The Finance Weekly

JULY 14, 2024

It extends beyond conventional budgeting, planning, and forecasting processes which usually span a year, and concentrates mainly on financial goals and key initiatives that are 5-10 years or more into the future. Manufacturing – zeroes in on equipment, machinery acquisitions, upkeep, and production floor needs to align with the LRP vision.

Planning

Future CFO

JANUARY 2, 2024

Chief financial officers in the Asia-Pacific across various sectors such as financial services, life sciences and health care, manufacturing, public sector, TMT, energy and resources, and consumer business are generally optimistic and neutral about the regional economic outlook.

Economics

CFO Thought Leader

AUGUST 6, 2024

He advocates for leveraging automation to handle routine tasks, allowing teams to concentrate on strategic exceptions. Inside The Mentoring Round CFO Todd Patriacca emphasizes the strategic implementation of technology automation, focusing on areas that enhance efficiency and reduce internal costs.

CFO

Barry Ritholtz

DECEMBER 6, 2022

One is our leadership in thematic investing. So I think many of these car manufacturers can see the writing on the wall. BERRUGA: It’s about the experiences of a prisoner in a Nazi concentration camp and it goes through like, you know, some of the challenges. It’s an area we’ve been very focused on.

Investments

CFO Talks

SEPTEMBER 13, 2024

While based in Bologna, we’ll visit car manufacturers like Ferrari, Lamborghini, and Ducati as part of a mini-MBA program. Past tours have led to real business deals, such as when one of our members signed a distribution agreement with a Mexican car parts manufacturer. There will also be trips to Florence, Venice, and possibly Milan.

Finance

Musings on Markets

SEPTEMBER 9, 2024

In parallel, I also noted that investors have to change the way they value and price companies, to reflect where they are in the life cycle, and how different investment philosophies lead you to concentrated picks in different phases of the life cycle.

Valuation

Barry Ritholtz

APRIL 4, 2023

So you would see pretty high concentrations of, you know, $100 million, $200 million, $300 million, all essentially sitting on a single balance sheet of the bank. So, for example, a business that provides software to banks or to manufacturing companies, where the software is actually embedded in the business, right? KENCEL: He is.

Mergers and Acquisitions (M&A)

Barry Ritholtz

JULY 11, 2023

JOHNSON: And so, and the manufacturer had less power. You’ve held leadership roles across just about every line of business in the company. RITHOLTZ: So let’s talk a little bit about your leadership experience. Let’s talk about some leadership lessons. RITHOLTZ: Right. JOHNSON: Absolutely.

Mergers and Acquisitions (M&A)

Barry Ritholtz

MARCH 26, 2024

You still get these, you know, cap driven concentration problems in the market like last year. But we subsequently went into recession like conditions for many of those goods oriented categories like manufacturing and housing, housing related, a lot of consumer oriented products and goods that were big beneficiaries of the lockdown phase.

Investments

Barry Ritholtz

JULY 31, 2023

And most people think of Bill, his bread and butter business is activist, very concentrated stock investing, but he has a bit of a background in macro too, back from ’07, ’08, and he actually decides to do this in the credit markets, where spreads are incredibly tight. RITHOLTZ: Manufacturing, Ford as an example, sure.

Treasury

The Big Picture

JULY 8, 2025

And I had a great opportunity to get exposed to a lot of different industries, you know, from traditional manufacturers to telecom companies, financial services and everything in between. It does feel the largest in part because I’ve been so concentrated on being an investor over the course of my career.

Mergers and Acquisitions (M&A)

Barry Ritholtz

DECEMBER 17, 2024

It really, it was the first entree into a company, not only a company a, this was a automation company that’s often known for, works with many industries, but helping automate, we were help, I was working on projects to automate manufacturing. That that’s a fairly concentrated portfolio, isn’t it?

Technology

Barry Ritholtz

NOVEMBER 12, 2024

If you’re the paint manufacturer in California needing a drum of chemicals that’s stuck in Washington state, and now you gotta tell your customers you’re late with the order, that doesn’t seem particularly efficient. In moving so much manufacturing capacity to China. 00:15:18 [Speaker Changed] Love it.

Manufacturing