CFO News Room

NOVEMBER 5, 2022

Pundits continue to expect “SECURE 2.0” While private valuations have soared in recent years, public markets continue to be less kind to RIAs. Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. Enjoy the ‘light’ reading! Author: Adam Van Deusen.

Mergers and Acquisitions (M&A) 130

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

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.

Economics 130

Economics Valuation Treasury Forecasting 130

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. That said, though, it is worth peeking under the hood to see how this business model plays out as revenues and earnings.

Profit and Loss 52

Profit and Loss Valuation Investments Numbers 52

Musings on Markets

AUGUST 15, 2023

After the rating downgrade, my mailbox was inundated with questions of what this action meant for investing, in general, and for corporate finance and valuation practice, in particular, and this post is my attempt to answer them all with one post. For an investment to be risk free then, it has to meet two conditions.

Investments 80

Investments Currencies Treasury Hurdle Rate 80

CFO News Room

FEBRUARY 5, 2023

Stock as collateral for debt : The motive for the stock price manipulation, at least according to Hindenburg, is that some of the debt in the Adani companies has been backed up or secured by shares in the company, with a higher market capitalization then allowing these companies to borrow more than they should.

Marketing 130

Marketing Investments Auditing Restructuring 130

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.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103

Musings on Markets

FEBRUARY 4, 2023

Stock as collateral for debt : The motive for the stock price manipulation, at least according to Hindenburg, is that some of the debt in the Adani companies has been backed up or secured by shares in the company, with a higher market capitalization then allowing these companies to borrow more than they should.

Investments 100

Investments Valuation Auditing Restructuring 100