Remove 2014 Remove Communication Remove Math Remove Portfolio
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Transcript: Graeme Forster, Orbis Investments

The Big Picture

So I, I did a math degree at Oxford, which is more pure math. You know, pure math can be very theoretical and detached from the real world, and it’s getting worse. It’s just math stick to it over long periods of time. We do have multi-asset strategy called balanced, which we launched in 2014 15.

Investing 130
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Could It Be True?

The Better Letter

He spends way more time on how to save $1,000 than on what your investment portfolio should look like. I couldn’t make that math work at all plausibly. “And over the past 30 years, my little portfolio … has averaged 12, most years over 13 percent.” An investment portfolio is a luxurious afterthought.

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Transcript: Liz Hoffman

The Big Picture

And then, as it turns out, a switch flipped in the market in 2014 was a record, 2015 was a record. I mean, you’re talking about, I don’t, I could do the math, it’s like a 10,000% return in like three weeks. RITHOLTZ: The communication was bad also. And that’s sort of the math. RITHOLTZ: Right.

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Transcript: Howard Lindzon

The Big Picture

So you can imagine that first check multiplied a little bit from 2014 or so. They kept the reputation intact by communicating with their investors. And I mentioned, you said it’s 2014. So this is the math that I applied. So think about this, do the math. And now it’s a different world. RITHOLTZ: Right.

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