PYMNTS

AUGUST 15, 2017

Ride hailing app company Uber is reportedly considering an offer from an investment group that wants to own a bigger share of the company. Uber currently boasts a market value of $70 billion. The Recode news report noted the deal between would include the purchase of existing shares at a lower valuation.

Benchmarking 40

Benchmarking Valuation Investments Marketing 40

Centage

SEPTEMBER 5, 2023

Three: Benchmark Industry Profitability Ratios Your profit margin might look weak to you, but is it? Benchmark your industry before looking at your profitability so you know what to aim for. Four: Understand Customer Valuation Your customers are the source of your revenue – and your profits. But how much are they really worth?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Benchmarking Valuation 52

Barry Ritholtz

FEBRUARY 6, 2024

I love finding these people who are just absolute rock stars within their space that most of the investing public probably is not familiar with, haven’t heard about them. Its index and its benchmark. Tremendous track record, unusual background comes from computer science and software and, and pivoted into quantitative investing.

Valuation 52

Valuation Investments Finance Math 52

PYMNTS

APRIL 24, 2018

With tech IPOs on the rise, Benchmark partner Bill Gurley has declared that “it’s cool to go public again.”. Of course, Gurley has seen some of his own investments go public in recent months. But instead of entering the market through an IPO, Spotify decided to simply list its shares on the NYSE, trading as SPOT.

Benchmarking 43

Benchmarking Valuation Investments Finance 43

Jedox Finance

APRIL 21, 2020

Assets with strong fundamentals and low valuations create openings to new markets. Distressed debt urgently needs financing; and digital and automation investments can strengthen resilience and agility. Swift changes are forcing management to rethink operating models. In contrast, an opportunity exists. Pinpoint opportunities.

Benchmarking 52

Benchmarking Valuation Communication Planning 52

PYMNTS

APRIL 1, 2019

Other participating investors included prior backers Benchmark, Spark Capital and Index Ventures, according to reports. investments. The company now reportedly has a valuation of more than $500 million and has taken in $170 million in venture capital funding.

Benchmarking 40

Benchmarking Valuation Communication Investments 40

Barry Ritholtz

OCTOBER 17, 2023

  The transcript from this week’s MiB: Graeme Forster, Orbis Investments , is below. Barry Ritholtz] This week on the podcast, I have an extra special guest, Graham Foster’s pm at Orbis Investment Management. They have a truly unique approach to investing. Is that poker, is that investing sounds like both.

Investments 52

Investments Valuation Math Numbers 52

PYMNTS

APRIL 2, 2018

The bank offers corporate banking, retail banking, treasury management, capital markets, credit cards and wealth management services in a range of consumer and corporate offerings. percent owned by CIBC Investments, a unit of the Canadian Imperial Bank of Commerce. Not all recent market floats have been successful, however.

Benchmarking 44

Benchmarking Valuation Treasury Banking 44

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. Technology Not all lower- or middle-market companies are technology heavy.

Valuation 89

Valuation SAP Concentration Benchmarking 89

Barry Ritholtz

OCTOBER 24, 2022

The transcript from this week’s, MiB: Marta Norton, Morningstar Investment Management , is below. BARRY RITHOLTZ, BLOOMBERG RADIO HOST: This week on the podcast, I have an extra special guest, Marta Norton is the Chief Investment Officer for Morningstar Investment Management. What makes a good investment strategy?

Investments 52

Investments Valuation Benchmarking Marketing 52

PYMNTS

FEBRUARY 7, 2020

Things were a bit more active on the Amazon front, with a big infrastructure investment pushing its market cap back over the $1 trillion line, a new B2B financing partnership with Goldman Sachs potentially in the offing and its expanding stores and services menu. Never underestimate the value of logistics.

eCommerce 52

eCommerce Benchmarking Restructuring Credit Risk 52

Musings on Markets

AUGUST 15, 2023

In every introductory finance class, you begin with the notion of a risk-free investment, and the rate on that investment becomes the base on which you build, to get to expected returns on risky assets and investments. What is a risk free investment?

Investments 80

Investments Currencies Treasury Hurdle Rate 80

Barry Ritholtz

MARCH 20, 2024

At the Money: Benefits of Quantitative Investing (March 20, 2024) Throughout history, investing has been a lot more “Art” than “Science.” For most of the last century, investing was a lot more art than science. What Works on Wall Street was the first quantitative equity investing work, more or less for the layperson.

Investments 60

Investments Benchmarking Valuation Math 60

PYMNTS

OCTOBER 4, 2019

The fact that WeWork has failed to go public may mark a line in the sand, where public markets will not throw money to companies that are looking for capital and have valuations in the tens of billions of dollars. But not even getting out of the gate speaks to something larger. For WeWork , of course, the filing Monday (Sept.

Benchmarking 40

Benchmarking Valuation Securities Marketing 40

PYMNTS

APRIL 26, 2019

Alphabet and Saudi Arabia aren’t planning on selling any stock, but venture capital firm Benchmark – the company’s biggest seller – is offering 5.7 Uber wants to offer 180 million shares in an effort to raise about $9 billion, which would give the company a market value in the neighborhood of $84 billion.

Benchmarking 59

Benchmarking Planning Marketing Valuation 59

PYMNTS

DECEMBER 1, 2017

Moreover, even in its home country, Uber’s dominance has been slipping, with some estimating that rival Lyft will account for as much as a third of the market within the next few years. a share, a price that would decrease Uber’s $60 billion valuation by 30 percent. billion in funding.

