Brown Advisory

JANUARY 17, 2024

We all know that a 55% hit rate is the top decile across the industry, and the maths above demonstrates why. 12 At Intuit’s Investor Day in September last year, management highlighted the maths within their QuickBooks SME accounting software franchise, whereby any improvement in the success rates (i.e.

Investing 52

Investing Investments Portfolio Compliance 52

The Big Picture

JANUARY 24, 2023

RITHOLTZ: So it’s different math then I need 100x winner versus 99? RITHOLTZ: So I know we’re not going to talk about performance and returns because of the normal compliance headaches. We’ve never had a business — again, go out of business or not paying interest payment. KLINSKY: Yeah.

Investing 257

Investing Investments Numbers Banking 257

The Big Picture

AUGUST 15, 2023

Let me say what your compliance wouldn’t allow you to say. 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. And I had written that first book about hedge funds, which led me- RITHOLTZ: In 2016, right? SEIDES: In 2016.

Management 130

Management Investing Investments Government 130

The Big Picture

MARCH 27, 2023

Before that, 2016, the energy crisis, same. There are a ton of expenses, and they’re getting higher with compliance and marketing and reporting and investor relationship, et cetera. And so what that’s done is a couple things. One is the period of time where you have distressed bonds available has shortened, right?

Assets 274

Assets Investing Investments Management 274

The Big Picture

MAY 16, 2023

Um, case anybody that says anything, non-compliant, compliance tracks that also the watch list is just sort of fun. So this is the math that I applied. So think about this, do the math. LINDZON: If you return your cash in 2016, we returned some cash in Robinhood in 2016, very early, but say those LPs bought Bitcoin.

Media 278

Media Investing Investments Valuation 278