Musings on Markets

OCTOBER 6, 2023

These are also the sectors with the lowest book values, relative to market value, suggesting that whatever accountants are doing to bring in intangibles in these companies into book value is not having a tangible effect on the numbers. So, how far has accounting come in bringing intangible assets on to balance sheets?

Valuation 104

Valuation Profit and Loss Accounting Investments 104

PYMNTS

MAY 9, 2016

I laid out my thesis last week , with respect to Apple’s struggles, by giving you my take on why Apple seems to now play fast and loose with the numbers. People are holding onto their phones longer and there has to be a real “WOW” factor for people to trade their $600+ phones in every year or two – even with the Apple installment plan.

Sales 42

Sales Retail Concentration Leverage 42

Musings on Markets

SEPTEMBER 11, 2023

That said, the movie business remained concentrated, with the biggest players dominating each segment of the business. Embedded in these numbers are two other trends worth noting. While independent studies increased their production over the period, the overall number of movies reaching movie theaters has seen a significant drop off.

Entertainment 77

Entertainment Profit and Loss Numbers Marketing 77

PYMNTS

AUGUST 16, 2016

India’s smartphone users are expected to number 244 million in 2017, surpassing the number of smartphone users in the U.S. Companies Nestlé SA and Coca-Cola told The Wall Street Journal that as people are paying for data plans to access the internet, they have less cash to spend on other consumer items. “The

Concentration 40

Concentration Advertising Education Forecasting 40

Barry Ritholtz

AUGUST 15, 2023

Or at least the top, pick a number, 30, 40%. I don’t remember the number. Was that the plan or was he just going to announce it? That was never part of the plan, didn’t happen. ” 29, 87, 74, just pick any 50 plus percent number and certainly 2000 and ’08, ’09, a major index gets cut in half.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

JULY 4, 2023

What were your early career plans? And number two, it may interest you to know, here are four or five different funds in the same situation. These are big numbers. WEINSTEIN: And there is also something too, as much as there has to be a respectful — number one, there has to be a respectful environment for everybody.

Investments 56

Investments Numbers Risk Management Concentration 56

Barry Ritholtz

DECEMBER 12, 2023

And because my mother and grandmother were looking at these trying to figure out what was going on, I was curious about the sea of numbers. But in the New York Times, there was an advertisement that the value line investment survey needed analysts. And the division that I was in was below plan. That was real money. Real money.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103

Barry Ritholtz

APRIL 25, 2023

My father was an investment advisor, and he made his way to be an investment advisor from being a manager with a textile factory to selling insurance to find his way out of that business, went from insurance to financial planning, financial planning to the independent broker-dealer world, independent broker-dealer to hybrid IBD slash RIA.

Mergers and Acquisitions (M&A) 60

Mergers and Acquisitions (M&A) Compliance Investments Finance 60

Barry Ritholtz

APRIL 11, 2023

DAMODARAN: I am interested in numbers. I’m naturally a numbers person. To me, storytelling is much more — I mean, if you think about the history of humanity, for thousands of years, the way we pass down information was with stories, not numbers. It has allowed for this acceleration of number crunching.

Valuation 114

Valuation Education Finance Numbers 114

CFO News Room

JANUARY 17, 2023

This could be explained by several factors including insufficient concentration, improper formulation and/or amount of PVP-I, inadequate duration of exposure, inappropriate method of administration, and mucociliary clearance of PVP-I from the nasal cavity. As aforementioned, 0.45–10%

Concentration 130

Concentration Economics Manufacturing Numbers 130

CFO News Room

JANUARY 20, 2023

Similar ideas had been proposed in a reopening plan from the Koch-funded Heritage Foundation months earlier. The numbers can change depending on the space, but the basis of the question remains the same. It is extremely rare to find any PAC advertised at being below 45 dBA…. Held at AIER’s headquarters in Great Barrington, Mass.,

Nonprofit 130

Nonprofit Securities Treasury Economics 130