PYMNTS

AUGUST 21, 2017

Two years after the successful sale of that broken laser pointer, Omidyar raised $6.7 In August of 2001, The Industry Standard published a piece describing the firm as “ unstoppable ,” given its power as a platform that simply facilitated the sale of goods between buyers and sellers without taking possession of any inventory.

Advertising 51

Advertising Retail Startups eCommerce 51

CFO News Room

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO News Room

DECEMBER 26, 2022

101 Things That Advisors Actually DO To Add Value (Beyond Just Allocating A Portfolio) – Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. Financial Planning. The key point is that firm owners can use benchmarking data to better understand how they can improve their business.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

PYMNTS

JUNE 27, 2016

It’s been nearly two years – 20 months to be precise — since it was launched after significant investments in engineering, marketing and promotion. OpenTable retrenched and instead concentrated on building a critical mass of consumers and restaurants in cities that then gave them the ability to expand with a critical mass of both in tow.

Numbers 66

Numbers Concentration Technology Retail 66

Barry Ritholtz

SEPTEMBER 12, 2022

She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. It’s a town of about 4,000 people, so exposure to markets or investment banking or any of the careers in finance was not something that you really envisioned. Her name is Kristen Bitterly Michell.

Investments 114

Investments Marketing Profit and Loss Banking 114

Barry Ritholtz

DECEMBER 14, 2022

in Western Europe, in Asia, India, Japan, this is just a tour de force education on how to invest in global real estate. RITHOLTZ: And how did you shift into real estate principal investment at Goldman Sachs? But I’d say, overall, folks are more kind of corporate-oriented, you know, investing in companies.

Mergers and Acquisitions (M&A) 60

Mergers and Acquisitions (M&A) Investments Construction Concentration 60

Barry Ritholtz

DECEMBER 6, 2022

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast I have an extra special guest, Luis Berruga has a fascinating career as both a tech wizard and investment banker before becoming CEO of Global X ETFs. I remember telling myself, why would anyone invest in mutual funds when you can buy an ETF instead?

Investments 60

Investments Marketing Numbers Risk Management 60

PYMNTS

MAY 8, 2017

Just like any good sales associate would — or should — do in a physical store. Disintermediating traditional retailers — and forcing brands to decide how to become part of Amazon’s ecosystem or risk losing sales. It was the company’s sixth consecutive quarter of declining sales. Book sales were retail’s bellwether.

Retail 49

Retail Profit and Loss Sales Manufacturing 49

CFO Talks

FEBRUARY 20, 2024

The conversation delves into the evolving landscape of the telecom industry, the impact of technology on business models, and the necessity for CFOs to embrace change and innovation, particularly in leveraging AI for forecasting and strategic planning. You mentioned the two financial managers that you invest in. Farhaan: Sure.

CFO 52

CFO Leadership Accounting Finance 52

CFO News Room

NOVEMBER 22, 2022

So, my prior broker dealer, it was Fortune 100 company, they have tremendous obviously philosophies in place on how they get their sales force to produce amazing results. The compensation, ultimately, was dependent on a mix of products, and then the investment revenue coming in. The culture was very product driven. It feels amazing.

Planning 130

Planning Communication Profit and Loss Education 130

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 I’d been there just over two years.

Restructuring 130

Restructuring Planning Accounting Marketing 130

CFO News Room

FEBRUARY 5, 2023

The India Rising story hit some turbulence last week, as one of its biggest corporate success stories, the Adani Group, was hit with a report from Hindenburg Research, an investing group that specializes in targeting and shorting companies that it believes have dubious accounting and business practices.

Marketing 130

Marketing Investments Auditing Restructuring 130

Musings on Markets

FEBRUARY 4, 2023

The India Rising story hit some turbulence last week, as one of its biggest corporate success stories, the Adani Group, was hit with a report from Hindenburg Research, an investing group that specializes in targeting and shorting companies that it believes have dubious accounting and business practices.

Investments 100

Investments Valuation Auditing Restructuring 100

PYMNTS

OCTOBER 16, 2017

Their sales pitch was very convincing. It’s a storyline with some very strong parallels to the cryptocurrency stories being told and the investments that they now garner. These early advocates have stimulated a vast amount of investment into this vision; $1.7 Two innovators approached a well-heeled investor asking for money.

Currencies 71

Currencies Concentration Financial Systems Investments 71

Barry Ritholtz

JULY 4, 2023

WEINSTEIN: Okay, this isn’t like, you know, you’re sitting on the sell side and yes, you know, you’re on the equity sales desk and someone doesn’t need to transact with Goldman on the other side of the phone, but they do need to transact with someone. They don’t need to transact. RITHOLTZ: Right.

Investments 56

Investments Numbers Risk Management Concentration 56

Barry Ritholtz

APRIL 4, 2023

And what was fascinating about Drexel and kind of the diaspora, if you will, of that era was that we all basically went out looking to take that experience, particularly in high yield and kind of buyouts and financing, and do it at either banks or other investment banks. KENCEL: So — RITHOLTZ: Why are they investing in mid-market U.S.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Finance Investments Banking 56

PYMNTS

OCTOBER 1, 2018

Bitcoin’s processing operation is highly concentrated within a handful of miners in China — which is getting more concentrated now, since the price of bitcoin has crashed and fewer players can afford to keep the lights on (literally, since bitcoin processing requires a massive amount of electricity). The Talk Of The Blockchain Tech.

Currencies 85

Currencies Concentration Financial Systems Leverage 85

CFO News Room

NOVEMBER 27, 2022

In 2021, that was $523 billion worth of sales, which accounted for nearly 40 percent of South Korea’s semiconductor exports. Japan’s chip equipment- and material-makers would be hit hard as its global players are concentrated in those areas, and exports of semiconductor manufacturing equipment to China have grown in recent years.

Manufacturing 100

Manufacturing Economics Investments Securities 100

CFO News Room

JANUARY 17, 2023

This could be explained by several factors including insufficient concentration, improper formulation and/or amount of PVP-I, inadequate duration of exposure, inappropriate method of administration, and mucociliary clearance of PVP-I from the nasal cavity. The Bezzle: “Fashion NFTs Total $245 Million In Sales. As aforementioned, 0.45–10%

Concentration 130

Concentration Economics Manufacturing Numbers 130