The Big Picture

OCTOBER 8, 2024

And actually, interestingly, Joe was director of research there for a number of years before I moved on to start Perceptive. It’s starting to move into cardiology, it’s starting to move into other areas of medicine. They were crossover investors in, in the early days of doing that. Lindsay Rosenwald was the founder.

Healthcare 147

Healthcare Medicine Portfolio Investing 147

The Big Picture

SEPTEMBER 26, 2022

He was instrumental in getting a number of very positive policy actions passed over the past decade. I’ve interviewed a number of people from Revolution. But thankfully, the next decade, things really accelerated in terms of the growth of the company and growth in the valuation, things like that. RITHOLTZ: I love them.

Startup 173

Startup Investing Investments Numbers 173

Brown Advisory

JUNE 12, 2017

Asked about using valuation tools, like aggregate market cap to GDP or cyclically adjusted P/E ratios to gauge markets, Buffett explained that neither of these is paramount. Omaha is a nice weekend getaway with a number of attractions in addition to the annual meeting events. Berkshire has an advantage when that happens.

Investing 52

Investing Investments Ethics Taxes 52

Brown Advisory

JUNE 12, 2017

Asked about using valuation tools, like aggregate market cap to GDP or cyclically adjusted P/E ratios to gauge markets, Buffett explained that neither of these is paramount. Omaha is a nice weekend getaway with a number of attractions in addition to the annual meeting events. Berkshire has an advantage when that happens.

Investing 52

Investing Investments Ethics Taxes 52

The Big Picture

SEPTEMBER 26, 2023

Ritholtz ] 00:09:37 I recall reading, and I know you can’t say this, but I recall reading that fund return something like 19% a year, some just astounding number. And if they don’t, we’re happy to own them at the valuation that we are creating that company act. Crazy number. 00:37:26 [Speaker Changed] Huh.

Banking 130

Banking Investing Investments Clients 130

The Big Picture

DECEMBER 14, 2022

I was thinking any number of things and mostly that I didn’t really know what I wanted to be when I grew up, but I was not kind of at all informed by, you know, gender norms that people asked me a lot about now, in particular how do you know a woman, how did you think about ending up in this thing? MCCARTHY: Yeah, absolutely.

Assets 162

Assets Investing Investments Portfolio 162

The Big Picture

APRIL 8, 2025

Lisa Shallet, chief Investment Officer at Morgan Stanley has had a number of fascinating roles in Wall Street, which is kind of amusing considering she had no interest in working on Wall Street, and yet she was CEO and chairman at Sanford Bernstein. I was traveling and on an airplane all the time. So I took the plunge, I quit.

Asset Allocation 147

Asset Allocation Wealth Management Clients Assets 147

The Big Picture

OCTOBER 31, 2022

It’s sold ungodly numbers of copies, and is on everybody’s best finance books of all-time list. When a professor says, “Come in, we’ll talk about the assignment,” and you come in and say, “I’ve already crunched the number. There’s a number of them in our earnings index that are being overweighted.

Numbers 147

Numbers Investing Investments Marketing 147

Abnormal Returns

MAY 31, 2025

npr.org) Medicine Francis Fukuyama, "Life extension is something that is individually desirable by everyone, but disastrous on a social level." npr.org) Putting some numbers on the cost of removing flouride from the water nationwide. frontofficesports.com) One investor thinks sports team valuations have gotten ahead of themselves.

Food 147

Food Medicine Transportation Valuation 147