Remove Concentration Remove Prioritization Remove Valuation
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How to best prepare for an audit post-acquisition

E78 Partners

Engage Third Parties Early: Engage valuation firms and appraisers early in the process, as these experts can help support audit preparation and reduce hassles later on. Additionally, remember to tackle valuation early and reach out to auditors for guidance on non-recurring or unusual transactions.

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The Indian Smartphone Revolution: Paytm's Coming of Age IPO!

Musings on Markets

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. I know that there are many on both sides of the value divide who will disagree with me on my story and valuation, and that is par for the course.

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Best Financial Innovation Labs 2025

Global Finance

Areas of concentration are determined in part by the lab’s “innovation radar,” a proprietary trend-indexing framework that systematically searches for potentially game-changing innovations. As part of this work, the lab proposes, prioritizes, and builds new solutions to address core customer problems.

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Transcript: Heather Brilliant, Diamond Hill

Barry Ritholtz

I think actually if you go public, there tends to be a more of a concentration in owners holding founder 00:17:41 [Speaker Changed] Stock. But there’s always gotta be some element of the valuation really being compelling. But maybe second to valuation as a primary consideration. It’s about 80%.

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Transcript: Kate Moore, Citi Wealth CIO

The Big Picture

It does feel the largest in part because I’ve been so concentrated on being an investor over the course of my career. It is like four to eight names, a more concentrated expression around a theme. Well there’s also this assumption that that underpins this view on valuations. 00:30:06 [Speaker Changed] Ton of upside.

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Weekend Reading For Financial Planners (Nov 5-6) 2022

CFO News Room

While private valuations have soared in recent years, public markets continue to be less kind to RIAs. This has been a boon for firm owners looking to sell, as the number of buyers has been plentiful and valuations have spiked. Enjoy the ‘light’ reading! Author: Adam Van Deusen. Team Kitces. And while Greg Valliere, chief U.S.

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Transcript: Marta Norton

Barry Ritholtz

And how do we think about them from a valuation perspective? And actually, that sweet, that collection of strategies, which is in the Morningstar alternatives fund is where a lot of our portfolio managers were turning to at the end of last year when, you know, fixed income is so poor on a prospective basis, equity, valuations are really high.