VCFO

JANUARY 23, 2024

In much the same way as, diversifying investments is a prudent strategy to mitigate personal risk, strategizing the sale of your business well in advance is an integral step toward securing your financial future. Implement strategic initiatives to improve profitability, streamline operations, and fortify your market position.

Planning 84

Planning Concentration Strategic Planning CFO 84

CFO News Room

NOVEMBER 5, 2022

Morningstar has joined an increasingly competitive market of direct indexing platforms for advisors and their clients. From there, we have several articles on investment planning: While I Bonds have received significant attention during the past year, TIPS could be an attractive alternative for many client situations. Team Kitces.

Mergers and Acquisitions (M&A) 130

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

Future CFO

JULY 17, 2023

Faced with ongoing market volatility, the enterprise C-suite is leaning on its treasury teams like never before to protect company assets and to (ideally) also capitalise on competitive opportunities emerging from an unstable macroeconomic climate. This article discusses some of the key takeaways from that report.

Treasury 98

Treasury Forecasting Cash Management Concentration 98

Barry Ritholtz

JANUARY 24, 2024

Full transcript below. ~~~ About this week’s guest: Ari Rosenbaum serves as the Director of Private Wealth Solutions at O’Shaughnessy Asset Management , now part of investing giant Franklin Templeton. Ari Rosenbaum : The challenge with that is that markets go up more often than they go down. Equity returns. Barry Ritholtz : Okay.

Concentration 95

Concentration Investments Accounting Marketing 95

CFO News Room

JANUARY 8, 2023

By fall of 2022, NFT markets were down 90% , we’d entered a cold crypto winter, and a bustling metaverse was still more of a dream than reality. Leaders will have to search for ways to do more with less, find value where innovations overlap, and strategically invest in technologies that are hitting a tipping point.

Budgeting 130

Budgeting Securities Economics Technology 130

CFO News Room

NOVEMBER 16, 2022

In an era of instability and uncertainty, executives may feel that if they invest enough money in the company’s prediction capabilities, they’ll know where to focus their efforts to increase the resilience of their supply chains and can make big, long-term bets with confidence. Develop better monitoring systems.

Concentration 130

Concentration Prioritization Investments Manufacturing 130

Musings on Markets

MAY 5, 2023

The overarching questions for us all are whether this crisis will spread to the rest of the economy and market, as it did in 2008, and how banking as a business, at least in the US, will be reshaped by this crisis, and while I am more a dabbler than an expert in banking, I am going to try answering those questions.

Banking 76

Banking Profit and Loss Securities Investments 76

Corporate Finance Lab

MAY 12, 2022

Why Stock Market Short-Termism Is Not the Problem”. The key message of the book is that blaming stock-market short-termism for societal problems is a widely held and politically attractive view, but one that is not supported by the academic evidence. Summary of the book. Warren Buffett and Jamie Dimon), lawyers (e.g.

Marketing 78

Marketing Economics Investments Concentration 78

VCFO

NOVEMBER 7, 2023

How Quality of Earnings Reports Impact Valuation Securing a Quality of Earnings (QoE) report is often a routine step in the due diligence process for acquisitions. It entails a deep dive into many facets of operations including the status of contracts, customer concentration risk, the ability to deliver services, and other expense drivers.

Valuation 86

Valuation Auditing Concentration CFO 86

CFO News Room

FEBRUARY 5, 2023

Are Wooing Indonesia, and Beijing Has the Edge NYT PIVOT TO ASIA RAMPING UP OMINOUSLY Popular Resistance Why Chinese Companies Are Investing Billions in Mexico NYT New Not-So-Cold War Realism, Bluff and Chinese Balloons: Who’s Afraid of F16s? Biden’s ‘Sputnik moment’: Is China’s spy balloon political warfare?

Concentration 130

Concentration Healthcare Budgeting Economics 130

Future CFO

MARCH 23, 2023

Few Fitch-rated banks in APAC have the sort of depositor concentration profiles that left SVB particularly vulnerable to a run, the firm observed. “We If they do result in lower peak US rates or earlier US rate cuts than we expect, this could cause monetary policy in some APAC markets to be looser than under our baseline.”

