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. underlying investment strategy similar to what you intended. Equity returns. Ari Rosenbaum, welcome to At The Money.

Concentration 94

Concentration Investments Accounting Marketing 94

Future CFO

APRIL 22, 2024

The right mix between remote [and] in-person office work is a constant investment,” Cheah says. He says Finance is now, more than ever, moving from the traditional role of being just a “number cruncher”. Then, they must set the priorities for the organisation before moving to the particulars of upskilling and reskilling.

Finance 98

Finance Budgeting Accounts Payable Concentration 98

VCFO

NOVEMBER 7, 2023

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. Operationally experienced professionals are well-versed in navigating company-specific matters that often hide behind raw numbers on paper.

Valuation 86

Valuation Auditing Concentration CFO 86

Future CFO

OCTOBER 2, 2023

Private fund firms are now putting idle cash to work in money market funds (MMFs), which has the dual benefit of earning a yield from cash holdings in addition to mitigating concentration risk. MMFs charge a standard investment management fee and deduct other expenses from the overall pool of assets.

Cash Management 52

Cash Management Marketing Treasury Concentration 52

Future CFO

AUGUST 23, 2023

Mature consumers are often ignored by brand marketing, largely because of a number of lingering misconceptions,” said Aparna Bharadwaj, a BCG managing director and partner who leads the firm’s Center for Customer Insight globally, and is a coauthor of the report.

Concentration 52

Concentration Economics Investments Numbers 52

Barry Ritholtz

AUGUST 1, 2023

Tech Concentration : Yes, a handful of giant tech stocks are driving market gains. Some folks who are more familiar with the numbers than I have suggested it will not be pretty. Understand your investment horizon, be it minutes or decades. Never use someone else’s narrative to justify your investment behavior.

Forecasting 98

Forecasting Concentration Valuation Economics 98

PYMNTS

JANUARY 26, 2021

Ariel AI had been concentrating on a type of AI called computer vision, which is used to develop augmented reality (AR) functionalities, CNBC reported. million in investments before the Snap deal, CNBC reported, citing Crunchbase. Moreover, the number of VR users globally increased to 171 million in 2018.

Startups 77

Startups Concentration Leverage Retail 77

Generation CFO

JANUARY 28, 2022

He suggests organisations need a safe space where the numbers will not be used as a stick to beat you with. “It ” “ It’s fair to say the first five years in the boardroom was a battle with that unspoken discrimination, at least until I had grown the required number of grey hairs.”.

CFO 200

CFO Math Concentration Finance 200

Future CFO

DECEMBER 21, 2023

Cash flow and liquidity problems: Are your fixed costs or interest payments creeping up, or do you have a high number or amount of customer overdue payments? Shorten your supply chains and avoid concentration in one geographic region. Poor interest coverage ratio: This shows operating profits may not be able to cover interest expenses.

Profit and Loss 52

Profit and Loss Concentration Benchmarking Invoicing 52

Musings on Markets

OCTOBER 4, 2023

The NASDAQ also gave back gains in the third quarter, but is up 27.27% for the year, but those gaudy numbers obscure a sobering reality. In spite of losing 3.65% of their value in the third quarter of 2023, large cap stocks are still ahead 12.13% for the year, but small cap stocks are now back to where they were at the start of 2023.

Marketing 104

Marketing Treasury Valuation Investments 104

PYMNTS

AUGUST 27, 2020

Walmart is selling two of its online brands in a continuing goal to concentrate on its website. The number of customers we’re serving in these categories on Walmart.com, along with the corresponding sales volume, is very different than before each acquisition,” Walmart told Bloomberg in an emailed statement.

Concentration 57

Concentration Advertising eCommerce Manufacturing 57

CFO News Room

JANUARY 11, 2023

Sellers need to avoid a spread-the-peanut-butter approach and instead concentrate resources on the most promising opportunities. We expect Google will expand its customer-facing organizations in its focus areas (cloud, search, and YouTube), even as it pares back other businesses and reduces the number of non-customer-facing positions.

