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. Flight to Safety and Collectibles.

Economics 130

Economics Valuation Treasury Forecasting 130

Musings on Markets

JANUARY 9, 2021

In closing, I also want to dispense with the notion that data is objective and that numbers-focused people have no bias. Finally, it is worth noting that, notwithstanding the travails of last year, the number of firms in the data universe increased from 44,394 firms at the start of 2020 to 46,579 firms, a 4.9%

Valuation 52

Valuation Currencies Numbers Corporate Finance 52

Musings on Markets

MARCH 19, 2022

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. to 25% for the Eurozone.

Economics 100

Economics Valuation Treasury Forecasting 100

Musings on Markets

SEPTEMBER 11, 2023

In the 1970s, Hollywood discovered the payoff from blockbuster movies, and the movie business became increasingly dependent on the biggest blockbusters delivering enough revenues and profits to cover a whole host of movies that either lost money or broke even. Embedded in these numbers are two other trends worth noting.

Entertainment 77

Entertainment Profit and Loss Numbers Marketing 77

Musings on Markets

OCTOBER 6, 2023

While companies that were listed for much of the twentieth century waited until they had established business models to go public, the dot-com boom saw the listing of young companies with growth potential but unformed business models (translating into operating losses), and that trend has continued and accelerated in this century.

Valuation 104

Valuation Profit and Loss Accounting Investments 104

CFO News Room

FEBRUARY 6, 2022

At present, just four manufacturers control 84% of the hearing-aid market, according to the Open Markets Institute, a think tank critical of corporate concentration. Has corporate concentration raised prices for you? The reason, analysts say, is federal and state rules that compel manufacturers to sell through medical professionals.

Concentration 130

Concentration Profit and Loss Manufacturing Economics 130

Musings on Markets

OCTOBER 4, 2021

When it was founded in in 2010 by by Vijay Sharma, it operated as a pre-paid mobile platform, but its market then was small both in terms of numbers and services offered. As Paytm's product suite has expanded, its numbers reflect both its strengths and weaknesses, with four key statistics tracking its expansion.

Valuation 72

Valuation Profit and Loss Investments Numbers 72

CFO News Room

NOVEMBER 28, 2022

Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly. Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

Musings on Markets

AUGUST 15, 2023

If you do assume that markets will price away this excess profit, you then have the basis for the models that are used to value options and other derivative assets. That is why the risk-free rate becomes an input into option pricing and forward pricing models , and its absence leaves a vacuum.

Investments 80

Investments Currencies Treasury Hurdle Rate 80

Musings on Markets

JULY 17, 2023

That has not happened either, as employment numbers have stayed strong, housing prices have (at least up till now) absorbed the blows from higher mortgage rates and the economy has continued to grow. In the process, the implied equity risk premium, which peaked at 5.94% on January 1, 2023, is back down to 5% at the start of July 2023.

Marketing 95

Marketing Treasury Currencies Valuation 95

CFO News Room

DECEMBER 26, 2022

As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). Executive Summary. He can be reached at [email protected]. Read more of Adam’s articles here.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

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. Perceptive 10 billion.

Investments 107

Investments Concentration Profit and Loss Economics 107

CFO News Room

NOVEMBER 22, 2022

” I think your number at the time was somewhere like 15 great fit clients to take on every year. And it was just an unmanageably large number of clients. He did an immense number of sales, and had cultivated a huge number of relationships. Author: Michael Kitces. Team Kitces.

Planning 130

Planning Communication Profit and Loss Education 130

PYMNTS

MAY 8, 2017

Despite the robust job numbers reported last week by the U.S. Department store employment has stayed flat, a stat that is somewhat misleading given the loss of nearly 60,000 jobs in the sector earlier this year and ongoing losses over the last several years, as this chart illustrates. percent of all jobs added. This is why.

