Madoff numbers, didn’t he? He is one of the co-founders of Puck. RITHOLTZ: Absolutely. COHAN: Okay. He was fine.

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Transcript: Steve Case

The Big Picture

He was instrumental in getting a number of very positive policy actions passed over the past decade. I’ve interviewed a number of people from Revolution. But thankfully, the next decade, things really accelerated in terms of the growth of the company and growth in the valuation, things like that.

Startup 164