The Big Picture

FEBRUARY 28, 2023

And so, we invested into one of Europe’s largest electronic toll collection companies. We invested into Europe’s largest electronic toll collection company, and that’s an example of a trend that we were watching for a long time. Here in New York, you have E-ZPass. RITHOLTZ: Right.

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The Big Picture

AUGUST 20, 2024

The second thing that it ultimately does is it creates conditions under which there’s a transition from cash rich portfolios that are ultimately option like in their characteristics. So I, as a discretionary portfolio manager, if you hand me cash, I can look at the market and say, you know what? Thank you for the cash.

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Aleph

JANUARY 21, 2023

Jan 17, 2023 CES, the consumer electronics convention held in Las Vegas this month, felt a lot like the flashy auto shows of yesteryear, with a techy twist [link] Just be for real; flashy niche ideas that are costly will not pay off.

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The Big Picture

JULY 18, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Tom Wagner, co-founder and portfolio manager at Knighthead Capital. We have been speaking with Tom Wagner, co-portfolio manager and co-founder of Knighthead Capital. That’s being remediated.

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ClearMoney

JANUARY 4, 2022

Bitcoin and many other cryptocurrencies continued rising, prompting many investors to wonder whether this new form of electronic money deserves a place in their portfolios. Spiking inflation and the ups and downs tied to the COVID-19 pandemic weren’t the only types of volatility drawing attention in 2021.

Marketing 52

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The Big Picture

OCTOBER 17, 2023

’cause they, it’s a learning mechanism as a recommendation mechanism for portfolio managers and thinking about how to allocate capital. Autos, electronics, Korea really just followed that model and did it wonderfully well. He is portfolio manager at Orbis Holdings.

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The Big Picture

JULY 31, 2023

HOFFMAN: Actually, he responded pretty responsibly, put out, I think, two shareholder letters about a week apart in late March, and actually did what no portfolio manager usually loves doing, which is he deconstructed the trade. How did he respond to the sort of public flaying that he got on Twitter? RITHOLTZ: Right. RITHOLTZ: Right.

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Retail Government Economy Economics 130

The Big Picture

JUNE 3, 2024

At TCW Barry Ritholtz : You were at the Trust company of the West, you’re a senior vice president, you’re a portfolio manager, you’re a quantitative analyst. Jeffrey Sherman : So I do too, Barry, you know, so he, he still writes my paychecks today. Signs him, right?] Yeah, yeah.

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The Better Letter

JANUARY 2, 2025

William Priest, chairman, co-chief investment officer, and a portfolio manager at TD Epoch, picked Meta (+66 percent), which handily beat the S&P 500, but his other four picks did not. RELX earned 16 percent, but the other three did poorly. Bandleader Harry James would eventually discover him there.

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