Barry Ritholtz

APRIL 8, 2025

And, you know, therein began, I think the unraveling and, and a little bit of the, the loss of that, you know, cultural juice that had kind of historically made that firm special. Can we give every single one of your employees a account or advice, you know, to their first, you know, purchase in a 5 29 account?

Mergers and Acquisitions (M&A)

Barry Ritholtz

FEBRUARY 17, 2025

And I found that subsegment really interesting because we did studies on kind of decision making biases, human biases like loss aversion and other biases that impact otherwise what should be rational decisions and make them less than rational. That is not being reflected in valuations from a top down standpoint. Absolutely.

Investments

Barry Ritholtz

MAY 6, 2025

And I kept roughly half the profits and there was no training. Oh my God profit. Not, not for me, $500 trading profit. Not, not for me, $500 trading profit. So vol of o of the op, an option has premium, and that premium is the extra amount you pay for the right to have limited loss and unlimited gain.

Profit and Loss

Musings on Markets

MARCH 15, 2025

Blue-collar workers in developed markets : The flip side of the rise of China and other countries as manufacturing hubs, with lower costs of operation, has been the loss of manufacturing clout and jobs for the West, with factory workers in the United States, UK and Europe bearing the brunt of the cost.

Investments

CFO Dive

JULY 31, 2025

Dive Insight: On the heels of the better-than-expected quarterly earnings, Microsoft’s stock price jumped 5% on Thursday, pushing the companys valuation beyond the $4 trillion mark, according to a CNBC report. The company joined chipmaker Nvidia, which hit $4 trillion for the first time earlier this month, the report said.

CFO

Musings on Markets

AUGUST 19, 2024

In fact, the business life cycle has become an integral part of the corporate finance, valuation and investing classes that I teach, and in many of the posts that I have written on this blog. In 2022, I decided that I had hit critical mass, in terms of corporate life cycle content, and that the material could be organized as a book.

Corporate Finance

PYMNTS

OCTOBER 31, 2018

mobile-only bank, now has a valuation of $1.3 Reuters , citing Monzo, reported the mobile bank said Wednesday (October 31) that it raised 85 million pounds — and as a result, has a valuation of more than $1 billion. With a valuation of $1.3 Unicorn status happens when the company has a valuation of $1 billion or more.

Valuation

Musings on Markets

OCTOBER 6, 2023

The Value of Intangible Assets Accounting has historically done a poor job dealing with intangible assets, and as the economy has transitioned away from a manufacturing-dominated twentieth century to the technology and services focused economy of the twenty first century, that failure has become more apparent.

Valuation

Musings on Markets

FEBRUARY 8, 2024

To understand how much these stocks meant for overall market performance, recognize that these seven companies accounted for more than 50% of the increase in market capitalization of the the entire US equity market (which included 6658 listed companies in 2023).

Marketing

PYMNTS

APRIL 8, 2019

Yet, once a company starts to churn a profit, business owners rarely consider their strategy of an eventual exit or sale. However, the two most critical pieces of information buyers need include a verification of revenue and a profit and loss (P&L) statement. Cloud Accounting, Data Sharing.

Profit and Loss

Musings on Markets

NOVEMBER 1, 2023

As the price dropped below $200 today (October 30,2023), I decided that it was time for me to revisit and revalue the company, taking into account the news, financial and other, that has come out since my last valuation in January 2023, and to understand the dueling stories that are emerging about the company.

Valuation

PYMNTS

APRIL 3, 2019

Musk replied back with a Yahoo email account address so Dogecoin could contact him, but that tweet has since been deleted. In other news, Liquid.com has become the latest crypto unicorn after closing a Series C investment round from Bitmain and IDG Capital , reaching a valuation of over $1 billion.

Valuation

Musings on Markets

SEPTEMBER 5, 2024

I was fascinated by the process, an interplay of accounting, finance and psychology, and it was the subject of my doctoral thesis, on how distortions in information delivery (delays, lies, mistakes) affects stock returns. The Event Given the lead-in to earnings reports, what exactly do they contain as news?

Marketing

Nerd's Eye View

APRIL 3, 2024

As has been the case for the past several quarters, the prevailing characteristic of the economy is one of bifurcation, with interest rate-sensitive sectors remaining in a recession (as evidenced by the manufacturing sector's 16-month-long contraction), while the services sector (which accounts for nearly 80% of U.S. GDP) continues to expand.

Economics

CFO News Room

FEBRUARY 4, 2022

suffered the largest-ever loss. companies as they reassess their valuations in anticipation of higher interest rates. Amazon relieved investors with a near doubling in profit in the holiday period and said it is raising the price of its Prime membership in the U.S. AMZN 13.54%. company—just a day after Facebook parent.

Marketing

CFO News Room

JANUARY 19, 2023

trillion in market cap, accounting for all of the recovery in US stocks during that period. I must admit I was surprised by my own valuations, since, given the low riskfree rates prevailing at the time, only one stock (Apple) looked significant over valued. Clearly, much has happened since these valuations.

Valuation

CFO News Room

FEBRUARY 12, 2022

My September 2020 Valuations. trillion in market cap, accounting for all of the recovery in US stocks during that period. I must admit I was surprised by my own valuations, since, given the low riskfree rates prevailing at the time, only one stock (Apple) looked significant over valued. The FANGAM Valuations: February 2022.

Valuation

PYMNTS

SEPTEMBER 20, 2019

You’d be forgiven for thinking that the WeWork IPO – rather, the shelving of that IPO , at least for now – heralds the end of rich valuations for firms viewed as entrenched in the early stages of disruption. Stripe has said it has millions of businesses in its roster, accounting for hundreds of billions of dollars a year in processing volume.

