VCFO

MARCH 30, 2023

Building Blocks and Best Practices for Driving Business Value Business valuation is not an original or uncommon topic. A good place to start is benchmarking yourself against your competition. Are you considering selling your business in the next several years or looking to address a specific business valuation driver?

Valuation 89

Valuation SAP Concentration Benchmarking 89

Barry Ritholtz

FEBRUARY 6, 2024

Its index and its benchmark. And speaking of the.com implosion, like Microsoft via a case study where we, in previous strategies, we held Microsoft for a very long time, that’s where the valuation could help us in the.com bus. a year, way over both. It’s in the top 1% of its peers. Morningstar five star gold rated.

Valuation 52

Valuation Investments Finance Math 52

Barry Ritholtz

OCTOBER 24, 2022

And how do we think about them from a valuation perspective? And actually, that sweet, that collection of strategies, which is in the Morningstar alternatives fund is where a lot of our portfolio managers were turning to at the end of last year when, you know, fixed income is so poor on a prospective basis, equity, valuations are really high.

Investments 52

Investments Valuation Benchmarking Marketing 52

Musings on Markets

AUGUST 15, 2023

After the rating downgrade, my mailbox was inundated with questions of what this action meant for investing, in general, and for corporate finance and valuation practice, in particular, and this post is my attempt to answer them all with one post.

Investments 80

Investments Currencies Treasury Hurdle Rate 80

Barry Ritholtz

AUGUST 15, 2023

SEIDES: If the S&P is your benchmark, which it isn’t for these pools of capital. RITHOLTZ: What should be their benchmark? So the proper benchmark for those pools has to look a little bit like the underlying assets they’re investing in. So what do you use for a benchmark? What’s the valuation?

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

MARCH 26, 2024

00:18:13 [Speaker Changed] When markets are going up, the benchmark is either an index like the s and p 500 or you know, someone you know that’s making even more money than you are. But it’s amazing how quickly the benchmark turns into cash or a positive return when markets are going down. Not every day, not every week.

Investments 56

Investments Marketing Concentration Economics 56

Barry Ritholtz

DECEMBER 12, 2023

He has absolutely crushed his benchmark over that period. He’s crushed the Russell 2000, whatever benchmark you want to talk about. You’re 34th, you’re retiring after 34 years and you trounce what’s really the more appropriate benchmark, I would assume the Russell 2000. a year since 1989. Much better.

Benchmarking 102

Benchmarking Concentration Investments Profit and Loss 102