Barry Ritholtz

AUGUST 29, 2023

My Two-for-Tuesday morning train WFH reads: • Stock Pickers Never Had a Chance Against Hard Math of the Market : In years like this one, when just a few big companies outperform, it’s hard to assemble a winning portfolio. Businessweek ) but see With cash earning 5%, why risk money on the stock market? With the 10 year at 4.2% 1987 Crash 3.

Treasury 52

Treasury Math Economics Sales 52

CFO News Room

DECEMBER 24, 2022

Invest with Peer-to-Peer Lending. Capital to invest, basic credit knowledge, risk tolerance. Investing in Cryptocurrency. Capital to invest, high risk tolerance, basic understanding of cryptocurrency trends. Capital to invest. Ability to identify profitable sale items, marketing and organizational skills.

Investments 130

Investments Marketing Communication Advertising 130

Future CFO

NOVEMBER 29, 2023

Kris Giswold (KG): My journey in finance began with my love of puzzles and numbers. I can vividly remember my first high school economics class, that was when I first realized that math wasn’t only theoretical. Numbers could tell a story, they could explain behaviours and predict the future.

Finance 52

Finance Leadership Auditing Math 52

Barry Ritholtz

NOVEMBER 14, 2023

She has a really fascinating background, very eclectic, a combination of math and law. She has run a number of firms and a number of divisions at large firms and traced a career arc that’s just very unusual compared to the typical person in finance. It is something, math has always come easy to me since a child.

Math 52

Math Leadership Investments Entertainment 52

CFO News Room

DECEMBER 17, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. We also have a number of articles on retirement planning: While weak stock and bond market performance has challenged advisors and their clients this year, these trends have likely increased the ‘safe’ withdrawal rate for new retirees.

Education 130

Education Planning Benchmarking Investments 130

PYMNTS

MARCH 30, 2020

The construction and manufacturing sectors were the most bullish, as consumers bought new houses and invested in improving the ones in which they were living. Thirty-eight percent report between $1 million and $5 million in annual sales, and 50 percent report between $100,000 and $1 million. A third (33 percent) aren’t sure they will.

Construction 92

Construction Sales Math Manufacturing 92

Barry Ritholtz

FEBRUARY 2, 2023

The investment was pitched as a nearly risk-free opportunity to earn annual returns of 50 percent by lending money to slip-and-fall victims awaiting checks after the settlement of their lawsuits.” emphasis added) The red flags were there for anyone who could put their greed aside and simply focus on the math.

Treasury 25

Treasury Math Investments Sales 25

Barry Ritholtz

AUGUST 23, 2022

And I was kind of intrigued and so I said, can we discuss it, and he laid it out on a conference table and I said, what’s this number? And then I said, what’s this number down here, and he said, this is last year’s earnings. And that number was $160 million. So, I did the math, 20 million times a hundred.

Investments 126

Investments Math Banking Profit and Loss 126

Barry Ritholtz

SEPTEMBER 26, 2022

The whole world is going electric, especially in China and Europe, the way things are going the USA will no longer be number one in so many categories. He sees his number of Twitter followers, he thinks everybody’s a fan, but that is not the case. What is your 35mm camera worth today? As for all the b.s.

Math 129

Math Manufacturing Education Leverage 129

Barry Ritholtz

SEPTEMBER 19, 2023

Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. Previously she was Chief Investment Officer at various state pension funds, including Maryland and Hawaii. I, I found this to be really an intriguing conversation with somebody who, whose investment charge is unconstrained. Two reasons.

Investments 57

Investments Math Risk Management Benchmarking 57

PYMNTS

NOVEMBER 19, 2018

Walmart’s Q3 earnings last week was a story of strong digital sales and 16 consecutive quarters of same-store sales growth. 3 post position, displacing Apple, at roughly 4 percent of retail sales. Consumers, executives said, continue to walk into Walmart stores and add more things to their shopping baskets. Source: PYMNTS.com.

Healthcare 66

Healthcare Retail Sales Math 66

Barry Ritholtz

SEPTEMBER 19, 2022

He has a fascinating background in technology and software, and is interested in all sorts of interesting things, ranging from climate change to humanism, to the huge transitions that humans have gone through as a species and what it means to society, investing, scarcity and just the quality of life that we will enjoy as a species.

