Musings on Markets

SEPTEMBER 11, 2023

The recent troubles in entertainment, though, reflect a longer term disruption that has occurred in the business, with the rise of streaming as an alternative to the traditional platforms for movies and television shows. That said, the movie business remained concentrated, with the biggest players dominating each segment of the business.

Entertainment 77

Entertainment Profit and Loss Numbers Marketing 77

Musings on Markets

OCTOBER 4, 2021

As smart phones have become ubiquitous in India, their usage has soared, partly because they are the only digital devices that many Indians have available to them to get online, and thus use to access social media, entertainment and shopping.

Valuation 72

Valuation Profit and Loss Investments Numbers 72

Barry Ritholtz

SEPTEMBER 12, 2022

And so, while you can see that concentration in markets, and sales, and trading, once I started really working with our private bank in a meaningful way, I was then able to lead teams of investment counselors and investors. It’s late in the summer in 2022, markets sold off 22, 24 percent, recovered about half of those losses ….

Investments 116

Investments Marketing Profit and Loss Banking 116

CFO News Room

NOVEMBER 22, 2022

Michael: So, it sounds like part of the challenge was, you live in a large company environment where, as is common for a lot of them, they organized study groups of top advisors, of top producers, of those that are doing well and growing well, and driving the business profitably. In fact, we probably would have been much more profitable.

Planning 130

Planning Communication Profit and Loss Education 130

Barry Ritholtz

DECEMBER 14, 2022

And it became the most profitable private equity investment ever made and — it is true. And Blackstone’s funds through that period, generated substantial profits because we had made those good choices, not just about the investments — RITHOLTZ: Right. RITHOLTZ: Is that true? That’s amazing. Cambridge U.K.,

Mergers and Acquisitions (M&A) 61

Mergers and Acquisitions (M&A) Investments Construction Concentration 61

Barry Ritholtz

JUNE 13, 2023

And that could be painful, because someone will have to take the pain, even if, unlike 2008, where the risk was concentrated on banks’ balance sheet, today is much more spread across, let’s say, asset managers. It’s called FL Entertainment, great entrepreneur, Stéphane Courbit. It’s a real company.

Investments 57

Investments Banking Entertainment Valuation 57

Barry Ritholtz

DECEMBER 12, 2023

They announced a $640 million loss and ouch. But if, if it has a history of not being profitable, you you really want to exclude that. Low price stock has historically had some very large concentrated positions. The visibility on earnings they grew but they stayed profitable as, as they grew. So big loss.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103