Musings on Markets

JULY 27, 2022

At close of trading on July 26, 2022, the stock was trading at ? per share, and the mood and momentum that worked in its favor for most of 2021 had turned against the company. On July 21, 2021, I valued Zomato just ahead of its initial public offering at about ? 41 per share. 169 per share in late 2021.

Valuation 81

Valuation Investments Currencies Marketing 81

CFO News Room

DECEMBER 29, 2022

Most of these options are passive in nature, and remember that you can spread your initial investment across more than one option if you prefer. The cheapest way to buy the index might be to invest in exchange-traded funds (ETFs). You’ll be rewarded if you can invest it for the long haul. But where should you invest your $30,000?

Investments 130

Investments Profit and Loss Accounting Finance 130

The Charity CFO

DECEMBER 21, 2021

It simply means that you don’t have to pay most federal and state income taxes. So if you’re new to nonprofit accounting , you shouldn’t make too many assumptions about which taxes you will (or won’t) have to pay. . Most organizations won’t have unrelated business income.

Nonprofit 85

Nonprofit CFO Sales Compliance 85

CFO News Room

JANUARY 12, 2023

While it is easy to call the market movement in 2022 a correction and to argue that it is overdue, it is facile, and it fails to address the question of why it is happening now, and whether the correction is overdone or has more to go. Risk Capital’s Ebbs and Flows.

Investments 130

Investments Profit and Loss Treasury Marketing 130

Musings on Markets

DECEMBER 21, 2022

I would like to believe that I am capable of both doing and teaching valuation and corporate finance, but I will leave that judgment for you to make, since my valuations and corporate finance assessments are in the public domain (on my blog and in my lecture notes).

Corporate Finance 89

Corporate Finance Valuation Finance Financial Analysis 89

CFO News Room

JANUARY 15, 2023

I am not a prolific user of social media platforms, completely inactive on Facebook and a casual lurker on LinkedIn, but I do use Twitter occasionally, and have done so for a long time, with my first tweet in April 2009, making me ancient by Twitter standards. The Twitter Story. My forecasted revenues for 2023 of $11.2

Valuation 130

Valuation Advertising Numbers Education 130

PYMNTS

APRIL 17, 2020

Those were quantified yesterday in a new Internet Advertising Bureau survey that shows a steep decline expected in ad spending across digital media. According to industry media trade Digiday , TV time is selling at bargain basement rates during April due to an early spate of postponed campaigns. The IAB surveyed more than 200 U.S.

Advertising 75

Advertising Budgeting Marketing Numbers 75

CFO News Room

JANUARY 21, 2023

Inflation numbers have been coming in high now, for more than a year, but for much of the early part of 2021, bankers, investors and politicians seemed to be either in denial or casually dismissive of its potential for damage. Rather than repeat much of that post, let me summarize my key points.

Treasury 130

Treasury Currencies Numbers Investments 130

Creative CFP

NOVEMBER 2, 2020

This is without a doubt one of the most important and often overlooked financial reports within the monthly report pack. The cash flow statement in context The profit and loss statement, discussed in an earlier blog, provides information on the revenue and expenses over a certain period of time. Cash is the heartbeat of a business.

Profit and Loss 52

Profit and Loss Cash Flow Forecasting Invoicing CFO 52

Musings on Markets

MAY 6, 2022

In most time periods, those recalibrations and resets tend to be small and in both directions, resulting in the ups and downs that pass for normal volatility. Inflation: The Full Story I wrote my first post on this blog in 2008, and inflation merited barely a mention until 2020, though it is an integral component of investing and valuation.

Treasury 92

Treasury Economics Investments Marketing 92

The CFO College

MAY 12, 2021

Even though working remotely as your own boss is the dream of many bookkeepers and accountants, it’s too easy to find yourself struggling to make ends meet, hunting down payment from clients, and settling for any client who throws work at you. However, not all courses and programs are created equal.

Education 52

Education CFO Investments Budgeting 52

Musings on Markets

APRIL 21, 2022

I am not a prolific user of social media platforms, completely inactive on Facebook and a casual lurker on LinkedIn, but I do use Twitter occasionally, and have done so for a long time, with my first tweet in April 2009, making me ancient by Twitter standards. My forecasted revenues for 2023 of $11.2 But the story continues.