Valuation 118

Valuation Investments Marketing Technology 118

CFO News Room

DECEMBER 15, 2022

Just the math of an advisory firm only goes so far at the end of the day.” I could do the rough math on his firm. just to make the math easy. And literally in the same day, I had somebody super smart who invests in big RIA firms tell me that fee compression is going to eat everything. If you charge 1.1

Math 130

Math Planning Benchmarking Technology 130

The Charity CFO

JANUARY 17, 2022

You can grasp nonprofit accounting basics in just a few minutes, even if you’ve never taken an accounting course (and even if you hated math in high school). However, it can also be cash from sales of products, courses, or subscriptions. Sales of products or services. Examples of nonprofit revenue sources: Cash donations.

Nonprofit 98

Nonprofit Accounting Profit and Loss Accounts Payable 98

PYMNTS

OCTOBER 14, 2016

In a retail reality where everything is always on sale, coupons were the clever method by which brick-and-mortar shops drew in customers with deals. Because everything is always on sale and because there are any number of ways to collect digital coupons and discounts, who needs all the extra paper?

Profit and Loss 75

Profit and Loss Math Retail Sales 75

PYMNTS

JANUARY 16, 2017

Away from physical to online sales. Retail sales really are shifting online — at a very rapid clip. After denying that they were wrong, the Census Bureau did an about-face and decided to take a closer look at its model — one which we estimate has under- and miscounted retail sales for a decade.

Retail 53

Retail Math Sales Numbers 53

Barry Ritholtz

JANUARY 24, 2023

They have $37 billion in clients and their own funds, of which they have invested across a variety of disciplines from credit to strategic capital, as well as taking companies private and helping them grow into something more substantial than they’ve been in the past. It was between corporate law and investment banking.

Mergers and Acquisitions (M&A) 103

Mergers and Acquisitions (M&A) Investments Leverage Numbers 103

Barry Ritholtz

NOVEMBER 21, 2023

 The transcript from this week’s, MiB: Brad Gerstner, Altimeter Capital & Invest America , is below. They invest primarily in private and public companies. 00:08:24 [Speaker Changed] No, in fact, that, in fact, I think they were still investing money off their balance sheet called FC Capital. Fiaco Cutler Capital.

Investments 98

Investments Marketing Startups Accounting 98

CFO News Room

FEBRUARY 2, 2022

Dan is a Partner and the Chief Investment Officer at Capasso Planning Partners, a rapidly growing independent RIA based in Charleston, South Carolina that oversees about $250 million of assets under management for 300 client households across the country that are all served virtually. So, that’s number one. Executive Summary.

Planning 130

Planning Math Numbers Investments 130

Barry Ritholtz

AUGUST 29, 2023

Greg Davis, Chief Investment Officer at a little shop called the Vanguard Group, which manages $8 trillion. Few people are in a position to see what’s going on in the world of investing, whether it’s institutional or retail, better than Vanguard CIO. GREG DAVIS, CHIEF INVESTMENT OFFICER, VANGUARD GROUP: Thanks, Barry.

Investments 52

Investments Benchmarking Valuation Construction 52

PYMNTS

FEBRUARY 2, 2017

Analysts expect the online retail giant to report a 25 percent increase in fourth-quarter sales to $44.7 Revenue could largely be boosted by the company-reported best-ever holiday sales. PYMNTS will update with all the details and provide analysis once Amazon releases its numbers. billion, said a Thomson Reuters survey.

Math 51

Math Transportation Education Retail 51

Barry Ritholtz

DECEMBER 12, 2023

You fell in love with investing as an 8-year-old. And I was a math nerd as a kid. And because my mother and grandmother were looking at these trying to figure out what was going on, I was curious about the sea of numbers. But in the New York Times, there was an advertisement that the value line investment survey needed analysts.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103

Onplan

DECEMBER 28, 2021

In this post, we’ll walk you step-by-step through how to think about this, and use our free headcount planning template to run the numbers for a fictional company, NoMoreOffice Inc. Let’s look closer at the headcount math. How do you weigh and plan for the costs of such a change? Let’s start by laying out the base case. Current staff.

Planning 98

Planning Financial Planning and Analysis (FP&A) Forecasting Math 98

Barry Ritholtz

MAY 21, 2024

She is one of the few people who combine quantitative investing with behavioral finance. I’m kind of in intrigued by the idea of philosophy and math. So I found myself getting kind of bored with my math problem sets, and then I could shift to philosophy and then go back and forth. What was the career plan? Right, right.

