CFO Share

JANUARY 31, 2024

You are raising outside equity capital, or You just closed an investment round and need to manage cash smartly. Manufacturing, transportation, distribution, real estate and construction are very financially complex and require a specialty fractional CFO. You are entering a new market or pursing vertical integration.

CFO 52

CFO Forecasting Budgeting Construction 52

Barry Ritholtz

JULY 20, 2023

The popular investment may suffer from an economic dip and other changes in the financial scene, critics warn. Chief Investment Officer ) • The Biggest Holdouts on the Five-Day Office Week: Bosses : Nearly half of the most senior employees are holding fast to their work-from-home days. More fear last 2 years than during the GFC?

Construction 40

Construction Valuation Investments Economics 40

Musings on Markets

MARCH 25, 2021

I would argue that the Fed has tried everything it can to keep rates from rising, and the very fact that rates have risen, in spite of this effort, is an indication of the limited power it has to set any of the rates that we care about in investing. Investment Efficiency Improves, as the same investment delivers more revenues/profits.

Investments 52

Investments Treasury Economics Valuation 52

PYMNTS

JANUARY 31, 2019

That round was completed on a $240 million post-money valuation. The latest round could bring the company a valuation of between $400 and $500 million. There are building facilities to acquire and a tech platform to construct, as well as hiring the right individuals, ones who share a common goal.

Startups 58

Startups Valuation Construction Finance 58

PYMNTS

JULY 2, 2018

When it comes to financial services and financial technology startups, making the right investment decisions is not easy or obvious work. Anthemis holds a unique place in the startup investing marketplace. And that “what could work” attitude carries over into their work with the FIs they advise. Helping FIs Understand Themselves.

Startups 41

Startups Investments Banking Construction 41

PYMNTS

JUNE 1, 2018

The dominant headline of the week came as Tradeshift , which serves supply chains with a focus on payments and marketplaces, said that it had raised $250 million in a Series E funding round that was led by Goldman Sachs and Public Sector Pension Investment Board (PSP Investments).

B2B 48

B2B Valuation Construction Investments 48

Barry Ritholtz

FEBRUARY 7, 2024

 At the Money: Stock Picking vs. Value Investing with Jeremy Schwartz, Wisdom Tree. Should value investing be part of that strategy? TRANSCRIPT: Jeremy Schwartz Value Investing Barry Ritholtz : How much you pay for your stocks has a giant impact on how well they perform. What Is value investing?

Investments 112

Investments Valuation Construction Concentration 112

PYMNTS

SEPTEMBER 15, 2020

Private equity firm Silver Lake is leading a $650 million investment in buy now, pay later (BNPL) provider Klarna, valuing the company at $10.65 billion, a sizable increase from the company's last valuation of $5.5 Klarna Valued at $10.65B After $650M Funding Round. billion in 2019. J.P.Morgan Chase & Co. Here's why.

Banking 63

Banking Construction Valuation Retail 63

PYMNTS

JULY 7, 2020

Valuations are going to come down, and folks are going to be looking for different kinds of deals.”. Linville said that as banks pivot, they can work with FinTechs to form layers of innovation in a constructive way where once the different stakeholders were antagonists. What FinTechs And Neobanks Should Do Here.

Banking 89

Banking Valuation Construction B2B 89

Barry Ritholtz

OCTOBER 17, 2023

  The transcript from this week’s MiB: Graeme Forster, Orbis Investments , is below. Barry Ritholtz] This week on the podcast, I have an extra special guest, Graham Foster’s pm at Orbis Investment Management. They have a truly unique approach to investing. Is that poker, is that investing sounds like both.

Investments 52

Investments Valuation Math Numbers 52

PYMNTS

DECEMBER 13, 2019

Camino Financial said it will use the funding to invest in business intelligence and artificial intelligence (AI) capabilities and to wield data to fill in FinServ gaps for Latinx-owned SMBs. The solution provides a short-term working capital solution by financing unpaid invoices at a discount. What’s Head: AvidXchange.

B2B 52

B2B Finance Invoicing Manufacturing 52

PYMNTS

JULY 8, 2020

The target valuation hasn’t been decided, but it could be in the tens of billions of dollars, and Quicken Loans is working with Morgan Stanley , Goldman Sachs , Credit Suisse and JPMorgan on managing the deal. Quicken has a workforce of 20,000. Essentially, Dan Gilbert is maintaining full control of the company.”.

