CFO News Room

NOVEMBER 8, 2022

You do the math and you’re like, “Okay, well, an advisor can handle about 100 clients, an associate advisor can help with some of those clients, you can leverage maybe an associate advisor with a couple of advisors, but there’s a capacity limit for each of the roles.” And so, we pivoted to more of a service team.

Restructuring

Barry Ritholtz

OCTOBER 17, 2023

So I, I did a math degree at Oxford, which is more pure math. You know, pure math can be very theoretical and detached from the real world, and it’s getting worse. It’s just math stick to it over long periods of time. Then the volatility and, and the valuation makes an enormous difference.

Investments

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. The math never seems to work out. Hayes, the communications modem company was in Atlanta, Georgia. Sprint, another communications company was in Kansas City. Dell was in Austin.

Mergers and Acquisitions (M&A)

Barry Ritholtz

OCTOBER 21, 2024

I’m good at math and science and you know, I always had an idea what go into business, but I felt that electrical engineering would be a good foundation. You know, I, it always, I I see different numbers all the time, so it’s always kinda like, who’s math if you will? 00:02:16 [Speaker Changed] Me too.

Numbers

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)

Barry Ritholtz

MARCH 12, 2024

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. We’ve gathered up all the information you would need to do an appraisal.

Profit and Loss

Barry Ritholtz

MAY 16, 2023

Literally the first check-in to Robinhood, which went public in 2021 at about a $34 billion valuation. RITHOLTZ: He was the first (inaudible) in round B at the higher valuation. Is it about the valuation? They kept the reputation intact by communicating with their investors. LINDZON: Who is this guy? RITHOLTZ: Right.

Leverage

Barry Ritholtz

OCTOBER 31, 2022

RITHOLTZ: So here’s the question about 2020 and we could talk a little bit about the pandemic, when you have an event from outside the market, sort of feels less like the dot-coms and the valuation issue, and more like the meteor that killed the dinosaurs, it’s totally outside of the system. SIEGEL: Right. SIEGEL: Yeah.

Investments

CFO Talks

MAY 13, 2025

Price with Discipline – Not Emotion Valuation is where many deals derail. You stay grounded in the math. Communicate With Precision and Credibility As CFO, youre the voice of credibility when explaining the deal to investors, the board, employees, and regulators. Its a financial x-ray. They want clarity, not spin.

Mergers and Acquisitions (M&A)

Barry Ritholtz

DECEMBER 1, 2024

My Sunday morning look at incompetency, corruption and policy failures: • There’s a real math problem with MicroStrategy’s obscene valuation premium : MicroStrategy is worth around 3x as much as its bitcoin holdings. His research focuses on cultural influences on styles of cognition, communication & collaboration.

Math

Barry Ritholtz

NOVEMBER 25, 2024

And I, and I really like the application of math and statistics and computer science to markets. You learn the math that can help you with, with market making operations. It’s just not smart on a math basis to do that. 01:02:36 All the math tells us we should not buy high dividend yield stocks.

Leverage