Remove Advertising Remove Budgeting Remove Math Remove Valuation
article thumbnail

Transcript: Ted Seides

The Big Picture

And what’s their budget like a fraction of it, right? 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? I’m sorry, I’ve never advertised for the podcast other than a couple little experiments.

article thumbnail

Transcript: Cliff Asness

The Big Picture

Everything was the same except, Chicago had in its budget to give me money for airfare to go visit. But plenty of valuation measures, it has no applicability for price-to-sales. And I do think besides just the advertising aspect, I think one huge benefit to our business is we hire a lot of PhDs, including professors.

Valuation 161
article thumbnail

Transcript: Brad Gerstner

The Big Picture

It was about $170 million valuation. I think, you know, what we’ve, what we’ve learned about Twitter was they may have had a lot of advertisers, but I’m not sure how well it was actually working for users. I like these big advertisers, but they don’t wanna be associated with that. billion a year.

Investing 246