Musings on Markets

AUGUST 19, 2024

In fact, the business life cycle has become an integral part of the corporate finance, valuation and investing classes that I teach, and in many of the posts that I have written on this blog. Tech companies age in dog years, and the consequences for how we manage, value and invest in them are profound.

Corporate Finance 123

Corporate Finance Valuation Investments Finance 123

Barry Ritholtz

DECEMBER 4, 2024

(December 4, 2024) Are you holding large, concentrated equity positions that have accrued big gains? Meb Faber, founder and chief investment officer of Cambria Investments, speaks about a new ETF that may be the solution to the challenge of concentrated equity positions. Tell us what a concentrated position is.

Concentration 52

Concentration Math Accounting Investments 52

CFA Institute

JULY 25, 2023

He currently serves as Director of the new Financial Planning and Wealth Management major at George Mason and founded the first student-managed investment fund at GMU. He is pursuing a bachelor's of science degree in business with a concentration in finance and a minor in computational data science.

Marketing 52

Marketing Concentration Investments Finance 52

Nerd's Eye View

JANUARY 10, 2025

Also in industry news this week: A survey indicates that nearly 71% of new financial advisors drop out in the first 5 years, with firms offering better training and mentorship opportunities (as well as entry-level positions that don't come with business development targets) seeing higher employee retention rates How broker-dealer self-regulatory organization (..)

Concentration 75

Concentration Valuation Securities Education 75

CFA Institute

MAY 25, 2023

He currently serves as Director of the new Financial Planning and Wealth Management major at George Mason and founded the first student-managed investment fund at GMU. Yuge Pang is a recent graduate of George Mason University School of Business with a concentration in finance. She plans to pursue the CFA charter in the near future.

Concentration 52

Concentration Marketing Data Analysis Valuation 52

Barry Ritholtz

FEBRUARY 7, 2024

 At the Money: Stock Picking vs. Value Investing with Jeremy Schwartz, Wisdom Tree. Should value investing be part of that strategy? TRANSCRIPT: Jeremy Schwartz Value Investing Barry Ritholtz : How much you pay for your stocks has a giant impact on how well they perform. What Is value investing?

Investments 118

Investments Valuation Construction Marketing 118

PYMNTS

DECEMBER 16, 2020

Because of the lack of competition, the federal Commission on Economic Competition said the processing fees have gotten too high and incentives have been lowered for investing in new systems that could be safer for handling transactions and avoiding breakdowns.

Concentration 83

Concentration Banking Accounting Economics 83

Barry Ritholtz

FEBRUARY 23, 2024

 This week, we speak with Andrew Slimmon , managing director at Morgan Stanley Investment Management , where he leads the Applied Equity Advisors team. He began his career at Morgan Stanley in 1991 as an adviser in private wealth management, and later served as chief investment officer of the Morgan Stanley Trust Co.

Investments 80

Investments Concentration Economics 80

CFA Institute

MARCH 25, 2024

He concentrates on the development of new index strategies that capitalize on factor premia to deliver superior risk-adjusted returns, with a particular emphasis on the exchange traded funds (ETF) market. Ryan Giannotto, CFA, joined FTSE Russell, a division of LSEG, as manager of Equity Index Research in August 2021.

Concentration 52

Concentration Economics Investments Marketing 52

Barry Ritholtz

NOVEMBER 27, 2024

The result will be very predictable: concentric rings will expand out from where the mass disrupts the calm surface. Next time you encounter a calm pond or lake with a nice, smooth surface, pick up a rock and toss it into the water. This is how models depict the economy. Once the surface settles down, repeat the exercise.

Concentration 80

Concentration Forecasting Retail Marketing 80

Nerd's Eye View

MARCH 18, 2025

So, whether you're interested in learning about attracting high-net-worth business-owner clients, how to handle the topic of concentration risk with entrepreneur clients, or strategies for receiving valuable and actionable client feedback, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Ali Nasser.

Concentration 52

Concentration Planning Education Investments 52

Global Finance

DECEMBER 6, 2024

Private banking clients seek a dedicated, personalized, technology-driven service with access to broad investment opportunities. The client base predominantly consists of HNWIs and UHNWIs concentrated in Qatar and the broader Middle East and North Africa region, backed by QNBs presence in London, Paris, and Geneva.

