PYMNTS

FEBRUARY 6, 2019

That fundraising activity brings the latest valuation of the firm to $10 billion. The money is concentrated, at least for now and at least in terms of where it is headed. The firm said that last year alone, Internet technology investments in the region were nearly double the tally seen in 2017. billion seen in 2017.

Valuation 49

Valuation Concentration Investments Retail 49

Musings on Markets

JANUARY 12, 2021

I end the class with a corporate finance version of valuation, where I tie inputs into value (cash flows, growth and risk) to investment, financing and dividend decisions. Valuation : It is unfortunate, but for most people, the vision that comes to mind when I say that I teach valuation is excel spreadsheets and high profile company names.

Valuation 52

Valuation Corporate Finance Finance Investments 52

Musings on Markets

OCTOBER 4, 2023

Looking across the risk capital metrics, notwithstanding the recovery we have seen in equities this year, it looks like risk capital is still on the side lines, perhaps because that recovery is concentrated in large and money-making companies. YouTube Video Spreadsheets Intrinsic Valuation of the S&P 500 Spreadsheet

Marketing 104

Marketing Treasury Valuation Investments 104

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

CFO News Room

DECEMBER 5, 2022

Welcome to the December 2022 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Planning 130

Planning Technology Valuation Communication 130

CFO News Room

NOVEMBER 5, 2022

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. Mark Schoeff | InvestmentNews).

Mergers and Acquisitions (M&A) 130

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

PYMNTS

JANUARY 12, 2020

Sujith Narayanan and Sumit Gwalani, both co-founders of Google Pay India — formerly called Google Tez — said the seed funding brings the neo-bank startup epiFi to a valuation of roughly $50 million. Co-founder Gwalani, chief product and technology officer, said the startup has about 24 employees, some coming from Netflix, Flipkart and PayPal.

Concentration 40

Concentration Startups Valuation Financial Systems 40

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 first is that the costs of smartphones have decreased , and especially so in India, as technology and competition have worked their magic.

Valuation 72

Valuation Profit and Loss Investments Numbers 72

Musings on Markets

JULY 17, 2023

In my second data update post from the start of this year , I looked at US equities in 2022, with the S&P 500 down almost 20% during the year and the NASDAQ, overweighted in technology, feeling even more pain, down about a third, during the year. trillion in the first six months of 2023, 97.2%

Marketing 95

Marketing Treasury Currencies Valuation 95

Musings on Markets

MARCH 19, 2022

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.

Economics 100

Economics Valuation Treasury Forecasting 100

Barry Ritholtz

APRIL 11, 2023

 The transcript from this week’s, MiB: Aswath Damodaran: Valuations, Narratives & Academia , is below. You’re known as the dean of valuation. He said, oh, dean of valuation, it’s easier to say. So let’s start with the question, what led you to focus on valuation? RITHOLTZ: Right. And I said, why?

Valuation 115

Valuation Education Finance Numbers 115

Musings on Markets

FEBRUARY 4, 2023

By itself, the surge in pricing multiples is a feature of volatile markets, and it is a phenomenon that we saw with technology companies in the last decade. YouTube Video Datasets Adani Enterprises- Historical Financial Data Spreadsheets Valuation of Adani Enterprises on February 4, 2023 times revenues in the most recent two years.

Investments 100

Investments Valuation Auditing Restructuring 100

Barry Ritholtz

FEBRUARY 6, 2024

Let, 00:04:08 [Speaker Changed] Let’s lead up to that transition software engineer at IBM, then you get your PhD, then research at Siemens, which seems to be more of a technological position than a finance position. What was your focus within tech? 00:18:41 [Speaker Changed] Yep. So Microsoft now is on 30 times earnings. In 2000, right.

Valuation 52

Valuation Investments Finance Math 52

PYMNTS

SEPTEMBER 14, 2016

perhaps not surprisingly, given the two transactions just mentioned — represented the bulk of concentration, to the tune of 86 percent of all investment activity. And according to Ed Abbo, president and chief technology officer of C3 IoT , fraud detection is paramount in the global power industry, which is a $30 billion–$40 billion industry.

Investments 74

Investments Concentration Valuation Manufacturing 74

CFO News Room

FEBRUARY 5, 2023

times revenues in the most recent two years. By itself, the surge in pricing multiples is a feature of volatile markets, and it is a phenomenon that we saw with technology companies in the last decade. You see similar movements in the price to book, where the stock has gone from trading under book value to 6.7

Marketing 130

Marketing Investments Auditing Restructuring 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. The Valuation To value Airbnb, I will follow a familiar script, at least for me.

