Remove Concentration Remove Technology Remove Valuation
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Best Financial Innovation Labs 2025

Global Finance

Wenov’s WeLab experiments with emerging technologies. In 2024, Wenov purchased more than $750,000 of these technologies. Currently, lab activities focus on the adoption of cutting-edge technologies in fields such as the metaverse, mixed reality, decentralized finance, and AI. The lab has focused heavily on AI and automation.

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Transcript: Apollo’s Torsten Slok

Barry Ritholtz

How do you think about valuations for both equities and fixed income here in the beginning of 2025? And the answer to that is that the Sheila cyclically adjusted PE ratio, which is an attempt to try to correct the stock market valuations for the business cycle, is currently at a very elevated 37.

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Investing Politics: Globalization Backlash and Government Disruption!

Musings on Markets

While there are other forces (social media, technology) at play that may explain this shift as well, the cynicism that globalization has created about the capacity to create change at home has undoubtedly contributed to the shift away from democracy. The clearest loser from disruption is the status quo.

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Building Blocks of Business Valuation

VCFO

Building Blocks and Best Practices for Driving Business Value Business valuation is not an original or uncommon topic. If a company’s offerings are so niched or concentrated, what happens if demand shifts suddenly or consistently over time for that offering or set of offerings?

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Invisible, yet Invaluable: Valuing Intangibles in the Birkenstock IPO!

Musings on Markets

The Value of Intangible Assets Accounting has historically done a poor job dealing with intangible assets, and as the economy has transitioned away from a manufacturing-dominated twentieth century to the technology and services focused economy of the twenty first century, that failure has become more apparent.

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eCommerce Company Wish Files Paperwork To Go Public

PYMNTS

Wish’s filing follows a number of startups, including Snowflake, Palantir Technologies and Asana, seeking opportunities amid a crush of investors, Reuters reported. Led by General Atlantic, a New York growth equity firm, the round boosted Wish’s valuation to $11.2

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Round Trip

Barry Ritholtz

Tech Concentration : Yes, a handful of giant tech stocks are driving market gains. I keep wondering why technology is only 29% of the S&P500… Expensive Markets : There is this fantasy that markets should always revert back to fair value. Never forget: Forecasts are marketing. They were piling into private credit.