Finvisage

JANUARY 2, 2020

The report further proceeds with Results and Findings column, confronting data on several key economic factors affecting TCI on a macro scale. Subsequently, the report touches upon the UK’s current economic environment and TCI’s recent market status. It does not aim to replace profits lost on the transaction. in 2016 to 1.8%

Construction 52

Construction Manufacturing Economics Profit and Loss 52

Musings on Markets

DECEMBER 10, 2023

We will end with a discussion of how enterprises try, with mixed effects, to build protections against the loss of key personnel. In sports and entertainment, for instance, business can gain value from having a celebrity representing them in a paid or unpaid capacity. Who is a key person?

Valuation 113

Valuation Profit and Loss Entertainment Investments 113

Barry Ritholtz

MAY 30, 2023

I had an economics lesson, I had a life lesson, I had an epiphany, I had a race relations lesson, I had a self-esteem and confidence lesson. Being broke is economic, but being poor is a disabling frame of mind, a depressed condition of your spirit. It’s home economics class, doesn’t exist anymore. RITHOLTZ: Right.

Economics 56

Economics Education Profit and Loss Banking 56

CFO News Room

NOVEMBER 22, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Planning 130

Planning Communication Profit and Loss Education 130

PYMNTS

MARCH 2, 2020

Uber Eats, facing losses and stiffening competition from both Grubhub and DoorDash, is changing its leadership and reorienting its efforts around profitability. Powering that plan, Walmart had two big announcements last week. An executive will head up each team and eventually purchase each product Walmart sells in the U.S.

Marketing 56

Marketing Profit and Loss Leadership eCommerce 56

Barry Ritholtz

DECEMBER 5, 2023

So, so let’s talk a little bit about your, your background ba in economics from Dartmouth. What was the original career plan? Michael Fisch : 00:01:39 [Speaker Changed] The original career plan was to be employed and provide a safety net for my mother and my two sisters. You get a Stanford MBA. Th this can add up as well.

Mergers and Acquisitions (M&A) 69

Mergers and Acquisitions (M&A) Investments Valuation Numbers 69

Barry Ritholtz

DECEMBER 28, 2022

The plan was to do an IPO to raise $200 million in new client assets for the funds. ELLIS: Well, it starts with one very simple proposition, nobody is making a profit. Every other investment organization got a problem that somebody is taking money out of the pot every day, every month, every year as a profit. Yeah, yeah, yeah.

Profit and Loss 70

Profit and Loss Investments Marketing Sales 70

Barry Ritholtz

JANUARY 24, 2023

STEVEN KLINSKY, FOUNDER, CEO AND MANAGING DIRECTOR, NEW MOUNTAIN CAPITAL: I come from the Detroit area of Michigan as a public school kid, went to University of Michigan and studied both economics and philosophy. You got 60 percent of losses ahead of you. It’s the big Canadian asset plans. KLINSKY: Well, thank you.

Mergers and Acquisitions (M&A) 103

Mergers and Acquisitions (M&A) Investments Leverage Numbers 103

Barry Ritholtz

SEPTEMBER 12, 2022

And so, coming out of school, I studied Economics and Spanish Literature, and I applied to a — a program that actually targeted Liberal Arts majors. You have a background, undergraduate, your economics degree from Notre Dame, but you were dual-major Spanish language and Literature degree, how useful was that in Latin America?

Investments 114

Investments Marketing Profit and Loss Banking 114

Barry Ritholtz

JULY 24, 2023

10 years ago you had the top economics, economists, investors in America writing a letter to the Fed in 2010 saying, “Hey, stop QE. And again, now that it’s become a global economic and political priority, it’s become a solution for spending as opposed to a risk. What’s entertaining the family?

Construction 52

Construction Marketing Valuation Investments 52

Barry Ritholtz

AUGUST 29, 2022

And in order to graduate from Cook you had to have at least a minor that was related, and I thought — I took an econ class and I kind of liked it, so I minored in environmental economics. I — because obviously, I’m like journalism, economics, I’m in Rutgers. I run it at a loss. RITHOLTZ: Interesting. BALCHUNAS: Yeah.

