PYMNTS

JULY 13, 2018

Granted, Google and Facebook have all but locked up the mobile advertising world — and that might be putting it softly — and in-app commerce is still a baby, relatively speaking, accounting for a tiny part of eCommerce. He said he hopes to leverage the company’s “first mover role in the marketplace to stay ahead of them.”.

Advertising 40

Advertising Math Construction Education 40

PYMNTS

JULY 12, 2018

Granted, Google and Facebook have all but locked up the mobile advertising world — and that might be putting it softly — and in-app commerce is still a baby, relatively speaking, accounting for a tiny part of eCommerce. He said he hopes to leverage the company’s “first mover role in the marketplace to stay ahead of them.”.

Advertising 40

Advertising Math Construction Education 40

PYMNTS

NOVEMBER 29, 2017

However, that can lead to a transaction laundering ring’s undoing, says Frechtling, because the weak points of legitimate businesses are well-known and can be leveraged to topple an evil enterprise. Violators can be pushed out of business, thus limiting account creation – and that, he said, is the most vulnerable part of operations.

Math 46

Math Communication Sales Transportation 46

Barry Ritholtz

JANUARY 24, 2023

And what was interesting was the first leveraged buyout of a public company happened when I was in graduate school. KLINSKY: In 1979, it was the first leveraged buyout of a public company. We had sold the family business, maybe buy another family business one day through a leveraged buyout. KLINSKY: Yeah. KLINSKY: Right, right.

Mergers and Acquisitions (M&A) 103

Mergers and Acquisitions (M&A) Investments Leverage Numbers 103

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

PYMNTS

JULY 8, 2016

Walmart Pay comes to market with a few built-in advantages: it leverages the Walmart.com app, which is used by 20M+ people roaming around their stores each month, it works on every sort of smartphone out there, and they control the POS in all of their stores, just like Starbucks does. Next time, guys? SMB Working Capital.

Valuation 40

Valuation Math Manufacturing Risk Management 40

CFO News Room

NOVEMBER 18, 2022

Back before it became apparent that a financial crisis was happening, there was an immense amount of leverage in the banking system over which Bernanke had a responsibility to regulate. The banks had become over-extended, over-leveraged and Fed wasn’t paying attention at the time. That’s just the math. In what sense?

Banking 100

Banking Economics Leverage Currencies 100

CFO News Room

DECEMBER 1, 2022

As while advisors certainly can leverage technology to create faster and more efficient back-office processes that help scale a growing practice, the key point is that new technology tools can also help advisors engage in better conversations through innovative presentation tools (e.g., Leverage the back office to the sky.

Technology 130

Technology Planning Investments Leverage 130

PYMNTS

DECEMBER 30, 2019

Merchants’ marketing departments may find bundling useful, but their accountants are less likely to see it positively — determining individual items’ tax obligations in the different states into which they are sold can be challenging, and putting offerings into bundles only magnifies complexities. Getting To Convenience .

Math 52

Math Communication Accounting Sales 52

CFO News Room

DECEMBER 17, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. And while Buffett was naturally gifted in math, he was initially scared of public speaking. How advisors can benefit from reviewing their list of clients and letting go those who are no longer good fits for the firm.

Education 130

Education Planning Benchmarking Investments 130

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 116

Investments Banking Advertising Finance 116

CFO News Room

DECEMBER 27, 2022

So, whether you’re interested in learning about how John has grown and scaled his firm through a niche focus of layoff transitions, how John has leveraged virtual workshops to engage with even more companies across the U.S., It’s not uncommon for us to see million-dollar accounts these days. John: Yeah.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Manufacturing Marketing 130

CFO News Room

DECEMBER 13, 2022

” And whatever math we were using or research we were using, we were saying, “Well, approximately 80% of people have a strong financial plan that allows them to reach that level of success…” or excuse me, “20% have that type of financial plan that allows them to reach that level of success.

Planning 130

Planning Profit and Loss Leadership Numbers 130

CFO News Room

NOVEMBER 8, 2022

You do the math and you’re like, “Okay, well, an advisor can handle about 100 clients, an associate advisor can help with some of those clients, you can leverage maybe an associate advisor with a couple of advisors, but there’s a capacity limit for each of the roles.”

Restructuring 130

Restructuring Planning Accounting Marketing 130

Barry Ritholtz

NOVEMBER 22, 2022

RITHOLTZ: Why is it not surprising that a math nerd is also a placekicker? And I met a woman who covered enterprise software at Goldman, and she gave me really great insight into how I could leverage the industry knowledge that I had developed at IBM. And many of those gentlemen have gone on to do incredible things as well.

Investments 57

Investments Finance Education Leadership 57

CFO News Room

NOVEMBER 22, 2022

And you start doing the math of the staff, and you’re like, “I can hire people for less than this.” ” I’ve seen a lot of industry discussion that’s essentially, the math of it can be better on the RIA side because you just don’t have to pay for the things that you don’t need in your platform.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

FEBRUARY 2, 2022

So whether you’re interested in learning about how Dan leveraged online third-party platforms to generate client leads, how he aids his firm in standing out to compete with larger firms, or how he grew his firm to $50M of AUM in close to 3 years, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Dan Callahan.

