“We manage multi-asset portfolios… strategic asset allocation of 30% currency hedged… based on a view that the Australian dollar is probably about fair value”
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Said on Equity Mates Investing Podcast
“He explained that baseball doesn’t focus on earnings; you look at revenues and assume they’ll lead to earnings later.”
Freakonomics Radio · 691. Is This What a “Good Billionaire” Looks Like?
Play from 11:46
11:46
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What was described
Valued the Orioles based on revenue multiples rather than earnings, treating the team as a revenue-driven asset
$1.75 billion purchase price; median MLB team worth less than half the median NFL team
Said nearby on the same subject
“We ended up re-sharding a bunch of our data to be, um, fetchable by channel ID rather than by team ID. And then that allows for much better horizontal sharding structure as well.”
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Said on The Pragmatic Engineer
“My rough mental framework is if a company is over a hundred million dollars in revenue and they have profitability, if you're growing at more than 30% year on year, you have the right to trade at a revenue multiple.”
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Said on Run the Numbers
“An exercise I found very helpful though, rather than wait till you have the backfill is ask folks to stack rank their sub functions within their team.”
PT
Paul Todgum
Run the Numbers ·
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