Barry Ritholtz

JANUARY 24, 2023

And what was interesting was the first leveraged buyout of a public company happened when I was in graduate school. KLINSKY: In 1979, it was the first leveraged buyout of a public company. We had sold the family business, maybe buy another family business one day through a leveraged buyout. There was XO Communication and McLeod.

Mergers and Acquisitions (M&A) 103

Mergers and Acquisitions (M&A) Investments Leverage Numbers 103

CFO News Room

DECEMBER 26, 2022

Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. Many advisors are accustomed to using verbal communication with clients (e.g., in client meetings ) and written communication (e.g., He can be reached at [email protected]. Read More +.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

Barry Ritholtz

OCTOBER 19, 2022

So we leverage that expertise and we help advisors speak to their clients about, you name it, market, savings, all the things that they’re talking about. So the harvest losses to offset future gains. So as we grow, become more efficient, we get scale, we sort of make a profit. They’ll construct the portfolio.

Investments 111

Investments Profit and Loss Education Advertising 111

Barry Ritholtz

SEPTEMBER 12, 2022

BITTERLY MICHELL: Not in leveraged, no, not at all, give more …. What was your take away from the Jackson Hole festival of speeches and — and Jerome Powell’s — it’s kind of surprising that anybody thinks he didn’t communicate what was happening, but it seems like the market was taking a little by surprise. RITHOLTZ: Right.

Investments 116

Investments Marketing Profit and Loss Banking 116

Barry Ritholtz

JULY 31, 2023

Ends up turning about $27 million of swap premiums into 2 billion plus in profit. The next quarter Netflix announced it’s like first subscriber, either slowing growth or loss, I don’t remember, and sort of kicked off this now two year kind of slow bleed of peak streaming. RITHOLTZ: The communication was bad also.

Treasury 52

Treasury Economics Retail Entertainment 52

Barry Ritholtz

OCTOBER 3, 2023

It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. He knows how to manage risk, and he knows how to trade for a profit for a p and l. And occasionally people are gonna argue about, Hey, who has this loss? Or who has this profit? He knows how to run a team.

Marketing 108

Marketing Treasury Banking Profit and Loss 108

CFO News Room

FEBRUARY 2, 2023

Stay safe out there! * * * • “China Covid: Coffins sell out as rural losses mount” [ BBC ]. Now it’s in Science …. * * * • “House bill seeks to end CMS’ COVID-19 vaccine rule for healthcare facilities” [ Becker’s Hospital Review ]. • It’s easy to imagine a future without corrupt a s. Not a “rule.”

Advertising 130

Advertising Healthcare Profit and Loss Education 130