PYMNTS

JULY 15, 2020

Consumers were already changing their retail preferences before anyone had heard of COVID-19, let alone had their life utterly upended by it. This vastly accelerated retail realignment presents challenges — and opportunities — for retailers of all kinds, particularly those dealing in luxury goods, Molnar said.

Concentration 82

Concentration Retail Forecasting Investments 82

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. Reports did not reveal exactly what the company plans to do with the new funding. Digital Risks.

B2B 70

B2B B2C Concentration Startups 70

PYMNTS

AUGUST 7, 2018

He said the company’s pilot program, which initially sold meal kits in 17 Costco stores and has expanded to 80 locations within three months, has “further validated to us the power of Costco’s retail platform.” Retailers have realized that consumers still like to come into stores,” Kilcourse said.

Retail 40

Retail eCommerce Concentration Startups 40

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. As aforementioned, 0.45–10%

Concentration 130

Concentration Economics Manufacturing Numbers 130

CFO News Room

DECEMBER 5, 2022

Read the analysis about these announcements in this month’s column, and a discussion of more trends in advisor technology, including: eMoney Advisor launches a new Explore feature that helps clients move past just planning for their goals and instead have the opportunity to see what other goals might even be possible in the first place.

Planning 130

Planning Technology Valuation Communication 130

PYMNTS

AUGUST 1, 2019

As 2019 is entering into its second half, there is no shortage of investments in the future of the consumer experience. FIs are investing in building the next generation of services for consumers and small businesses , and VCs are investing in the FIs that are making the most progress.

Concentration 46

Concentration Investments Planning Retail 46

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

PYMNTS

MARCH 8, 2019

challenger Starling Bank is moving forward with plans to introduce business lending services, reports in Specialist Banking said this week, with the bank revealing new details about its strategy. At the time, reports said Starling planned to use the investment to focus on its small business banking services and expand across Europe.

Concentration 47

Concentration Banking Planning Securities 47

PYMNTS

JUNE 23, 2020

According to an SEC filing, the plan is to offer 150 million shares at $20 per share. ” And in yet another June bid, Hudson Executive Investment Corp., The focal point will be “mature” tech unicorns , which are firms valued at more than $1 billion. As they say in all wagers: You pays your money, you takes your chances.

Healthcare 52

Healthcare Concentration Investments Marketing 52

PYMNTS

MARCH 1, 2017

A bit more than $783 million in investment activity marked last week’s fund flow. The biggest transaction in that space, and, indeed, across all investment activity, came from Ant Financial’s $200 million investment in Kakao Pay was the largest deal. The majority, at 72 percent, came from FinTech.

B2C 49

B2C Concentration Leverage Investments 49

Barry Ritholtz

FEBRUARY 6, 2024

I love finding these people who are just absolute rock stars within their space that most of the investing public probably is not familiar with, haven’t heard about them. This is the first time they’re putting out a product for retail. What, what was the career plan? And so the average investor is unaware of them.

Valuation 52

Valuation Investments Finance Math 52

PYMNTS

MARCH 5, 2019

Indeed, the San Francisco-based company reportedly owes tens of thousands of dollars to its food suppliers, many of which are small businesses, and some of which told reporters they were never warned by Munchery of its plans to shut down. It just hasn’t happened in B2B yet,” Rymarz said. But the opportunity is there for the taking.

B2C 63

B2C B2B Concentration Credit Risk 63

Barry Ritholtz

JULY 11, 2023

Jenny Johnson is CEO of investment giant Franklin Templeton. Did you guys just say, we really want to be pure investment management? And the key is the difference for people investing early. . ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. They run about a $1.5 What led to that decision?

Mergers and Acquisitions (M&A) 86

Mergers and Acquisitions (M&A) Investments Finance Technology 86

PYMNTS

MAY 23, 2018

To help travelers narrow their vacation plans down to a few good options, Cox helped found My Swft. The company communicates with travelers through messaging platforms, such as WhatsApp and Facebook Messenger , to start the travel planning process.

Concentration 40

Concentration Communication Planning Sales 40

Future CFO

DECEMBER 18, 2020

We expect Credit and Political Risk Insurance (CPRI) to play an important and increasing role in supporting lenders in mitigating risk, overcoming concentration issues and improving capital adequacy. Most were implementing their 2020 business plans which were carefully crafted in 2019 with full assumptions and what-ifs & whatnots.

Marketing 52

Marketing Profit and Loss Finance Credit Risk 52

PYMNTS

MAY 24, 2016

Kroger is one of retail’s more anomalous figures insofar as it is massive – and yet somewhat invisible. Said simply, Kroger taken across the various retail operations it stands behind is much, much larger than most people are aware. How risky a plan is it? A $4 Billion Investment In What’s Next .

Concentration 40

Concentration Retail Sales Investments 40

PYMNTS

MARCH 20, 2017

In the case of a future apocalypse, it may be worth investing in a home with autonomous capabilities. We sat down with PassivDom’s CEO, Maks Gerbut, to discuss how the company was formed and its plans for the future of off-the-grid homes. Thermal characteristics are high enough to use 20 times less energy than an ordinary building.

