Musings on Markets

OCTOBER 19, 2021

It extends into materiality, by reframing that concept in terms of value, rather than profits, and connecting it to disclosure, with disclosure requirements increasing proportionately with the value effect. For example, while the telecom industry regularly discloses churn figures, Netflix has not disclosed its churn rate in recent years.

Profit and Loss 70

Profit and Loss Accounting Numbers IFRS 70

Barry Ritholtz

DECEMBER 5, 2023

So, so let’s talk a little bit about your, your background ba in economics from Dartmouth. We hope that we can invest behind and see stability so that there won’t be a loss of capital 00:28:00 [Speaker Changed] And, and above average GDP 00:28:02 [Speaker Changed] Growth. For diversity is profitable for investors.

Mergers and Acquisitions (M&A) 69

Mergers and Acquisitions (M&A) Investments Valuation Numbers 69

Jedox Finance

JULY 11, 2023

This is particularly evident when considering how ESG key performance indicators (KPIs) are closely related to aspects in a profit and loss (P&L) statement and significantly impact financial outcomes. The final ESRS requirements are to be passed as law at the end of July 2023 and no later than the end of August 2023.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Compliance Profit and Loss 52

Barry Ritholtz

OCTOBER 19, 2022

You know, we do the typical stuff, market economic outlooks and research there, product research. So the harvest losses to offset future gains. RITHOLTZ: That leaves a mark when it comes time to — you add in tax loss harvesting, and just helping with having a financial plan. Is this aimed at the advisor community?

Investments 109

Investments Profit and Loss Education Advertising 109

CFO News Room

NOVEMBER 22, 2022

Michael: So, it sounds like part of the challenge was, you live in a large company environment where, as is common for a lot of them, they organized study groups of top advisors, of top producers, of those that are doing well and growing well, and driving the business profitably. In fact, we probably would have been much more profitable.

Planning 130

Planning Communication Profit and Loss Education 130

CFO Share

MAY 3, 2021

In his first 100 days in office, Biden signed the most talked about and the most expensive piece of legislation in years aimed at economic recovery, the $1.9 An increase in audits overall. Tax problems become greater the more profit you generate and more creative tax accounting you participate in.

Auditing 52

Auditing Profit and Loss CFO Economics 52

Barry Ritholtz

JULY 18, 2023

WAGNER: Yeah, I started as a certified public accountant and one of the early engagements that I was tasked with was in the space of asset management and I recall doing the audit on Jeffrey Vinik’s very first year as a hedge fund manager. And it was the most profitable day of trading I’d ever had. WAGNER: Exactly.

Investments 52

Investments Profit and Loss Restructuring Accounting 52

CFO News Room

FEBRUARY 5, 2023

Inexperienced (or worse) auditors : Hindenburg notes that the accounts at Adani Enterprises and Adani Total Gas are audited by a tiny and largely unknown auditing firm, Shah Dhandaria, with four partners and eleven employees, some young and inexperienced.

Marketing 130

Marketing Investments Auditing Restructuring 130

Musings on Markets

FEBRUARY 4, 2023

Inexperienced (or worse) auditors : Hindenburg notes that the accounts at Adani Enterprises and Adani Total Gas are audited by a tiny and largely unknown auditing firm, Shah Dhandaria, with four partners and eleven employees, some young and inexperienced.

Investments 100

Investments Valuation Auditing Restructuring 100

Barry Ritholtz

MARCH 12, 2024

And so, so we sort of felt pretty stupid for a while because we did a lot of losing trades in 2006 that were the, you know, that obviously didn’t come to fruition until the actual people could see the losses. So in mortgages, the borrower can stop paying maybe a year to two years before the lenders actually book a loss.

Profit and Loss 56

Profit and Loss Investments Marketing Securities 56

Barry Ritholtz

FEBRUARY 4, 2024

New York Times ) • 23andMe’s Fall From $6 Billion to Nearly $0 : From celebrity ‘spit parties’ to a drop in the bucket: The once-hot DNA-testing company is struggling to profit. The Atlantic ) • Corporate Self-Oversight : Four auditing firms examine the books of nearly every big U.S. They’ll probably just get lower returns. (

Profit and Loss 52

Profit and Loss Auditing Leadership Economics 52

Barry Ritholtz

NOVEMBER 7, 2023

This, this is true with every pump and up scheme, every pyramid scheme, and it, it comes out in some of the court documents later that in, in some of the corporate Slack accounts, one, one of the people say they should be the director of Ponzi economics. How, 00:15:40 [Speaker Changed] How hard is it to show those audited returns?

Numbers 60

Numbers Profit and Loss Banking Finance 60

CFO Share

SEPTEMBER 15, 2021

C-corp structures come with many long-term benefits, such as qualifying for section 1202 (see more on this below) or rolling net operating losses indefinately. Harvest capital losses to offset the gains. On the other hand, the extra funding will also be used for increased scrutiny including more audits. Selling to an ESOP.

Profit and Loss 52

Profit and Loss CFO Tax Planning Auditing 52