Banking 52

Banking Valuation Concentration Risk Management 52

Barry Ritholtz

MAY 15, 2023

My back-to-work morning train WFH reads: • Ken Griffin’s Hand-Picked Math Prodigy Runs Market-Making Empire : Citadel Securities CEO Peng Zhao left for college at age 14, caught Griffin’s eye early in his career and built systems now mopping up market share. Bonds : Short-term costs for insuring U.S. Become the New McKinsey?

Math 57

Math Concentration Construction Leverage 57

Future CFO

FEBRUARY 13, 2023

We onboarded with Docusign to facilitate more secure digital signatures for transactional and legal documents. He acknowledged that these strategies allowed ICTSI to save on financing costs, add additional liquidity to the group, and continue pursuing lucrative investment opportunities despite the global pandemic.

Treasury 98

Treasury Cash Management Restructuring Accounts Payable 98

Generation CFO

JANUARY 28, 2022

However, when he didn’t secure a senior contract at Bradford City, he left that path behind and went on to study maths at University. With the argument centring around that we can’t concentrate, we don’t knuckle down and stick something out through tougher times. . It’s too easy for leaders to throw mud at millennials,” says James.

CFO 200

CFO Math Concentration Finance 200

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. in December, and well below market forecasts of -9. As aforementioned, 0.45–10%

Concentration 130

Concentration Economics Manufacturing Numbers 130

CFO News Room

JANUARY 10, 2023

The decision, which has not yet been finalized amid more immediate efforts to manage a recent spike in Covid cases, would trigger a complex restructuring of major elements of the federal response — and set the stage for the eventual shifting of greater responsibility for vaccines and treatments to the private market. Not a chance!

Concentration 130

Concentration Education Healthcare Budgeting 130

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. Author: Adam Van Deusen.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

PYMNTS

JANUARY 23, 2020

We are investing close to ?100 And global online giant Amazon recently invested $1 billion in India development to sell groceries and other items. We concentrate a lot of annual marketing around this event. The company expects a large return on investment for the 2020 event. 18 and will continue through Jan.

Concentration 52

Concentration Manufacturing Sales Investments 52

PYMNTS

APRIL 13, 2020

New customers for Amazon grocery delivery will be directed to a waitlist so the eCommerce giant can concentrate on fulfilling backlogged orders, the company said on Sunday (April 12). In the coming weeks, we will launch a new feature that will allow customers to secure time to shop.

Concentration 71

Concentration eCommerce Securities Sales 71

PYMNTS

NOVEMBER 14, 2016

Perhaps the time is ripe as never before for talking about when and why to invest in blockchain assets, AKA bitcoin, in the wake of an election that has injected uncertainty into just where the United States may be headed in terms of fiscal and monetary policy over the next four years.

Concentration 82

Concentration Currencies Investments Education 82

CFO News Room

JANUARY 17, 2023

As the world’s attention is focused on the war in the Ukraine, it is the human toll, in death and injury, that should get our immediate attention, and you may find a focus on economics and markets to be callous. The Market Reaction. Bond Markets and Default Risk. Equity Markets and Equity Risk Premiums. The Lead In.

Economics 130

Economics Valuation Treasury Forecasting 130

Barry Ritholtz

DECEMBER 12, 2023

You fell in love with investing as an 8-year-old. So again, so it came back out to the market and it held on to all the pieces except Danaher. But in the New York Times, there was an advertisement that the value line investment survey needed analysts. Things get worse at one of the companies that I’ve invested in.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103

PYMNTS

FEBRUARY 28, 2020

Southeast Asia led the way thanks to ridesharing firm Grab, which continues to expand its B2B financial services offering with its fundraising windfall — and it wasn’t the only small business lender to secure investment. Digital Risks. InsurTech company Digital Risks announced $10.4 Reports in Verdict.co.uk

B2B 70

B2B B2C Concentration Startups 70

PYMNTS

SEPTEMBER 5, 2019

This new infusion of cash is on top of an earlier $100 million technology investment, Grab co-founder Tan Hooi Ling told Bloomberg. This new AI blueprint will enhance security as well as natural language processing (NLP) tech. “We Grab is collaborating with Microsoft for improved NLP that’s customized to users in different markets.

