Barry Ritholtz

DECEMBER 12, 2023

New York Times ) see also Retailers Lobby: “We Lied About Organized Theft” The claim that organized retail crime accounted for “nearly half” of inventory losses was false, but it’s also an indictment of modern media. billion in missing merchandise in 2021 was the result of organized theft. It was likely closer to 5 percent. (

Profit and Loss

The Finance Weekly

NOVEMBER 27, 2023

This measure aids in predicting future profits and establishing profitability goals and benchmarks. Accounts Receivable Turnover Ratio Your accounts receivable turnover ratio indicates how efficiently you collect cash from credit sales. For long-term success, concentrate on KPIs that guide your overall strategy.

Budgeting

Future CFO

AUGUST 18, 2023

In the finance function, basic accounting processes like accounts payable, payroll and purchasing are often allocated under the shared services model. This allows the organisation’s core finance and accounting (F&A) operations to concentrate on more strategic work, such as financial analysis and planning. "We

Finance

Barry Ritholtz

SEPTEMBER 3, 2024

I think actually if you go public, there tends to be a more of a concentration in owners holding founder 00:17:41 [Speaker Changed] Stock. 00:23:35 [Speaker Changed] I mean very concentrated portfolios and long-term perspective. 00:23:48 [Speaker Changed] So, so when you say concentrated, how concentrated is concentrated?

Investments

PYMNTS

AUGUST 21, 2017

million from Benchmark Capital and changed its name to eBay. According to eMarketer , Facebook will pocket nearly $34 billion in digital ad spend in 2017, and Facebook and Google will account for 46.4 From the Living Room to the Basement. For much of its first decade, eBay was on a roll. In September of that year, eBay went public.

Advertising

Barry Ritholtz

AUGUST 15, 2023

SEIDES: If the S&P is your benchmark, which it isn’t for these pools of capital. RITHOLTZ: What should be their benchmark? So the proper benchmark for those pools has to look a little bit like the underlying assets they’re investing in. So what do you use for a benchmark? 14, 15% a year? RITHOLTZ: Right.

Investments

Barry Ritholtz

SEPTEMBER 12, 2022

And so, with this gave me exposure to everything from investment banking to retail, looking at like checking account campaigns, like how do you get more assets in the door to credit risk. We saw that concentrated exposure, right, with the — the — the staff that came out, that 85 percent of the world’s wheat production.

Investments

Barry Ritholtz

AUGUST 16, 2022

And so, you know, it was a very interesting time to begin, which I did as an account executive at Shearson. RITHOLTZ: And last question about the various teams, does everybody have a different benchmark? We’re not talking junk bonds here. TROPIN: Yeah. No, no, no. And in fact, I think we got as high as 20 early in my career.

Profit and Loss

Barry Ritholtz

MARCH 7, 2023

Maybe it’s risk based and it’s a risk factor that we haven’t really accounted for. The hedge fund industry, generally, is outperforming their benchmarks. And at the same time, we have also a number of short-term drivers to the markets that we need to take into account.

Marketing

Barry Ritholtz

FEBRUARY 6, 2024

Its index and its benchmark. And I can tell you from personal experience, us finance people, we’re not great at accounting, legal, compliance, all the detail and stuff that, that keeps the firm running. You get the, we think it’s be good a solution and allows more portfolio manager focus not to have separate accounts.

Valuation

CFO News Room

DECEMBER 26, 2022

10 Key Performance Indicators For Financial Advisory Firms To Compare With Industry Benchmarking Studies – Industry benchmarking studies can be a valuable tool for advisory firm owners to make better business decisions.

Planning

CFO News Room

NOVEMBER 28, 2022

Along with designing a client’s asset allocation , optimizing asset location is another way advisors can add value as putting different investments in taxable versus tax-deferred accounts can have a significant impact on after-tax returns. Retirement Planning.

Tax Planning

Barry Ritholtz

AUGUST 20, 2024

And the advice that he gave to David Einhorn about it that helped lead Einhorn to start really kicking the benchmark’s butt again for the past couple of years. It’s, it’s double concentrated risk. And so I’m gonna own this in a 401k, it’ll be a mutual funds in a taxable account. It goes so far.

Concentration

Barry Ritholtz

OCTOBER 24, 2022

And he outlines credit cards, and he outlines mutual funds and money market funds and retirement accounts. NORTON: Within Morningstar Investment Management, we are very much high conviction investors probably — RITHOLTZ: Meaning concentrated portfolio? And the book I read its version was in the 1990s.

Investments

Barry Ritholtz

DECEMBER 12, 2023

He has absolutely crushed his benchmark over that period. He’s crushed the Russell 2000, whatever benchmark you want to talk about. You’re 34th, you’re retiring after 34 years and you trounce what’s really the more appropriate benchmark, I would assume the Russell 2000. a year since 1989. Much better.

Benchmarking

Barry Ritholtz

JULY 29, 2024

So 00:09:10 [Speaker Changed] I know Orion for many years because from the RIA perspective, from a registered investment advisor perspective, clients want to know how their portfolios are doing, what their performance is, both in absolute terms and relative to benchmarks. You guys are well over $4 trillion, well over 6 million accounts.

Investments

Barry Ritholtz

MARCH 26, 2024

00:18:13 [Speaker Changed] When markets are going up, the benchmark is either an index like the s and p 500 or you know, someone you know that’s making even more money than you are. But it’s amazing how quickly the benchmark turns into cash or a positive return when markets are going down. Not every day, not every week.

Investments

Barry Ritholtz

JULY 15, 2024

They take a benchmark in that case, the aggregate index is by bar the, the most common one used. Let, let’s allow you to do more and have a wider degree of risk and off benchmark in your sector. The young constraint typically does not have a benchmark. We tend to be concentrated in those. That was one aspect of it.

Investments

Barry Ritholtz

DECEMBER 26, 2023

Accounting was very difficult. Here’s how I would identify a core along you, you first and foremost, you identify what your benchmark is, how are you measuring your performance? And I remember that first level was tough. I had no finance background. So, 00:08:16 [Speaker Changed] Right. Maybe even more.

Marketing

Barry Ritholtz

OCTOBER 13, 2023

Morgan found that, from 1980-2020, around 40% of the time a concentrated position in a single stock experienced negative absolute returns. Orbis deploys a unique fee arrangement , where they are only paid a fee when they outperform their benchmark and refund fees to clients when they underperform. Recall J.P. Can It Be Done Again?

Benchmarking

Barry Ritholtz

JUNE 30, 2024

economy has been growing consistently for 2 years, even after accounting for inflation. By virtually every benchmark, in fact, we’re exceeding growth expectations. Morningstar ) see also Nearly everything Americans believe about the economy is wrong : Perceptions of the U.S. economy are often at odds with reality. In reality, the U.S.

Math

Barry Ritholtz

FEBRUARY 20, 2024

When you write a check, you get check float, it takes time for the checks to come back to the hit the treasury account. And, and since then, you, you’ve gone on to do some work reforming L-I-B-O-R as the benchmark for rates. So they wanna know how many days does it take a, a treasury check to get back to us.

Treasury