The Big Picture

OCTOBER 17, 2023

Then the volatility and, and the valuation makes an enormous difference. They understand that, they recognize it and you know, we’re always communicating with them to sort of help them through those periods. And so the critical component in terms of managing a portfolio or finding great ideas is flexibility.

Investing 130

Investing Investments Clients Management 130

The Big Picture

DECEMBER 14, 2022

And interestingly, I’m happy to come back to these things I learned in helping companies through mergers, particularly around things like communications and shareholder relations, and employee engagement that have now served me really well, couple decades later in my career. RITHOLTZ: Right. I think that is changing.

Assets 148

Assets Investing Investments Portfolio 148

The Big Picture

APRIL 18, 2023

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?

Assets 148

Assets Investing Investments Valuation 148

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. So that’s an active part of portfolio trimming and opt and optimization.

Banking 139

Banking Investing Investments Marketing 139

The Big Picture

MAY 16, 2023

Literally the first check-in to Robinhood, which went public in 2021 at about a $34 billion valuation. RITHOLTZ: 2004, 2005. RITHOLTZ: 2005. RITHOLTZ: He was the first (inaudible) in round B at the higher valuation. He was a pre-IPO investor in companies like Facebook and Twitter. LINDZON: Yes. LINDZON: I hate CNBC.

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Media Investing Investments Valuation 273

The Big Picture

FEBRUARY 7, 2023

COHAN: — right now, that allowed people to communicate with one another. Jamie has been there since, whatever, 2005. It was like 13 out of 13 in the GE portfolio. And so Goldman’s valuation is around, you know, 110, $120 billion; and Morgan Stanley’s is around 170. COHAN: — JPMorgan Chaser, right?

Engineering 250

Engineering Banking Management Numbers 250

The Big Picture

OCTOBER 31, 2022

When I look back at 2005, ’06, ’07, yeah, those growth stocks that collapsed from way too high, probably were too low. RITHOLTZ: So I said something at an event where I had said to a group of young people, hey, if you’re in your 20s, 30s, 40s, you really don’t need bonds in your portfolio. SIEGEL: Yes. SIEGEL: Right.

Numbers 139

Numbers Investing Investments Marketing 139