The Big Picture

NOVEMBER 14, 2023

As you know, quants have extremely high IQs. But what I learned really early in my career is that it’s not about iq, it’s about, well, it is about iq. So they report in and they have, you know, quarterly business reviews and all of that stuff. Essentially herding cats and managing a whole bunch of quants.

Math 130

Math Management Insurance Assets 130

Brown Advisory

MAY 16, 2016

After welcoming the attendees and introducing Berkshire’s board of directors, Buffett gave a quick review of first-quarter earnings. Buffett was asked how shareholders could take pride in Berkshire’s investment in Coca-Cola, and if Coca-Cola wasn’t an immoral company given the health effects of the calories in its namesake product.

Insurance 52

Insurance Investing Investments Banking 52

The Big Picture

MAY 16, 2023

They sold, Chart IQ, which just sold to S&P. LINDZON: The reviews are insane. LINDZON: Yes. First check. RITHOLTZ: No kidding? LINDZON: And so, so yes, $60,000 check to Sean Carpenter when he was running YCharts and it’s a great business. The COVID nightmare of kids working from home and zoom, it depresses.

Media 275

Media Investing Investments Valuation 275