Global Finance

APRIL 5, 2025

The top five IPOs by valuation in 2024 were Lineage on the Nasdaq ($5.1 In the debt business, the bank posted a commanding 40% of Polish market transactions, having participated in the arrangement and placement of all the major bond deals in the local market, including all benchmark transactions for key domestic corporates. billion).

Mergers and Acquisitions (M&A)

Barry Ritholtz

MAY 1, 2025

This is more than overconfidence, the DKE is how poorly we are at metacognition assessing our own abilities at a specific task Look at the history of performance and the small number of professional investors who outperform their benchmarks over 1, 5, 10, and 20 years. What are some examples of bad numbers?

Investments

CFO Talks

JANUARY 30, 2025

Below are the key takeaways from this insightful discussion: The Foundation of a Strategic Vision Roger shared that a successful strategic vision starts with identifying the “magic numbers” for a business. At CFO Centre, we talk about “magic numbers.” Roger Castle: Hi, Leana. Then we ask, how do we get there?

Communication

CFO Strategic Partners

APRIL 14, 2025

EBITDA measures operational earnings (not capital investments), and it is often a better profitability benchmark than net income. Effective budgeting requires you to get cozy with key data points like year-over-year trends, fixed and variable expenses, profit margins, cash flow data, sales numbers, and departmental needs.

Mergers and Acquisitions (M&A)

Barry Ritholtz

APRIL 29, 2025

We learned everything, you know, across from accounting to auditing to, to tax and valuation. I ended up in what was called the valuation services group, where we valued real estate and businesses either for transactions or for m and a activity. So that, that number ultimately is about 40 billion of our 150 billion of equity.

Concentration

Barry Ritholtz

FEBRUARY 17, 2025

But when you look at emerging markets and when you look at value, the opportunity for alpha is much, much greater than it is in traditional large cap growth stocks in the US And a lot of managers in that space actually beat their benchmark. So during my time there, I was probably employee number four or five. What’s that like?

Investments

Barry Ritholtz

MAY 6, 2025

00:14:36 [Speaker Changed] That that’s number one. You’ve done a number of major refinancings in and around New York City, six 20 Avenue The Americas is a, tell us a little bit about the work you’re doing at Hudson Bay with private credit and real estate. Probabilities will eventually work in your favor.

Profit and Loss

Barry Ritholtz

MAY 20, 2025

In addition, they’ve put up some really impressive numbers over the past 30 years, which has given them the opportunity to donate tens of millions of dollars to their favorite organizations. We don’t give exact numbers. Number one, it means our transaction costs are less, which based on your career, you know exactly.

Mergers and Acquisitions (M&A)

VCFO

SEPTEMBER 21, 2023

Owner’s opinions of their business value can be influenced by inherent biases, flawed valuation methodologies, and factors lurking beyond their control. The delta between an owner’s expectations and the market’s potential can be considerable and is based on a number of financial and non-financial metrics.

Valuation

CFO Share

OCTOBER 6, 2023

For the passionate startup founders and dedicated SMB CEOs, knowing the true value of your business isn’t just about numbers; it’s about the heart and soul you’ve poured into your venture. As we journey through this article, we’ll illuminate the core factors that breathe life into the valuation of your business.

Valuation

Fpanda Club

JULY 24, 2022

As for these distant years the level of uncertainty is very high while the level of precision is low, terminal value is calculated based on the numbers of the last projected year, therefore it accumulates and magnifies all the errors in assumptions made for the first years of the model. which will be part of the allowable cost.

Financial Planning and Analysis (FP&A)

Centage

SEPTEMBER 5, 2023

In conjunction with your other numbers, your gross profit margin can tell you if your products are profitable enough, if you need to increase sales or if your expenses, like sales costs, are too high. To get this number, subtract your expenses from your revenues to get your net profit. But how much are they really worth?

Financial Planning and Analysis (FP&A)

VCFO

MARCH 17, 2023

A benchmark exercise can also provide insight here. Ensuring Proper Inventory Valuation When inventory is not valued properly, turnover ratios return false information, affect cash, and cloud understanding of how investment in inventory is affecting the business. Large companies will have historical information to look back on.

Manufacturing

Global Finance

OCTOBER 9, 2024

The initiative allows customers from participating banks in both nations to transfer funds instantly using just a mobile number or virtual payment address. Additionally, many incumbent firms are restructuring by spinning off their payments divisions into standalone entities to capture higher valuations.

Mergers and Acquisitions (M&A)

PYMNTS

AUGUST 7, 2017

In addition, shares were likely buoyed by Wall Street analysts who raised their targets on the company, including California-based venture capital firm Benchmark Capital, which took its target to $12 from $10. gave up more than 4 percent on the week, with investors likely fretting about valuation.

Benchmarking

Centage

SEPTEMBER 5, 2023

In conjunction with your other numbers, your gross profit margin can tell you if your products are profitable enough, if you need to increase sales or if your expenses, like sales costs, are too high. To get this number, subtract your expenses from your revenues to get your net profit. But how much are they really worth?

Financial Planning and Analysis (FP&A)

PYMNTS

DECEMBER 1, 2017

All in, hackers managed to nab names, email addresses and phone numbers of 50 million Uber riders around the world, as well as the data of about 7 million drivers, which includes 600,000 U.S. drivers’ license numbers. It’s a big number – but it comes as a big discount for buyers offering $32.97 billion in funding.

