The Big Picture

JULY 21, 2023

Since 2008, the Census Bureau has included government transfers in its Supplemental Poverty Measure. Call it ” ‘ America’s Enormous Math Mistake’s Mistake. ” In 2008. For the record, Census published its first study on the valuation of so-called “in-kind transfer benefits” in 1982.

Math 246

Math Government Economics Valuation 246

The Big Picture

FEBRUARY 6, 2024

I’d say management consulting is any of the other thing that least at that time was the other career trajectory, just my personality, more of a math oriented introvert. I could maybe flip that around a little bit since I think particularly post 2008, 2009, the quality style of investing has become a lot more popular.

Valuation 130

Valuation Investing Investments Assets 130

The Big Picture

SEPTEMBER 19, 2022

I led the Union Square Ventures investment in Etsy, I became a venture partner for that, and then became a GP in the 2008 fund. So along those lines, there are some venture firms that don’t really seem to care a lot about valuations and others seem to focus on a little bit. A year ago, late stage valuations had gone just bonkers.

Valuation 293

Valuation Investing Investments Engineering 293

Mr. Money Mustache

MAY 20, 2022

It’s fun math – a 20% drop in prices means you get 25% more shares for your dollar, and a 50% drop means twice as many , or 100% more shares per dollar invested.). the current blowup) -20% so far What’s your guess? In today’s market, you are getting about 25% more shares for each dollar that you invest.

Marketing 57

Marketing Marketing Retirement Investing 57

The Big Picture

MAY 9, 2023

So I took it upon myself to go off and took a course in bond math, took another course in derivatives and realized the underlying fundamental concepts were barely, I mean, it wasn’t even high school math in most cases. And then I moved back to London at the end of 2008, which was a really interesting pivot.

Assets 286

Assets Clients Investing Investments 286

The Big Picture

AUGUST 15, 2023

It started on January 1 of 2008. SEIDES: In Warren’s 2008 annual letter, I think it was 2008, he made a statement. RITHOLTZ: So hold the duration risk aside with those two, but just for an investor in treasuries, I know you’ve done the math before. What’s the valuation? SEIDES: That’s right.

Management 130

Management Investing Investments Government 130

The Big Picture

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. Think about the two founders of Global X, Bruno and Jose, they set up Global X in 2008. BERRUGA: Exactly.

Clients 152

Clients Investing Investments Management 152