CFO News Room

NOVEMBER 5, 2022

Having valued and invested in Facebook multiple times in the last decade, I will throw my two cents in, but rather than make the earnings report the center of attention, I will use the company’s recent travails to talk about three issues that I think are big issues not only at Facebook, but for the entire market.

Marketing 130

Marketing Advertising Profit and Loss Investments 130

Barry Ritholtz

JULY 19, 2023

My mid-week morning train WFH reads: • Is Rolex a Non-Profit? The Federal Reserve chair spent the early pandemic bemoaning the loss of a strong job market. The Guardian ) • Vivek Ramaswamy’s investment firm dials back anti-woke rhetoric. Wagner began his career doing hedge fund accounting at Ernst & Young.

Profit and Loss 52

Profit and Loss Advertising Restructuring Investments 52

The Charity CFO

SEPTEMBER 14, 2022

As a result, Congress implemented the UBIT in 1950 to eliminate the unfair advantage tax exemption gave to nonprofits competing against for-profit entities in the same sector. For example, the UBIT prevents an entity such as a church from using its exempt status to open a store purely for profit with no charitable purpose. Interest. ??

Nonprofit 98

Nonprofit Profit and Loss Education CFO 98

PYMNTS

OCTOBER 1, 2019

Online shopping fraud reports include complaints about items that are never delivered or are not as they were advertised. In addition, millennials are more likely to report fraud losses on scams that promise to fix debt-related problems or that promise money through jobs, investments or business opportunities.

Profit and Loss 59

Profit and Loss eCommerce Advertising Investments 59

CFO News Room

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors. Read more of Adam’s articles here.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

The Finance Weekly

MARCH 4, 2024

Cash Flow Management Tips to Apply to Your Business Problem 1: Misreading Cash Flow and Profit Cash flow is about tracking how money moves in and out of a business. Profit, however, is what's left over after you take away all the costs from what you earn. But that's not always true. But that's not always true.

Profit and Loss 52

Profit and Loss Cash Flow Forecasting Sales Finance 52

PYMNTS

AUGUST 29, 2016

Blowing around last week was the revelation that Uber is good at lots of things, but as of yet, turning a profit isn’t quite one of them. Uber: Lots Of Patrons, Still Looking For A Profit. Gupta has reportedly told investors that second quarter losses are up, even in the U.S., where the firm reported a Q1 profit.

Profit and Loss 40

Profit and Loss Advertising Accounting Securities 40

PYMNTS

OCTOBER 1, 2019

Online shopping fraud reports include complaints about items that are never delivered or are not as they were advertised. In addition, millennials are more likely to report fraud losses on scams that promise to fix debt-related problems or that promise money through jobs, investments or business opportunities.

Profit and Loss 40

Profit and Loss Advertising Investments Accounting 40

CFO News Room

JANUARY 19, 2023

In this post, I will be valuing each of these companies, both to assess whether to invest in them individually, and to examine whether there are lessons for the market in their price entrails. trillion in market cap, accounting for all of the recovery in US stocks during that period.

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Valuation Profit and Loss Numbers Advertising 130

Cube Software

MAY 10, 2023

It is important to accurately track and report unearned revenue, so you can properly manage profit margins. Accruals and prepayment: Unearned revenue explained In accrual accounting, revenue is recognized when it’s earned. What if I use cash basis accounting? What are deferred expenses?

GAAP 52

GAAP Profit and Loss Accounting Principles Financial Data 52

CFO News Room

FEBRUARY 12, 2022

In this post, I will be valuing each of these companies, both to assess whether to invest in them individually, and to examine whether there are lessons for the market in their price entrails. . trillion in market cap, accounting for all of the recovery in US stocks during that period. My September 2020 Valuations.

Valuation 130

Valuation Profit and Loss Numbers Advertising 130

PYMNTS

APRIL 25, 2018

Twitter ’s revenue growth continued in the first quarter of 2018, with its investments in personalized content and video advertising helping the social media company to beat analyst estimates. Our machine learning efforts continue to benefit advertisers as we continue to refine our targeting and ad-matching capabilities.”.

Advertising 40

Advertising GAAP Profit and Loss Financial Analyst 40

CFO News Room

DECEMBER 26, 2022

Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. 101 Things That Advisors Actually DO To Add Value (Beyond Just Allocating A Portfolio) – Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

PYMNTS

OCTOBER 2, 2020

That accounts for 2.3 For eCommerce, Americans spend about $617 a year in the electronics and appliance categories, which accounts for the highest percentage of spend at 23.3 That means it doesn’t fit into Walmart’s everyday low price model – but it does fit Amazon, which doesn’t have to use it as a loss leader.

