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Data Update 5 for 2023: The Earnings Test

Musings on Markets

During the course of the year, investors also rediscovered that the essence of business is not growing revenues or adding users, but making profits from that growth. In this post, I will focus on trend lines in profitability at companies in 2022, with the intent of addressing multiple questions.

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Banks, Build Vs Buy And The Great Digital Shift

PYMNTS

We’ve noted that the stage has been set for M&A to ramp up, due in part to lower corporate taxes, which gives firms higher profits, which in turn gives them more money to both extend loans (building up customer bases) and have money in hand to pursue deals. PNC sold its stake in Blackrock for $15 billion, adding to its dealmaking ability.

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Planning, Budgeting, and Forecasting: Can they be Used Interchangeably?

The Finance Weekly

An example of a financial plan is creating a long term goal or mission statement (let’s say 5 years) and then working out the details. Calculating profit and loss, revenue, market trajectories, and cash flow statements are some of the more detailed analysis to create on the way to the goal. Forecasting.

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Twitter 1Q Delivers 69 Pct Growth In Ad Engagements

PYMNTS

Video in Japan continues to be an area of strength,” said Ned Segal, Twitter’s chief financial officer, during a conference call on Wednesday (April 25) with financial analysts. That beat analyst expectations of $0.12 revenue increased 2 percent, while international sales jumped 53 percent. In the U.S.,

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Could Retail Job Growth Actually Save Companies Money?

PYMNTS

Finally, that addition of a significant number of jobs — especially taking into account the year-long upward trend — bodes well for the retail industry nationwide. Accordingly, a rise in employment is likewise beneficial for the U.S. economy overall, as it puts more money into circulation. While it’s reasonable to presume that any U.S.

Retail 40
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Transcript: Cliff Asness

Barry Ritholtz

ASNESS: Some of the things like betting against beta, quality or profitability, carry strategies were additions over time. ASNESS: And we had a great almost a decade, because everything else we do work, profitability one; fundamental, momentum one; low risk one. ASNESS: There are a few reasons. RITHOLTZ: Okay. RITHOLTZ: Past decade.

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Transcript: Graeme Forster, Orbis Investments

Barry Ritholtz

And they go on longer and longer and obviously more profitable for the states that run the lottery. But it makes a big, big difference to your long-term outcomes if you can just avoid those big losses. So they’re, all of our analysts are working in niches. They could be a Japan analyst or UK analysts or financials analyst.