Valuation 57

Valuation Benchmarking Restructuring Numbers 57

Barry Ritholtz

AUGUST 29, 2023

Greg Davis, Chief Investment Officer at a little shop called the Vanguard Group, which manages $8 trillion. Few people are in a position to see what’s going on in the world of investing, whether it’s institutional or retail, better than Vanguard CIO. GREG DAVIS, CHIEF INVESTMENT OFFICER, VANGUARD GROUP: Thanks, Barry.

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

FEBRUARY 27, 2023

Recall last week , we were discussing thinking about the impact of retiring Baby Boomers on the equity markets and of rising rates on housing. Can this one-two punch explain why it is so easy to get so much wrong in the capital markets so often ? equity market since 1945 has shifted dramatically to different investment vehicles.

Benchmarking 126

Benchmarking Valuation Investments Marketing 126

PYMNTS

JUNE 30, 2016

In the very near future these companies may see the valuation of their businesses diminish, capital requirements change and even more investors looking to invest in the E.U. market are still quite relevant for merchants in the U.K. This time of uncertainty has left many unable to really plan a next move. is yet to be seen.

Currencies 41

Currencies Benchmarking eCommerce Valuation 41

CFO News Room

DECEMBER 17, 2022

We also have a number of articles on retirement planning: While weak stock and bond market performance has challenged advisors and their clients this year, these trends have likely increased the ‘safe’ withdrawal rate for new retirees. How firms can best leverage their internal data to improve the number of client referrals they receive.

Education 130

Education Planning Benchmarking Investments 130

Barry Ritholtz

AUGUST 15, 2023

Let’s talk a little bit about your alternative investments career. I didn’t know a whole lot about markets or stocks. So that was my initial foray into the investment business. SEIDES: That was my true investment MBA. He said, “You’re not going to learn anything about investing.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

OCTOBER 31, 2023

 The transcript from this week’s, MiB: Michael Carmen, Co-Head, Private Investments, Wellington Management , is below. Michael Carmen is co-head of private Markets at Wellington Management. We were originally very equity heavy back in the day, and we made a lot of investments on the fixed income side.

Investments 60

Investments Marketing Numbers Valuation 60

Barry Ritholtz

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He co-chairs a number of the asset management investment committees. I thought this was an absolutely fascinating way to see the world of investment management. Investment banks were not really a known concept in the area where I grew up.

Investments 114

Investments Banking Advertising Finance 114

Barry Ritholtz

JULY 24, 2023

He brings a fascinating approach and a bit of an outlier, contrarian way of looking at the world that has allowed him to identify specific changes in what’s taking place in the economy, in the markets, and essentially provide a helpful sounding board to many of the world’s best investors.

Construction 52

Construction Marketing Valuation Investments 52

CFO News Room

FEBRUARY 2, 2022

David Conrod, what a fascinating career in the world of capital raising and private equity from Guggenheim Partners to FocusPoint Capital, he really has seen just a little bit of everything and is very, very knowledgeable about how that side of the investment world works. HSBC sponsored the team to invest in India and South Asia.

Investments 100

Investments Economics Numbers Marketing 100

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. And you know, I love markets.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Investments Marketing Education 56

Jedox Finance

APRIL 12, 2023

When setting expectations, the ability to calculate target productivity ratios of employees against industry benchmarks is illuminating for boards and potential investors. Capital raising Workforce planning data is increasingly relevant in due diligence processes in which investors evaluate organizations for potential investment.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Budgeting Benchmarking 52

Barry Ritholtz

MARCH 26, 2024

The transcript from this week’s, MiB: Liz Ann Sonders, Schwab Chief Investment Strategist , is below. She is the chief investment strategist and member of the firm’s Investment Committee at Schwab. She is as much in the mix, in the thick of what’s going on in the world of investing as anybody.

Investments 56

Investments Marketing Concentration Economics 56

Barry Ritholtz

MARCH 14, 2023

He was the chief investment strategist at Merrill Lynch where he worked for more than 20 years. If you’re at all interested in thinking about asset allocation, top-down analysis, how to think about the world of investing, not as a stock picker, but as a broad macro perspective, none better than Rich Bernstein.

Quantitative Analysis 60

Quantitative Analysis Investments Valuation Marketing 60

PYMNTS

DECEMBER 7, 2018

led the investment in the FI, while CreditEase, LionTree and a slew of existing investors also joined the funding round. The company announced $103 million in Series E funding, CRN reports said this week, with backers at Premji Invest leading the investment. Cross Creek Advisors and previous backers also participated.

B2B 70

B2B Startups Benchmarking Manufacturing 70

Barry Ritholtz

AUGUST 16, 2022

If you’re all interested in macro investing, trend following, commodities, currencies, fixed income, various types of quantitative strategies, and most important of all, risk management, you’re going to find this conversation to be absolutely fascinating. TROPIN: So it was very fertile to do what we do because markets moved a lot.

Profit and Loss 117

Profit and Loss Foreign Exchange Valuation Investments 117

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 your doctoral thesis asserted that consistently beating market averages was attainable by exploiting both value and momentum.

Profit and Loss 64

Profit and Loss Valuation Forecasting Investments 64

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 fell in love with investing as an 8-year-old. So again, so it came back out to the market and it held on to all the pieces except Danaher. a year since 1989. Tell us about that.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103

Barry Ritholtz

FEBRUARY 20, 2024

There are few people in the world who understand the interrelationships between central banks, the economy, and markets like Bill Dudley does this, this is just a master class in, in understanding all the factors that affect everything from the economy to inflation, to the labor market, the housing market, and of course, federal Reserve policy.

Treasury 56

Treasury Marketing Economics Banking 56

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

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