Barry Ritholtz

MAY 8, 2024

APPLE EMBED At The Money: Concentrated Portfolios: Andrew Slimmon, Morgan Stanley (May 8, 2024) Are your expensive active mutual funds and ETFs actually active? AndrewToday, we discuss the advantages of concentrated portfolios. Concentrated portfolios are the opposite of bropad market indexes or funds and ETFs.

Concentration 52

Concentration Benchmarking Numbers Investments 52

PYMNTS

NOVEMBER 30, 2020

The British government is establishing a new Digital Markets Unit tasked with enforcing laws that apply to Big Tech companies, such as Google and Facebook , authorities announced in a press release. s Competition and Markets Authority (CMA), the agency that oversees enforcement of antitrust laws.

Marketing 75

Marketing Concentration Advertising Numbers 75

CFO News

APRIL 26, 2023

" If you don't want to restrict their further growth or market share, one way is to be sure that they have enough skin in the game and only efficient concentration is taking hold in the economy."

Concentration 98

Concentration Marketing 98

CFO News Room

JANUARY 31, 2023

I have come to think of it in terms of concentric circles, each smaller than, and fully contained in, the larger category. For me, the categories are exchange relations, market societies, and capitalism. All capitalist countries are market societies, and use exchange relations. But many market societies are not capitalist.

Concentration 130

Concentration Economics Marketing Currencies 130

Barry Ritholtz

JUNE 28, 2023

trillion in assets, accounting for close to 80% of available market capitalization on U.S. The tech sector makes up over 26% , with Apple, Microsoft, and Nvidia as the top S&P 500 companies by market capitalization. All of the companies in the S&P 500 are worth $7.1 stock exchanges.

Concentration 103

Concentration Numbers Accounting Marketing 103

PYMNTS

AUGUST 22, 2019

22) that showed double-digit percentage gains in volumes, driven by online commerce and increased traction among mid-market firms doing business and taking payments across the globe. By enterprise size, the company noted, mid-market firms – with 1 million euros a month in processing volume – are also seeing significant growth.

Marketing 66

Marketing Concentration CFO eCommerce 66

Nerd's Eye View

FEBRUARY 23, 2024

Which suggests that instead of trying to go head-to-head with these larger firms (and their heftier marketing budgets) in attracting clients, smaller firms might instead demonstrate how they are 'different' by offering a unique service offering tailored to their ideal target clients.

Concentration 78

Concentration Treasury Budgeting Leverage 78

PYMNTS

MARCH 31, 2020

Now we’re going to take a smaller storefront and concentrate more online. Over the years, we’ve developed procedures to establish provenance (chain of ownership) to ensure that our pieces are both authentic and on the market in accordance with international law.” The three major art and antiques markets – the U.S.,

Marketing 60

Marketing eCommerce Concentration Sales 60

PYMNTS

MAY 1, 2020

As he told PYMNTS: “There’s a lot more marketing of 5G than there really is 5G.”. Gellman noted that deployments thus far have primarily been concentrated in urban areas. But to get there, to get 5G up to full potential, requires a mix of infrastructure deployments, private sector and government collaboration, and education.

Marketing 72

Marketing Education Analyzing Data Concentration 72

CFO News Room

DECEMBER 16, 2021

The results suggest the labor market remains extremely tight. The gain was concentrated in the Pandemic Unemployment Assistance program and the Pandemic Emergency UC program, which accounted for 93,338 of the 107,674. The low level of claims and high number of open jobs suggest the labor market remains very tight.

Concentration 130

Concentration Economics Numbers Investments 130

CFO News Room

JANUARY 18, 2023

Many investors are familiar with private equity as an alternative asset class, which is popular with certain high-net-worth and institutional investors as a vehicle for diversification and a source of potentially higher risk-adjusted returns than what is available on the public market.

Concentration 130

Concentration Financial Analyst Investments Marketing 130

Barry Ritholtz

DECEMBER 30, 2023

When you have a momentum market [like now] and you have five companies that take their 25% of the index, a professional manager gets nervous by that type of concentration, say the S&P 500. There’s not enough discussion about how the market risk of the index changes depending on [a few stocks].