Profit and Loss 52

Profit and Loss Valuation Investments Numbers 52

Barry Ritholtz

DECEMBER 12, 2023

Low price stock has historically had some very large concentrated positions. And those concentrated positions happen because they have high conviction that they’re in that group where it’s not stupid to think about where earnings will be 10 years out. This is what’s wrong with concentrating in the wrong stocks.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103

CFO News Room

DECEMBER 12, 2022

December 5: • California data point (1): 1/ SARS-CoV-2 concentrations are skyrocketing in wastewater across California. And obviously it would be a huge benefit to the world if the technology could be made to work and deployed at scale. I would bet that speckling of red in Utah is sky country. Stay safe when travelling.

Concentration 130

Concentration Accounting Numbers Healthcare 130

Musings on Markets

JANUARY 9, 2021

Thus, an analyst who follows young technology companies may decide that paying ten times revenues for a company is a bargain, if all of the companies that he tracks trade at multiples greater than ten times revenues. 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

Barry Ritholtz

DECEMBER 19, 2023

And when they look at a sector, they want to be long, the very best stocks at the best valuations they can, and short the worst stocks at the worst valuations. 00:21:47 [Speaker Changed] And a lot of funds that have found success seem to have run some pretty concentrated portfolios. You don’t take that approach.

Healthcare 61

Healthcare Investments Construction Concentration 61

Barry Ritholtz

AUGUST 16, 2022

There are a lot of technologies that people use that we use. You know, some of those technologies can include having multiple signals and multiple time horizons. But you know, we have a lot of technology to support all of that. And last market question, so we’ve seen equity valuations come down. TROPIN: Yeah.

Profit and Loss 118

Profit and Loss Foreign Exchange Valuation Investments 118

Barry Ritholtz

OCTOBER 24, 2022

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.

Investments 52

Investments Valuation Benchmarking Marketing 52

Barry Ritholtz

MARCH 26, 2024

You still get these, you know, cap driven concentration problems in the market like last year. Not only did we bring a lot of technological usage forward or things that existed, look, we’ve had FaceTime for 15 years. The weakness that led to the first half of 2022, having no real growth in the economy was concentrated.

Investments 57

Investments Marketing Concentration Economics 57

PYMNTS

SEPTEMBER 10, 2018

Uber rode the tailwinds of smartphone adoption, app stores, well-developed technologies like GPS and (at launch) well-established mapping software provided by Google to blend the online and offline worlds around a consumer experience that before lacked certainty and reliability. Uber Eats users concentrate 53.6 Closing The Loop.

Transportation 58

Transportation Concentration Leverage Accounting 58

Barry Ritholtz

JUNE 13, 2023

And so we go back to the basics of what our job should be, risk underwriting, risk assessment, asset prices are different from asset valuation. I mean the valuation is the future cash flow discounted at a risk-free rate plus a risk premium. RITHOLTZ: So let’s talk a little bit about valuations relative to risk and reward.

Investments 57

Investments Banking Entertainment Valuation 57

Barry Ritholtz

DECEMBER 14, 2022

And the technology, infrastructure around that has definitely improved. Technology, remote work, cloud — MCCARTHY: Totally. And it’s like, you know, that this technology came out in 2008. MCCARTHY: — and really concentrated the business in those best markets, and then helped to grow. RITHOLTZ: Right.

Mergers and Acquisitions (M&A) 61

Mergers and Acquisitions (M&A) Investments Construction Concentration 61

Barry Ritholtz

DECEMBER 6, 2022

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. which was our Global X Lithium and Battery Technology. The technology around making these nuclear plants a lot safer than maybe was the case in the past. BERRUGA: You know, great question. RITHOLTZ: LIT, L-I-T.

Investments 61

Investments Marketing Numbers Risk Management 61

CFO News Room

NOVEMBER 8, 2022

So, last year, valuations were high, interest rates were low. And I said, “Look, you’ve got to look at where we are with valuations, and you have to look at where the 10-year Treasury is at. ” And we just started putting in more and more technology. Is it at 1.5%? Cean: Correct.

Restructuring 130

Restructuring Planning Marketing Accounting 130