Finance 57

Finance Marketing Numbers Math 57

CFO News Room

DECEMBER 1, 2022

So, a few years ago I was at a conference for executives of very, very, very large financial services enterprises who were talking about these huge ginormous checks that they were writing to make investments into advisor technology. What an incredible technology investment if they can pull this off.” Carl: Well, yeah.

Technology 130

Technology Planning Investments Leverage 130

PYMNTS

JULY 14, 2017

FanDuel decided to merge with DraftKings last November, because we believed that this deal would have increased investment in growth and product development, thereby benefiting consumers and the greater sports entertainment industry. Since the merger was never finalized, FanDuel and DraftKings will continue to operate as separate firms.

Advertising 40

Advertising Math Startups Forecasting 40

Barry Ritholtz

SEPTEMBER 12, 2022

She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. It’s a town of about 4,000 people, so exposure to markets or investment banking or any of the careers in finance was not something that you really envisioned. Her name is Kristen Bitterly Michell.

Investments 116

Investments Marketing Profit and Loss Banking 116

PYMNTS

JULY 13, 2018

A growing number of companies are coming to understand how consumers’ granular-level data can lead to a host of revenue-enhancing opportunities, and set a path for customer acquisition and product improvement. But Macdonald said he is confident the numbers will shift in such a way to benefit the company and its data collection efforts.

Advertising 40

Advertising Math Construction Education 40

PYMNTS

JULY 12, 2018

A growing number of companies are coming to understand how consumers’ granular-level data can lead to a host of revenue-enhancing opportunities and set a path for customer acquisition and product improvement. But Macdonald said he is confident the numbers will shift in such a way to benefit this company and its data collection efforts.

Advertising 40

Advertising Math Construction Education 40

CFO News Room

DECEMBER 6, 2022

And it was a very sales-oriented culture. And what I realized very quickly is that I really didn’t like the sales aspect, but I was actually good at it. And I think he wanted to train me and wanted to invest in me, and he saw that to be the best way to invest in me. I was at the top of the board. Natalie: Yeah.

Planning 130

Planning Budgeting Investments Communication 130

Barry Ritholtz

DECEMBER 6, 2022

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast I have an extra special guest, Luis Berruga has a fascinating career as both a tech wizard and investment banker before becoming CEO of Global X ETFs. I remember telling myself, why would anyone invest in mutual funds when you can buy an ETF instead?

Investments 61

Investments Marketing Numbers Risk Management 61

Barry Ritholtz

MAY 16, 2023

How does a kid from Arizona, from Phoenix, get interested in venture investing, not exactly known as a hotbed of early-stage tech companies. LINDZON: So now the one lucky investment that I made, and it was a dumb investment, much like the dumb investments people made in ’21. So in 1999, I invested in this.

Leverage 112

Leverage Investments Valuation Finance 112

Onplan

DECEMBER 28, 2021

In this post, we’ll walk you step-by-step through how to think about this, and use our free headcount planning template to run the numbers for a fictional company, NoMoreOffice Inc. Let’s look closer at the headcount math. How do you weigh and plan for the costs of such a change? Let’s start by laying out the base case. Current staff.

Planning 52

Planning Financial Planning and Analysis (FP&A) Forecasting Math 52

CFO News Room

DECEMBER 20, 2022

Emily is the Senior Financial Planner for Archer Investment Management, a virtual Independent RIA based in Austin, Texas, that oversees $170 million of assets under management for nearly 170 families. ” I’m guessing someone else was like, “And I’m going to go on and get the next sale.” Emily: Yeah.

Education 130

Education Planning Numbers Securities 130

PYMNTS

NOVEMBER 29, 2017

If they want to look legitimate, said Frechtling, then bad guys must manage their core business by the same four business fundamentals as good guys: marketing, sales, operations and receivables. Scalable costs are investments made so that the business is easy to find for those who want it. Management teams should do so monthly.

Math 46

Math Communication Sales Transportation 46

PYMNTS

JUNE 14, 2019

While Amazon is fairly tight-lipped about specific numbers, eMarketer has cut its estimate of Amazon’s current online commerce market share in the U.S. by 22 percent based on CEO Jeff Bezos’ recent disclosure that independent retailers accounted for more than 58 percent of Amazon’s gross margin on retail sales. retail sales.

eCommerce 40

eCommerce Retail Leverage Startups 40

CFO News Room

NOVEMBER 1, 2022

It’s why we tend to also do investment management, or also do something to implement. And not because it’s not necessarily profitable to give advice for clients at those price points, but that in order to do it and make the math work, you need a lot of clients.

Planning 130

Planning Investments Accounting Math 130