Profit and Loss 64

Profit and Loss Marketing Investments Benchmarking 64

Barry Ritholtz

JULY 18, 2023

And four nights a week, we were out to dinner, entertaining customers, getting to know them, talking about the markets, and that was an incredible education for me. And it was the most profitable day of trading I’d ever had. I was like talking through with him how the fund economics worked and what the upside was.

Investments 52

Investments Profit and Loss Restructuring Accounting 52

Barry Ritholtz

DECEMBER 14, 2022

MCCARTHY: I’d back up actually a little bit further in thinking about how did I get there, because I don’t think it was very obvious actually that I would come out of Yale with an ethics, politics and economics degree — RITHOLTZ: Perfect really, right? MCCARTHY: — and end up in M&A on Wall Street. RITHOLTZ: Is that true?

Mergers and Acquisitions (M&A) 60

Mergers and Acquisitions (M&A) Investments Construction Concentration 60

Barry Ritholtz

JUNE 13, 2023

Was the plan when you were going to school in Paris always to go into finance, or were you originally leaning in another direction? During COVID, rather than just a monetary response, we saw a massive fiscal response, which seemed to have really helped across the entire economic strata, especially the middle class. A real company.

Investments 56

Investments Banking Entertainment Valuation 56

Barry Ritholtz

MARCH 27, 2023

Was that where you plan to go? It’s a matter of making better decisions and being more profitable. since the ‘80s regarding economic mobility, that there used to be a huge ability to move up, or at least be in a better situation than your parents were. But let’s roll back a little bit. You get an MBA at Stanford.

Investments 109

Investments Restructuring Profit and Loss Finance 109

Barry Ritholtz

MARCH 12, 2024

And so, so we sort of felt pretty stupid for a while because we did a lot of losing trades in 2006 that were the, you know, that obviously didn’t come to fruition until the actual people could see the losses. So in mortgages, the borrower can stop paying maybe a year to two years before the lenders actually book a loss.

Profit and Loss 56

Profit and Loss Investments Marketing Securities 56

Barry Ritholtz

JULY 31, 2023

The economic dislocation, the health risks, just the mayhem that took place, but from the perspective of a number of corporate CEOs, Bill Ackman of Pershing Square Capital, the hedge fund that had a couple of amazing trades based on this. Was the plan always to cover finance? We’ll get into that in a minute. RITHOLTZ: Really?

Treasury 52

Treasury Economics Retail Entertainment 52

Barry Ritholtz

DECEMBER 12, 2023

They announced a $640 million loss and ouch. And the division that I was in was below plan. But if, if it has a history of not being profitable, you you really want to exclude that. 00:31:27 [Speaker Changed] So, so it sounds like you start out planning on holding to these stocks for a long time. So big loss.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103

Barry Ritholtz

APRIL 11, 2023

They had the access to loss and excel really. And I think that’s a loss. RITHOLTZ: And then we could talk about stock option plans and what is and isn’t above the line deducted. It’s the entertainment value. That’s fascinating. It has allowed for this acceleration of number crunching.

Valuation 114

Valuation Education Finance Investments 114

Barry Ritholtz

NOVEMBER 7, 2023

I found the book to be really entertaining and, and amusing and a little bit horrifying. It really is just a, a, a very entertaining book and I thought this conversation was, was absolutely fascinating. So 00:13:04 [Speaker Changed] It sounds like almost a legitimate business plan. But Zeke is a, a fascinating guy.

Numbers 60

Numbers Profit and Loss Banking Finance 60

Barry Ritholtz

AUGUST 22, 2023

CASS SUNSTEIN, FOUNDER, HARVARD LAW SCHOOL’S PROGRAM ON BEHAVIORAL ECONOMICS AND PUBLIC POLICY: Thank you, a great pleasure to be here. RITHOLTZ: There’s nobody in the world of economics or behavioral finance like Dick Thaler. I thought law and economics was extremely important and kind of on the right track.

Economics 98

Economics Finance Investments Numbers 98

Barry Ritholtz

OCTOBER 24, 2023

And you know, a bad diet tends to be associated with lower economic strata. Profiteering fraud. It just, the, the, the profiteering really was utterly insane. So his plan to distribute masks went nowhere. You mentioned Barry Ritholtz: 00:09:53 [Speaker Changed] Diabetes and high blood pressure in particular.

Manufacturing 56

Manufacturing Healthcare Leadership Profit and Loss 56