Musings on Markets

SEPTEMBER 19, 2023

In sum, the overall grocery pie is growing slowly, and the slice of the pie that is profit for those in the grocery game is slim, effectively limiting the valuation stories (and values) for every player in that game.

Profit and Loss 102

Profit and Loss Valuation Advertising Investments 102

CFO News Room

NOVEMBER 15, 2022

The bankruptcy filing of FTX has even more fundamentally damaged perceptions of the asset class, and sent valuations tumbling to lows not seen in several years. . Tom Brady, Gisele Bunchen, Steph Curry, and other celebrities had advertising and marketing deals with the firm. We are not against anyone,’ Zhao wrote on Twitter.

Economics 130

Economics Investments Finance Benchmarking 130

Future CFO

NOVEMBER 5, 2023

These issues include a broader correction in valuations compared to the highs of 2021, uncertainty surrounding the profitability pathways of some companies and a challenging capital market environment which makes potential exits more difficult to achieve. Online Media’s GMV grows to $26 billion, increasing 10% YoY.

Transportation 52

Transportation Advertising Valuation Investments 52

Musings on Markets

NOVEMBER 10, 2022

In my last post, I used Facebook's recent troubles to talk about the importance of corporate governance, and how we, as investors, have abandoned the power to change management at many younger tech companies in return for being able to invest in young tech companies, with growth potential and well-regarded founders.

Accounting 74

Accounting Advertising Valuation Investments 74

Musings on Markets

JULY 22, 2021

The business model for the company is built upon intermediation, where customers can connect to restaurants on the platform, and order food, for pick up or delivery, and advertising. It stands to reason that disagreements about the story will be largely on those macro components, rather than in the company-specific components.

Marketing 86

Marketing Valuation Profit and Loss Advertising 86

Musings on Markets

NOVEMBER 4, 2022

Having valued and invested in Facebook multiple times in the last decade, I will throw my two cents in, but rather than make the earnings report the center of attention, I will use the company's recent travails to talk about three issues that I think are big issues not only at Facebook, but for the entire market.

Advertising 98

Advertising Profit and Loss Investments Marketing 98

PYMNTS

SEPTEMBER 5, 2018

According to The Economic Times , Udaan hit the $1 billion valuation mark after 26 months. The incoming investment would follow last February’s $50 million investment, which was placed by Lightspeed and Apoletto Asia, according to reports. Reports said a $225 million fund raise would increase its valuation fivefold.

B2B 40

B2B eCommerce Valuation B2C 40

Barry Ritholtz

SEPTEMBER 19, 2022

He has a fascinating background in technology and software, and is interested in all sorts of interesting things, ranging from climate change to humanism, to the huge transitions that humans have gone through as a species and what it means to society, investing, scarcity and just the quality of life that we will enjoy as a species.

Valuation 118

Valuation Investments Marketing Technology 118

Barry Ritholtz

APRIL 11, 2023

 The transcript from this week’s, MiB: Aswath Damodaran: Valuations, Narratives & Academia , is below. You’re known as the dean of valuation. What led you into that field of study in the world of investing? He said, oh, dean of valuation, it’s easier to say. RITHOLTZ: Right. And I said, why?

Valuation 115

Valuation Education Finance Numbers 115

CFO News Room

NOVEMBER 26, 2022

Why RIA M&A activity has slowed down since October and how deal structures could be affected in the current economic environment. But while deal flow remained strong through the first three quarters of 2022, M&A activity appears to be slowing amid higher interest rates, slumping markets, and cooling economic conditions.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Securities Investments 130

Barry Ritholtz

MAY 7, 2024

She has a number of investments as as really a entrepreneur and a venture investor. San Diego State studying journalism and advertising. Joanne Bradford : I was a journalism major because it was the easiest major at the time, and I went and took advertising courses and went to work at my college newspaper. It was fun.

Advertising 57

Advertising Startups Technology Investments 57

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. It’s relative: The first is that it was not just Airbnb that felt the pain from the economic shut down.

