Each quarter, I prepare a detailed deck and call for Ritholtz Wealth Management clients.1 I start with about 100 ideas and...
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The transcript from this week’s MiB: Masters in Business: Samantha McLemore, Patient Capital, is below. You can stream...
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Aswath Damodaran is on sabbatical this academic year, and while he is away, the full versions of nearly all of his classes, with...
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This week, live from the Phillips Collection in Washington D.C., I speak with Samantha McLemore, founder and CIO of...
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I am very excited about an upcoming MiB Live interview with Samantha McLemore. She may not be a household name, but she is a rock...
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My contrarian instincts often kick in when I see the crowd reaching a questionable consensus. Most of the time, what the...
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I consistently hear many of the same questions about these markets. There are concerns about valuations, tariffs,...
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ATM: Valuation is an exercise in faith with Aswath Damodaran. (October 9, 2024) Do you understand the difference...
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This week, we speak with David Einhorn. president of Greenlight Capital. He launched the value-oriented...
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At the Money: Stock Picking vs. Value Investing with Jeremy Schwartz, Wisdom Tree. (February 7, 2024) How much you pay...
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