PYMNTS

MARCH 20, 2017

PassivDom’s homes are entirely constructed by 3-D printing and enable people to not be reliant upon electricity or gas companies to help power and heat spaces. We sat down with PassivDom’s CEO, Maks Gerbut, to discuss how the company was formed and its plans for the future of off-the-grid homes.

Construction 40

Construction Manufacturing Concentration Transportation 40

PYMNTS

FEBRUARY 27, 2018

The goal: to construct a seamless platform for sellers of secondhand luxury furnishings to easily connect and transact with buyers of high-end consignments. The Viyet buy seems to be the latest step in Sotheby’s CEO Tad Smith ’s stated plan to make a move on the “middle market.”

Concentration 43

Concentration Construction Startups Planning 43

The Finance Weekly

SEPTEMBER 10, 2023

It reveals where the company gets its cash and how it spends it on day-to-day activities or for future plans. Conversely, the balance sheet and cash flow statement primarily concentrate on the company's capital management, encompassing assets and structural aspects.

Finance 52

Finance Financial Modeling Forecasting Concentration 52

Barry Ritholtz

MARCH 4, 2025

What was the original plan? And I, and I would love to tell people I had a grand plan. I didn’t really have a grand plan, but my policy degree was at University of Chicago. Melissa Smith : ] So again, did not have a grand plan at the time that I was in policy school at Chicago. Melissa Smith : Absolutely.

Banking 52

Banking Mergers and Acquisitions (M&A) Marketing Manufacturing 52

Barry Ritholtz

FEBRUARY 12, 2024

What was the original career plan? You’re outperforming, you’re, you’re putting up good numbers that’s on a concentrated portfolio and it’s 10, 15, 20 stocks are the drivers. We’ve had a wild shortfall in home construction in the 2010s following the financial crisis. Real really interesting.

Investments 117

Investments Marketing Numbers Entertainment 117

Barry Ritholtz

AUGUST 15, 2023

Was that the plan or was he just going to announce it? That was never part of the plan, didn’t happen. It’s much more about security selection and a relatively static portfolio construction. It’s part of their own tax planning. RITHOLTZ: Did he, was he going to have you at the annual meeting?

Investments 52

Investments Benchmarking Marketing Treasury 52

CFO News Room

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly. Executive Summary. Team Kitces.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO News Room

DECEMBER 26, 2022

Personally, it has been a big year of change as well, with the Kitces.com platform adding new team members, rolling out a new IAR CE offering and our latest Estate Planning course, and introducing the AdvisorTech Directory, among other additions, to fulfill our own mission of “Making Financial Advicers Better and More Successful”.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

Musings on Markets

SEPTEMBER 9, 2024

In parallel, I also noted that investors have to change the way they value and price companies, to reflect where they are in the life cycle, and how different investment philosophies lead you to concentrated picks in different phases of the life cycle. Brewer was replaced as CEO by Tim Wentworth, and Village MD scaled back its growth plans.

Valuation 135

Valuation Construction Manufacturing Marketing 135

Barry Ritholtz

AUGUST 20, 2024

What was the initial career plan? Mike Green : Well, the, the initial career plan, actually, so I grew up on a farm in Northern California. My initial career plan was that I was gonna go into science. We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments.

Concentration 69

Concentration Marketing Valuation Investments 69

CFO News Room

NOVEMBER 5, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that as part of the ongoing integration between the merged companies, Charles Schwab plans to transition advisors currently on the TD Ameritrade custodial platform to Schwab’s platform over Labor Day weekend 2023.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Securities 130

CFO News Room

DECEMBER 20, 2022

And I think that was a huge step in the direction of having as a constructive, a sort of mental health outlook as one can have in that wacky business. I mean, he actually expected a lot of me, in a very loving, respectful way, but he was teaching me kind of the power of concentration and focus. I always felt advantaged by it.

Leadership 100

Leadership Problem Solving Entertainment Startups 100

Barry Ritholtz

JULY 4, 2023

What were your early career plans? Elliott just created an investment committee in 2021, I think precisely to get things ready for succession planning. In the have not category, we’ve got the long short equity funds that are directional and concentrated, which have had horrific performance. I’m not exaggerating.

Investments 59

Investments Numbers Risk Management Concentration 59

Barry Ritholtz

OCTOBER 24, 2022

I think it was just a bit of poor planning more than anything else. And so my coverage list kind of converted over time to focus more on mutual funds, to focus on five to nine plans, college savings. NORTON: Concentrated portfolios or willing to stick our necks out and look different than a benchmark. RITHOLTZ: At the BLS, no.

