PYMNTS

JUNE 14, 2019

While Amazon is fairly tight-lipped about specific numbers, eMarketer has cut its estimate of Amazon’s current online commerce market share in the U.S. by 22 percent based on CEO Jeff Bezos’ recent disclosure that independent retailers accounted for more than 58 percent of Amazon’s gross margin on retail sales. retail sales.

eCommerce 40

eCommerce Retail Leverage Startups 40

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. RITHOLTZ: Right.

Mergers and Acquisitions (M&A) 103

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

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

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

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

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. So those numbers are disparate.

Banking 100

Banking Economics Leverage Currencies 100

Barry Ritholtz

NOVEMBER 22, 2022

Number one, and I think they both reflect strong leadership at the firms. Number one, you had, you know, somewhat of a groundswell from within the firm, certainly at leadership that said we need to figure out a way to do something. Key brands, number one, Coca-Cola Bottling is the company that really helped to jumpstart the city.

Investments 56

Investments Finance Education Numbers 56

CFO News Room

DECEMBER 17, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. paraplanner) count for the same number of hours as those within a planning firm but with little engagement on actual financial planning (e.g.,

Education 130

Education Planning Benchmarking Investments 130

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., Carl: Well, yeah. It’s super interesting.

Technology 130

Technology Planning Investments Leverage 130

Barry Ritholtz

MAY 9, 2023

He co-chairs a number of the asset management investment committees. 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. What can I say about Julian Salisbury?

Investments 114

Investments Banking Advertising Finance 114

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., But no sooner did I start helping people in this layoff situation, I realized, number one, you gotta have empathy.

Mergers and Acquisitions (M&A) 130

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

CFO News Room

DECEMBER 13, 2022

So, that’s the number one thing that I learned because when I really just lived full time in that box, I wasn’t understanding how much other life was happening around me. I felt like I would just be a number. He got a lot of phone numbers. My numbers were terrible. He said, “Hey, your numbers suck.

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

CFO News Room

NOVEMBER 22, 2022

” I think your number at the time was somewhere like 15 great fit clients to take on every year. And it was just an unmanageably large number of clients. He did an immense number of sales, and had cultivated a huge number of relationships. But he was wonderfully successful in the insurance environment.

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

DECEMBER 20, 2022

Because I know a number of firms that do have some amount of 401(k) business do have a wealth offering and have struggled to figure out how to systematically or efficiently get clients to switch over, or move over, or cross over when it’s appropriate for them to do so.

Education 130

Education Planning Numbers Securities 130

Barry Ritholtz

JANUARY 16, 2024

She has had a number of different positions within PIM, including managing their flagship core real estate fund. She has lived and invested through not just the great financial crisis, but the SNL crisis and a number of other fascinating experiences in real estate. If there was an error in a report or a number, I went ballistic.

Investments 103

Investments Marketing Transportation Finance 103

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

FEBRUARY 13, 2023

You know, people are comfortable, leverage builds. And like I say, that’s part of why it’s translated to a number of people coming to BlackRock and be with me today. RIEDER: So I had known Larry Fink and Rob Caputo, our CEO and president, for a number of years. And we have a great team in Asia and Europe.

Mergers and Acquisitions (M&A) 56

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

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 was employee number 10. RITHOLTZ: Which is really a pretty big number.

Investments 60

Investments Marketing Numbers Risk Management 60

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 wasn’t that typical person that did a number of, you know, internships during the summer, had that …. BITTERLY MICHELL: … was — no, no.

Investments 114

Investments Marketing Profit and Loss Banking 114

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: There’s safety in numbers. The numbers are correct. MIELLE: Yes. MIELLE: Correct.

Investments 109

Investments Restructuring Profit and Loss Finance 109

Barry Ritholtz

MARCH 21, 2023

You can use this in a number of ways. And that’s a pretty good number. So I definitely think you want to account for that in places like price-to-book in earnings. RITHOLTZ: So like the 40 percent number, what are the odds of this happening? What you’re going to earn on that money is an important number.

Profit and Loss 64

Profit and Loss Valuation Forecasting Investments 64

Barry Ritholtz

JUNE 20, 2023

That’s a shocking number. I think there’s a number we have in the book, maybe $70 million or something in fees to take care of. RITHOLTZ: Really, that’s a big number. It’s very hard to, you know, getting numbers on this stuff, they really don’t want to help. They knew the numbers.

Healthcare 56

Healthcare Finance Marketing Retail 56

Barry Ritholtz

APRIL 8, 2024

. ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio Barry Ritholtz : This weekend on the podcast, ed Hyman returns to talk about all things economic analysis, what’s going on in the world, how he’s built an incredible career, oh my God, 43 times number one ranked in the Institutional investor survey in economics.

Economics 56

Economics Marketing Forecasting Numbers 56

Barry Ritholtz

MARCH 12, 2024

So a lot of the headline names, you see a lot of the stories you see about, about the financial crisis, a significant number of, of those investors we were helping in security selection, modeling, and analytics. You’re actually crunching a lot of numbers. That OER number was calculable four months ago.

Profit and Loss 56

Profit and Loss Investments Marketing Securities 56

Barry Ritholtz

JULY 31, 2023

The economic dislocation, the health risks, just the mayhem that took place, but from the perspective of a number of corporate CEOs, Bill Ackman of Pershing Square Capital, the hedge fund that had a couple of amazing trades based on this. So, so you choose a number of specific industries or did you choose them? RITHOLTZ: Wild number.

Treasury 52

Treasury Economics Retail Entertainment 52

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. Uh, Fred said to give me your number.” RITHOLTZ: That’s called single entry accounting.

Leverage 111

Leverage Investments Valuation Finance 111

Barry Ritholtz

NOVEMBER 15, 2022

I have lots of different ways I can get that number to go up. 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. It’s still a fairly small number. I read all those academic papers, I understand where the math comes from.

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

Barry Ritholtz

OCTOBER 31, 2022

It’s sold ungodly numbers of copies, and is on everybody’s best finance books of all-time list. When a professor says, “Come in, we’ll talk about the assignment,” and you come in and say, “I’ve already crunched the number. There’s a number of them in our earnings index that are being overweighted.

Investments 56

Investments Marketing Numbers Finance 56