Profit and Loss 56

Profit and Loss Data Analysis eCommerce Advertising 56

CFO News Room

DECEMBER 28, 2022

includes a significant number of Roth-related changes (both involving Roth IRAs as well as Roth accounts in employer retirement plans), though notably, the legislation does not include any provisions that restrict or eliminate existing Roth strategies (e.g., In addition, SECURE 2.0 backdoor Roth conversions).

Planning 130

Planning Securities Accounting Tax Planning 130

Musings on Markets

FEBRUARY 12, 2022

In this post, I will be valuing each of these companies, both to assess whether to invest in them individually, and to examine whether there are lessons for the market in their price entrails. trillion in market cap, accounting for all of the recovery in US stocks during that period.

Valuation 98

Valuation Profit and Loss Numbers Advertising 98

Musings on Markets

DECEMBER 2, 2020

Acquisitions : As the number of hosts and guests on Airbnb have climbed over the years, the company has invested in building a more robust platform for its rentals. While some of that money has been spent on internal improvements, much of it has been spent acquiring more than two dozen companies, most of them small, technology businesses.

Profit and Loss 52

Profit and Loss Valuation Investments Numbers 52

CFO News Room

FEBRUARY 2, 2023

Stay safe out there! * * * • “China Covid: Coffins sell out as rural losses mount” [ BBC ]. Advertising: “Fame: Brands wanna live forever” [Bob Hoffmann, Campaign ]. “If Traditional marketers and advertisers will often assert that differentiation or positioning or ‘brand meaning’ are the key advertising drivers of brand success.

Advertising 130

Advertising Healthcare Profit and Loss Education 130

CFO News Room

DECEMBER 20, 2022

Billion for Widespread Mismanagement of Auto Loans, Mortgages, and Deposit Accounts” [ Consumer Financial Protection Bureau ]. The bank’s illegal conduct led to billions of dollars in financial harm to its customers and, for thousands of customers, the loss of their vehicles and homes. Stats Watch. * * *.

Profit and Loss 130

Profit and Loss Numbers Accounting Planning 130

Future CFO

JULY 13, 2020

Indonesia media company PT Media Nusantara Citra (MNC) has seen a surge of viewership – with demand high for family-oriented programmes with millions of children housebound, but a decline in advertising revenues. Because programming licenses are very high, and we may not meet some profitability scenarios that we have. Jarod Suwahjo.

Planning 52

Planning Finance Manufacturing Advertising 52

Musings on Markets

OCTOBER 6, 2023

The Value of Intangible Assets Accounting has historically done a poor job dealing with intangible assets, and as the economy has transitioned away from a manufacturing-dominated twentieth century to the technology and services focused economy of the twenty first century, that failure has become more apparent.

Valuation 104

Valuation Profit and Loss Accounting Investments 104

Musings on Markets

NOVEMBER 4, 2022

Having valued and invested in Facebook multiple times in the last decade, I will throw my two cents in, but rather than make the earnings report the center of attention, I will use the company's recent travails to talk about three issues that I think are big issues not only at Facebook, but for the entire market.

Advertising 98

Advertising Profit and Loss Investments Marketing 98

Musings on Markets

SEPTEMBER 19, 2023

In the first, I will look at the grocery business, both in terms of growth and profitability of grocery stores, since Instacart, as an intermediary in the business, will be affected by grocery business fundamentals. On the profitability front, the grocery business operates on slim margins, at every level.

Profit and Loss 102

Profit and Loss Valuation Advertising Investments 102

PYMNTS

FEBRUARY 18, 2019

However, Uber’s revenue increased only 2 percent between Q3 and Q4, reaching $3 billion, a 24 percent increase over the previous year — leading some investors to question the ridesharing firm’s future prospects for profitability. Losses came in at $1.8 billion in losses reported at the same time in 2017. Scooter Battles.

Profit and Loss 73

Profit and Loss Transportation Advertising Accounting 73

PYMNTS

AUGUST 5, 2016

Any Mastercard debit cardholder can soon send money to any other person with a bank account in any bank across the U.S. – all 14k of them – and have that money deposited into that receiver’s bank account instantly. Jet.com is not profitable and has no clear path to profits, critics say. Iris Scanning.