Concentration 54

Concentration Transportation Startups Investments 54

PYMNTS

OCTOBER 8, 2019

In terms of the total amount invested to date in FinTechs, as tracked by PYMNTS via the India FinTech Tracker, the year to date tally stands at just under $3.7 Taking the pulse of where we stand coming into the last few months of 2019, deal activity has seemingly been concentrated within the alternative finance and investment arenas.

Finance 57

Finance Concentration Startups Investments 57

PYMNTS

FEBRUARY 20, 2020

SentinelOne , which provides monitoring and security services for laptops and any kind of device connected to a network, has picked up a $200 million Series E funding round, the company said in reports. SentinelOne is concentrating its efforts on endpoint security, an area valued around $8 billion, according to analysts.

Concentration 52

Concentration Securities Startups Marketing 52

CFO Talks

MARCH 20, 2024

Without a CFO fully focused on the future and driving strategic financial planning, the company risks becoming stagnant, unable to adapt to changes in the market or capitalize on new opportunities. It involves trusting your team, delegating effectively, and concentrating on strategic financial planning.

CFO 52

CFO Accounts Payable Financial Analysis Auditing 52

CFO News Room

NOVEMBER 6, 2022

This is a true reflection of what we’re seeing as far as the virus concentration in our population.’”. Investing in Influence Sparkline Capital. According to documents posted on a Department of Homeland Security website, data collected on U.S. Older, White and Wealthy Home Buyers Are Pushing Others Out of the Market NYT.

Concentration 130

Concentration Healthcare Securities Numbers 130

PYMNTS

SEPTEMBER 16, 2020

PSD2 and open banking regulations were forged to accelerate competition in the financial services arena, and this week, a look at the latest initiatives reveals the opportunity for new market entrants to rival incumbents in the small business banking arena. Eedenbul Secures PSD2 License. Banking and accounting for U.K.

Banking 56

Banking Concentration Reconciliations Invoicing 56

CFO News Room

NOVEMBER 9, 2022

Water scarcity contributes to wildfires, but other problems, too: As the water table drops, the quality of the water degrades, often leading to increasing concentrations of minerals and salts that are expensive to treat or can even make the water unusable. The changes to the natural environment are spurring responses in the regulatory one.

Manufacturing 100

Manufacturing Concentration Nonprofit Planning 100

CFO News Room

NOVEMBER 27, 2022

It is not just about changing the capacity of the missiles; it’s about changing the concept of national security … If China attacks Taiwan, it will threaten the lives of the Japanese. SK Hynix’s chief marketing officer Kevin Noh said last month that the company might be forced to sell its manufacturing operations in China.

Manufacturing 100

Manufacturing Economics Investments Securities 100

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

CFO News Room

NOVEMBER 11, 2022

This interview of Richard Kozul-White of UNCTAD cover a very broad scope of economic issues from the developing country perspective: how unregulated financial markets have hindered emerging countries, how the Global Financial Crisis market failure has been ignored, and how even before Covid, these countries were facing a decade of lost growth.

Economics 100

Economics Concentration Investments Finance 100

PYMNTS

JUNE 21, 2017

SoftBank is helping out Boston-based digital security firm Cybereason with a big $100 million investment. Businesses need to concentrate on what happens once the adversaries are inside.”. Businesses need to concentrate on what happens once the adversaries are inside.”.

Concentration 40

Concentration Securities Investments Marketing 40

Corporate Finance Lab

MARCH 27, 2023

On November 30 2022, the Belgian federal government and the governments of the federated entities adopted the cooperation agreement on the Belgian foreign direct investment screening mechanism. This adds Belgium to the list of EU Member States that have recently tightened their rules on foreign direct investment (FDI).

Economics 57

Economics Mergers and Acquisitions (M&A) Investments Concentration 57

The Finance Weekly

DECEMBER 12, 2021

Companies may use data to make better decisions, gain a better understanding of market trends and customers, create smarter products and services, improve corporate operations, and generate new revenue streams. But what does this mean for those tasked with evaluating the return on investment of a data strategy and business use cases?

Concentration 90

Concentration Technology Investments Finance 90

CFO News Room

DECEMBER 26, 2022

navigate a volatile market environment (in both stocks and bonds – oof!) 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. and inflation levels not seen in several decades.

Planning 130

Planning Benchmarking Profit and Loss Communication 130