PYMNTS

FEBRUARY 7, 2020

Of Goldman’s $7 billion in consumer loans and card balances in 2019, card lending accounted for “a significant portion.”. In Amazon’s case, the value of logistics is about $1 trillion, which is the valuation the company reached again this week, after the firm’s results and investments managed to impress investors.

eCommerce 52

eCommerce Benchmarking Restructuring Credit Risk 52

PYMNTS

DECEMBER 1, 2017

Moreover, even in its home country, Uber’s dominance has been slipping, with some estimating that rival Lyft will account for as much as a third of the market within the next few years. a share, a price that would decrease Uber’s $60 billion valuation by 30 percent. billion in funding.

Valuation 57

Valuation Benchmarking Restructuring Numbers 57

Barry Ritholtz

OCTOBER 24, 2022

And how do we think about them from a valuation perspective? And actually, that sweet, that collection of strategies, which is in the Morningstar alternatives fund is where a lot of our portfolio managers were turning to at the end of last year when, you know, fixed income is so poor on a prospective basis, equity, valuations are really high.

Investments 52

Investments Valuation Benchmarking Marketing 52

PYMNTS

JUNE 30, 2016

Though there’s been rumors of a mass migration of the country’s top tech talent and some businesses eagerly looking elsewhere to relocate, Ralph Dangelmaier, CEO of BlueSnap , joined Karen Webster to provide his firsthand account of what’s really happening across the pond. There’s a lot of confusion, a lot of shock.”. is yet to be seen.

Currencies 41

Currencies Benchmarking eCommerce Valuation 41

Barry Ritholtz

FEBRUARY 27, 2023

equity valuations: “Baby-boomers’ huge flow of 401K plan contributions helped to drive equities higher; now that ~70 million Boomers are retiring, when do demographics flip this from a huge positive to a net drag?” The index even outperformed it’s S&P500 benchmark all 5 years running.

Benchmarking 126

Benchmarking Valuation Investments Marketing 126

Barry Ritholtz

AUGUST 29, 2023

And the ETF, the ETF wrapper, allowed people to get that exposure inexpensively, holding it in a brokerage account. They create the benchmark. So when there’s a major turnover like that that happens, you always have the option, “Hey, can you do it exactly on the time that it enters the benchmark? DAVIS: Yes, exactly.

Investments 52

Investments Benchmarking Valuation Construction 52

CFO News Room

DECEMBER 17, 2022

To help determine an appropriate fee, advisors can then look to various benchmarking studies , which can provide industry-wide fee data , as well as information on specific fee structures and geographic areas that can help a firm owner tailor their fee.

Education 130

Education Planning Benchmarking Investments 130

Barry Ritholtz

OCTOBER 17, 2023

And they also have a unique approach to feeds when they’re generating alpha, when they’re outperforming their benchmark, they take a performance fee. So, you know, our sister company in South Africa, Africa have done 8% above the benchmark. Then the volatility and, and the valuation makes an enormous difference.

Investments 52

Investments Valuation Math Numbers 52

Jedox Finance

APRIL 12, 2023

When setting expectations, the ability to calculate target productivity ratios of employees against industry benchmarks is illuminating for boards and potential investors. A plan that can account for potential delays in hiring is key to ensuring budget consistency and accuracy.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Budgeting Benchmarking 52

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.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

MAY 9, 2023

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. That background of being an accountant was just great bedrock training. RITHOLTZ: Sure. Very different fields.

Investments 114

Investments Banking Advertising Finance 114

CFO News Room

FEBRUARY 2, 2022

CONROD: And we were introduced to a group that spun out of British Aerospace, and they had buying commercial aircraft on their own account and engines that power them. CONROD: I — I think the — in this low interest rate environment people are looking for yield and income, and how do they — they have a — they have a benchmark.

Investments 100

Investments Economics Numbers Marketing 100

Barry Ritholtz

FEBRUARY 13, 2023

And because remember, Lehman had the Lehman Agg and that was the benchmark. There is above benchmark returns to be generated by active selection of credit quality duration and specific bonds. Now, we’re shifting to more international places like China, Europe, et cetera, that are really growing, and that valuations are cheaper.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Investments Marketing Education 56

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.

Investments 56

Investments Marketing Concentration Economics 56

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 103

Benchmarking Concentration Investments Profit and Loss 103

Barry Ritholtz

MARCH 21, 2023

But if you buy low multiples and sell high multiples, either in a long-only beat the benchmark sense, whether over and underweight, and you did the same thing everyone does and call me a hedge fund manager. And value and momentum do, whether it’s relative outperformance against a benchmark or absolute performance in a hedge fund.

Profit and Loss 64

Profit and Loss Valuation Forecasting Investments 64

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? And last market question, so we’ve seen equity valuations come down. We’re not talking junk bonds here.

Profit and Loss 117

Profit and Loss Foreign Exchange Valuation Investments 117

PYMNTS

JANUARY 8, 2021

Even though Tesla has only been included in the benchmark S&P 500 Index for three weeks, the company's growth prospects remain bright, analysts said, as it is building new plants to boost production to meet demand. “We million hybrids and close to two million electric vehicles on the road in the U.S.

Valuation 78

Valuation Manufacturing Benchmarking Budgeting 78

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. You know, I think of like a Mike Spies or at Sutter Hill, you know, a Martine Cado and Andreessen, you know, Gurley when he was at Benchmark. It was about $170 million valuation.

Investments 98

Investments Marketing Startups Accounting 98

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. . The rules he promulgated would’ve, by one account, given FTX and its subsidiaries “ a monopoly.” Its fourth-largest holding, in recent filings, is Chevron Corporation.

Economics 130

Economics Investments Finance Benchmarking 130

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 56

Treasury Marketing Economics Banking 56