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. I wrote two posts recently based on what clients where asking.

Investments 75

Investments Math Benchmarking Numbers 75

CFO Strategic Partners

APRIL 14, 2025

Whether you’re a CEO or a department manager, a good grasp of financial principles helps you advocate for your goals, plan strategically, and stay on course when the unexpected happens. EBITDA measures operational earnings (not capital investments), and it is often a better profitability benchmark than net income.

Mergers and Acquisitions (M&A) 40

Mergers and Acquisitions (M&A) Leadership Auditing Valuation 40

PYMNTS

OCTOBER 21, 2020

Facebook’s move comes as Nextdoor eyes plans to go public , with a potential valuation of $4 billion to $5 billion. Nextdoor has raised $470 million; its last valuation rang in at $2.2 Nextdoor has raised $470 million; its last valuation rang in at $2.2 billion after a round of funding a little over a year ago.

Valuation 80

Valuation Benchmarking Startups Planning 80

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) 98

Financial Planning and Analysis (FP&A) Budgeting Benchmarking Valuation 98

CFO Talks

JANUARY 30, 2025

Importantly, this vision is not created in isolation but collaboratively developed with the management team. “Most businesses have a general sense of where they want to go but havent formalized it into a plan,” Roger explained. For instance, if the goal is to grow and exit, we work backward from the desired valuation.

Communication 52

Communication CFO Valuation Construction 52

VCFO

MAY 17, 2024

How can you be sure the decisions you are making are taking valuation in the right direction? Benchmarks A v360 roadmap also benchmarks your company against peers in your industry. A Roadmap for Achieving Your Strategic Objectives The primary goal of the v360 is to deliver a plan for your business to achieve peak value.

Benchmarking 78

Benchmarking Leadership Strategic Planning Valuation 78

Barry Ritholtz

FEBRUARY 27, 2023

equity valuations: “Baby-boomers’ huge flow of 401K plan contributions helped to drive equities higher; now that ~70 million Boomers are retiring, when do demographics flip this from a huge positive to a net drag?” The index even outperformed it’s S&P500 benchmark all 5 years running.

Benchmarking 130

Benchmarking Valuation Investments Marketing 130

Nerd's Eye View

APRIL 18, 2024

For over a decade, the financial advice industry has been bracing for an "any-minute-now" tsunami of advisor retirements and concomitant sales of financial planning practices. The primary risks when selling an advisory firm are that the deal may fall through, and existing clients may choose to leave the firm.

Planning 52

Planning Valuation Benchmarking Sales 52

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 70

Manufacturing Forecasting Profit and Loss Benchmarking 70

Nerd's Eye View

JUNE 27, 2023

In this episode, we talk in-depth about how, in 2022, Eric and his wife Kali faced a tumultuous year the firm dipped from $600,000 to $500,000 of revenue run rate in just the first few months and because it coincided with the arrival of their first child they didn’t have the bandwidth and capacity to adapt, how, to help with capacity constraints, (..)

Valuation 86

Valuation Benchmarking Communication Leverage 86

Jedox Finance

APRIL 12, 2023

3 In these evolving conditions, integrated business planning (IBP) is gaining momentum because it has the power to unify all the data that matters across finance, HR, and sales into a single platform to drive decisive workforce planning. What is workforce planning? HR and finance must collaborate to refine plans as needed.

Financial Planning and Analysis (FP&A) 52

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

Global Finance

APRIL 5, 2025

The top five IPOs by valuation in 2024 were Lineage on the Nasdaq ($5.1 Unlike most organizations in which executives and senior managers are granted significant bonuses in successful years, DBS established a one-time bonus plan for all staff, not including senior managers. IPOs, however, are enjoying a surge.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Investments Banking Finance 52

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. And we, we planned what was gonna happen the next morning. It’s important.

Concentration 52

Concentration Investments Benchmarking CFO 52

PYMNTS

APRIL 19, 2019

Lyric plans to use the investment to expand its operations as it continues to focus on regulatory compliance. The company said it plans to use the investment to further build out its lending operations. In total, the company secured $36 million in the round, led by a range of backers, including Sozo Ventures, Accel and Benchmark.

B2B 69

B2B Investments Accounts Payable Benchmarking 69

PYMNTS

DECEMBER 7, 2018

Cross River, which did not disclose its valuation, said it will use the funding to invest in its compliance infrastructure and expand staff levels as it continues to collaborate with FinTech startups, allowing them to gain access to Cross River’s client base without needing to secure their own banking license. Wise Systems.

B2B 70

B2B Startups Benchmarking Manufacturing 70

PYMNTS

MARCH 27, 2017

However, a Stitch Fix spokeswoman said the company “has neither turned down late-stage funding from interested investors nor will our Board of Directors be meeting next month to decide on plans for an IPO.”. The company’s most recent valuation was $300 million, and it has annual sales of more than $500 million.

Benchmarking 43

Benchmarking Valuation Startups eCommerce 43

Jedox Finance

APRIL 21, 2020

Assets with strong fundamentals and low valuations create openings to new markets. Scenario modeling can pinpoint potential opportunities so management can start planning today and understand drivers for change – both in their own and parallel markets. Many businesses are unprepared. In contrast, an opportunity exists.

Benchmarking 52

Benchmarking Valuation Communication Planning 52

PYMNTS

APRIL 2, 2018

FirstCaribbean International Bank is planning to raise $100 million through its initial public offering (IPO) in the U.S., An F-1 registration statement revealed the bank’s plans for an IPO in the U.S., When it filed plans for its IPO, Spotify revealed revenues were up 39 percent to $4.99 seeking $100 million in share sales.

