PYMNTS

MARCH 5, 2019

Indeed, the San Francisco-based company reportedly owes tens of thousands of dollars to its food suppliers, many of which are small businesses, and some of which told reporters they were never warned by Munchery of its plans to shut down. trillion within two years, and will account for 13 percent of all U.S.-focused In the U.S.,

B2C 63

B2C B2B Concentration Credit Risk 63

Future CFO

DECEMBER 18, 2020

We expect Credit and Political Risk Insurance (CPRI) to play an important and increasing role in supporting lenders in mitigating risk, overcoming concentration issues and improving capital adequacy. James Ponsford: Asia and Singapore, in particular, is a commodities hub with commodity trading business accounting to 4.5%

Marketing 52

Marketing Profit and Loss Finance Credit Risk 52

PYMNTS

MARCH 17, 2018

That’s because people drink fancier things on those holidays — and usually in concentrated windows of time. Yup, you read that list right — apparently, some of these people made some connections at the bar and are planning a pretty exciting first date. That $233 million expenditure is just the icing on the cake of a spending onslaught.

Math 40

Math Concentration Accounting Planning 40

PYMNTS

APRIL 30, 2018

Most of that spend will be concentrated in the U.S., In 2011, Buffett made a $10 billion investment in the company in support of then-new CEO Ginni Rometty’s turnaround plans. In January, the International Data Corporation (IDC) reported worldwide spending on blockchain solutions would increase to $2.1 billion by 2021.

Banking 73

Banking Investments Concentration Accounting 73

CFO News Room

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly. Executive Summary. Team Kitces.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

PYMNTS

MAY 23, 2016

Utilizing unique feedback from the marketplace and our Columbus pilot, MCX has made a decision to concentrate more heavily in the immediate term on other aspects of our business, including working with financial institutions, like our partnership with Chase, to enable and scale mobile payment solutions.

Invoicing 43

Invoicing Concentration Reconciliations Accounting 43

Barry Ritholtz

FEBRUARY 6, 2024

And Tom has helped with the introduction of GMO’s first retail product, the quality ETF stock symbol Q-L-T-Y-G-M-O has been institutional since they launched in 1977. This is the first time they’re putting out a product for retail. What, what was the career plan? Just really, really interesting.

Valuation 52

Valuation Investments Finance Math 52

Barry Ritholtz

JULY 11, 2023

JOHNSON: So they don’t permit any kind of commission-based selling, and so it’s all gone to fee-based, and you have a huge percentage of population orphaned from advice, because essentially, an advisor says, “Ah, that’s too small of an account. We were 75% retail. It’s not worth my time.”

Mergers and Acquisitions (M&A) 85

Mergers and Acquisitions (M&A) Investments Finance Technology 85

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

Future CFO

JANUARY 10, 2024

Meanwhile, Lee does not expect the retail and electronics sector to play a huge role in terms of export opportunities in 2024. On the open account trade, what’s happening right now is that I think there’s a major shift for the past 20 years,” Lee says, “the gradual shift in open accounts is much riskier from the perspective of the supplier.”

Forecasting 52

Forecasting Concentration Economics Risk Management 52

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 52

Finance Communication Accounts Payable Invoicing 52

The Finance Weekly

OCTOBER 13, 2021

For example, a retailer might discover that, despite plans to build another location, many of its consumers choose to never shop in a store again. To alleviate this concern, finance teams should employ scenario modeling and financial planning tools to compare the immediate expense of the move to the long-term income potential.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Economics Risk Management Reconciliations 52

CFO Talks

FEBRUARY 20, 2024

Farhaan Moolla: Innovative Leadership: The Journey of a modern and dynamic CFO Written by: Staff writer In this podcast Farhaan Moolla, a seasoned CFO with a notable career in financial leadership and strategic planning, shared his journey, beginning with his entrepreneurial family background. And as I said, he’s a qualified CA.

CFO 52

CFO Leadership Accounting Finance 52

PYMNTS

FEBRUARY 4, 2020

And one report notes that “without accounting for GHG emissions from land use change, the carbon footprint of food produced and not eaten is estimated to 3.3 Canada’s FoodHero , in one case, has technology that connects retailers with consumers to help sell surplus food that might otherwise be wasted. The Retail Market.

Concentration 57

Concentration Retail Education Forecasting 57

PYMNTS

JANUARY 28, 2020

McKibbin, who are affiliated with Korea University and The Australian National University, said “just calculating the number of canceled tourist trips, declines in retail trade and similar factors is not enough to get the full impact of SARS” because of the linkages within and between economies and sectors. Initial Impact.

Economics 66

Economics Concentration Sales Retail 66

PYMNTS

JANUARY 13, 2021

Although Affirm has 6,500 merchant relationships, Bloomberg points out that just 10 of them account for nearly 40 percent of its business. While Swedish BNPL player Klarna remains private, and well capitalized, it has repeatedly considered the possibility of going public itself.

Valuation 66

Valuation Concentration Finance Startups 66

Musings on Markets

OCTOBER 4, 2021

In 2014, it introduced Paytm Wallet , a digital wallet that was accepted as a payment option by leading service providers and retailers. In making this assessment, I will draw on the company's stated plans to raise money from the offering, though they may be altered as the company gets to its offering date.

Valuation 72

Valuation Profit and Loss Investments Numbers 72

PYMNTS

DECEMBER 12, 2016

In China, however, the two big ones — JD.com and Alibaba — have found ways to gain focused insight into shoppers’ spending habits, which in turn help retailers make eCommerce decisions. That monitoring, or data collecting and analyzing, comes through in indexes and has made life easier for certain retailers, according to Bloomberg.