Construction 54

Construction Valuation Securities Sales 54

Musings on Markets

JUNE 23, 2023

NVIDIA has clearly embraced a strategy of investing ahead of, and going after, growth markets for the chip business, and that strategy has paid off well. In 2022, that number, for NVIDIA, was 0.65, indicating that this is definitely not a capital-light business and that NVIDIA has invested heavily to get to where it is today, as a company.

Valuation 91

Valuation Profit and Loss Investments Marketing 91

PYMNTS

OCTOBER 12, 2018

It is a product that is ideally suited, according to Dubugras, to startups that have a sizable sum of investment dollars backing them — perhaps a few million in the bank — who aren’t really looking for a card that extends them credit. billion valuation. Those corporate bank accounts have to be flush.

Planning 57

Planning Startups Construction Valuation 57

PYMNTS

JUNE 13, 2018

The latest round was led by General Atlantic and Access Technology Ventures, as well as home construction company Lennar Corporation. The top companies have as much heat around them as ever and continue to get bid up,” said John Locke, who runs late-stage investing for venture capital firm Accel Partners. to court entrepreneurs.

Startups 43

Startups Investments Construction Valuation 43

CFO News Room

NOVEMBER 17, 2022

Real estate investing can be intimidating to new investors – you must search for the right property, obtain financing, purchase the property, and then find tenants. Real estate investing takes work and can be risky, and many don’t have the time or risk tolerance to commit. You can also find tenant-occupied investment properties here.

Investments 130

Investments Valuation Finance Construction 130

PYMNTS

NOVEMBER 23, 2017

Investment limits for bank stakes — now at 20 percent for group investors — will eventually disappear. So, with the caps uncapped, it follows that Western firms and companies will be operating in environments where investment pickings might be relatively slim. However, look at the scale of U.S.

Marketing 51

Marketing Banking Investments Construction 51

Cube Software

MAY 11, 2023

They're constructed to answer specific questions relevant to one or more of the financial statements. This is useful for seeing if a specific investment is a good idea before completing it or—if it's something that's unavoidable and will decrease cash flow—creating contingency plans to acquire financing or decrease costs in other areas.

GAAP 40

GAAP Financial Planning and Analysis (FP&A) Profit and Loss Accounting Principles 40

Barry Ritholtz

OCTOBER 24, 2022

The transcript from this week’s, MiB: Marta Norton, Morningstar Investment Management , is below. BARRY RITHOLTZ, BLOOMBERG RADIO HOST: This week on the podcast, I have an extra special guest, Marta Norton is the Chief Investment Officer for Morningstar Investment Management. What makes a good investment strategy?

Investments 52

Investments Valuation Benchmarking Marketing 52

PYMNTS

JANUARY 29, 2019

Instead, Allred explained, the school is built around filling gaps in employment, meaning places where there are worker shortages are usually where Lambda starts its program construction efforts. The learning startup has also drawn some celebrity interest, with actor Ashton Kutcher among its investors.

Education 46

Education Startups Construction Valuation 46

PYMNTS

AUGUST 12, 2016

For instance, the week saw a rare investment round for a company dedicated to improving B2B payments processes and with a unique perspective on the downfalls of virtual card payments. The enterprise has fueled a boom in the Software-as-a-Service segment, with some developers focusing on particular industries like health care or construction.

B2B 40

B2B Startups Construction Valuation 40

PYMNTS

JUNE 12, 2018

There is a sudden surge in construction technology startups, and investors have perked up. Analysts forecasted a 40 percent increase in venture capitalist (VC) funding for construction startups between 2014 and 2017, with investments totaling $375 million last year. trillion global valuation by the end of the decade).

Construction 52

Construction Profit and Loss Compliance Startups 52

PYMNTS

APRIL 29, 2016

And Alibaba gets the boon of having a finance arm that now has an implied valuation of $60 billion. . The biggest caution is the fact that among the biggest backers of the company, in this round, are state-run funds, which include China Investment Corp., a sovereign wealth fund, and China Construction BankCorp.,

Advertising 40

Advertising Valuation Sales Construction 40

PYMNTS

OCTOBER 1, 2018

Investment advisers have an obligation to put their clients’ interests ahead of their own,” said Daniel Michael, chief of the SEC’s Complex Financial Instruments Unit, about the decision. Its stock popped 56 percent in the first day of trading, leaving the company’s post-IPO valuation at $8.6 The Problems and the Reformation.

Valuation 54

Valuation Startups Banking CFO 54

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. I got an internship at a investment fund in Baltimore, and this was 2002 at the time. With no further ado my conversation with Woodline partners, Mike Rockefeller.

