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. You saw it in the financial services sector.

Assets 162

Assets Investing Investments Valuation 162

The Big Picture

MARCH 5, 2024

So I saw many companies then taxed and financial services. It was 16 hour days and it was six or seven days a week, but you really got to learn the financial markets there. So Magnetar launches in 2005 with some capital, and you joined you, you weren’t one of the original founders, but you joined not long afterwards.

Banking 147

Banking Portfolio Assets Investing 147

The Big Picture

OCTOBER 24, 2022

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. NORTON: So 2005-2006 timeframe. And how do we think about them from a valuation perspective? And it began outside of financial services. NORTON: Right.

Portfolio 130

Portfolio Management Assets Investing 130

The Big Picture

SEPTEMBER 5, 2023

And we’d sort of turn that into a valuation business. So before we get to the pandemic, which obviously had an enormous outsized effect on real estate, let’s talk a little bit about the financial crisis in the mid-2000s, a lot of real estate companies crashed and burned then. RITHOLTZ: Wow, that’s amazing.

Sales 130

Sales Numbers Marketing Marketing 130

The Big Picture

JANUARY 27, 2025

But really in 2005 I made that, that shift to, to, to Babson and, and really still doing what I was doing focused on, on, you know, fundamental fixed income analysis. It is a financial services hub. And there’s a lot of aspects of financial services, and this is somewhat timely. Barry Ritholtz : Hmm.

Assets 147

Assets Insurance Investing Investments 147

Carson Wealth

DECEMBER 30, 2024

Valuations Are a Poor Short-Term Timing Indicator Do you like buying things when they are pricey? There is virtually no proof that high (or low) valuations can predict what stocks might do the following year. Rather than making investing decisions based on valuations, you are better off investing in days that end in y if you ask me.

Marketing 64

Marketing Marketing Valuation Economy 64

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. Is it about the valuation? He was a pre-IPO investor in companies like Facebook and Twitter.

Media 290

Media Investing Investments Valuation 290