Remove 2005 Remove Economics Remove Numbers Remove Valuation
article thumbnail

Transcript: Graeme Forster, Orbis Investments

The Big Picture

A degree in mathematics from Oxford, a doctorate in mathematical epidemiology and economics from Cambridge. 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. [Barry Ritholtz] : So you have a fascinating background.

Investing 130
article thumbnail

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
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

China: The Next Frontier In Venture

Brown Advisory

China: The Next Frontier In Venture ajackson Wed, 07/22/2020 - 11:37 In Thomas Friedman’s award-winning 2005 book, The World Is Flat , he highlighted how globalization had leveled the playing field, offering all competitors an equal opportunity. and almost nine times the number of mobile payment users. at that time.

Startup 52
article thumbnail

China: The Next Frontier In Venture

Brown Advisory

In Thomas Friedman’s award-winning 2005 book, The World Is Flat , he highlighted how globalization had leveled the playing field, offering all competitors an equal opportunity. Number of University Degrees in Science and Engineering 2000-2015. and almost nine times the number of mobile payment users. Wed, 07/22/2020 - 11:37.

Startup 52
article thumbnail

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. So we share themes and we share these economic signals.

Assets 154
article thumbnail

Transcript: Marta Norton

The Big Picture

So there are a number of us heading in out of college into the BLS. So I leave the Bureau of Labor Statistics and I move into economic consulting. So I applied and was hired as an ETF analyst in 2005. And so Morningstar coverage was really just getting started on ETFs, right in the 2005, period. That’s very funny.

Portfolio 130
article thumbnail

Transcript: Antti Ilmanen

The Big Picture

And when I was studying in university economics, I did not really get the passion. ILMANEN: It’s always good to think of starting yields and valuation sort of two sides of the same coin. Those types of excess savings were sort of the culprit for the conundrum in 2005 or whatever it was. Explain that. RITHOLTZ: Right.

Investing 130