The Big Picture

MAY 21, 2024

I’m kind of in intrigued by the idea of philosophy and math. So I found myself getting kind of bored with my math problem sets, and then I could shift to philosophy and then go back and forth. 00:01:29 [Barry Ritholtz] I I, I try not to butcher people’s names, but let’s talk a little bit about your, your background.

Numbers 143

Numbers Management Banking Marketing 143

Good Financial Cents

APRIL 19, 2023

Earn Passive Income in Real Estate Low minimum investment – $10 Diversified real estate portfolio Portfolio Transparency > Skip to the Passive Income Ideas What is Passive Income? They make it super easy to passively invest in ETFs, and are rounding out their portfolio of services to get you access to your money seamlessly.

Accounting 105

Accounting Investing Investments Media 105

The Big Picture

NOVEMBER 21, 2023

My dad was first generation college, became an entrepreneur, started an auto parts manufacturing business. And I said, Paul, I don’t know anything about managing a public portfolio, but the deal we made with each other. So here’s the math, Barry. I’m 52 years old, so it was 19, you know, early eighties.

Investing 246

Investing Investments Startup Accounting 246

The Big Picture

JUNE 20, 2023

We looked at everything from retail to nursing homes to hospitals to insurance companies to manufacturers. When you look at the history of the ’80s and even ’90s era LBOs, they seem to be a lot of lesser-known, not necessarily consumer-facing companies, transport and logistics and manufacturing. Or does that happen?

Insurance 143

Insurance Healthcare Retail Medicine 143

The Big Picture

NOVEMBER 22, 2022

I look for people that have done extracurricular work, or you know, manage their own little portfolio, or have stock ideas or businesses ideas that they want to pitch. Number one, manufacturing has been strong in the Southeast for a number of years. And so you see a lot of car manufacturers operating down there.

Recruitment 143

Recruitment Engineering Investing Investments 143

Brown Advisory

AUGUST 1, 2018

Though insurance produced an unusual underwriting loss in 2017, it provided $114 billion in investable float, which partially funds Berkshire’s $314 billion investment portfolio. Berkshire’s investment portfolio holds about $186 billion in equities and $118 billion in cash equivalents and bonds as of March 31, 2018.

Assets 52

Assets Investing Investments Insurance 52

Brown Advisory

AUGUST 1, 2018

Though insurance produced an unusual underwriting loss in 2017, it provided $114 billion in investable float, which partially funds Berkshire’s $314 billion investment portfolio. Berkshire’s investment portfolio holds about $186 billion in equities and $118 billion in cash equivalents and bonds as of March 31, 2018.

Assets 52

Assets Investing Investments Insurance 52

The Big Picture

JULY 31, 2023

RITHOLTZ: Manufacturing, Ford as an example, sure. I mean, you’re talking about, I don’t, I could do the math, it’s like a 10,000% return in like three weeks. And that’s sort of the math. Travel, obviously important, finance important, it was a little unclear then how that would it all shake out.

Retail 130

Retail Government Economy Economics 130

The Big Picture

MARCH 12, 2024

So that’s an active part of portfolio trimming and opt and optimization. The good news is no one event has a big impact on the portfolio. And I was always good at math and, and I had been writing code since I was in the sixth grade. So we’re cleaning those homes back up and selling ’em back to the consumers.

Banking 143

Banking Investing Investments Marketing 143

The Big Picture

OCTOBER 31, 2022

Our industry not manufacturing? RITHOLTZ: So I said something at an event where I had said to a group of young people, hey, if you’re in your 20s, 30s, 40s, you really don’t need bonds in your portfolio. You go even further than that and say, “Most portfolios could be fine if they’re equity only.”. SIEGEL: Yeah.

Numbers 143

Numbers Investing Investments Marketing 143