Musings on Markets

DECEMBER 2, 2020

Setting the Table As with any valuation, the first step in valuing Airbnb is trying to understand its history and its business model, including how it has navigated the economic consequences of the COVID. In 2016, Airbnb extended the model, allowing hosts to offer experiences to their guests, for a fee, with Airbnb keeping 20% of the payment.

Profit and Loss 52

Profit and Loss Valuation Investments Numbers 52

Musings on Markets

JANUARY 9, 2021

To illustrate, consider a practice in valuation, where analysts are trained to add a small cap premium to discount rates for smaller companies, on the intuition that they are riskier than larger companies. It is very likely that these rules of thumb were developed from data and observation, but at a different point in time.

Valuation 52

Valuation Currencies Numbers Corporate Finance 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. The last is the operating margin , it operating income (or loss) as a percent of operating income each year.

Valuation 72

Valuation Profit and Loss Investments Numbers 72

Barry Ritholtz

APRIL 6, 2023

Alarmed by dwindling sales to Gen Z, the dairy industry is going all out to get younger Americans on the milk train. ( Alarmed by dwindling sales to Gen Z, the dairy industry is going all out to get younger Americans on the milk train. ( His textbook “ Investment Valuation ” is the standard in the field.

Valuation 111

Valuation Profit and Loss Financial Analyst Concentration 111

Barry Ritholtz

DECEMBER 14, 2022

I mean, I think separating the for sale residential market from for rent commercial real estate, including rental apartments is so important. And it became the most profitable private equity investment ever made and — it is true. Goods are still being moved around the country. MCCARTHY: A 100 percent. These are different things.

Mergers and Acquisitions (M&A) 60

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

CFO News Room

FEBRUARY 5, 2023

If you review the Adani website and sales pitch, it is quite clear that the company learned to play the ESG game well, creating an entire ESG universe to underpin its companies, and exploiting the green bond market , presumably for its green energy business.

Marketing 130

Marketing Investments Auditing Restructuring 130