CFO News Room

FEBRUARY 12, 2022

My September 2020 Valuations. trillion in market cap, accounting for all of the recovery in US stocks during that period. I must admit I was surprised by my own valuations, since, given the low riskfree rates prevailing at the time, only one stock (Apple) looked significant over valued. Updating the Numbers.

Valuation 130

Valuation Profit and Loss Numbers Advertising 130

Musings on Markets

FEBRUARY 12, 2022

trillion in market cap, accounting for all of the recovery in US stocks during that period. I must admit I was surprised by my own valuations, since, given the low riskfree rates prevailing at the time, only one stock (Apple) looked significant over valued. Clearly, much has happened since these valuations.

Valuation 98

Valuation Profit and Loss Numbers Advertising 98

CFO News Room

NOVEMBER 5, 2022

In the next post, I will use Facebook’s most recent earnings surprise to talk about inconsistencies in how accountants categorize corporate spending, and why these inconsistencies can skew investors perceptions of corporate profitability and financial health.

Marketing 130

Marketing Advertising Profit and Loss Investments 130

PYMNTS

APRIL 5, 2019

Designed to focus on millennials and advertised as a high-minded community of users dedicated to paying it forward , the app allows users to take out as much as $1,000 in advances during a pay period. Once Earnin users have entered their data, bank account numbers and login, they can take out cash advances in increments as large as $100.

Valuation 40

Valuation Advertising Startups Accounting 40

CFO News Room

NOVEMBER 15, 2022

The bankruptcy filing of FTX has even more fundamentally damaged perceptions of the asset class, and sent valuations tumbling to lows not seen in several years. . Tom Brady, Gisele Bunchen, Steph Curry, and other celebrities had advertising and marketing deals with the firm. Earle is an economist who joined AIER in 2018.

Economics 130

Economics Investments Finance Benchmarking 130

CFO News Room

NOVEMBER 26, 2022

We also have a number of articles on retirement planning: How advisors can incorporate Social Security benefits into a client’s retirement asset allocation. How adult children can more effectively give advice to their parents. Several easy ways advisors can help find unclaimed assets and save money as the year comes to an end.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Securities Investments 130

Musings on Markets

JUNE 23, 2023

It is worth noting that these margins are understated, because of the accounting treatment of R&D as an operating expense, instead of as a capital expenditure. As can be seen in the periodic dips in profitability across time, there are cycles of profitability that have continued, even as the business has matured.

Valuation 91

Valuation Profit and Loss Investments Marketing 91

PYMNTS

MAY 3, 2019

The culprit was Google’s advertising revenue, the key top line contributor for the company. That startup is already in vaunted unicorn territory, having raised $220 million last September for a valuation north of $1 billion. It grew only 15 percent to a bit more than $30 billion (this is after traffic acquisition costs).

Currencies 40

Currencies Valuation Advertising Startups 40

Musings on Markets

DECEMBER 2, 2020

Setting the Table As with any valuation, the first step in valuing Airbnb is trying to understand its history and its business model, including how it has navigated the economic consequences of the COVID. In addition, growth in the experiences business will also push this metric upwards, since Airbnb keeps a 20% share of those revenues.

Profit and Loss 52

Profit and Loss Valuation Investments Numbers 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

JULY 22, 2021

Zomato, an Indian online food-delivery company, was opened up to public market investors on July 14, 2021, and its market debut is being watched for clues by a number of other online ventures in India, waiting in the wings to go public.

Marketing 86

Marketing Valuation Profit and Loss Advertising 86

Musings on Markets

SEPTEMBER 19, 2023

Customers get the time-savings and convenience from having grocery shopping (and delivery, if chosen) done for them, but they pay in the form on both delivery fees and a service charge of 5-10% of the bill, depending on the store picked and the number of items in the basket.

Profit and Loss 102

Profit and Loss Valuation Advertising Investments 102

Musings on Markets

NOVEMBER 4, 2022

In the next post, I will use Facebook's most recent earnings surprise to talk about inconsistencies in how accountants categorize corporate spending, and why these inconsistencies can skew investors perceptions of corporate profitability and financial health.