Banking 52

Banking Concentration Investments Risk Management 52

CFA Institute

JULY 31, 2024

He currently serves as Director of the new Financial Planning and Wealth Management major at George Mason and founded the first student-managed investment fund at GMU. He currently serves as treasurer of the Stock Talk Club and has a strong interest in financial markets and mergers and acquisitions.

Marketing 52

Marketing Concentration Economics Finance 52

CFA Institute

JUNE 19, 2024

Investors are showing increased concern about large-cap stocks due to high market concentration and lofty stock valuations. Other factors combine to make a compelling case for small caps.

Concentration 52

Concentration Valuation Marketing Economics 52

CFA Institute

MAY 1, 2024

Concentrating on “priority best” trading improves factor portfolio performance. Smart rebalancing rules help portfolio managers capture more of the return that is inherent in their factor strategies.

Concentration 52

Concentration Construction Investments 52

CFO News Room

FEBRUARY 4, 2022

Some of those that held up best strayed from their traditional investing grounds, or concentrated on the shortest maturities. . Qualcomm posted strong quarterly earnings and gave an upbeat sales outlook, underscoring that demand for chips for everything from smartphones to cars remains elevated. Chart of the Day. Source link.

Profit and Loss 130

Profit and Loss Marketing Concentration Forecasting 130

Barry Ritholtz

AUGUST 17, 2022

Say what you will about the advantages of passive investing, but Eric argues that if a shop like Vanguard had introduced only low-cost active investing (and never focused on passive), it would have grown to become a trillion-dollar colossus regardless. Passive investing is: Marxist. Lobotomized investing. Reached a mania.

Concentration 133

Concentration Investments 133

CFA Institute

JANUARY 18, 2024

Many lack the diversification and risk control needed to guard against concentration and macro risk. Not all low volatility strategies are created equal.

Concentration 52

Concentration Performance Measuring Risk Management Economics 52

Musings on Markets

JUNE 2, 2025

Default is particularly expensive when it leads to banking crises and currency devaluations; the former has a longstanding impact on the capacity of firms to fund their investments whereas the latter create political and institutional instability that lasts for long periods. for investment grade (Aaa to Baa1) sovereign debt.

Marketing 116

Marketing Currencies Treasury Economics 116

Musings on Markets

AUGUST 15, 2023

In every introductory finance class, you begin with the notion of a risk-free investment, and the rate on that investment becomes the base on which you build, to get to expected returns on risky assets and investments. What is a risk free investment?

Investments 98

Investments Currencies Treasury Hurdle Rate 98

CFO Thought Leader

JANUARY 6, 2025

In the three years since, Deputy has achieved a historic milestonereaching unicorn status through strategic partnerships with major customers who not only become clients but also invest capital, thereby opening new distribution channels and co-creating additional value.

CFO 52

CFO Leadership Compliance Concentration 52

Barry Ritholtz

OCTOBER 2, 2024

 At The Money: Finding Overlooked Private Investments , with Soraya Darabi, TMV (October 02, 2024) The Efficient Market Hypothesis informs us that stock markets reflect all of the information known about any company. How does this affect VC investing? But is that also true for start-ups and venture-funded private companies?

Investments 72

Investments Valuation Startups Concentration 72

Global Finance

DECEMBER 6, 2024

Private banking clients seek a dedicated, personalized, technology-driven service with access to broad investment opportunities. The client base predominantly consists of HNWIs and UHNWIs concentrated in Qatar and the broader Middle East and North Africa region, backed by QNBs presence in London, Paris, and Geneva.

Banking 52

Banking Concentration Investments Risk Management 52

CFO News Room

DECEMBER 16, 2021

The gain was concentrated in the Pandemic Unemployment Assistance program and the Pandemic Emergency UC program, which accounted for 93,338 of the 107,674. State continuing claims have risen in three of the past five weeks. Bob has a MA in economics from Fordham University and a BS in business from Lehigh University.

Concentration 130

Concentration Economics Numbers Investments 130

Barry Ritholtz

APRIL 29, 2025

Eventually, he becomes CEO of Voya when the parent company spun out the US holdings into a separate entity, really an a, a fairly unique career path and is sort of uniquely situated to look at the world of investing. Their focus is on generating alpha with high conviction concentrated portfolios. What, what was that transition like?

