The Motley Fool

SEPTEMBER 10, 2024

From reflections on the volatility of 2007-08, to introducing new terms like "Big Dumb Money," and thoughts on building mental frameworks for investing, David reacts to his past essays with fresh insights for today's markets. I know 2007 wasn't great for investors. The first is, I didn't even remember 2007 almost zeroed out.

Investing 130

Investing Stock Market Stock Market Exchange-Traded Funds 130

The Big Picture

JANUARY 9, 2024

But there’s also a lot of, like at Wittel, you know, I was at Wachtel in 2005 to 2007, so really near the peak of a big merger’s boom. Explain Matt Levine : 00:14:13 If a bad thing happens at a public company, public company does a bad thing. And I love that. I thought that was really fun.

Mergers and Acquisitions 52

Mergers and Acquisitions Law Firms Hedge Funds Financing 52

The Big Picture

OCTOBER 31, 2023

Just really a fascinating history from, from a private company to a public company back to a, a partnership. He is uniquely situated because he has run both public mutual funds as well as privates, including late stage venture private equity credit down the list. Really interesting.

Hedge Funds 62

Hedge Funds Mutual Funds Funds Due Diligence 62

The Big Picture

JULY 11, 2023

JOHNSON: By 2019, it was, I think, nine to 10 years, and by 2022, it was 14 to 15 years before they were going public, right? You have half the number of public companies that you had in 2000. And so you look at, well, why go public, right? A public company has quarterly earnings pressure. RITHOLTZ: Right.

Mutual Funds 87

Mutual Funds Mergers and Acquisitions Asset Management Financing 87

The Motley Fool

OCTOBER 27, 2023

Typically, and I go back to 2007 or 1999, I went back and pulled quotes from like before every recession and right before every recession, jobs, unemployment was super low. Unemployment in 2007 was historic lows. The interesting thing about being a private investor is you get a lot more information. People say, "Look at jobs."

Leveraging 130

Leveraging Banks Debt Public Companies 130

The Big Picture

NOVEMBER 21, 2023

They invest primarily in private and public companies. So I had started a third company called Room 77 that we had end up selling to Google. I had just gotten married in the fall of 2007. Or are you looking at startups or private companies that have been for around for a while that are potential disruptors?

Hedge Funds 98

Hedge Funds Venture Capital Startups Capital 98