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. Owners often seek valuations from CPAs or similar entities for purposes such as insurance, estate planning, or internal events.

Valuation

CFO Share

OCTOBER 6, 2023

Business valuation captures more than just your present position—it’s a mirror to your past efforts and a window to future possibilities. As we journey through this article, we’ll illuminate the core factors that breathe life into the valuation of your business. What factors influence business valuation?

Valuation

CFO News Room

FEBRUARY 6, 2022

Valuations of Hong Kong-listed stocks are now quite reasonable, Mr. Ru said, adding that he doesn’t expect China’s internet sector to be hit with major regulatory changes this year. . In the bond market, the benchmark 10-year U.S. Treasury yield declined to 1.903%, according to Tradeweb.

Benchmarking

PYMNTS

NOVEMBER 21, 2016

FreeAgent broke ground with the listing but, according to reports, missed the mark on valuation. While a first of its kind, FreeAgent’s listing didn’t yield the valuation it or Seedrs had hoped. million), slightly lower than its calculated valuation at the time of the Seedrs funding. Friday (Nov. million ($13.2

Startups

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.

B2B

PYMNTS

APRIL 19, 2019

The big news in B2B FinTech investment this week came from Airbnb , which is bolstering its presence in the business travel market with new funding, while corporate card startup Brex also secured a prominent debt capital investment. The company plans to use the investment to collaborate with MUFG and Sozo, and promote growth. Negotiatus.

B2B

PYMNTS

DECEMBER 1, 2017

At the time, Uber – at the directive of its chief security officer – hid the breach and paid hackers about $100,000 to destroy the data. The ride-sharing company said that no Social Security numbers, credit card information, trip location details or other data were taken. billion in funding. drivers’ license numbers.

Valuation

PYMNTS

SEPTEMBER 30, 2019

I’m pro-algorithm,” said Bill Gurley, a general partner at venture capital titan Benchmark. . While no bankers were invited to the summit, Citadel Securities’ Head of Execution Services Joe Mecane — the market maker on IPOs for Slack and Spotify — was invited to speak. I’m not anti-banker.

Benchmarking

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

PYMNTS

SEPTEMBER 30, 2019

I’m pro-algorithm,” said Bill Gurley, a general partner at venture capital titan Benchmark. . While no bankers were invited to the summit, Citadel Securities’ Head of Execution Services Joe Mecane — the market maker on IPOs for Slack and Spotify — was invited to speak. I’m not anti-banker.

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. But what if government securities are viewed as risky?

Investments

Jedox Finance

APRIL 12, 2023

Finance compares actual salaries, variable compensation, social security, and benefits with budget on an ongoing basis. When setting expectations, the ability to calculate target productivity ratios of employees against industry benchmarks is illuminating for boards and potential investors.

Financial Planning and Analysis (FP&A)

Barry Ritholtz

SEPTEMBER 3, 2024

And I’d say part of it is reinforced by the fact that we do have policies that prohibit our employees from investing in individual securities because we want their time to be devoted to making the right decisions for our clients and they can benefit from that as a client. But maybe second to valuation as a primary consideration.

Investments

PYMNTS

JUNE 30, 2016

From what he’s seen, many in the “working class” or “retirement age bracket” were so worried about their financial and physical security that they voted to exit the E.U. 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.

Currencies

Barry Ritholtz

NOVEMBER 21, 2023

And I told my, you know, you know, very pregnant wife at the time, you know, we didn’t have a lot of money that I was gonna leave this secure job. 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.

Investments

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

OCTOBER 31, 2023

And you can go long, you can go short, you can have leverage, you could have higher exposure levels, but the securities are in the liquid public markets versus private equity, which are in illiquid private markets. Securities 00:06:35 [Speaker Changed] And old school. Post money valuations until the market has changed dramatically.

Investments

Barry Ritholtz

AUGUST 29, 2023

I did an internship in the summer at Citibank Securities in fixed income sales and trading. So you think back 30 years, there was so many people who were focused on individual security selection, picking individual stocks. They create the benchmark. RITHOLTZ: How’d you end up at Merrill Lynch in the 1990s? RITHOLTZ: Right.

Investments

CFO News Room

DECEMBER 17, 2022

Among respondents without an advisor, 27% said they would be interested in receiving help on retirement income planning (27%), Social Security and Medicare advice (22%), developing a financial plan (22%), and tax guidance (21%), though notably tax guidance was the top area cited among those with at least $500,000 in assets.

Planning

Barry Ritholtz

OCTOBER 24, 2022

And, you know, it really struck home with me that money is very personal, that it’s closely tied to security. It’s not just their security. NORTON: So what we do is we have the individual security portfolios. And how do we think about them from a valuation perspective? Please, just go to cash. NORTON: Yeah.

Investments

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.

Concentration

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. RITHOLTZ: So let’s take a couple of examples. MIAN: Absolutely.

Marketing

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

Barry Ritholtz

OCTOBER 21, 2024

Their benchmarks were down. So you come out of Villanova, you end up at first Boston in, in 1987 in the Special Situations Fund and Distressed Securities Group. As an example, institutional investors mentioned King Street in 2022, perhaps the worst year for hedge funds since oh 8 0 9. They were down 3.8%. Which I, I said Sure.

Numbers

Barry Ritholtz

FEBRUARY 13, 2023

So the idea being, you know, that we could analyze, dissect companies anywhere from, you know, senior securities, secured down to distressed. And because remember, Lehman had the Lehman Agg and that was the benchmark. So I think there are 4,800 equities, different securities globally. RITHOLTZ: Is that how you ran R3?

Mergers and Acquisitions (M&A)

Global Finance

MARCH 3, 2025

Globally, Social bonds will be constrained by a lack of benchmark-sized projects, while transition-labeled bonds and sustainability-linked bonds (SLBs) will remain niche segments as they navigate evolving market sentiment, the ratings agency posted on its website.

Finance

Barry Ritholtz

MAY 21, 2024

And one of the worst performing factors has been valuation. So we’re now in an environment where all the 45-year-old portfolio managers out there have been, have worked their entire careers in these momentum fueled markets, and they’ve been trained to believe that valuation doesn’t matter. That’s right.

Finance

Barry Ritholtz

MARCH 21, 2023

But if you buy low multiples and sell high multiples, either in a long-only beat the benchmark sense, whether over and underweight, and you did the same thing everyone does and call me a hedge fund manager. And value and momentum do, whether it’s relative outperformance against a benchmark or absolute performance in a hedge fund.

Profit and Loss

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. . Prior to that he spent over 20 years as a trader and analyst at a number of securities firms and hedge funds in the New York metropolitan area.

Economics

Barry Ritholtz

FEBRUARY 20, 2024

And, and since then, you, you’ve gone on to do some work reforming L-I-B-O-R as the benchmark for rates. So the sort of the tail was wagging the dog for SOFR, the secured overnight funding rate for repo. The US has been the indispensable nation supporting and defending democracy, security arrangements and economic arrangements.

Treasury

Barry Ritholtz

NOVEMBER 25, 2024

00:21:21 [Speaker Changed] So this story came out that, oh, value is defensive because it has this valuation buffer to it 00:21:28 [Speaker Changed] In that one example. Most clients, whether they’re individuals or institutions, have some sort of benchmark, a policy portfolio, some strategic asset allocation that they start with.

Leverage