Concentration 52

Concentration Investments Benchmarking CFO 52

CFO News Room

FEBRUARY 2, 2022

We specifically mentioned three cryptocurrencies in this article, but there are actually more than 10,000 coins in the crypto world, so it’s important to categorize the coins before making investment decisions. By knowing the top trends and investment opportunities, you can incorporate exposure to digital assets into your portfolio.

Concentration 130

Concentration Investments Securities Currencies 130

Global Finance

JUNE 13, 2025

According to Goldman Sachs, we can expect AI power demand to increase by 165% by 2030; McKinsey forecasts that in Europe alone, meeting the new IT load demand will require between $250 billion to $300 billion of investment, excluding power generation capacity. Globally, investment in data centers is forecast to reach $7 trillion.

Finance 66

Finance Concentration Forecasting Investments 66

CFO News Room

JANUARY 18, 2023

by making concentrated bets or through a more diversified approach). Ultimately, what’s most important is that clients have a solid understanding of the risks involved with investing in private debt versus remaining in the public markets.

Concentration 130

Concentration Financial Analyst Investments Marketing 130

PYMNTS

SEPTEMBER 17, 2020

Mastercard said it will invest $500 million in Black communities across the U.S. The new initiative will include “concentrated investments that will focus on providing Black-owned businesses and Black people access to affordable financial tools and capital,” Mastercard said in a news release.

Concentration 113

Concentration Economics Financial Systems Investments 113

E78 Partners

JUNE 17, 2025

They assess what drives measurable value, what supports the investment thesis, and what aligns with operational reality. Strategic Fit With a Defined Investment Thesis Top sponsors select add-ons that directly support the platform’s core investment thesis. Successful firms prioritize the right synergies from Day One.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Prioritization Leadership Concentration 52

Barry Ritholtz

FEBRUARY 5, 2025

He learned about alts working under the legendary David Swensen at the Yale University Investments Office. His latest book is Private Equity Deals: Lessons in investing, dealmaking, and operations. Is this the right investment vehicle for me? I think that’s generally how the media works at investing, right?

Investments 59

Investments Concentration Marketing Numbers 59

Nerd's Eye View

JUNE 28, 2024

Also in industry news this week: How the SEC could target dually registered firms for enforcement of their duties to care for and manage conflicts of interest under Regulation Best Interest and the Investment Advisers Act to send a message to the industry and to clarify its expectations for these "dual-hatted" firms and their advisors Why a shift in (..)

Concentration 75

Concentration Prioritization Auditing Compliance 75

CFO Thought Leader

MAY 21, 2025

Investing in talent runs a close second; Glassdoor awards and skyhigh satisfaction scores, she tells us, prove that an engaged workforce builds better productsand happier customers feel the difference. Her strategic priorities echo the same urgency.

CFO 52

CFO Profit and Loss Invoicing Concentration 52

Barry Ritholtz

AUGUST 26, 2022

Say what you will about Cathy Woods and ARKK, but a concentrated portfolio like hers makes more sense as a satellite to Vanguard’s Total Stock Market Index ETF (VTI) or the S&P 500 (SPY) versus this unholy mess of high-cost high turnover SMA. Previously : Bill Miller: Closet Indexers Are Killing Active Investing (October 28, 2016).

Concentration 141

Concentration Benchmarking Investments Accounting 141

CFO Plans

JANUARY 27, 2025

A manufacturing firm, faced with multiple investment opportunities, conducted a thorough cost-benefit analysis and prioritized upgrading their production line, which offered the highest potential ROI. By focusing on targeted planning, businesses can make sure their investments drive sustainable growth and profitability.

Prioritization 52

Prioritization CFO Concentration Planning 52

Global Finance

JULY 9, 2024

Shortly before, GV Investments, Egypt’s sovereign investment fund, signed four agreements worth $40 billion with European developers to produce green ammonia, a renewable form of fertilizer that joins hydrogen extracted from water and nitrogen obtained from air. Can a new wave of FDI help Egypt to diversify and modernize its economy?

Economics 116

Economics Concentration Investments Construction 116

E78 Partners

FEBRUARY 6, 2025

The alternative investment management business is highly competitive, as managers compete for institutional investors capital allocations. Managers not only compete on investment track records and strategies for driving alpha, they also compete on the strength and reliability of back- and middle-office operations.

Compliance 59

Compliance Concentration Investments CFO 59