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

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. Holiday Weekend Sales For Etsy. Next time, guys?

Valuation 40

Valuation Math Manufacturing Risk Management 40

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 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., And we’re also not trusted very well.

Technology 130

Technology Planning Investments Leverage 130

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

CFO News Room

DECEMBER 13, 2022

There was real formal learning, there was sitting in on sales meetings, or client reviews with other advisors. Leveraging Dinner Seminars And Third-Party Marketing Solutions To Rebuild A Client Base [50:11]. I mean, I got a plethora of awards, and by all accounts, I was on a meteoric rise to the top.

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

So, my prior broker dealer, it was Fortune 100 company, they have tremendous obviously philosophies in place on how they get their sales force to produce amazing results. He did an immense number of sales, and had cultivated a huge number of relationships. Matthew: Yeah. The culture was very product driven. And was that possible?

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

DECEMBER 20, 2022

” I’m guessing someone else was like, “And I’m going to go on and get the next sale.” And so it kind of grew into having some sales element and some goals around growing assets for the firm in general. And then I was out at the end of the sale, and it didn’t feel good, and I didn’t like it.

Education 130

Education Planning Numbers Securities 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

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 60

Investments Marketing Numbers Risk Management 60

Barry Ritholtz

SEPTEMBER 12, 2022

KRISTEN BITTERLY MICHELL, HEAD OF NORTH AMERICAN INVESTMENTS, CITI GLOBAL WEALTH: It’s really interesting because I’m not someone that you would think would be the typical profile to end up in capital markets or — or sales and trading. BITTERLY MICHELL: Not in leveraged, no, not at all, give more …. I was econ and kind of geeky.

Investments 114

Investments Marketing Profit and Loss Banking 114

Barry Ritholtz

FEBRUARY 13, 2023

And then somebody convinced me to go into sales and trading, and I decided to do that. 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?

Mergers and Acquisitions (M&A) 56

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

PYMNTS

OCTOBER 16, 2017

Their sales pitch was very convincing. 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. In concept.

Currencies 71

Currencies Concentration Financial Systems Investments 71

Barry Ritholtz

MARCH 21, 2023

RITHOLTZ: So it can be price-to-sales — RITHOLTZ: Yeah. They grew more in terms of earnings, sales, cash flows. But plenty of valuation measures, it has no applicability for price-to-sales. So I definitely think you want to account for that in places like price-to-book in earnings. RITHOLTZ: Meaning? RITHOLTZ: Sure.

Profit and Loss 64

Profit and Loss Valuation Forecasting Investments 64

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? We have a, a survey we do at the end of the year of Christmas tree sale. So at that point, I had a pretty big career.

Economics 56

Economics Marketing Forecasting Numbers 56

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. When that home comes up for sale, a lot of families show up that wanna live in that home. 00:53:43 And investors gotta buy the home.

Profit and Loss 56

Profit and Loss Investments Marketing Securities 56

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. I don’t know I was for sale.

Leverage 111

Leverage Investments Valuation Finance 111

Barry Ritholtz

OCTOBER 3, 2023

Now, there was one really important part of, of that as part of my job training, I was sent to the big sales offices to learn how the product was sold. One of the big sales offices was out in Long Island in Garden City. And so after a week there, I, I said to the guys on desk, Hey, can I open an account and do this?

Marketing 107

Marketing Treasury Banking Profit and Loss 107

Barry Ritholtz

OCTOBER 31, 2022

RITHOLTZ: But in reality, any day you want to put your house up for sale, you might get a different price then — SIEGEL: If you — I mean, you know, if times are bad and then you say, “I got to sell it the next five minutes,” you don’t want to look at that price. They got a lot of leverage. SIEGEL: Every second.

Investments 56

Investments Marketing Numbers Finance 56