Advertising 98

Advertising Profit and Loss Investments Marketing 98

Barry Ritholtz

MAY 7, 2024

She has a number of investments as as really a entrepreneur and a venture investor. San Diego State studying journalism and advertising. Joanne Bradford : I was a journalism major because it was the easiest major at the time, and I went and took advertising courses and went to work at my college newspaper. It was fun.

Advertising 57

Advertising Startups Technology Investments 57

Musings on Markets

OCTOBER 19, 2021

The second is that interest groups have become much more savvy about lobbying regulatory groups and accounting rule writers to get their required data items on the required list. 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

MAY 9, 2023

He co-chairs a number of the asset management investment committees. And my dad had always said, as many young kids get this advice, doctor, lawyer, accountant, engineer. SALISBURY: And accountant seemed like a reasonable option. And I kind of stumbled my way into accounting. What can I say about Julian Salisbury?

Investments 116

Investments Banking Advertising Finance 116

Barry Ritholtz

AUGUST 15, 2023

Or at least the top, pick a number, 30, 40%. I don’t remember the number. ” 29, 87, 74, just pick any 50 plus percent number and certainly 2000 and ’08, ’09, a major index gets cut in half. So you’re talking about an average of a large number. What’s the valuation? Less, 20, 30%?

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

FEBRUARY 13, 2023

And like I say, that’s part of why it’s translated to a number of people coming to BlackRock and be with me today. RIEDER: So I had known Larry Fink and Rob Caputo, our CEO and president, for a number of years. ADVERTISEMENT) RITHOLTZ: So you’ve been with BlackRock since the financial crisis.

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Investments Marketing Education 57

PYMNTS

AUGUST 13, 2018

Facebook Wants Access to User Bank Accounts. Facebook has reportedly had conversations with banks about giving Messenger access to user bank accounts. And never mind that consumers aren’t sitting on hold for hours these days with the bank waiting to get updated information on transactions and account balances.

Banking 44

Banking Transportation Investments Currencies 44

Barry Ritholtz

MARCH 21, 2023

You can use this in a number of ways. And that’s a pretty good number. But plenty of valuation measures, it has no applicability for price-to-sales. So I definitely think you want to account for that in places like price-to-book in earnings. RITHOLTZ: Okay. ASNESS: Hopefully everyone knows that 3 out of 4 is a joke.

Profit and Loss 65

Profit and Loss Valuation Forecasting Investments 65

Barry Ritholtz

DECEMBER 12, 2023

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. And 00:28:03 [Speaker Changed] That’s an amazing number.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103

Barry Ritholtz

APRIL 11, 2023

 The transcript from this week’s, MiB: Aswath Damodaran: Valuations, Narratives & Academia , is below. You’re known as the dean of valuation. He said, oh, dean of valuation, it’s easier to say. So let’s start with the question, what led you to focus on valuation? RITHOLTZ: Right. And I said, why?

Valuation 115

Valuation Education Finance Investments 115

Barry Ritholtz

NOVEMBER 21, 2023

00:11:16 When Paul met me, I was modeling companies like Priceline in my spare time and investing out of my, you know, probably Fidelity account at the time. 00:17:50 You wanna know why Dara reported for Uber that again, their number of employees was down quarter of over quarter. It was about $170 million valuation.

Investments 98

Investments Marketing Startups Accounting 98

Barry Ritholtz

FEBRUARY 7, 2023

He’s really well known on the street and puts out a number of fascinating books, arguably a sort of parallel career to Michael Lewis. So that’s important, number one. RITHOLTZ: He had Bernie Madoff numbers, didn’t he? He is one of the co-founders of Puck. COHAN: So there’s a lot there to unpack.

Mergers and Acquisitions (M&A) 101

Mergers and Acquisitions (M&A) Banking Investments Restructuring 101

Barry Ritholtz

MAY 16, 2023

Literally the first check-in to Robinhood, which went public in 2021 at about a $34 billion valuation. Uh, Fred said to give me your number.” ” (LAUGHTER) And he goes, and then he goes like this and tell Fred not to give up my (EXPLETIVE) phone number anymore. RITHOLTZ: That’s called single entry accounting.

Leverage 112

Leverage Investments Valuation Finance 112