Construction 40

Construction Manufacturing Concentration Transportation 40

PYMNTS

APRIL 30, 2018

According to a Crunchbase article published in February of 2018, investments in blockchain and blockchain-related startups (excluding initial coin offerings, or ICOs) were already 40 percent of what they were in 2017. And in 2017, those investments were off-the-charts nuts. Most of that spend will be concentrated in the U.S.,

Banking 73

Banking Investments Concentration Accounting 73

PYMNTS

JUNE 2, 2016

According to Visa, a third of all credit card/debit card transactions in Singapore retail stores are made with contactless cards. One bank, UOB, has lifted that cap for any retailer that uses that bank’s payment processing. Singapore also has a heavily concentrated smartphone population. And unlike the U.K.,

Marketing 42

Marketing Concentration Banking Retail 42

The Finance Weekly

OCTOBER 13, 2021

As much of the developed world reopens, many businesses are optimistic and looking to invest in a new era of growth. For example, a retailer might discover that, despite plans to build another location, many of its consumers choose to never shop in a store again. trillion in the first half of 2021. Know what you’re getting into.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Economics Risk Management Reconciliations 52

Musings on Markets

OCTOBER 6, 2023

The Rise of Intangibles While the debate about intangibles, and how best to value them, is relatively recent, it is unquestionable that intangibles have been a part of valuation, and the investment process, through history. With that said, it is clear that the debate about intangibles has become more intense in the last two decades.

Valuation 104

Valuation Profit and Loss Accounting Investments 104

Musings on Markets

OCTOBER 4, 2021

In 2014, it introduced Paytm Wallet , a digital wallet that was accepted as a payment option by leading service providers and retailers. In 2018, it added a Paytm Money , for investment and wealth management, and in 2019, it launched a Paytm for Business app for merchants to track payments.

Valuation 72

Valuation Profit and Loss Investments Numbers 72

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 116

Investments Marketing Profit and Loss Banking 116

CFO Talks

FEBRUARY 20, 2024

Farhaan Moolla: Innovative Leadership: The Journey of a modern and dynamic CFO Written by: Staff writer In this podcast Farhaan Moolla, a seasoned CFO with a notable career in financial leadership and strategic planning, shared his journey, beginning with his entrepreneurial family background. And do you see that market growing and expanding?

CFO 52

CFO Leadership Accounting Finance 52

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. And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group.

Investments 61

Investments Marketing Numbers Risk Management 61

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) 61

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

Musings on Markets

SEPTEMBER 11, 2023

The music companies provided marketing support, seeking out radio stations that would carry their music, and distributional backing to get albums to retailers. 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

PYMNTS

JANUARY 18, 2017

Founded in 2012, Shiftgig built a mobile platform that allows temporary, gig and hourly workers to find and pick up shifts at local businesses — in food service, retail, hospitality and logistics to name a few — looking for staff to fill schedule gaps. While the mobile platform services customers across all 50 U.S.

Startups 40

Startups Concentration Retail Planning 40

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

A launch date was planned. 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 Their beta version was a suit they were making just for him.

Currencies 71

Currencies Concentration Financial Systems Investments 71

Barry Ritholtz

MARCH 26, 2024

The transcript from this week’s, MiB: Liz Ann Sonders, Schwab Chief Investment Strategist , is below. She is the chief investment strategist and member of the firm’s Investment Committee at Schwab. She is as much in the mix, in the thick of what’s going on in the world of investing as anybody.

Investments 57

Investments Marketing Concentration Economics 57

Barry Ritholtz

DECEMBER 12, 2023

You fell in love with investing as an 8-year-old. But in the New York Times, there was an advertisement that the value line investment survey needed analysts. And the division that I was in was below plan. ’cause bad things can happen to undifferentiated retailers. Let, let’s start with your background.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103

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) 57

Mergers and Acquisitions (M&A) Finance Investments Banking 57

Barry Ritholtz

JULY 31, 2023

Was the plan always to cover finance? At that point, I’d been covering, as you mentioned, investment banking, Goldman Sachs for a couple years. And so the key components of any investment are like thesis, expression, and timing, right? RITHOLTZ: Retail just is nothing at all. We’ll get into that in a minute.

Treasury 52

Treasury Economics Retail Entertainment 52

Barry Ritholtz

APRIL 25, 2023

Brian Hamburger has been one of the leading authorities in the world of registered investment advisories, broker-dealers, SEC regulatory compliance. We also co-invested in an investment recently where we — RITHOLTZ: That’s right. HAMBURGER: — we participated in the same investment. Has that closed?

Mergers and Acquisitions (M&A) 61

Mergers and Acquisitions (M&A) Compliance Investments Finance 61

Barry Ritholtz

APRIL 11, 2023

What led you into that field of study in the world of investing? There are no Renaissance people left on Wall Street, and investing people who can talk about drama and talk about numbers at the same time. RITHOLTZ: And then we could talk about stock option plans and what is and isn’t above the line deducted.

Valuation 115

Valuation Education Finance Investments 115

Barry Ritholtz

FEBRUARY 12, 2024

The performance at the fund flagged, which sort of set him back hunting for what was going wrong with his style of value investing. And he came to some really fascinating conclusions, which led him to change how they approached investing. What was the original career plan? What’d you study there?

Investments 114

Investments Marketing Numbers Entertainment 114