Identifying Competitive Advantages with Matthew Cochrane

  FEATURING: THE MOTLEY FOOL’S MATTHEW COCHRANE   2/ IMHO best way to value banks is P/B ratio. Don’t like using metric for asset-light businesses, but for banks w/ assets on balance sheets, it’s perfect (Assets-liabilities) or Book value / Shares outstanding = Book value per share Share price/book value per share = P/B ratio … Continued

Diversification & US Dominance with Charlie Bilello

FEATURING: CHARLIE BILELLO Q: You’re very active on Twitter but unlike most, you tend to share only facts and data, not opinions. How do you view your own place in the community of investors on Twitter, and the value your content provides investors? A: Like everyone else, I have some strong opinions, but I try … Continued

A Recession-Free Decade with Michael Antonelli

FEATURING MICHAEL ANTONELLI, AKA @BullandBaird Q: Can you tell us about Baird and what you do there? A: Baird is a financial services company that serves institutional and private wealth clients, and manages $150 billion in assets. As a Market Strategist, I communicate with our clients about our firm’s perspectives on the markets. On my … Continued

Ben Carlson on Denominator Blindness

FEATURING BEN CARLSON, CFA Click to view in YCharts Q: Can you tell us about Ritholtz Wealth Management and what you do there? A: I’m the Director of Institutional Asset Management at Ritholtz. I sit on our investment committee where I help build client portfolios, manage risk, and communicate with clients about our investment philosophy. … Continued

Solving Student Debt with Ramp Capital

FEATURING TWITTER’S @RampCapitalLLC Q: Can you tell us about the origins of Ramp Capital and your philosophy on the increasingly popular #FinTwit? A: The origins of Ramp Capital go back to around 2013. Another anonymous blogger, Zero Hedge, recognized a phenomena where, at the close of the market every day, some mysterious buyer was coming into the … Continued

Trouble with the Curve

FEATURING: GARY RIBE, CFA Q: Can you tell us a little bit about Accretive Wealth Partners and what you do there? A: Accretive is a wealth management firm in New Jersey that primarily serves high-net-worth clients. My co-managing partners focus on planning while I’m the chief investment officer and run point on our portfolios. Our … Continued

Dr. J’s Flight to Bitcoin

FEATURING: JON NAJARIAN Click here to view in YCharts   Jon Najarian is a professional investor, market analyst on CNBC, and co-founder of Investitute.com, a financial education and newsletter services website on which he publishes his market observations and trade ideas. Jon has a rich history in investments and trading, having worked as a floor trader … Continued

How Batnick Strips Emotion Out of Decision Making

FEATURING MICHAEL BATNICK The above chart is courtesy of Michael Batnick, CFA from Ritholtz Wealth Management, and the co-host of the enormously popular “Animal Spirits” podcast. Read our Q&A with him below and if you don’t already, follow him on Twitter @michaelbatnick. Q: Can you tell us a little bit about Ritholtz and what you do … Continued

“Some Losses Hurt Worse Than Others”

FEATURING JEFF MACKE Click to view $LYFT in YCharts “Some losses hurt worse than others” A private investor, director, author, social media personality, and former hedge fund manager — Jeff Macke is a lot of things. While he admits the “social media personality” moniker was somewhat of an accident, Jeff has taken his stature as … Continued