Valuation 99

Valuation Advertising Numbers Education 99

Musings on Markets

JULY 1, 2022

While it is easy to call the market movement in 2022 a correction and to argue that it is overdue, it is facile, and it fails to address the question of why it is happening now, and whether the correction is overdone or has more to go.

Marketing 88

Marketing Investments Profit and Loss Treasury 88

PYMNTS

APRIL 30, 2018

The blockchain has been hailed as the most significant invention since electricity and the fix for the world’s biggest problems and pain points. The blockchain can even end world poverty and transform society by making it safer for total strangers to lend each other money — without any third-party intermediary — and without any risk.

Banking 73

Banking Investments Concentration Accounting 73

PYMNTS

FEBRUARY 22, 2018

On the corporate side, initiatives from countries like Singapore are targeting areas like trade finance and cross-border B2B transactions. In a blog post by SAP, analysts noted that SMBs in the area have historically struggled to access and adopt technology of greater sophistication.

SAP 41

SAP Foreign Exchange B2B Technology 41

Musings on Markets

JANUARY 27, 2022

Inflation numbers have been coming in high now, for more than a year, but for much of the early part of 2021, bankers, investors and politicians seemed to be either in denial or casually dismissive of its potential for damage. Rather than repeat much of that post, let me summarize my key points.

Treasury 84

Treasury Currencies Investments Numbers 84

PYMNTS

OCTOBER 11, 2017

Like most innovators, Sharelle Klaus, CEO of DRY Sparkling , was first and foremost a person with a problem: She was a pregnant foodie, suddenly unable to pair her meals with wine and equally unable to find much outside of soft drinks or plain water in which to imbibe. “I That, Klaus said, makes non-drinkers feel welcome.

Marketing 40

Marketing Startups Retail 40

PYMNTS

JANUARY 20, 2017

The recent spot checks (that may or may not have been the source of bitcoin’s recent fluctuations) concluded that that the bitcoin exchanges were margin trading — which Huboi and OKCoin have both recently halted. The CBN advises banks to not transact, hold, trade or use digital currency. percent from the day’s open of $884.25.

Currencies 41

Currencies Banking Securities Finance 41

CFO News Room

NOVEMBER 19, 2022

With most $0 to $10,000 challenges you find online, participants usually look for “free stuff” they can sell or trade. From there, they invest time and energy into “trading up” to better stuff that can make money, or they create a business strategy that helps them grow their initial cash into something bigger.

Retail 130

Retail Accounting Investments Advertising 130

CFO News Room

DECEMBER 10, 2022

We wrap up with three final articles, all about career and personal management: How to make tough decisions when facing a career crossroads. Executive Summary. Why firm owners looking to sell might find fewer potential buyers and receive less favorable deal terms in the current interest rate environment. Enjoy the ‘light’ reading!

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Valuation Accounting 130

The CFO College

APRIL 8, 2021

Also, capitalize on opportunities to talk with business owners, read trade journals, listen to podcasts, sign up for industry emails and newsletters, go to industry events, and join networking groups on social media. Although the path to establishing a remote practice is full of challenges, the steps are fairly simple.

CFO 52

CFO Benchmarking Tax Planning Accounting 52

PYMNTS

MARCH 12, 2016

It’s data that could be converted into information that could guide entrepreneurs, help businesses make decisions, and power applications that could aid consumers in so many parts of their lives. Our first disappointment was that the most recent data for retail industries like Electronics and Appliance Stores was two years old.

Sales 40

Sales Retail Budgeting Manufacturing 40

PYMNTS

AUGUST 5, 2016

That could make this week a Sizzle because it’s the last full month of summer so everyone is determined to make every day of every week count. Estimates show that the massive opportunity isn’t P2P – but those broader business to person/government to person/payments that account for 90 percent of that $10T. Disbursements.

Profit and Loss 43

Profit and Loss Currencies Accounting Securities 43

CFO News Room

NOVEMBER 15, 2022

Executive Summary. Welcome back to the 307th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is Stacey Hyde. Stacey is the President of Envision Financial Planning, an independent RIA based in Memphis, Tennessee, that oversees nearly $200 million in assets under management for 206 client households.

