Remove Advertising Remove Concentration Remove Economics Remove Profit and Loss
article thumbnail

The Sharing Economy come home: The IPO of Airbnb!

Musings on Markets

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.

article thumbnail

A Business Upended: Streaming disrupts the Entertainment Business!

Musings on Markets

In the 1970s, Hollywood discovered the payoff from blockbuster movies, and the movie business became increasingly dependent on the biggest blockbusters delivering enough revenues and profits to cover a whole host of movies that either lost money or broke even. With Apple TV+ and Amazon Prime, the game is even more difficult to gauge.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

2022 Best-Of Highlights From The Nerd’s Eye View Blog

CFO News Room

Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. He can be reached at [email protected]. Read more of Adam’s articles here.

Planning 130
article thumbnail

Transcript: Joel Tillinghast, Fidelity

Barry Ritholtz

But in the New York Times, there was an advertisement that the value line investment survey needed analysts. They announced a $640 million loss and ouch. But if, if it has a history of not being profitable, you you really want to exclude that. Low price stock has historically had some very large concentrated positions.

article thumbnail

Transcript: Aswath Damodaran

Barry Ritholtz

They had the access to loss and excel really. And I think that’s a loss. And the second was, of course, the Warren Buffett story that came out the same week, where he essentially called people who post buybacks, you know, economically illiterate. It’s not a great advertising model — RITHOLTZ: Right.

Valuation 115