Musings on Markets

JANUARY 9, 2021

While the universe of companies is diverse, with approximately half of all firms from emerging markets, it is more concentrated in market capitalization, with the US accounting for 40% of global market capitalization at the start of the year. If there is a hole in my sample, it is the absence of privately owned businesses.

Valuation 52

Valuation Currencies Numbers Corporate Finance 52

CFO News Room

NOVEMBER 8, 2022

” look at the Monte Carlo simulations, look at what is the hurdle rate. But we want it on the calendar so that we keep clients and ourselves accountable so that we make sure that those meetings actually do happen. But really the main driver in that first meeting is, “Hey, we’ve got to update the financial plan.

Restructuring 130

Restructuring Planning Marketing Accounting 130

Barry Ritholtz

DECEMBER 26, 2023

Accounting was very difficult. It’s about a 50% fail rate, something like that. You, you mentioned the fed raising rates. What do you see in, in treasuries and the fixed income half of the portfolio? And I remember that first level was tough. I had no finance background. So, 00:08:16 [Speaker Changed] Right.

Marketing 61

Marketing Leadership Finance Investments 61