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. Dollars.

Investing 52

Investing Investments Portfolio Compliance 52

The Better Letter

DECEMBER 15, 2022

He ran this exercise from 1927 to 2016 covering the 500 largest publicly listed stocks in the United States. This is the best thing I read this week (it combines magic, music, mystery, and math); this is the best thing I saw. In other words, God made sure to own the stocks He knew would perform best over the next five years.

Investing 77

Investing Investments Portfolio Numbers 77

Mr. Money Mustache

NOVEMBER 10, 2020

So I decided to take some action, by doing the math for myself using a spreadsheet. I still don’t have much experience with the US healthcare system – it helped deliver my son in 2006, and then repair that same boy’s broken arm in 2016. I felt like I was being squeezed from both ends and it was starting to p**s me off.

Insurance 73

Insurance Medical Medicine Healthcare 73

The Big Picture

JANUARY 24, 2023

RITHOLTZ: So it’s different math then I need 100x winner versus 99? And then another curveball, your wife, a former Bear Stearns banker, published a book in 2016, Opening Belle, spelled with an E on Belle, which is a fictionalized account of a woman navigating the financial crisis here at Wall Street. KLINSKY: Yeah.

Investing 257

Investing Investments Numbers Banking 257

The Big Picture

AUGUST 8, 2022

ANAT ADMATI, PROFESSOR OF FIANCE AND ECONOMICS, STANFORD GRADUATE SCHOOL OF BUSINESS: So, my journey starts where I took a lot of math. I was good in math and I love the math. So, I was kind of, in my romantic mind when I was in my early 20s, I was going to take but not give back to math, that kind of thing.

Banking 195

Banking Government Insurance Taxes 195

The Big Picture

MAY 30, 2023

BRYANT: So money, unlike math, money is highly emotional. I mean, there’s 50,000 kids in the Atlanta public school system, so you can do the math there. I believe I love math because it doesn’t have an opinion, that’s a Melody Hobson quote. RITHOLTZ: Right. BRYANT: Number two, money is emotional. RITHOLTZ: Yes.

Banking 141

Banking Economics Economy Business Planning 141

The Big Picture

NOVEMBER 22, 2022

SHAW: My wife and I decided to move to Tennessee back in 2016. RITHOLTZ: Why is it not surprising that a math nerd is also a placekicker? Let’s talk a little bit about some of the work you’ve done, start with CEO of The Company Lab, what was CoLab’s mission and why Tennessee? SHAW: Well, it’s pure geometry.

Recruitment 141

Recruitment Engineering Investing Investments 141

The Big Picture

AUGUST 15, 2023

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. If you’re giving up that 1% big fat yield in 2019, 2021, let’s say you give up three years of 1% and get zero, how does the math work over the subsequent couple of years?

Management 130

Management Investing Investments Government 130

The Big Picture

OCTOBER 10, 2023

Because he was all sure he was a totally isolated math. So, so he’s brilliant at math. He goes to m i t to study, study physics and math. So brilliant enough so that sure, he goes to math camp in the summer and find, kind of finds his tribe. But in math camp, he’s not the best. And the Undoing project.

Math 152

Math Numbers Marketing Marketing 152

The Better Letter

JANUARY 11, 2024

That’s why the markets are much more of a mind game than a math game. And that’s why markets will always be exceedingly hard, even when the math seems easy or the future seems certain. Stop with the math.` Beyond the present lies imagination. And lots of surprises. that hasn’t yet arrived. Also interesting.

Economy 94

Economy Economics Math Banking 94

The Big Picture

MARCH 27, 2023

Before that, 2016, the energy crisis, same. By the way, you show the math in the book very, very easily and understandable for those who may not be as mathy, which is basically a giant fund collecting 2 percent is much better than a smaller fund that’s killing it, but they’re not starting out with a lot of assets.

Assets 274

Assets Investing Investments Management 274

The Big Picture

NOVEMBER 8, 2023

(March 2, 2021) Election polls are 95% confident but only 60% accurate, Berkeley Haas study finds (Haas Berkeley, October 26, 2020) Previously : Nobody Knows Nuthin’ (May 5, 2016) Nobody Knows Anything, John Wick edition (September 6, 2023) Nobody Knows Anything, Calvin & Hobbes Edition (August 14, 2023) Nobody Knows Anything (Collection) __ (..)

Media 342

Media Management Math 342

The Big Picture

MAY 16, 2023

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. LINDZON: But that math, if you really put it in a calculator … RITHOLTZ: Becomes a problem. RITHOLTZ: You do it.

Media 278

Media Investing Investments Valuation 278

The Big Picture

MAY 2, 2023

RITHOLTZ: So wait, you’re, I’m trying to do the math, if you were 24 in ‘08, so you got this watch in 2000, 99? That came out in 2016. He gave me his Omega Speedmaster, which is a really nice watch. When I was 16 years old, it was my only nice watch. CLYMER: Yes, around there, I would say. That was the big thing.

Retail 161

Retail Insurance Advertising Numbers 161

Brown Advisory

AUGUST 1, 2018

Buffett likes Tim Sloan, who became CEO at Wells after the sales incentive revelations in 2016, and his efforts to fix those past mistakes. Buffett noted that the math of the buyback would get even better if Apple’s shares went down (but not its intrinsic value), something people often misunderstand.

Assets 52

Assets Investing Investments Insurance 52

Brown Advisory

AUGUST 1, 2018

Buffett likes Tim Sloan, who became CEO at Wells after the sales incentive revelations in 2016, and his efforts to fix those past mistakes. Buffett noted that the math of the buyback would get even better if Apple’s shares went down (but not its intrinsic value), something people often misunderstand.

Assets 52

Assets Investing Investments Insurance 52

The Big Picture

OCTOBER 3, 2023

You’re doing a lot of math in your head on the Fly. I’m doing, I’m doing an awful lot of math in my head on the fly. So the election, November, 2016, December of that year, you’re teeing it up, president’s sworn in January 20th and you’re hitting the ground running.

Taxes 268

Taxes Banking Clients Management 268

The Big Picture

AUGUST 23, 2022

So, I did the math, 20 million times a hundred. So, let me just repeat the math. And so, again, I went through this simple math. The Magnitsky Act, in 2016, became the Global Magnitsky Act which doesn’t just go after the people who do terrible things in Russia but in China and Iran and Venezuela and all other countries.

Government 312

Government Banking Numbers Investing 312

Mish Talk

NOVEMBER 10, 2022

It's a moving target, negating any percentage math. Nothing is decided yet, but the math is very challenging for the Republicans in both states. Trump's Perfect Record Since his unlikely victory in 2016 against the widely disliked Hillary Clinton, Mr. Trump has a perfect record of electoral defeat. I've changed my mind.

Math 166

Math Numbers Media Economics 166

The Big Picture

AUGUST 22, 2023

Here’s something that pulls them apart, I’m going to give a simplified version of the best data I’m aware of on this, where people in the 2016 election who favored Trump or Clinton also had predictions about whether Trump or Clinton would win before the election. Let’s take Clinton voters.

Economics 245

Economics Media Government Numbers 245