The Big Picture

AUGUST 15, 2023

What’s the valuation? Certainly in financial services, we recognize now that there are all these microaggressions that have been in place for decades. SEIDES: It’s mostly that and it goes to what you said, which is I love having these conversations and have never advertised on the podcast. RITHOLTZ: Right.

Management 130

Management Investments Investing Government 130

Brown Advisory

AUGUST 14, 2023

To be clear, we would love to have more investments in any diversifying business or sector but every investment must first pass all our tests, particularly valuation. More recently, our view on valuations in health care has become more constructive as share prices have come down. It is an illuminating case study.

Investing 52

Investing Investments Portfolio Accounting 52

The Big Picture

SEPTEMBER 10, 2024

He has a very interesting approach to thinking about market valuations and strategies and when to deploy capital, when to go with the crowd, when to lean against the crowd, and has amassed and excellent track record. Second part of our framework is valuation fundamental work. Well, that means valuations are probably too high.

Valuation 159

Valuation Clients Investments Investing 159

The Big Picture

MAY 9, 2023

And again, I ended up in the financial services audit practice at KPMG. ADVERTISEMENT) RITHOLTZ: Tell us a little bit about what the Goldman Sachs asset and wealth management business is like. We didn’t really have to worry about marketing or advertising, didn’t spend time on podcasts or TV. We love it.

Assets 296

Assets Clients Investments Investing 296

Trade Brains

NOVEMBER 26, 2023

The Company earns most of its revenue from the Financial Services and insurance industries (29.8%), followed by Retail (14.5%) and Communication (12.3%). Education: The Shiksha platform of Info Edge is its educational platform that generates revenue from providing Branding and advertising solutions to Universities.

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Recruitment Startup Engineering Education 102

The Big Picture

APRIL 11, 2023

 The transcript from this week’s, MiB: Aswath Damodaran: Valuations, Narratives & Academia , is below. You’re known as the dean of valuation. He said, oh, dean of valuation, it’s easier to say. So let’s start with the question, what led you to focus on valuation? RITHOLTZ: Right. And I said, why?

Valuation 295

Valuation Education Numbers Government 295

The Big Picture

MAY 16, 2023

Literally the first check-in to Robinhood, which went public in 2021 at about a $34 billion valuation. RITHOLTZ: He was the first (inaudible) in round B at the higher valuation. Is it about the valuation? Back then I was Wallstrip was like a 400K valuation. RITHOLTZ: Valuation didn’t make much of a difference.

Media 287

Media Investing Investments Valuation 287