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Musings on Markets: Data Update 1 for 2022: It is Moneyball Time!

CFO News Room

That said, it is my experience with markets that has also made me skeptical about the over selling of both notions, since we have an entire branch of finance (behavioral finance/economics) that has developed to explain how more data does not always lead to better decisions and why crowds can often be collectively wrong.

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Musings on Markets: Data Update 5 for 2022: The Bottom Line!

CFO News Room

The last few years have been eventful for all companies, with the COVID crisis and ensuing economic shut down causing pain for companies, with recovery coming in 2021, as the global economy opened up again. Superior unit economics. Brand name allows you to charge higher price for the same products. Economies of scale. YouTube Video.

Marketing 130
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Data Update 1 for 2022: It is Moneyball Time!

Musings on Markets

That said, it is my experience with markets that has also made me skeptical about the over selling of both notions, since we have an entire branch of finance (behavioral finance/economics) that has developed to explain how more data does not always lead to better decisions and why crowds can often be collectively wrong.

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Data Update 5 for 2022: The Bottom Line!

Musings on Markets

The last few years have been eventful for all companies, with the COVID crisis and ensuing economic shut down causing pain for companies, with recovery coming in 2021, as the global economy opened up again. I will use this data to draw three broad conclusions: Low Hurdle Rate ?

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The Difference Makers: Key Person(s) Valuation

Musings on Markets

In sports and entertainment, for instance, business can gain value from having a celebrity representing them in a paid or unpaid capacity. At the other end, an entertainment software company like Take-Two Interactive is only as good as its latest game or product, and success can be fleeting.

Valuation 113
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What US Finserv’s Growth In Cuba Means For Corporates

PYMNTS

Initially, he said, travel to Cuba will be tourism-related as consumers entertain their curiosity about the country. But, said Seleski , “there’s no question” that corporate payments by U.S. company executives to travel to and from Cuba, taking their corporate finances with them.

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Transcript: Aswath Damodaran

Barry Ritholtz

So you discuss on how all this adds up to a puzzle of corporate finance that you enjoy untangling. And the second was, of course, the Warren Buffett story that came out the same week, where he essentially called people who post buybacks, you know, economically illiterate. It’s not corporate finance.

Valuation 115