Valuation

Barry Ritholtz

MARCH 20, 2024

For example, you can see what’s the biggest drawdown, how long did it last, how long and how often did a strategy beat its benchmark, and by what magnitude. Barry Ritholtz : So let’s break that into two halves, starting with valuation. Explain why P/E isn’t the best way to measure valuation.

Investments

Barry Ritholtz

AUGUST 16, 2022

And if you’re able to do that in a diverse number of markets and asset classes, while managing risk in the markets that aren’t trending, you know, that’s in general how trend following works. RITHOLTZ: And last question about the various teams, does everybody have a different benchmark? How do you track performance?

Profit and Loss

PYMNTS

SEPTEMBER 30, 2019

I’m pro-algorithm,” said Bill Gurley, a general partner at venture capital titan Benchmark. . So far, the 2019 class of IPOs has had a number of unicorns (companies valued at $1 billion or higher), including Uber, Lyft and Pinterest. I’m not anti-banker. Also in attendance was New York Stock Exchange President Stacey Cunningham. .

Benchmarking

PYMNTS

SEPTEMBER 30, 2019

I’m pro-algorithm,” said Bill Gurley, a general partner at venture capital titan Benchmark. . So far, the 2019 class of IPOs has had a number of unicorns (companies valued at $1 billion or higher), including Uber, Lyft and Pinterest. I’m not anti-banker. Also in attendance was New York Stock Exchange President Stacey Cunningham. .

Benchmarking

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. In a reflection of the times, there have been two developments.

Investments

Barry Ritholtz

SEPTEMBER 3, 2024

Heather comes from with a fascinating background, having previously been in a number of other places, most notably Morningstar, and, and she has a very specific approach to investment management and thinking about stock selection. They do a number of things at Diamond Hill that many other investment shops don’t.

Investments

The Finance Weekly

MARCH 5, 2024

Surprisingly, Excel was the number one solution, despite being the nemesis of IT professionals. P,roductivity The last few years have seen significant advancements in productivity solutions, such as ,, Monday and ,, ControlUP , whose stock valuations have soared. This question was tricky, and we were eager to see the results.

Financial Planning and Analysis (FP&A)

PYMNTS

JUNE 30, 2016

itself being a very international country where many of its residents hail from outside of its borders, concerns are on the rise about the country’s workforce and if there could possibly be quotas put on the number of people who remain. With the U.K. in order to employ people from the E.U. rather than directly in the U.K. is yet to be seen.

Currencies

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? 14, 15% a year? RITHOLTZ: Right.

Investments

Barry Ritholtz

NOVEMBER 21, 2023

00:17:50 You wanna know why Dara reported for Uber that again, their number of employees was down quarter of over quarter. It’s 10 blue links, but it’s an infinite number of blue links. So remember data and data infrastructure, that is the number one primitive to ai. It was about $170 million valuation.

Investments

Barry Ritholtz

OCTOBER 31, 2023

And now we have a number of different hedge funds, some we have in the macro, we have multi-Strat, we have point hedge funds with in technology in the healthcare field. The best example I always love to give is that Amazon’s last private round was at a $60 million post money valuation. 00:09:40 [Speaker Changed] Correct.

Investments

Barry Ritholtz

AUGUST 29, 2023

And it worked out and had multiple job offers coming out of school from a number of different insurance companies. I had a number of relationships that I built up and had another job lined up in New York City. They create the benchmark. RITHOLTZ: How’d you end up at Merrill Lynch in the 1990s? DAVIS: Yes, exactly.

Investments

CFO News Room

DECEMBER 17, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. 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.

Planning

Barry Ritholtz

AUGUST 20, 2024

And the advice that he gave to David Einhorn about it that helped lead Einhorn to start really kicking the benchmark’s butt again for the past couple of years. We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments. That’s the opportunity set.

Concentration

Barry Ritholtz

OCTOBER 24, 2022

So there are a number of us heading in out of college into the BLS. And how do we think about them from a valuation perspective? NORTON: Concentrated portfolios or willing to stick our necks out and look different than a benchmark. MARTA NORTON, CHIEF INVESTMENT OFFICER, MORNINGSTAR INVESTMENT MANAGEMENT: Right.

Investments

Barry Ritholtz

MAY 9, 2023

He co-chairs a number of the asset management investment committees. So I interviewed with a bunch of banks, got a number of job offers by the end of the week, and joined Goldman Sachs in October 1998. I ended up being hired onto the high yield desk as a research analyst and did that for a number of years, a couple of years.

Investments

CFO News Room

FEBRUARY 2, 2022

I left HSBC Group at the end of 1999, and some friends of mine that I’d known a long time had came on — came out of the fixed income side at a number of investment banks, generally, top II-rated (ph) mortgage research and more — traders, fixed income salesman, and to raise third-party capital broker-dealers required. CONROD: Sure.

Investments

Barry Ritholtz

JULY 24, 2023

The fact that you’ve got declining risk appetite, declines are prolonged, deep and valuations mean revert. The second, and what’s interesting about that period, is the fact that valuations actually peaked in 1961. MIAN: Valuations are ebb and flow. But number two is from a demographic standpoint.

Marketing

Barry Ritholtz

OCTOBER 17, 2023

And they also have a unique approach to feeds when they’re generating alpha, when they’re outperforming their benchmark, they take a performance fee. Graham Foster] : 00:02:54 That was a number, that was number theory, pure number theory. And whether it’s all numbers or even numbers.

Investments

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. 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. The s and p 500 has underperformed his fund by 3.7%

Benchmarking