Barry Ritholtz

FEBRUARY 6, 2024

And Tom has helped with the introduction of GMO’s first retail product, the quality ETF stock symbol Q-L-T-Y-G-M-O has been institutional since they launched in 1977. This is the first time they’re putting out a product for retail. What, what was the career plan? Just really, really interesting. It was over 50 right?

Valuation 52

Valuation Investments Finance Math 52

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.

Valuation 104

Valuation Profit and Loss Accounting Investments 104

Musings on Markets

OCTOBER 4, 2021

In this post, I will look at the levers that drive Paytm's value, and you can make your judgments on where you think this offering will lead in terms of valuation and pricing. In 2014, it introduced Paytm Wallet , a digital wallet that was accepted as a payment option by leading service providers and retailers.

Valuation 72

Valuation Profit and Loss Investments Numbers 72

CFO News Room

DECEMBER 5, 2022

Read the analysis about these announcements in this month’s column, and a discussion of more trends in advisor technology, including: eMoney Advisor launches a new Explore feature that helps clients move past just planning for their goals and instead have the opportunity to see what other goals might even be possible in the first place.

Planning 130

Planning Technology Valuation Communication 130

PYMNTS

JANUARY 13, 2021

While the risks — and concerns — posed by a highly concentrated customer base are legitimate, they are expected to spread out over time, given the fact that Affirm has thousands of merchant relationships now offering its BNPL financing option. Read More On Affirm: Affirm IPO Now On Track To Raise More Than $1.1

Valuation 66

Valuation Concentration Finance Startups 66

Barry Ritholtz

DECEMBER 6, 2022

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. It has to be such a different set, the retirement planning is different, the safety net is different. And definitely, their retail market participation is significantly lower than you can see in the U.S.

Investments 60

Investments Marketing Numbers Risk Management 60

Barry Ritholtz

DECEMBER 14, 2022

So where are the warehouses closest to the densest population centers, those assets are in demand because of e-commerce, retailers wanting to get things to people in the same day or within a few hours even. MCCARTHY: — and really concentrated the business in those best markets, and then helped to grow. Cambridge U.K.,

Mergers and Acquisitions (M&A) 60

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