Valuation

PYMNTS

JULY 5, 2020

The German payment processing company’s operating performance in Europe and the Americas was far worse than previously known, according to a report from KPMG, the Netherlands-based global accounting firm, obtained by the newspaper. But such profits did not exist, the Times reported. million) in 2017, the KPMG report revealed.

Auditing

PYMNTS

JUNE 17, 2016

Get ready for some sinking bank profits. The Wall Street Journal reported on Thursday (June 16) that accounting rules are taking effect that would ensure that banks would have to report loans going south much earlier than had been done before, which may push reserves higher, eating into profits.

Profit and Loss

Musings on Markets

FEBRUARY 12, 2022

trillion in market cap, accounting for all of the recovery in US stocks during that period. I must admit I was surprised by my own valuations, since, given the low riskfree rates prevailing at the time, only one stock (Apple) looked significant over valued. Clearly, much has happened since these valuations.

Valuation

Musings on Markets

SEPTEMBER 19, 2023

In the first, I will look at the grocery business, both in terms of growth and profitability of grocery stores, since Instacart, as an intermediary in the business, will be affected by grocery business fundamentals. On the profitability front, the grocery business operates on slim margins, at every level.

Profit and Loss

Musings on Markets

JANUARY 5, 2024

That year, I computed these industry-level statistics for five variables that I found myself using repeatedly in my valuations, and once I had them, I could not think of a good reason to keep them secret. Valuation Pricing Growth & Reinvestment Profitability Risk Multiple s 1. Profit Margins 1.

Valuation

Musings on Markets

OCTOBER 4, 2021

In this post, I will look at the levers that drive Paytm's value, and you can make your judgments on where you think this offering will lead in terms of valuation and pricing. The last is the operating margin , it operating income (or loss) as a percent of operating income each year.

Valuation

Musings on Markets

JULY 22, 2021

The primary attraction of the company, to investors, comes not from its current standing (modest revenues and big losses), but from its positioning to take advantage of the potential growth in the Indian food delivery market.

Marketing

Global Finance

AUGUST 16, 2024

The decision, which was intended to help Anglo focus on its restructuring, swung the company from a net profit of $1.26 billion in the first half of 2023 to a $672 million loss in the first half of this year. The company took a $1.6

Restructuring

The Charity CFO

FEBRUARY 2, 2022

In fact, as a nonprofit organization, the expectations for transparency and accountability are higher than those for for-profit businesses. It’s a tool for ensuring transparency, disclosure, and accountability to the public. Full accounting of income, expenses, and donors. Why do nonprofits need to file Form 990?

Nonprofit

PYMNTS

DECEMBER 4, 2020

New pet owners account for about $4 billion in fresh demand for food and accessories. The pet retail chain is also moving towards profitability after net losses the past two years. It has also narrowed its losses by 77 percent to $20.3 It could be looking for a $6 billion valuation. . Same-store sales surged 9.6

Profit and Loss

Musings on Markets

OCTOBER 19, 2021

The second is that interest groups have become much more savvy about lobbying regulatory groups and accounting rule writers to get their required data items on the required list. The second is the notion of materiality , a key component of how accountants and regulators think about what needs to be disclosed.

Profit and Loss

PYMNTS

MARCH 18, 2019

The company offers transportation through established taxi systems rather than the minicab model used by Uber and Lyft, and it expects to become profitable later this year. Gett successfully raised $130 million from companies that included Volkswagen, bringing its total amount raised to $700 million with a valuation of $1.4

Profit and Loss

VCFO

OCTOBER 10, 2023

The owner of this seasonally oriented service company builds up cash in peak periods to get through slower months and has ~$1M sitting stagnantly in a bank account as a result. This owner focuses on maximizing profit and minimizing tax liability with reporting and operations directed at those aims.

Strategic Planning

Musings on Markets

JULY 17, 2023

The biggest winner, and this should come as no surprise, has been technology, with a return of 43% in 2023, and almost entirely recovering its losses in 2022. trillion in the first half of 2023, accounting for almost 80% of the overall increase in equity values at all 6669 publicly traded US equities.

Marketing

PYMNTS

NOVEMBER 18, 2019

Ridesharing company Gett, which operates under the name Juno in New York City, is shuttering its operations there and entering into a partnership with Lyft to take on its accounts, according to a report by TechCrunch. Gett is backed by Volkswagen and has a valuation of about $1.5 All Juno riders will be invited to join Lyft.”.

Profit and Loss

PYMNTS

NOVEMBER 18, 2019

Ridesharing company Gett, which operates under the name Juno in New York City, is shuttering its operations there and entering into a partnership with Lyft to take on its accounts, according to a report by TechCrunch. Gett is backed by Volkswagen and has a valuation of about $1.5 All Juno riders will be invited to join Lyft.”.

Profit and Loss

CFO News Room

NOVEMBER 5, 2022

In the next post, I will use Facebook’s most recent earnings surprise to talk about inconsistencies in how accountants categorize corporate spending, and why these inconsistencies can skew investors perceptions of corporate profitability and financial health. billion in the third quarter of 2022. .

Marketing

Barry Ritholtz

AUGUST 16, 2022

And so, you know, it was a very interesting time to begin, which I did as an account executive at Shearson. And so, you know, it was relatively, I wouldn’t say straightforward because I don’t think generating consistent profits has ever been something that’s so straightforward or so easy. TROPIN: Yeah. No, no, no.

Profit and Loss

Musings on Markets

DECEMBER 2, 2020

Setting the Table As with any valuation, the first step in valuing Airbnb is trying to understand its history and its business model, including how it has navigated the economic consequences of the COVID. In addition, growth in the experiences business will also push this metric upwards, since Airbnb keeps a 20% share of those revenues.

Profit and Loss