Concentration 52

Concentration Restructuring Leadership Investments 52

Future CFO

DECEMBER 18, 2020

FutureCFO spoke to three executives for their expressed views on the impact of COVID-19 on the Asia Pacific’s (APAC) credit market: Mike San Diego, chief financial officer at JK Capital Finance; James Ponsford, regional director & growth leader, Credit Solutions, Asia at Aon; and Matthew Wells, APAC regional commercial director for Euler Hermes.

Marketing 52

Marketing Profit and Loss Finance Credit Risk 52

PYMNTS

FEBRUARY 19, 2020

But the market is changing and new players are entering – most notably Noom , a subscription weight management and fitness program that has been dubbed “Weight Watchers for millennials.”. The firm recently raised $10 million in Series A funding to push its sustainable lifestyle-changing app into the wider global market.

Marketing 52

Marketing Concentration Startups Numbers 52

Barry Ritholtz

JULY 8, 2023

When you have a momentum market [like now] and you have five companies that take their 25% of the index, a professional manager gets nervous by that type of concentration, say the S&P 500. There’s not enough discussion about how the market risk of the index changes depending on [a few stocks].

Concentration 64

Concentration Restructuring Leadership Investments 64

CFO News

JUNE 6, 2023

billion) invested locally or if they have a concentration of over 50% in any one Indian business group, to disclose full ownership details. If passed, the new rule would require any investor with more than INR 250 billion ($3.3

Concentration 52

Concentration Compliance Investments Securities 52

Barry Ritholtz

AUGUST 1, 2023

After a monstrous 68% recovery from the March 2020 pandemic low, and another nearly 30% gain in 2021, markets decided to have one of their all-too-regular spasms. The wisdom of the crowd is why the efficient markets work most of the time, but it really helps to be aware when the crowd turns into an unthinking mob of hooligans.

Forecasting 98

Forecasting Concentration Valuation Economics 98

PYMNTS

MAY 14, 2018

Morgan Stanley’s move comes at a time when the Brazil FinTech market is exploding. According to a Goldman Sachs report from May of 2017, there are 210 FinTechs operating in Brazil, representing the largest concentration in Latin America.

Marketing 46

Marketing Concentration Startups Investments 46

PYMNTS

DECEMBER 7, 2020

UK Regulations to Create New Digital Markets Unit. antitrust regulators are creating a Digital Markets Unit that will be given the duty to enforce rules applicable to Big Tech firms. That new division will fall under the country’s Competition and Markets Authority (CMA). Apple Faces $12M Fine Over iPhone Marketing.

Healthcare 57

Healthcare Marketing Compliance Advertising 57

The Finance Weekly

MAY 5, 2024

This plan covers everything from activities and target markets to budget, resources, and market positioning. The sales leader keeps tabs on the sales plan throughout the year, making adjustments to stay agile and better navigate market changes. Now, let's clear up the difference between sales planning and a sales plan.

Planning 52

Planning Sales Forecasting Strategic Planning 52

Barry Ritholtz

NOVEMBER 27, 2023

My back-to-work morning reads: • How to Tweak Your Investments for a More Normal Market : Convert a traditional IRA to a Roth IRA; Higher interest rates means cash gets a respectable yield; Revisit concentrated positions; consider adding international stocks; buy longer-dated Treasuries.

Concentration 98

Concentration Construction Advertising Treasury 98

CFO News Room

FEBRUARY 2, 2022

In the short-term, Bitcoin trades as a risky asset in an increasingly risk-on, risk-off market. The market for Bitcoin Futures may be less developed, and potentially less liquid and more volatile, than more established futures markets. This risk may be adversely affected by “negative roll yields” in “contango” markets.

Concentration 130

Concentration Investments Securities Currencies 130

Barry Ritholtz

MAY 25, 2023

Limited partners in private equity funds expect the scales to tip a bit back into their favor amid challenging market conditions. Limited partners in private equity funds expect the scales to tip a bit back into their favor amid challenging market conditions. Sellers thus compete in both influencer and product markets.

Concentration 103

Concentration Treasury Economics Marketing 103

Fpanda Club

NOVEMBER 15, 2022

How will the competitor’s move impact our market share? Analysts should look for concentrations of revenue and high dependencies in operations in all this variety of factors to identify vulnerabilities of the firm. FP&A teams do not have a crystal ball… Yet, they have to answer management’s questions about the future every day.