Planning 130

Planning Math Numbers Investments 130

CFO News Room

NOVEMBER 1, 2022

And not because it’s not necessarily profitable to give advice for clients at those price points, but that in order to do it and make the math work, you need a lot of clients. And a little bit of accountability, making sure that people are doing their implementation because they’re the ones responsible for it.

Planning 130

Planning Investments Accounting Math 130

Barry Ritholtz

JANUARY 16, 2024

I was always good at math, but I really, I just didn’t relate to things that were more esoteric bonds options. I worked in sort of a quasi portfolio management role for like a single client account type business. I only took, you know, three accounting classes and I’m, you know, I, I don’t think I’m your person.

Investments 103

Investments Marketing Transportation Finance 103

Barry Ritholtz

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. I mean, I do think there is a market for leverage and inverse ETFs out there.

Investments 61

Investments Marketing Numbers Risk Management 61

CFO News Room

DECEMBER 20, 2022

And so, over time, I just learned these different types of accounts and plans. Leveraging Educational Seminars And Webinars To Develop 401(k) Rollover Opportunities [34:33]. And so, I worked with some executives that had stock options and non-qualified plans, and ESOPs, some executive life and disability plans.

Education 130

Education Planning Numbers Securities 130

Barry Ritholtz

FEBRUARY 13, 2023

You know, people are comfortable, leverage builds. You know, the leverage in the system builds. Russia and Ukraine account for 12 percent of the calories in the world. How are we doing in literacy versus math versus science? And then all of a sudden, sometimes violently, it recalibrates. I mean, what is it? Where are we?

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Investments Marketing Education 57

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 116

Investments Marketing Profit and Loss Banking 116

Barry Ritholtz

MARCH 27, 2023

And these were real bankruptcies, led by a supply-demand imbalance, too much leverage and not enough demand for the products. What accounts for the difference between the two in your experience working on the trading desk? RITHOLTZ: It was really fascinating. MIELLE: Yes. So all those don’t even exist anymore.

Investments 110

Investments Restructuring Profit and Loss Finance 110

PYMNTS

OCTOBER 16, 2017

The ability to use an anonymous single currency to power a decentralized, permissionless distributed ledger operating over the public internet where miners compete to solve the math problems that enable the processing of transactions is a remarkable innovation. He leveraged existing infrastructure and built on top of it. In concept.

Currencies 71

Currencies Concentration Financial Systems Investments 71

Barry Ritholtz

MARCH 21, 2023

So I definitely think you want to account for that in places like price-to-book in earnings. My mom was a math teacher so — RITHOLTZ: Okay. A lot of the buybacks, by the way, and you could argue leverage has its own problems, but corporate treasurer is thinking that bonds were more overvalued than stocks. Is that a word?

Profit and Loss 65

Profit and Loss Valuation Forecasting Investments 65

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 so look, ultimately, like I did an accounting of this recently for Semafor and the bill comes to something like $62 billion out the door of which less than a third is designed to be repaid. RITHOLTZ: Right.

Treasury 52

Treasury Economics Retail Entertainment 52

Barry Ritholtz

JUNE 20, 2023

Aren’t the big firms and the LBOs, the leveraged buyouts, very different than the middle market, smaller private equity firms that provide capital and equity to small companies. MORGENSON: Flat tax, he was also for medical savings accounts and health savings accounts. So, let’s talk about a little bit of pushback.

Healthcare 57

Healthcare Finance Marketing Retail 57

Barry Ritholtz

APRIL 8, 2024

I’d been ranked i i back in the seventies, if you can do the math. 00:14:23 [Speaker Changed] Well, if I get 5% in the money market, why am I’m gonna leave cash in a savings or a checking account? 00:31:28 [Speaker Changed] But you had no idea they were running a hundred to one leverage?

Economics 57

Economics Marketing Forecasting Numbers 57

Barry Ritholtz

MARCH 12, 2024

It’s that the, so that’s the core competency and it’s just leveraged into, if it’s a loan, if it’s a security backed by a loan, if it’s the actual estate itself. Really, the professional is the one got a hold accountable 00:59:38 [Speaker Changed] At this point. They were wrong at this.

Profit and Loss 57

Profit and Loss Investments Marketing Securities 57

Barry Ritholtz

MAY 16, 2023

The transcript from this week’s, MiB: Howard Lindzon, Social Leverage , is below. So with no further ado, my discussion with Social Leverage’s Howard Lindzon. HOWARD LINDZON, MANAGING PARTNER, SOCIAL LEVERAGE: Hello, Barry. RITHOLTZ: That’s called single entry accounting. And I think you will also. Pretty nice.

Leverage 112

Leverage Investments Valuation Finance 112

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 108

Finance Investments Math Marketing 108

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 108

Marketing Treasury Banking Profit and Loss 108

Barry Ritholtz

OCTOBER 31, 2022

They got a lot of leverage. And I’m like, “Well, if Bob Shiller is putting on the seatbelts, maybe he’s done the math, maybe I should be wearing a seatbelt in the back of the car.” SIEGEL: Well, I probably would have not had any bonds in my TIAA-CREF university account. I mean, this is golden for them.

Investments 57

Investments Marketing Numbers Finance 57