article thumbnail

For the fun of it: An Open House for my Spring 2025 Classes

Musings on Markets

Once I came to NYU in 1986, I continued to teach classes across the finance spectrum, from corporate finance to valuation to investing, and I am glad that I did so. The second is valuation , a class about how to value or price almost anything, with a tool set for those who need to put numbers on assets.

Valuation 126
article thumbnail

Do Sentiment Metrics Matter to the Markets?

CFA Institute

She is interested in valuation and data analysis and plans to study for a master's degree and pursue the CFA charter. He currently serves as Director of the new Financial Planning and Wealth Management major at George Mason and founded the first student-managed investment fund at GMU.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

Musings on Markets: Data Update 1 for 2023: Setting the table!

CFO News Room

In this post, I will provide a motivation, if you need one, for why I create and share the data updates, followed up by a description of my data sample, which includes publicly traded companies listed and traded across the world, as well as the data variables that I estimate and report.

Marketing 130
article thumbnail

Stay Ahead of the Technology Curve with AI and Process Automation

CFO Strategic Partners

5 Keys to Staying Ahead of the Technology Curve with AI and Process Automation In today’s increasingly data-heavy finance arena, process automation is no longer a luxury.

article thumbnail

Data Update 1 for 2024: The data speaks, but what does it say?

Musings on Markets

That year, I computed these industry-level statistics for five variables that I found myself using repeatedly in my valuations, and once I had them, I could not think of a good reason to keep them secret. After all, I had no plans on becoming a data service, and making them available to others cost me absolutely nothing.

Valuation 107
article thumbnail

Tips for Success: The Role of Profitability Analysis and Improving Profit Margins

Centage

Four: Understand Customer Valuation Your customers are the source of your revenue – and your profits. Obviously, this data must be taken in context with the rest of the business. A low valuation customer who typically purchases high margin items later on is a good investment. But how much are they really worth?

article thumbnail

Three Tips to Increase Profit Margins During Times of Uncertainty

Centage

Obviously, this data must be taken in context with the rest of the business. A low valuation customer who typically later purchases high margin items is a good investment. Ideal for today’s volatile economy, Planning Maestro is a financial budgeting, planning and analysis software created by and for modern finance leaders.