Planning 130

Planning Accounting Compliance Math 130

CFO Leadership

OCTOBER 10, 2023

The rapid progression of generative AI, which is a type of artificial intelligence that has the ability to create material such as images, music or text, is already showing its potential to disrupt business operations throughout industries and processes. One of the most notable examples of GPT-4’s implementation in the NLP space is ChatGPT.

Risk Management 105

Risk Management Healthcare Leadership B2C 105

CFO News Room

DECEMBER 1, 2022

As a starting point, it’s important to recognize that while conversations in the financial services industry over the last decade have entertained the idea that technology (e.g., robo-advisors) might someday replace human advisors, there are still many elements of financial planning that benefit from engagement with a human advisor. Team Kitces.

Technology 130

Technology Planning Investments Leverage 130

CFO News Room

DECEMBER 26, 2022

As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). Executive Summary. We recognize (and appreciate!)

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

DECEMBER 30, 2022

A new study shows that there is a wide gap between firms leveraging technology to enhance the client experience and those that do not treat their tech stack as a priority. Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the passage of “SECURE Act 2.0”

Planning 130

Planning Auditing Investments Securities 130

PYMNTS

MAY 13, 2016

This week, in particular, was tough for a few players – and one sector overall. Wells Fargo. Who said traditional banks can’t be disruptive? On the heels of Lending Club’s fall from grace this week – the day after to be precise – Wells Fargo announced that it would come to the rescue of SMBs by offering fast decisions on small business loans.

Securities 40

Securities Transportation Compliance Banking 40

PYMNTS

JUNE 14, 2019

This week that player was Target , which entered into the sped-up shipping fray with the announcement it is making same-day delivery though Shipt available to all of its shoppers, according to a report by CNBC. Previously, Target customers could get same-day delivery by being a Shipt member for $99 a year. Starting with… Amazon.

eCommerce 40

eCommerce Retail Leverage Startups 40

CFO News Room

JANUARY 27, 2023

I don’t own a Tesla, and have only driven someone else’s Tesla, but as readers of this blog know, I valued Tesla for the first time in 2014, and I keep returning to the scene of the crime. I am not much of a car person and view cars primarily as a mode of transportation.

Valuation 130

Valuation Investments Manufacturing Marketing 130

CFO News Room

NOVEMBER 29, 2022

Executive Summary. Welcome back to the 309th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is Anh Tran. Anh is the Founder and Managing Partner for SageMint Wealth, a corporate LPL-affiliated RIA based in Orange, California, that oversees nearly $325 million for 195 client households.

Leverage 130

Leverage Planning Concentration Tax Planning 130

CFO News Room

NOVEMBER 7, 2022

Which raises the question of whether and where Entrustody may even be able to make a beachhead in a surprisingly crowded marketplace for the few advisors who are in a potential custodial transition? Executive Summary. Hearsay Systems rolls out a new small-to-mid-sized RIA platform for social media compliance and website design.

Compliance 130

Compliance Communication Planning Concentration 130

CFO News Room

DECEMBER 6, 2022

Executive Summary. Welcome back to the 310th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is Natalie Taylor.

Planning 130

Planning Budgeting Investments Communication 130

CFO News Room

NOVEMBER 22, 2022

Executive Summary. Welcome back to the 308th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is Matthew Blocki. Matthew is the CEO of Equilibrium Wealth Advisors, an independent RIA based in Pittsburgh, Pennsylvania, that oversees more than $275 million in assets under management for 330 client households.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

DECEMBER 3, 2022

Why outsourcing or automating certain tasks can allow you to focus on what’s most important. Executive Summary. Why it is important to identify the specific skill sets of firm employees and ensure that they are in sync with the requirements of their position. Why some RIAs are converting their SMA strategies into ETFs. Team Kitces.

Communication 130

Communication Investments Planning Marketing 130

Musings on Markets

JANUARY 26, 2023

I don't own a Tesla, and have only driven someone else's Tesla, but as readers of this blog know, I valued Tesla for the first time in 2014, and I keep returning to the scene of the crime. I am not much of a car person and view cars primarily as a mode of transportation.

Valuation 80

Valuation Investments Manufacturing Marketing 80