Profit and Loss 52

Profit and Loss Valuation Investments Numbers 52

PYMNTS

APRIL 29, 2016

And Alibaba gets the boon of having a finance arm that now has an implied valuation of $60 billion. . The biggest caution is the fact that among the biggest backers of the company, in this round, are state-run funds, which include China Investment Corp., Throwing money at growth for growth’s sake leads to sky high valuations. .

Advertising 40

Advertising Valuation Sales Construction 40

Barry Ritholtz

DECEMBER 12, 2023

You fell in love with investing as an 8-year-old. But in the New York Times, there was an advertisement that the value line investment survey needed analysts. Things get worse at one of the companies that I’ve invested in. I’m curious how your investing philosophy has evolved over, over the past 30 plus years.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103

PYMNTS

APRIL 15, 2019

Uber’s valuation is pegged at $100 billion. Lyft’s valuation is less than 20 percent of that. We’ve seen online advertising disrupted by Google, Facebook and now Amazon. Others, those who understand platform economics, beg to differ. Uber considers its competitors to be Amazon and Alphabet.

Transportation 73

Transportation Healthcare Economics Leverage 73

Barry Ritholtz

NOVEMBER 21, 2023

 The transcript from this week’s, MiB: Brad Gerstner, Altimeter Capital & Invest America , is below. They invest primarily in private and public companies. 00:08:24 [Speaker Changed] No, in fact, that, in fact, I think they were still investing money off their balance sheet called FC Capital. Fiaco Cutler Capital.

Investments 98

Investments Marketing Startups Accounting 98

Musings on Markets

OCTOBER 19, 2021

The net effect is that investors feel more confused now, when investing in companies, than ever before, even though the push towards more disclosures has ostensibly been for their benefit. As we look at the explosion of disclosures around the world, there are many obvious culprits.

Profit and Loss 70

Profit and Loss Accounting Numbers IFRS 70

Barry Ritholtz

MARCH 21, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, this will be my shortest introduction ever, Clifford Asness and I just go over the entire universe of quant factor and value investing. So given AQR has been around for 25 years, how has your investing philosophy evolved over that period, assuming it’s changed at all?

Profit and Loss 65

Profit and Loss Valuation Forecasting Investments 65

Barry Ritholtz

AUGUST 15, 2023

Let’s talk a little bit about your alternative investments career. And so alongside of Wall Street recruiting in my senior year, I interviewed at the Yale Investments Office and was fortunate to get that job and violated the two principles I had at the time, which was I wanted to be in a training program and I wanted to leave New Haven.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

PYMNTS

AUGUST 13, 2018

Banks have invested time and money into creating their own virtual assistants to give consumers access to their bank account information via their mobile phones. That firm, GSR, previously invested $160 million in tZERO tokens during its ICO in June. On the heels of that news, Overstock’s shares spiked 20 percent. billion.

Banking 44

Banking Transportation Investments Currencies 44

PYMNTS

AUGUST 20, 2018

These independent grocers further alleged that their inability to compete led to the destruction of the mom-and-pop stores that were the economic underpinning of those towns and those cities. A lot of economic value was unleashed when suddenly consumers weren’t spending a third of what they made to feed their families.

Retail 42

Retail Sales Manufacturing Economics 42

Barry Ritholtz

SEPTEMBER 26, 2022

Revolution is the outgrowth of his family office that does everything from seed to venture, to growth investing. But thankfully, the next decade, things really accelerated in terms of the growth of the company and growth in the valuation, things like that. And being in the Washington DC area proved to be important.

Mergers and Acquisitions (M&A) 65

Mergers and Acquisitions (M&A) Startups Investments Healthcare 65

Barry Ritholtz

FEBRUARY 13, 2023

He holds all sorts of fascinating titles in addition to chief investment officer for bonds. trillion in various investments. If you’re at all interested in a lecture school in investing or fixed income, or active and passive, this is just a masterclass as to how to do it right. You’re chief investment officer.

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Investments Marketing Education 57