Concentration 65

Concentration eCommerce Sales Retail 65

Musings on Markets

SEPTEMBER 11, 2023

The music companies provided marketing support, seeking out radio stations that would carry their music, and distributional backing to get albums to retailers. The top one percent of musicians account for ninety percent of all music streams and close to sixty percent of revenues from concerts.

Entertainment 77

Entertainment Profit and Loss Numbers Marketing 77

PYMNTS

AUGUST 16, 2016

A study by McKinsey&Company on the grocery trade and consumers stated that “ecosystems in emerging markets are partly shaped by players that can concentrate and coordinate a critical mass of what otherwise is a complex set of routes to market.” One of those routes to market is the availability of cash. Free Basics and Free Internet.

Concentration 40

Concentration Advertising Education Forecasting 40

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. And so, in Q2, we heard a lot that recession wasn’t the base case, but they’re — they’re planning. And so, within the U.S.,

Investments 114

Investments Marketing Profit and Loss Banking 114

Barry Ritholtz

DECEMBER 6, 2022

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. It has to be such a different set, the retirement planning is different, the safety net is different. And definitely, their retail market participation is significantly lower than you can see in the U.S.

Investments 60

Investments Marketing Numbers Risk Management 60

CFO News Room

FEBRUARY 5, 2023

The India Rising story hit some turbulence last week, as one of its biggest corporate success stories, the Adani Group, was hit with a report from Hindenburg Research, an investing group that specializes in targeting and shorting companies that it believes have dubious accounting and business practices.

Marketing 130

Marketing Investments Auditing Restructuring 130

Musings on Markets

FEBRUARY 4, 2023

The India Rising story hit some turbulence last week, as one of its biggest corporate success stories, the Adani Group, was hit with a report from Hindenburg Research, an investing group that specializes in targeting and shorting companies that it believes have dubious accounting and business practices.

Investments 100

Investments Valuation Auditing Restructuring 100

PYMNTS

OCTOBER 16, 2017

A launch date was planned. Bitcoin’s infrastructure is highly concentrated and not all that secure. As a result, bitcoin mining is concentrated in two countries : China, with 60 percent, and Georgia , with 15 percent of bitcoin processing power. Their beta version was a suit they were making just for him.

Currencies 71

Currencies Concentration Financial Systems Investments 71

Barry Ritholtz

MARCH 26, 2024

What was the original career plan? 00:09:37 [Speaker Changed] So again, I was on the avatar side of this y avatar broader organization, which was institutional money management, managing money for a lot of large corporate plans and foundations and endowments. You get a BA in economics and poli sci from the University of Delaware.

Investments 56

Investments Marketing Concentration Economics 56

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 the division that I was in was below plan.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103

Barry Ritholtz

JULY 31, 2023

Was the plan always to cover finance? And most people think of Bill, his bread and butter business is activist, very concentrated stock investing, but he has a bit of a background in macro too, back from ’07, ’08, and he actually decides to do this in the credit markets, where spreads are incredibly tight. RITHOLTZ: Right.

Treasury 52

Treasury Economics Retail Entertainment 52

Barry Ritholtz

APRIL 4, 2023

And we brought them a plan that, you know, I think, was very similar to what the banks were doing at the time, which was providing financing to private equity-owned companies, huge area of growth in the economy. In our case, they’re held by separately managed accounts, commingled funds, publicly registered vehicles, et cetera.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Finance Investments Banking 56

Barry Ritholtz

APRIL 11, 2023

I’m not a natural accountant or an actuary. And about 200 put up their hands; ex-bankers, recovering accountants, auditors, actuary, scientists, mathematicians. RITHOLTZ: And then we could talk about stock option plans and what is and isn’t above the line deducted. Fair value accounting is not about value.

Valuation 114

Valuation Education Finance Investments 114

Barry Ritholtz

APRIL 25, 2023

My father was an investment advisor, and he made his way to be an investment advisor from being a manager with a textile factory to selling insurance to find his way out of that business, went from insurance to financial planning, financial planning to the independent broker-dealer world, independent broker-dealer to hybrid IBD slash RIA.

Mergers and Acquisitions (M&A) 60

Mergers and Acquisitions (M&A) Compliance Investments Finance 60

CFO News Room

NOVEMBER 5, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that as part of the ongoing integration between the merged companies, Charles Schwab plans to transition advisors currently on the TD Ameritrade custodial platform to Schwab’s platform over Labor Day weekend 2023.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Valuation 130

Barry Ritholtz

FEBRUARY 12, 2024

What was the original career plan? You’re outperforming, you’re, you’re putting up good numbers that’s on a concentrated portfolio and it’s 10, 15, 20 stocks are the drivers. I mean like all the retail investors, not all, but many of them, they, they couldn’t figure out value even if they wanted to.

Investments 113

Investments Marketing Numbers Entertainment 113

Barry Ritholtz

DECEMBER 26, 2023

What was the original career plan? There was hardly any time for, for planning. Accounting was very difficult. So bears capitulated from institution, from retail investors, and the three month VIX versus VIX move below one to suggest, you know, capitulation on that indicator. 00:00:58 [Speaker Changed] Glad to be here.

Marketing 60

Marketing Leadership Finance Investments 60

CFO News Room

JANUARY 17, 2023

This could be explained by several factors including insufficient concentration, improper formulation and/or amount of PVP-I, inadequate duration of exposure, inappropriate method of administration, and mucociliary clearance of PVP-I from the nasal cavity. As aforementioned, 0.45–10%

Concentration 130

Concentration Economics Manufacturing Numbers 130