Profit and Loss 43

Profit and Loss Currencies Accounting Securities 43

Musings on Markets

JULY 22, 2021

The primary attraction of the company, to investors, comes not from its current standing (modest revenues and big losses), but from its positioning to take advantage of the potential growth in the Indian food delivery market.

Marketing 86

Marketing Valuation Profit and Loss Advertising 86

PYMNTS

JULY 26, 2018

Post-GDPR Losses. We’re investing so much in security that it will significantly impact our profitability,” Zuckerberg said. Facebook expenses will grow 50 percent to 60 percent compared with last year, thanks to security investments, and along with marketing and content acquisition efforts, according to CFO David Wehner.

Advertising 40

Advertising Profit and Loss CFO Currencies 40

Musings on Markets

JUNE 23, 2023

From 2001 to 2020, revenue growth at semiconductor businesses has dropped to single digits, as higher demand for chips in new uses has been offset by loss of pricing power, and declining chip prices. Sustained Profitability, with Cycles! While revenue growth has picked up again in the last three years, the business has matured.

Valuation 91

Valuation Profit and Loss Investments Marketing 91

Musings on Markets

OCTOBER 19, 2021

The net effect is that investors feel more confused now, when investing in companies, than ever before, even though the push towards more disclosures has ostensibly been for their benefit. The second is the notion of materiality , a key component of how accountants and regulators think about what needs to be disclosed.

Profit and Loss 70

Profit and Loss Accounting Numbers IFRS 70

Barry Ritholtz

OCTOBER 19, 2022

That group provides investment services, education and research to more than a thousand financial advisory firms, representing more than $3 trillion in assets. We didn’t do advertising. Actually, Jack Bogle wouldn’t let us say the word seller, product or advertising. My special guest this week is Tom Rampulla.

Investments 111

Investments Profit and Loss Education Advertising 111

Musings on Markets

SEPTEMBER 11, 2023

The top one percent of musicians account for ninety percent of all music streams and close to sixty percent of revenues from concerts. If success is measured in subscriber count, Disney Plus has succeeded, but the spending on content has exploded, dragging Disney’s profitability down with it.

Entertainment 77

Entertainment Profit and Loss Numbers Marketing 77

Barry Ritholtz

DECEMBER 28, 2022

. The transcript from this week’s, MiB: Charlie Ellis on Vanguard’s Rules of Investing is below. He has seen pretty much everything in the world of investing. You’re not allowed to do anything in investment management, and then allow it to do anything in sales. RITHOLTZ: Right. ELLIS: I don’t have to do it.

Profit and Loss 72

Profit and Loss Investments Marketing Sales 72

Barry Ritholtz

MAY 30, 2023

So I knew what Bank of America was because my mother, it was a big deal to go to the bank and open a passport account, or to go there with my mother every couple weeks, and have, or my dad to make an appointment with a local, the local branch banker might have been the mayor, I mean, he was a very important guy back in those days.

Economics 57

Economics Education Profit and Loss Banking 57

PYMNTS

OCTOBER 31, 2018

After ricocheting around during an earnings call that was called “ wild ” by more than watchers (by Facebook, as opposed to Tesla, standards), and hitting a bottom of 6 percent losses and a top of 5 percent gains, investors were ultimately happier than worried. instead of the estimate of $1.47, for a total profit of $5.16 31) trading.

Profit and Loss 43

Profit and Loss Advertising Forecasting Leverage 43

Barry Ritholtz

DECEMBER 12, 2023

You fell in love with investing as an 8-year-old. Joel Tillinghast : Well, okay, G, when he was six, my grandfather, who was a bookkeeper accountant at a textile mill died and my grandmother was a second string violin at the Providence Symphony Orchestra, which didn’t pay well then, and I suspect didn’t pay well now.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103

Barry Ritholtz

JUNE 27, 2023

The transcript from this week’s, MiB: Peter Borish, Tudor Investments & Robin Hood , is below. Peter Borish, founding partner number two at Tudor Investments where he worked directly with Paul Tudor Jones, most famously helping him put on a very aggressive short position heading into the ’87 crash. I’m single.

Math 57

Math Risk Management Profit and Loss Marketing 57

Barry Ritholtz

MARCH 21, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, this will be my shortest introduction ever, Clifford Asness and I just go over the entire universe of quant factor and value investing. So given AQR has been around for 25 years, how has your investing philosophy evolved over that period, assuming it’s changed at all?

Profit and Loss 65

Profit and Loss Valuation Forecasting Investments 65