B2B 100

B2B Sales Concentration Restructuring 100

Future CFO

APRIL 14, 2024

My day may also include reviewing financial performance, evaluating investment and financing proposals, scanning the external environment, managing risks, or mentoring teams. Driving business outcomes to deliver a compelling investment case to shareholders. Every swing demands focus, concentration and coordination.

Finance 52

Finance Concentration CFO Transportation 52

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

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).

Concentration 71

Concentration eCommerce Securities Sales 71

The Finance Weekly

APRIL 21, 2024

They could steer your company towards poor financial decisions, like risky investments, inaccurate budgeting, or insufficient cost control. Spot investment and financial planning prospects. They get that a robust internal network offers insights way beyond the numbers. Facilitate risk management, audits, and research.

CFO 52

CFO Budgeting Auditing Accounting Principles 52

PYMNTS

NOVEMBER 13, 2019

The sneaker and sports apparel company said it is going forge new retail partnerships and concentrate on its direct business. We will continue to invest in strong, distinctive partnerships for Nike with other retailers and platforms to seamlessly serve our consumers globally.”.

Concentration 81

Concentration eCommerce Retail Sales 81

The Finance Weekly

SEPTEMBER 10, 2023

The cash flow statement reveals how money moves in and out of the company through its operations, investments, and financing. It uses accounting rules like matching and accruals to show numbers (not cash transactions). It has three parts: cash from daily operations, cash used for investments, and cash from financing.

Finance 52

Finance Financial Modeling Forecasting Concentration 52

CFO News Room

JANUARY 8, 2023

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. When looking at how you plan to invest in technologies over the next year, try to think holistically and consider how they make work together to unlock new opportunities.

Budgeting 130

Budgeting Securities Economics Technology 130

PYMNTS

JULY 13, 2020

Walmart’s in-store clinics have been growing in number and popularity for some time, and the retail giant sees itself as part of healthcare now and not just a retailer checking shoppers’ vital signs for a fee. Telehealth in its various forms is where much of the post-pandemic action is concentrated. We’re in healthcare.

Healthcare 87

Healthcare Concentration Startups Retail 87

Future CFO

NOVEMBER 28, 2019

Investing for scale, preventing scope creep from destroying margins, and customer centricity are CFO qualities that are significantly related to the best performing organisations,” said Jason Boldt, research director in the Finance practice at Gartner. The CFO opportunities that disruptions bring. Business transformation.

CFO 52

CFO Concentration Economics Investments 52

PYMNTS

JANUARY 12, 2020

The startup was founded in May and will introduce a digital banking blueprint concentrated on serving millennials in India, Narayanan told TechCrunch. They want insurance, lending, investment opportunities and multiple products,” said Narayanan, epiFi CEO. In 2018, international investors invested a record $9.6

Concentration 40

Concentration Startups Valuation Financial Systems 40

PYMNTS

NOVEMBER 4, 2020

The number of digital subscriptions reached a record 5.7 The companies that have survived — and thrived — through the changes in consumer behavior have been those that made investments in journalism. The big mistake many media companies have made is not investing in journalism,” Litvack told PYMNTS in an interview.

Advertising 73

Advertising Concentration Investments Numbers 73

The Finance Weekly

NOVEMBER 27, 2023

They are widely used in , strategic planning and reporting to guide investment decisions. Return on Equity The Return on Equity KPI indicates how effectively you generate profits from the investments made by shareholders in your business. Simply put, it shows how much profit you make for every pound invested in your business.

Budgeting 52

Budgeting General Ledger Concentration Benchmarking 52

PYMNTS

FEBRUARY 1, 2021

Enigma, as a part of the collaboration, is joining up with a number of banks, payment processors and financial institutions to provide trustworthy intelligence regarding a business's financial health. These businesses are making investments to adapt to our new reality, yet they still struggle to access credit. 1) press release.