Concentration 130

Concentration Forecasting Risk Management Risk Analysis 130

Future CFO

OCTOBER 27, 2023

As today's world evolve along with technology, finance leaders are expected to keep up so as not to be left behind in the market. In contrast, NLP concentrates on text data to decode linguistic patterns, finding its indispensable role in applications like language translation and chatbots. The tech tackles a multitude of tasks.

Finance 52

Finance Concentration Technology Marketing 52

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. Market trends and regulatory changes are additional areas of focus. The QoE looks at the sustainability and accuracy of future profits.

Valuation 86

Valuation Auditing Concentration CFO 86

Barry Ritholtz

JANUARY 24, 2024

Ari Rosenbaum : The challenge with that is that markets go up more often than they go down. 75% of years since the founding of the S&P 500, the market’s actually up. Barry Ritholtz : So in other words, I will own in a direct index product, all 500 of the S&P 500, or let’s take the Vanguard total market.

Concentration 94

Concentration Investments Accounting Marketing 94

PYMNTS

NOVEMBER 12, 2020

Twelve years after the housing and mortgage markets’ collapse threw the United States into financial distress not seen since the Great Depression, market watchers are again on the lookout for a possible new banking crisis spawned by upheaval in the U.S. commercial real estate sector.

Banking 91

Banking Concentration Financial Systems Retail 91

Future CFO

JANUARY 2, 2024

Future focus: In the next 12 months, CFOs in Asia Pacific aim to concentrate on revenue growth (62%), cost control (56%), and productivity enhancement (37%).​ Only 27% of CFOs in the region report having adequate processes in place; 62% of CFOs said they plan to implement processes in the future.

Economics 52

Economics Concentration CFO Invoicing 52

PYMNTS

JANUARY 26, 2021

That’s based on possible proposals from Chinese regulators to curb market concentration in the country’s online payments market. At the time, Ant was worth an estimated $316 billion. Since then some estimates of its worth have plummeted to $108 billion.

Concentration 95

Concentration Economics Banking Planning 95

VCFO

JANUARY 23, 2024

Implement strategic initiatives to improve profitability, streamline operations, and fortify your market position. By identifying the right buyers early on, you not only secure the future of your business but also reduce the personal risk associated with a concentrated business portfolio.

Planning 84

Planning Concentration Strategic Planning CFO 84

Future CFO

JANUARY 23, 2024

India is benefiting from a low cost structure, increasingly capable workforce, and improving logistics to rise as a major domestic market and “China + 1” destination for global manufacturing. India ignition. India is forecast to achieve 6.3% average annual trade growth, more than twice the global average. Russian trade divergence.

Manufacturing 52

Manufacturing Forecasting Concentration Investments 52

Adam Kae

NOVEMBER 13, 2023

This grants you the freedom to concentrate on refining your service delivery and optimizing your newly expanded team's potential. Bypass the Hustle of Acquiring New Clients Acquiring new clients can be a time-consuming and resource-intensive process. It's time to explore agency growth without client sales.

Sales 52

Sales Concentration CFO Leverage 52

Future CFO

APRIL 22, 2024

The evolution of the finance function over the past few years has been anything but apparent, with the whole advent of digitalisation within the team and the non-stop shifts in the market. He concedes that on top of the width and depth of the changes that are taking place, the pace of upskilling within the Finance team is the challenge. “It

Finance 98

Finance Budgeting Accounts Payable Concentration 98

E78 Partners

APRIL 12, 2024

During these periods of concentrated growth, organizations must assess their company’s “platform infrastructure” to identify scalability gaps that could negatively impact critical business processes, customer relationships, and which could also overwhelm valuable employees.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Concentration Restructuring Planning 59

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

Future CFO

FEBRUARY 25, 2024

Unlike traditional, static budgeting that locks teams into year-long plans, agile budgeting embraces shorter planning cycles, continuous feedback loops, and strategic prioritisation to respond effectively to market shifts and evolving business needs. FutureCFO: Why do finance functions do agile budgeting?

Budgeting 52

Budgeting Concentration Finance Forecasting 52