Healthcare 60

Healthcare Investments Construction Concentration 60

Musings on Markets

AUGUST 5, 2023

If you have been reading my posts, you know that I have an obsession with equity risk premiums, which I believe lie at the center of almost every substantive debate in markets and investing. In the equity market, it is the equity risk premium , the price of risk for investing in equities as a class.

Treasury 78

Treasury Valuation Investments Corporate Finance 78

Musings on Markets

JULY 22, 2021

Zomato: Story and Valuation With the lead in on Zomato's history and business model, I can start constructing a story and valuation for the company, with the recognition that the biggest part of the story is in its macro elements. Proceeds : The company's plans for what it intends to do with the proceeds are mixed.

Marketing 86

Marketing Valuation Profit and Loss Advertising 86

Barry Ritholtz

AUGUST 29, 2023

Greg Davis, Chief Investment Officer at a little shop called the Vanguard Group, which manages $8 trillion. Few people are in a position to see what’s going on in the world of investing, whether it’s institutional or retail, better than Vanguard CIO. GREG DAVIS, CHIEF INVESTMENT OFFICER, VANGUARD GROUP: Thanks, Barry.

Investments 52

Investments Benchmarking Valuation Construction 52

PYMNTS

AUGUST 22, 2018

billion in annual revenue, has a stock market valuation of $10 billion and an employee headcount that is expected to surpass 10,000 by the end of 2018. And that growth has carried on since then. As of today, Wayfair brings in $6.6 About 2,000 of those workers were added in the last year alone — and Wayfair isn’t done expanding just yet.

Profit and Loss 40

Profit and Loss Retail Sales Construction 40

PYMNTS

DECEMBER 29, 2020

TradeSquare also used the certified pre-constructed link for Adobe Magento, which Mirakl says simplified an expedient rollout. The investment, which was headed up by United Kingdom-based investment company Permira, values the upstart at $1.5 billion, a company official told Bloomberg at the time.

B2B 103

B2B Construction Valuation Investments 103

Barry Ritholtz

JULY 24, 2023

And so when I asked myself the question, am I qualified to provide investment advice? And so for the longest time, I actually thought that my unconventional background, I wasn’t an Ivy League student, I didn’t train at an investment bank, I wasn’t working for a hedge fund, I started my career as a bank teller.

Construction 52

Construction Marketing Valuation Investments 52

CFO News Room

NOVEMBER 5, 2022

Having valued and invested in Facebook multiple times in the last decade, I will throw my two cents in, but rather than make the earnings report the center of attention, I will use the company’s recent travails to talk about three issues that I think are big issues not only at Facebook, but for the entire market.

Marketing 130

Marketing Advertising Profit and Loss Investments 130

Barry Ritholtz

DECEMBER 1, 2022

But my job is not to give the Fed policy advice, it is instead to provide clients with insight and investment advice. Constructive? I have been fairly vocal that inflation has peaked , the Fed has already overtightened, and they run the risk of doing too much economic damage fighting a demon that has already been exorcised.

Economics 112

Economics Construction Valuation Marketing 112

Barry Ritholtz

MARCH 5, 2024

00:06:01 [Speaker Changed] So you end up as head of global credit and senior managing director at Citadel Investment Group, was that right? So the, the first one that I think about is the investing business itself is an operating business. Did they seed you, did they invest you? When are you gonna start investing?

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Credit Risk Investments Banking 56

Musings on Markets

NOVEMBER 4, 2022

Having valued and invested in Facebook multiple times in the last decade, I will throw my two cents in, but rather than make the earnings report the center of attention, I will use the company's recent travails to talk about three issues that I think are big issues not only at Facebook, but for the entire market.

Advertising 98

Advertising Profit and Loss Investments Marketing 98

PYMNTS

APRIL 11, 2016

Add to that the fact that investment returns in just about everything today are so pathetic that VCs with big bank accounts don’t mind tossing a few million here and there to these platform wannabes. What’s so bad about investing a couple of mil (when you have a couple hundred mil) in the Uber of Dog Walking?

Leverage 45

Leverage Construction Valuation Accounting 45

Barry Ritholtz

AUGUST 15, 2023

Let’s talk a little bit about your alternative investments career. And so alongside of Wall Street recruiting in my senior year, I interviewed at the Yale Investments Office and was fortunate to get that job and violated the two principles I had at the time, which was I wanted to be in a training program and I wanted to leave New Haven.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52