CFO News Room

DECEMBER 5, 2022

As a result, the ‘traditional’ valuation of an advisory firm wasn’t really 2X revenue; it was 6-8X profits, and when advisory firms can run 25% to 30% profit margins, 7X profits at 28% margins came out to almost exactly 2X revenue. (In When it comes to technology firms, revenue valuation multiples are often much higher.

Planning 130

Planning Technology Valuation Communication 130

Barry Ritholtz

AUGUST 29, 2023

Few people are in a position to see what’s going on in the world of investing, whether it’s institutional or retail, better than Vanguard CIO. DAVIS: Where international equities, because of valuations, probably 7% to 7.5%. And Greg Davis just does an amazing job. I thought this was a really fascinating conversation.

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

FEBRUARY 13, 2023

Now, we’re shifting to more international places like China, Europe, et cetera, that are really growing, and that valuations are cheaper. RIEDER: It’s funny you said that because, listen, I think we’ve gotten to the place where there actually is too much communication. Think about the incredible growth of U.S.

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Investments Marketing Education 57

Barry Ritholtz

MARCH 12, 2024

I’m assuming it’s primarily institutional and not retail. And we’ve automated the, the appraisal process for valuation, both intrinsic value, meaning like, where would we pay it, where would we buy it, and where is the fair market price that asset from that level, from price and from consumer behavior now.

Profit and Loss 57

Profit and Loss Investments Marketing Securities 57

Barry Ritholtz

MAY 16, 2023

Literally the first check-in to Robinhood, which went public in 2021 at about a $34 billion valuation. LINDZON: So first year at ’01, ‘02, you have Apple and they blew out the store model, the retail model, which no one thought. You know, I’m just a retail Yahoo finance kind of guy. Is it about the valuation?

Leverage 112

Leverage Investments Valuation Finance 112

Barry Ritholtz

SEPTEMBER 26, 2022

But thankfully, the next decade, things really accelerated in terms of the growth of the company and growth in the valuation, things like that. But unfortunately, just as the product came to market, the whole Atari game market blew up, and retailers didn’t want any new products. The math never seems to work out.

Mergers and Acquisitions (M&A) 65

Mergers and Acquisitions (M&A) Startups Investments Healthcare 65