Concentration Pharmaceutical Profit and Loss Valuation 
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. I revisited my valuation of the index, with the updated values: Spreadsheet to value the S&P 500.
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. In the last few days, every company on the list has dipped in price by enough to be at least fairly valued or even cheap.
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Musings on Markets
OCTOBER 6, 2023
The resulting debate among accountants about how to bring intangibles on to the books has spilled over into valuation practice, and many appraisers and analysts are wrongly, in my view, letting the accounting debate affect how they value companies.
Barry Ritholtz
DECEMBER 14, 2022
And it became the most profitable private equity investment ever made and — it is true. And Blackstone’s funds through that period, generated substantial profits because we had made those good choices, not just about the investments — RITHOLTZ: Right. RITHOLTZ: Is that true? That’s amazing. Cambridge U.K.,
Barry Ritholtz
DECEMBER 12, 2023
They announced a $640 million loss and ouch. But if, if it has a history of not being profitable, you you really want to exclude that. Low price stock has historically had some very large concentrated positions. The visibility on earnings they grew but they stayed profitable as, as they grew. So big loss.
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