Retail 49

Retail Profit and Loss Sales Manufacturing 49

Barry Ritholtz

SEPTEMBER 12, 2022

I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. And so, while you can see that concentration in markets, and sales, and trading, once I started really working with our private bank in a meaningful way, I was then able to lead teams of investment counselors and investors.

Investments 114

Investments Marketing Profit and Loss Banking 114

Barry Ritholtz

DECEMBER 14, 2022

I was thinking any number of things and mostly that I didn’t really know what I wanted to be when I grew up, but I was not kind of at all informed by, you know, gender norms that people asked me a lot about now, in particular how do you know a woman, how did you think about ending up in this thing? RITHOLTZ: Is that true?

Mergers and Acquisitions (M&A) 60

Mergers and Acquisitions (M&A) Investments Construction Concentration 60

CFO News Room

FEBRUARY 5, 2023

Given the historical roots of the biggest Indian family groups, the Adani Group has been a recent entrant, not making the top ten list (in terms of either operating metrics like revenues or market-based numbers like market capitalization or enterprise value) as recently as ten years ago, and barely making the top ten list five or six years ago.

Marketing 130

Marketing Investments Auditing Restructuring 130

Musings on Markets

FEBRUARY 4, 2023

Given the historical roots of the biggest Indian family groups, the Adani Group has been a recent entrant, not making the top ten list (in terms of either operating metrics like revenues or market-based numbers like market capitalization or enterprise value) as recently as ten years ago, and barely making the top ten list five or six years ago.

Investments 100

Investments Valuation Auditing Restructuring 100

Barry Ritholtz

JUNE 13, 2023

And that could be painful, because someone will have to take the pain, even if, unlike 2008, where the risk was concentrated on banks’ balance sheet, today is much more spread across, let’s say, asset managers. And then you, obviously the real estate, many areas that were over-levered at the wrong cost.

Investments 56

Investments Banking Entertainment Valuation 56

Barry Ritholtz

AUGUST 16, 2022

And so, you know, it was relatively, I wouldn’t say straightforward because I don’t think generating consistent profits has ever been something that’s so straightforward or so easy. And it’s always going to expect to lose some of those profits when the trend reverses, but still end up capturing the meat of the trend.

Profit and Loss 117

Profit and Loss Foreign Exchange Valuation Investments 117

Barry Ritholtz

DECEMBER 12, 2023

And because my mother and grandmother were looking at these trying to figure out what was going on, I was curious about the sea of numbers. They announced a $640 million loss and ouch. And 00:28:03 [Speaker Changed] That’s an amazing number. Low price stock has historically had some very large concentrated positions.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103

Barry Ritholtz

JULY 31, 2023

The economic dislocation, the health risks, just the mayhem that took place, but from the perspective of a number of corporate CEOs, Bill Ackman of Pershing Square Capital, the hedge fund that had a couple of amazing trades based on this. Ends up turning about $27 million of swap premiums into 2 billion plus in profit.

Treasury 52

Treasury Economics Retail Entertainment 52

Barry Ritholtz

APRIL 11, 2023

DAMODARAN: I am interested in numbers. I’m naturally a numbers person. To me, storytelling is much more — I mean, if you think about the history of humanity, for thousands of years, the way we pass down information was with stories, not numbers. They had the access to loss and excel really.

Valuation 114

Valuation Education Finance Investments 114

Barry Ritholtz

FEBRUARY 20, 2024

’cause L-I-B-O-R was probably the most important number, certainly in credit, maybe in all of finance. And so you had a situation where you could take big positions in the euro dollar market, affect the price and the cash market and actually make a profit. We just had a giant number, a giant upside surprise in payrolls.

Treasury 56

Treasury Marketing Economics Banking 56

CFO News Room

NOVEMBER 5, 2022

We also have a number of articles on taxes and end-of-year planning: The importance for advisors of understanding current RMD rules to ensure their clients take the proper distributions (and avoid a 50% penalty in the process!). He has an MA from Johns Hopkins University and a BA from the University of Virginia.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Valuation 130