PYMNTS

NOVEMBER 6, 2019

The news comes as the bank reported a net loss below market expectations amid a restructuring plan that includes about 18,000 layoffs. The lender reported a net loss of $924 million (832 million euros) for the third quarter of 2019. This is the second quarterly loss for Deutsche Bank, which triggered a 7.9

Banking 40

Banking Profit and Loss Restructuring Concentration 40

The Finance Weekly

JANUARY 10, 2022

The New Era of FP&A Financial planning is essentially about forecasting and achieving precise results for your company. Traditionally, the FP&A process entails creating a budget, cash flow, profit and loss statement, and balance sheet, then using them to forecast future performance.

Financial Planning and Analysis (FP&A) 52

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

CFO News Room

NOVEMBER 22, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Planning 130

Planning Communication Profit and Loss Education 130

Musings on Markets

JULY 17, 2023

I am not a market prognosticator for a simple reason. I am just not good at it, and the first six months of 2023 illustrate why market timing is often the impossible dream, something that every investor aspires to be successful at, but very few succeed on a consistent basis.

Marketing 95

Marketing Treasury Currencies Valuation 95

Musings on Markets

SEPTEMBER 11, 2023

In the process, it has altered the financial characteristics of the companies in the business in ways that the market is still trying to come to terms with, which may explain the market turmoil this year. 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

Musings on Markets

OCTOBER 6, 2023

A few days ago, I valued Instacart ahead of its initial public offering , and noted that the reception that the stock gets will be a good barometer of where risk capital stands in the market, right now. There is another measure that you can use to see the futility, at least so far, of accounting attempts to value intangibles.

Valuation 104

Valuation Profit and Loss Accounting Investments 104

Musings on Markets

OCTOBER 4, 2021

Since so much of Paytm’s success has been driven by the rise if smart phone usage among Indian consumers, and the concurrent rise in mobile payments for goods and services, I will start with a review of that rise, before looking at how Paytm has put itself in position to take advantage of that market shift.

Valuation 72

Valuation Profit and Loss Investments Numbers 72

Barry Ritholtz

JUNE 7, 2023

Not to be like the Grim Reaper, but the reality is, if you’re not a multi manager and you’re not aggressively managing market risk, then you fall into the category of a long, short single manager that probably takes concentrated, more concentrated directional risk. Maverick 14 billion. 130 billion.

Investments 108

Investments Concentration Profit and Loss Economics 108

Barry Ritholtz

SEPTEMBER 12, 2022

She really has an incredible background in everything from capital markets to derivatives, to wealth management. You’ve been involved with capital markets for your entire career. 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.

Investments 116

Investments Marketing Profit and Loss Banking 116

Barry Ritholtz

DECEMBER 14, 2022

RITHOLTZ: Can I tell you all of us who were in markets and real estate and derivatives and trading, and anything who survived that baptism of fire, people have told me stories that they came through that and that affects you the rest of your career, that colors — it leaves a mark and colors you forever. They react to markets.

Mergers and Acquisitions (M&A) 61

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

Barry Ritholtz

JUNE 13, 2023

And so late 90s, that’s the emergence of the high yield market in Europe, you would print deals like never before. Was the plan when you were going to school in Paris always to go into finance, or were you originally leaning in another direction? Is it just the size of the US market? RITHOLTZ: Yes, I can imagine.

Investments 57

Investments Banking Entertainment Valuation 57

Musings on Markets

FEBRUARY 4, 2023

The History The Adani Group, founded by Gautam Adani, started life as a commodity trading partnership business in Gujarat, and listed on stock markets in 1994, as Adani Exports, with a large chunk of its revenues coming from its operation of a local port in Mundra, with a subsequent entry into the edible oil business.

Investments 100

Investments Valuation Auditing Restructuring 100

PYMNTS

OCTOBER 16, 2017

A launch date was planned. Bitcoin’s infrastructure is highly concentrated and not all that secure. As a result, bitcoin mining is concentrated in two countries : China, with 60 percent, and Georgia , with 15 percent of bitcoin processing power. M-Pesa, for example, has been in market in Kenya for a decade.

Currencies 71

Currencies Concentration Financial Systems Investments 71

Barry Ritholtz

DECEMBER 12, 2023

So again, so it came back out to the market and it held on to all the pieces except Danaher. They announced a $640 million loss and ouch. And the division that I was in was below plan. What’s the most current data point that may not have filtered into the market? They’d say it’s a crap market.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103

Barry Ritholtz

JULY 31, 2023

Was the plan always to cover finance? And then, as it turns out, a switch flipped in the market in 2014 was a record, 2015 was a record. HOFFMAN: Yeah, but markets peaked, would turn out to be a peak on I think February 18th or 19th. And so he says, “I think the market is not aware of the risks here.” RITHOLTZ: Really?

Treasury 52

Treasury Economics Retail Entertainment 52

Barry Ritholtz

APRIL 11, 2023

They had the access to loss and excel really. And I think that’s a loss. RITHOLTZ: And then we could talk about stock option plans and what is and isn’t above the line deducted. And the only reason I can think for why dividends became the key way of returning cash is I went back to the history of markets.

Valuation 115

Valuation Education Finance Investments 115