Future CFO

JULY 5, 2023

According to CMSG’s 1H 2023 analysis and forecasts for the performance of Chinese Mainland and Hong Kong IPO market, the Shanghai Stock Exchange and Shenzhen Stock Exchange will have been the world's largest and 2nd largest listing destinations by funds raised in 1H 2023. Shanghai Stock Exchange is forecast to have had 62 IPOs raising RMB114.4

Marketing 52

Marketing Forecasting Economics Healthcare 52

Barry Ritholtz

FEBRUARY 6, 2024

There’s also quantitative metrics that we look at Those have evolved, but always within that capa, that cluster of high returns on investment stability across the economic cycle are consistent and strong balance sheets. And big consumer and healthcare. 00:18:41 [Speaker Changed] Yep. So Microsoft now is on 30 times earnings.

Valuation 52

Valuation Investments Finance Math 52

Barry Ritholtz

SEPTEMBER 26, 2023

So you have almost a doubling of the interest coupon paid by some of these businesses against the backdrop of c ovid 19 inflation and some of the economic pressures that come with, with those factors. We are not macro forecasters, but we are macro aware understanding what’s happening in the economy with technicals in the markets.

Investments 52

Investments Economics Banking Construction 52

Barry Ritholtz

SEPTEMBER 5, 2023

And we’d sort of turn that into a valuation business. MILLER: Well actually I thought, leading up to the great financial crisis, I thought to myself, we’re going to be out of business within a couple of years because nobody wanted an independent valuation. What are the, you know, I’d literally have it in my handheld.

Sales 52

Sales Marketing Numbers Construction 52

Barry Ritholtz

FEBRUARY 13, 2023

Now, we’re shifting to more international places like China, Europe, et cetera, that are really growing, and that valuations are cheaper. Healthcare, education, not hugely cyclical, not interest rate sensitive. RIEDER: And all of a sudden, you change the economic paradigm so darn fast. RIEDER: Yeah. RITHOLTZ: Right.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Investments Marketing Education 56

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 114

Valuation Education Finance Investments 114

CFO News Room

DECEMBER 12, 2022

The account is a “ biorisk consultant specialising in COVID-19 business continuity, forecasting, and analysis.”). * * *. * * *. * * *. * * *. Healthcare. It’s counterintuitive, but when valuations are high, it is the worst time to retire,’ said Morningstar personal finance director Christine Benz.” • What an insane system.

Concentration 130

Concentration Accounting Numbers Healthcare 130