Benchmarking 44

Benchmarking Valuation Treasury Banking 44

Spreadym

JULY 14, 2023

Some common types of financial models include: Budgeting and forecasting models : These models are used to estimate and plan future financial performance by projecting revenues, expenses, and cash flows over a specific period. They help in setting financial targets and evaluating the feasibility of business plans.

Financial Modeling 52

Financial Modeling Mergers and Acquisitions (M&A) Valuation Budgeting 52

PYMNTS

AUGUST 28, 2017

Another candidate who had been in the running for the job was Meg Whitman, the chief executive of Hewlett Packard Enterprise, who has already said she has no interest in the job and plans to remain at her current position.

Benchmarking 40

Benchmarking Valuation Leadership Technology 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 million shares and the company’s founders, Travis Kalanick and Garrett Camp, plan to sell shares worth $176 million and $147 million, respectively. SoftBank is offering 5.5

Benchmarking 59

Benchmarking Planning Marketing Valuation 59

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

The Finance Weekly

MARCH 5, 2024

P,roductivity The last few years have seen significant advancements in productivity solutions, such as ,, Monday and ,, ControlUP , whose stock valuations have soared. They facilitate more accurate forecasting, budgeting, and scenario planning, enabling finance teams to make informed decisions swiftly and with greater precision.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Leverage Cash Management 52

PYMNTS

DECEMBER 1, 2017

a share, a price that would decrease Uber’s $60 billion valuation by 30 percent. SoftBank and Dragoneer have received indications from Benchmark, Menlo Ventures and other early investors of their intent to sell shares in the tender offer,” the company said in a statement. billion in funding. Amazon Pay: It’s Amazon’s world.

Valuation 57

Valuation Benchmarking Restructuring Numbers 57

Barry Ritholtz

SEPTEMBER 3, 2024

It sounds like the career plan was always finance. Was that the plan? Heather Brilliant : It was not the plan. But there’s always gotta be some element of the valuation really being compelling. But maybe second to valuation as a primary consideration. How far out do you plan it?

Investments 59

Investments Valuation Concentration Marketing 59

PYMNTS

JUNE 30, 2016

Though some are planning not to react at all until they know they have something to worry about, Dangelmaier explained, others are already planning for the worst-case scenario. This time of uncertainty has left many unable to really plan a next move. With the U.K. rather than directly in the U.K. The Index insights for the U.S.

Currencies 41

Currencies Benchmarking eCommerce Valuation 41

PYMNTS

MAY 18, 2018

market, though Ocado plans to have talks with other U.S.-based The new funding was led by Benchmark , with Benchmark’s Bill Gurley joining the company’s board of directors. Over the next six months, Chef’d plans to expand to all of Byte’s locations, the company said in an announcement. “At based retailers.

Construction 40

Construction Benchmarking Retail Valuation 40

Barry Ritholtz

FEBRUARY 6, 2024

Its index and its benchmark. What, what was the career plan? 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.

Valuation 52

Valuation Investments Finance Math 52

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 52

Investments Benchmarking Marketing Treasury 52

Barry Ritholtz

MAY 20, 2025

What was the career plan? 00:01:42 [Speaker Changed] The career plan originally was urban development and transportation. So that’s when I really studied deeply the research why what I’d been doing was working more about when it might not and writing a business plan for Bridgeway. It was 150% of our net worth.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Investments Transportation Numbers 52

Barry Ritholtz

NOVEMBER 21, 2023

You know, I think of like a Mike Spies or at Sutter Hill, you know, a Martine Cado and Andreessen, you know, Gurley when he was at Benchmark. It was about $170 million valuation. It’s 00:52:47 [Speaker Changed] A tough benchmark to beat. There are world class partners of ours in Silicon Valley.

Investments 98

Investments Marketing Startups Accounting 98

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. Was finance and investing always part of the plan? So we use the MSCI benchmark definition.

Investments 59

Investments Economics Marketing Benchmarking 59

CFO Strategic Partners

MAY 29, 2025

Gartner reports that most CFOs plan to pass through 73% of tariff-related cost increases to customers, while 15% expect to share more than half the burden with supply partners—underscoring the difficult decisions and financial strain these policies create. They’ll emerge more agile, more competitive, and better positioned to lead.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leadership Prioritization Auditing 52

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. Adam is an Associate Financial Planning Nerd at Kitces.com. Enjoy the ‘light’ reading! Team Kitces.

Planning 130

Planning Education Investments Benchmarking 130

Barry Ritholtz

AUGUST 29, 2023

They create the benchmark. So when there’s a major turnover like that that happens, you always have the option, “Hey, can you do it exactly on the time that it enters the benchmark? And 87% of our active fixed income funds have outperformed their benchmarks on a three year basis against their benchmarks.

Investments 52

Investments Benchmarking Valuation Construction 52

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. What was the initial career plan? Mike Green : Well, the, the initial career plan, actually, so I grew up on a farm in Northern California.

Concentration 69

Concentration Marketing Valuation Investments 69

Barry Ritholtz

OCTOBER 24, 2022

I think it was just a bit of poor planning more than anything else. And so my coverage list kind of converted over time to focus more on mutual funds, to focus on five to nine plans, college savings. And how do we think about them from a valuation perspective? And like all things, it took longer, was more complex. NORTON: No.

Investments 52

Investments Valuation Benchmarking Marketing 52