The CFO College

JUNE 3, 2021

Increase Your Value and Boost Your Services with Two CFO-Level Accounting Tools. Yes, automations can crunch numbers, but there is so much more to providing accounting services than calculations. After the month-end tie out, we add this to financials, then move on to value added reports (such as rolling cash forecast).

Accounting 52

Accounting CFO Auditing General Ledger 52

PYMNTS

NOVEMBER 20, 2017

He didn’t think much of math and science — rather unusual given his choice of a profession that uses complicated math formulas to communicate. And that the only function of economic forecasting is to make astrology look respectable. His economic principles were what inspired President Lyndon B.

Retail 54

Retail Math Leverage Economics 54

Barry Ritholtz

FEBRUARY 6, 2024

I’d say management consulting is any of the other thing that least at that time was the other career trajectory, just my personality, more of a math oriented introvert. You get the, we think it’s be good a solution and allows more portfolio manager focus not to have separate accounts. Finance was the natural fit for GMO.

Valuation 52

Valuation Investments Finance Math 52

PYMNTS

MAY 3, 2017

Apple forecast revenue between $43.5 Subscription services were also reportedly a strong performer, with Apple reporting paid subscriptions exceeding 165 million (though during the investor Q&A, it was clarified that isn’t 165 million unique users, since Apple users will have more than one kind of paid subscription account).

Math 40

Math Numbers Sales Forecasting 40

CFO News Room

NOVEMBER 15, 2022

And the reason that I liked that one, because I’ve sold very few VAs in my career, but I could do the math on how that rider worked on a piece of legal paper and my calculator. And so, what we did, and I guess the advantage of being with a broker-dealer is those are now Commonwealth house accounts. Stacey: Absolutely.

Planning 130

Planning Accounting Compliance Math 130

Barry Ritholtz

AUGUST 29, 2023

And the ETF, the ETF wrapper, allowed people to get that exposure inexpensively, holding it in a brokerage account. And if, again, based on our forecast for US equity markets, they’re somewhat muted because valuations are stretched in our view relative to our fair value model. DAVIS: It’s free money. And it runs a scale.

Investments 52

Investments Benchmarking Valuation Construction 52

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. I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature.

Investments 114

Investments Marketing Profit and Loss Banking 114

Barry Ritholtz

FEBRUARY 13, 2023

Russia and Ukraine account for 12 percent of the calories in the world. You don’t know where, and you know, their forecast — RITHOLTZ: That goes back to your sense that you need the ability to surprise when necessary. How are we doing in literacy versus math versus science? I mean, what is it? RITHOLTZ: Right.

Mergers and Acquisitions (M&A) 56

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

Barry Ritholtz

MARCH 21, 2023

So I definitely think you want to account for that in places like price-to-book in earnings. RITHOLTZ: Right, ASNESS: Compared to any forecast or trailing version of inflation and doing that consistently through time, bonds were about tied with giving you the least they’ve ever given you. But imagine you have a forecast.

Profit and Loss 64

Profit and Loss Valuation Forecasting Investments 64

Barry Ritholtz

APRIL 8, 2024

He is one of those people who focuses on figuring out what’s happening here and now, and is less concerned about making forecasts about the future. I’d been ranked i i back in the seventies, if you can do the math. So, so let’s talk a little bit about forecasts. Plus, you know, take everything into account.

Economics 56

Economics Marketing Forecasting Numbers 56

Barry Ritholtz

MARCH 12, 2024

So that was the, that was the sort of the thing that we built that people hadn’t thought through is how do you stochastically forecast a range of outcomes for the asset price? Now it’s dangerous to forecast that far in the future because behavior can change. Then how does it affect the repayment risk on the loan?

Profit and Loss 56

Profit and Loss Investments Marketing Securities 56

Barry Ritholtz

JULY 31, 2023

I mean, you’re talking about, I don’t, I could do the math, it’s like a 10,000% return in like three weeks. And it was just such a good reminder that like, there was no ability to forecast this. And that’s sort of the math. He was right on the thesis. He found a place to express it efficiently.

Treasury 52

Treasury Economics Retail Entertainment 52

Barry Ritholtz

NOVEMBER 15, 2022

If you’re in Europe right now, for instance, and you open up an account it Ftx.De, which is you know FTX is European business in Germany. So as much as I’m personally still a pretty strong skeptic of active management, I mean, I understand the math, and the odds are not in your favor. It’s how math works.

Finance 107

Finance Investments Math Marketing 107

Barry Ritholtz

OCTOBER 3, 2023

And so after a week there, I, I said to the guys on desk, Hey, can I open an account and do this? Yeah, you’re, you’re, you’re allowed to open an account. So I opened an account and I sat there and I traded the, the New York Chicago Gold arbitrage for the next sort of close to month. Gary Cohn ] 00:05:28 Be?

Marketing 107

Marketing Treasury Banking Profit and Loss 107

CFO News Room

DECEMBER 30, 2022

They show how Trump used the tax code to lower his tax obligations and they reveal details about foreign accounts and the performance of some of his highest-profile business ventures.” • Totally not a nothingburger! points hit in November and compared to market forecasts of 40. How did they do it?” • For math mavens!

Math 130

Math Transportation Advertising Leadership 130