The Big Picture

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. I was employee number 10. RITHOLTZ: Which is really a pretty big number. BERRUGA: Yeah.

Clients 150

Clients Investing Investments Management 150

Brown Advisory

JUNE 16, 2022

The great freeze on free money has arrived with a jolt as inflation cleaves through the global economy. We remain highly dubious of price-to-earnings ratios as a proxy for value given earnings can be distorted by “creative” accounting and the measure embeds a range of factors into a single number. We inherently prefer actual cash flow.

Investing 52

Investing Investments Valuation Accounting 52

The Big Picture

APRIL 8, 2024

. ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio Barry Ritholtz : This weekend on the podcast, ed Hyman returns to talk about all things economic analysis, what’s going on in the world, how he’s built an incredible career, oh my God, 43 times number one ranked in the Institutional investor survey in economics.

Economy 140

Economy Clients Economics Banking 140

The Big Picture

JULY 19, 2022

Following the financial crisis and the Fed cutting rates, economy and the market starts recovering in late 2009 and then 2010 and we kept hearing from a lot of different value corners, hey, everything is richly priced. And then, most importantly, I do love his ethical antenna and his kind of truth-telling obsession that he has.

Investing 130

Investing Investments Valuation Portfolio 130

Good Financial Cents

APRIL 19, 2023

The term “turnkey” means the numbers have been crunched, the home may have been rehabbed, and may already include tenants! Thanks to the likes of Airbnb and others, these sharing economy services have shown us it’s not so scary! Look for freelancers with a strong work ethic who provide quality results. Think about it.

Accounting 105

Accounting Investing Investments Media 105

The Big Picture

NOVEMBER 15, 2022

I have lots of different ways I can get that number to go up. NADIG: So the reason is because, you know, when we look at how the corporate economy works, there are investments that you have to make. It’s still a fairly small number. I read all those academic papers, I understand where the math comes from.

Management 266

Management Assets Portfolio Investing 266

Brown Advisory

AUGUST 1, 2018

Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. That can work for a while and sometimes climbs to extraordinary numbers, but it comes to a bad ending. It was tried before with tulip bulbs.

Assets 52

Assets Investing Investments Insurance 52