Remove Advertising Remove Concentration Remove Numbers Remove Valuation
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

Invisible, yet Invaluable: Valuing Intangibles in the Birkenstock IPO!

Musings on Markets

The resulting debate among accountants about how to bring intangibles on to the books has spilled over into valuation practice, and many appraisers and analysts are wrongly, in my view, letting the accounting debate affect how they value companies. So, how far has accounting come in bringing intangible assets on to balance sheets?

Valuation 104
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

Transcript: Ted Seides

Barry Ritholtz

Or at least the top, pick a number, 30, 40%. I don’t remember the number. ” 29, 87, 74, just pick any 50 plus percent number and certainly 2000 and ’08, ’09, a major index gets cut in half. So you’re talking about an average of a large number. What’s the valuation? Less, 20, 30%?

article thumbnail

Transcript: Joel Tillinghast, Fidelity

Barry Ritholtz

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 00:28:03 [Speaker Changed] That’s an amazing number.

article thumbnail

Payments’ Stranger Things

PYMNTS

During Facebook’s Q2 quarterly results last month, Facebook COO Sheryl Sandburg said monetization beyond advertising across all of the platforms that Facebook operates, including Messenger, was still “early days.”. And these young businesses — young as in less than a year old — have now raised capital based on multibillion-dollar valuations.

Banking 44
article thumbnail

Transcript: Aswath Damodaran

Barry Ritholtz

 The transcript from this week’s, MiB: Aswath Damodaran: Valuations, Narratives & Academia , is below. You’re known as the dean of valuation. He said, oh, dean of valuation, it’s easier to say. So let’s start with the question, what led you to focus on valuation? RITHOLTZ: Right. And I said, why?

Valuation 114