The Big Picture

AUGUST 29, 2023

It’s client related, it’s media like we’re doing today. DAVIS: Where international equities, because of valuations, probably 7% to 7.5%. RITHOLTZ: So let’s talk about that, because that gap in valuation has persisted for a long time. DAVIS: Well, it’s a lot. RITHOLTZ: Right.

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

FEBRUARY 13, 2023

I try to analyze the economy from the top. And to this day, we know when I have a view on the economy, or usually have a view on the economy or inflation, it’s usually driven because I read so many corporate earnings reports and trying to understand why they’re cutting inventory, why are they laying off people.

Economy 144

Economy Numbers Portfolio Marketing 144

The Big Picture

JULY 26, 2022

RITHOLTZ: Why not good fund, just performance wise, or was it — because when you launch in ’01, we’re still in the early days of a massive downfall in technology, media, Internet straight across the board. WEAVER: Well, thankfully, we were — I really communicated a lot with Doug and Tom, and they understood.

Consulting 293

Consulting Management Numbers Investing 293

The Big Picture

APRIL 18, 2023

In the short run, there can be distortions in public market valuations as we saw in 2001 and we saw prior to that in 2007, and prior to that in 2000, in ‘99. BARATTA: Wind, solar, electrifying the economy, getting off of oil and gas, and it’s all kinds of companies engaged. BARATTA: The media conglomerate? BARATTA: Yeah.

Assets 157

Assets Investing Investments Valuation 157

The Big Picture

MARCH 14, 2023

Everybody wants to sell a company when they get a good valuation. economy was actually starting to slow and slow pretty dramatically. Not that we saw the pandemic coming, but we saw the economy slowing, and so we ended up doing very well. Obviously, profits, very important to company valuation — BERNSTEIN: Absolutely.

Economy 157

Economy Investing Investments Portfolio 157

The Big Picture

MAY 16, 2023

Literally the first check-in to Robinhood, which went public in 2021 at about a $34 billion valuation. I know him from Lindzonpalooza from his early media work. I’ve known you for forever and over the course of most of that time, your work has really operated at the intersection of finance and media. RITHOLTZ: Right.

Media 284

Media Investing Investments Valuation 284

The Big Picture

FEBRUARY 7, 2023

RITHOLTZ: Jack having them eat out — COHAN: And he also had the media eating out the thing. RITHOLTZ: So, it’s different today when the media ratings for financial television are all off. So, yes, he had the media eating out of the palm of his hands. He had the research community eating out of the palm of his hands.

Engineering 256

Engineering Banking Management Numbers 256

The Big Picture

SEPTEMBER 26, 2022

But thankfully, the next decade, things really accelerated in terms of the growth of the company and growth in the valuation, things like that. So they can see firsthand what’s happening as well as obviously inviting media, but local media and national media. RITHOLTZ: So it’s a modem and a storage device?

Startup 167

Startup Investing Investments Numbers 167

The Big Picture

FEBRUARY 12, 2024

That explaining that process and communication to people built confidence. And since we’re looking for narratives as opposed, and then do valuation work second as opposed to cheap, we don’t screen. Because I believe that when rates get low below a certain amount, they actually slow down the economy by lowering them further.

Management 289

Management Investing Investments Economy 289

The Big Picture

OCTOBER 31, 2022

RITHOLTZ: So here’s the question about 2020 and we could talk a little bit about the pandemic, when you have an event from outside the market, sort of feels less like the dot-coms and the valuation issue, and more like the meteor that killed the dinosaurs, it’s totally outside of the system. SIEGEL: Right. SIEGEL: Yeah.

Numbers 144

Numbers Investing Investments Marketing 144