Investments 52

Investments Valuation Benchmarking Marketing 52

CFO News Room

JANUARY 29, 2023

A bonus: From Environmental Science and Technology, “ Does Using Corsi–Rosenthal Boxes to Mitigate COVID-19 Transmission Also Reduce Indoor Air Concentrations of PFAS and Phthalates ?” Making plans, building assembly lines, developing metrics; America used to be able to make stuff. This makes construction more difficult.

Concentration 130

Concentration Construction Economics Invoicing 130

Barry Ritholtz

JULY 29, 2024

What were the career plan? So I came to New York, no job plans, no ideas. You know, met the board, really liked what they had to say about plans for Orion, spent some time with Eric. Full disclosure, my firm uses Orion as part of our tech stack and managing the four and a half or so billion dollars we have. When would you do it?

Investments 59

Investments Communication Benchmarking Technology 59

Barry Ritholtz

DECEMBER 14, 2022

But that is a different kind of approach to portfolio construction. You end up with a lot of construction. And something happens, either there’s been too much construction, or the economy softens. MCCARTHY: That is what’s most important. That’s just one tiny aspect of real estate. Cambridge U.K.,

Mergers and Acquisitions (M&A) 64

Mergers and Acquisitions (M&A) Investments Construction Concentration 64

Barry Ritholtz

JUNE 13, 2023

Was the plan when you were going to school in Paris always to go into finance, or were you originally leaning in another direction? And so at times it’s effectively when the essential is at stake that people can react constructively. I look backwards, that was a hell of a training in terms of the exposure we’re getting.

Investments 59

Investments Banking Entertainment Marketing 59

Global Finance

MAY 9, 2025

million in revenue in 2024, plans to begin pilot production and processing of rare earth metals later this year. Of course, the short answer to your question is no, we did not find rare earth in our other deposits back in the East … nor has anybody else, in sufficient concentration in those coal seams to make it economic.

Concentration 59

Concentration Construction Economics Finance 59

CFO News Room

DECEMBER 8, 2022

Until recently, economic central planning from the political right received far less attention than its well-known manifestations on the left. Unfortunately, an emerging faction on the political right has decided to deploy economic planning of their own as an intended countermeasure against their progressive foes.

Economics 130

Economics Education Planning Manufacturing 130

Barry Ritholtz

MARCH 26, 2024

What was the original career plan? 00:09:37 [Speaker Changed] So again, I was on the avatar side of this y avatar broader organization, which was institutional money management, managing money for a lot of large corporate plans and foundations and endowments. You get a BA in economics and poli sci from the University of Delaware.

Investments 59

Investments Marketing Concentration Economics 59

Global Finance

MARCH 2, 2025

Meanwhile, a surge in data center construction, driven by AI, is supercharging electricity-demand projectionsprompting a return to fossil fuel dependency. There is no shortage of capital, but much of it is concentrated in a few mature green technologies, while more-innovative or unproven sectors struggle to attract funding.

Investments 92

Investments Construction Finance Transportation 92

CFO News Room

NOVEMBER 27, 2022

Prime Minister Kishida Fumio of Japan is a prominent China hawk, often claiming that “Ukraine today could be East Asia tomorrow” and promoting the US accusation that Beijing is planning an “unprovoked” invasion of Taiwan. Japan, amongst other countries, has plans to cut its dependence on Chinese rare earths, but there’s no easy remedy.

Manufacturing 100

Manufacturing Economics Investments Securities 100

Barry Ritholtz

NOVEMBER 4, 2024

They are a combination of a, a Village or Oak Street and an MA plan in meaning 00:18:28 [Speaker Changed] Explain that for, 00:18:29 [Speaker Changed] For the lay person, meaning that they’re actually, they have devoted medical group, which started as virtual, but as a network managing network of the care. And not constructive.

Healthcare 52

Healthcare Investments Numbers Marketing 52

Barry Ritholtz

FEBRUARY 4, 2025

But still he’s communicating how wrong everybody else is and how right he’s been and why you should be pretty constructive about the state of both employment and credit and the stock market he has. WA was the career plan, always economics and finance. It was not our plan. Hey, I never put a 0% chance on anything.

Economics 103

Economics Finance Manufacturing Banking 103

Barry Ritholtz

NOVEMBER 12, 2024

And within five minutes of getting off the planet, I had no real reporting plan. But 01:01:28 [Speaker Changed] Beneath a lot of this, it turns out, is market concentration and various forms of collusion. We do see a real construction boom. They want to hear, well, what’s your backup plan?

Manufacturing 104

Manufacturing Economics Numbers Entertainment 104

CFO News Room

DECEMBER 29, 2022

And the Democratic governor of California, Gavin Newsom , announced he would not run, regardless of President Joe Biden’s plans. How the Hill’s newest progressives plan to wield power” [ Politico ]. “An If you are planning to travel on New Year’s, do consider your plans carefully. * * *. Suck up, kick down. * * *.

Healthcare 130

Healthcare Economics Numbers Accounting 130