Analyzing Data 49

Analyzing Data Concentration Technology Investments 49

Future CFO

FEBRUARY 13, 2023

We also started to utilise Power BI for the creation of consolidated reporting materials that are easy to digest instead of referring to heavy excel sheets for the numbers. “We “We onboarded with Docusign to facilitate more secure digital signatures for transactional and legal documents.

Treasury 98

Treasury Cash Management Restructuring Accounts Payable 98

The Charity CFO

FEBRUARY 8, 2023

Cash flows are sorted into the below categories: Operating activities Investing activities Financing activities Operating activities include anything that occurs during the normal course of business. Investing activities include buying or selling long-term assets, such as purchasing new equipment or selling property.

Nonprofit 52

Nonprofit CFO Accounts Payable Concentration 52

Musings on Markets

MAY 5, 2023

In addition, banks can also invest some of the cash in securities, usually fixed-income, and with varying maturities and degrees of default risk, again earning income from these holdings. Morgan and other wealthy bankers to step in and save the system, the Federal Reserve Bank was created in 1913.

Banking 76

Banking Profit and Loss Securities Investments 76

PYMNTS

JUNE 23, 2020

” And in yet another June bid, Hudson Executive Investment Corp., Then there’s the fact that, once a deal is done, the blank check companies convert into the companies they’ve bought, which means the holdings become, well, concentrated – for better or worse.

Healthcare 52

Healthcare Concentration Investments Marketing 52

Musings on Markets

JANUARY 12, 2021

Last week, was my data week, where I download and analyze data on all publicly traded companies, listed anywhere in the world, and I will post extensively on what the numbers look like after a most tumultuous year. Face up to uncertainty, rather than avoid or deny it : Uncertainty is a feature of investing/ business, not a bug.

Valuation 52

Valuation Corporate Finance Finance Investments 52

PYMNTS

SEPTEMBER 4, 2019

While a significant number of trucking companies have gone out of business, there are trucking shortages and rising wages. And yet, Supply Chain Dive reported this week that the number of trucking companies that have shuttered has more than tripled so far in 2019 to 640 trucking companies, according to data from Broughton Capital.

Concentration 49

Concentration Numbers Investments Technology 49

PYMNTS

SEPTEMBER 11, 2019

Cryptocurrencies tend to be exceptionally vulnerable to this form of attack, as coins are often heavily concentrated in the hands of a comparatively small number of individuals, whose market activities can dramatically impact the coin price,” noted the An.Chain researchers, according to Coin Telegraph.

Concentration 47

Concentration Nonprofit Communication Accounting 47

CFO News Room

JANUARY 17, 2023

Consequently, I will concentrate this post on how this crisis is playing out in markets, and the effects it has had, so far, on businesses and investments, and whether these effects are likely to be transient or permanent. Investment Implications: Asset Classes, Geographies and Companies. The Lead In. to 25% for the Eurozone.

Economics 130

Economics Valuation Treasury Forecasting 130

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 80

Investments Currencies Treasury Hurdle Rate 80

PYMNTS

SEPTEMBER 23, 2019

The total number of CUs in the United States has decreased by 177 year-over-year, though, a sign that CU mergers and consolidations have concentrated more members in a smaller number of CUs. Investments in digital banking are paying dividends for CUs by improving membership and creating more efficient services.

Concentration 63

Concentration Leverage Healthcare Advertising 63

Jedox Finance

MARCH 7, 2023

Using ChatGPT with integrated business planning AI can automate time-consuming tasks, freeing up teams to concentrate on the more valuable aspects of their roles. Teams across the organization can use the Jedox ChatGPT integration to not only enrich reports with insights but also explore other uses for the technology.

Planning 52

Planning Concentration Forecasting Finance 52

The Finance Weekly

JANUARY 10, 2022

If finance collaborates with marketing, for example, they should be aware of everything from the return on investment of advertising campaigns to the cost and outcome of trade shows. The numbers are then woven into the story they intend to portray. This mindset also has advantages outside of the boardroom.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Profit and Loss Budgeting 52