The Big Picture

JULY 18, 2023

Like I didn’t even know that was a thing at E&Y. Tell us a little bit about how you got started. WAGNER: It was indeed. I mean, you know, it’s a great — you know doing accounting and being a CPA had its benefits. I’ll give it a shot.” WAGNER: No. RITHOLTZ: Right.

Investing 130

Investing Investments Assets Insurance 130

The Big Picture

MARCH 21, 2023

It is a masterclass. Let’s start out a little bit going over some of your background. Tell us a little bit about that. Fama-French still don’t include it in their official five-factor model. ASNESS: A lot of us think they should. I wrote it. And by the way, it works very well.

Valuation 161

Valuation Investing Investments Numbers 161

The Big Picture

APRIL 11, 2023

Start with valuation, what is a company worth and why, move towards what are the things that drive valuations, and then expand out to what happens to valuations over the lifecycle of a company, and why those life cycles are getting increasingly shorter over the past few decades. RITHOLTZ: It’s so easy.

Valuation 286

Valuation Education Numbers Government 286

Brown Advisory

MAY 16, 2016

Tens of thousands of people travel to Omaha each spring to hear the wisdom and insights of Warren Buffett and Charlie Munger at the annual shareholders meeting of Berkshire Hathaway. This report includes URLs to more information; the webcast is available at Yahoo.com. They answered about 60 questions during the five-hour gathering.

Insurance 52

Insurance Investing Investments Banking 52

The Big Picture

MAY 16, 2023

This is a little off of our regular format, only because Howard and I know each other for forever. He launches Wallstrip in the early 2000s and before you know it, he’s in the middle of a bidding war with a bunch of different people, theStreet.com and CBS wanting to buy it. LINDZON: I think they call it web two.

Media 278

Media Investing Investments Valuation 278