Musings on Markets

JULY 17, 2023

I am not a market prognosticator for a simple reason. I am just not good at it, and the first six months of 2023 illustrate why market timing is often the impossible dream, something that every investor aspires to be successful at, but very few succeed on a consistent basis.

Marketing 95

Marketing Treasury Currencies Valuation 95

Musings on Markets

APRIL 21, 2022

My forecasted revenues for 2023 of $11.2 billion I estimated in 2021 (year 8 in my IPO valuation) as revenues in my IPO valuation of the company in November 2013, and its operating margin, even with generous assumptions on R&D, was 19.02% in 2021, still below my estimate of 19.76% in that year. billion, well below the $9.6

Valuation 99

Valuation Advertising Numbers Education 99

PYMNTS

OCTOBER 6, 2020

at an event honoring London School of Economics — her alma mater — on its 125th anniversary. “We We now estimate that developments in the second and third quarters were somewhat better than expected, allowing for a small upward revision to our global forecast for 2020. 13 release of its next “World Economic Outlook.”.

Economics 69

Economics Valuation Forecasting Finance 69

Barry Ritholtz

AUGUST 1, 2023

After a monstrous 68% recovery from the March 2020 pandemic low, and another nearly 30% gain in 2021, markets decided to have one of their all-too-regular spasms. The wisdom of the crowd is why the efficient markets work most of the time, but it really helps to be aware when the crowd turns into an unthinking mob of hooligans.

Forecasting 98

Forecasting Concentration Valuation Economics 98

PYMNTS

JANUARY 21, 2020

The first day of Davos — the annual meeting of the World Economic Forum held in Switzerland — featured panels and commentary about business and economics, as has been customary. among other initiatives — but perhaps less optimistic about economic growth.

Valuation 52

Valuation Manufacturing Economics Forecasting 52

Future CFO

JULY 19, 2022

The IPO market in Hong Kong is set to slow in 2002, said Deloitte China recently wen releasing its interim review and outlook for the Chinese Mainland and Hong Kong markets. As a result, the IPO market in Hong Kong is expected to see slower performance in 2022 compared with the past four years. billion in 1H 2022.

Marketing 52

Marketing Valuation Forecasting Manufacturing 52

CFO News Room

JANUARY 17, 2023

As the world’s attention is focused on the war in the Ukraine, it is the human toll, in death and injury, that should get our immediate attention, and you may find a focus on economics and markets to be callous. Ukraine, a part of the Soviet Union, has had its shares of ups and downs, and its economic footprint is even smaller.

Economics 130

Economics Valuation Treasury Forecasting 130

Musings on Markets

JULY 22, 2021

Zomato, an Indian online food-delivery company, was opened up to public market investors on July 14, 2021, and its market debut is being watched for clues by a number of other online ventures in India, waiting in the wings to go public.

Marketing 86

Marketing Valuation Profit and Loss Advertising 86

CFO News Room

JANUARY 27, 2023

Another is that when valuing companies, I am, in addition to valuing a company to see if it is fairly priced, interested into the broader insights about business and valuation that emerge from the company. Growth potential : I underestimated the company’s capacity to grow, by limiting its product reach.

Valuation 130

Valuation Investments Manufacturing Marketing 130

CFO News Room

JANUARY 26, 2023

One of the big news stories of last week was Jack Dorsey stepping down as CEO of Twitter, and the market’s response to that news was to push up Twitter’s stock price by almost 10%. In contrast, consider Yahoo!,

Marketing 130

Marketing Valuation Manufacturing Investments 130

PYMNTS

SEPTEMBER 20, 2019

You’d be forgiven for thinking that the WeWork IPO – rather, the shelving of that IPO , at least for now – heralds the end of rich valuations for firms viewed as entrenched in the early stages of disruption. Most notably, Stripe has said it will not tap markets through an IPO. We’re quite early in this opportunity.”.

Valuation 49

Valuation Profit and Loss Compliance Forecasting 49

CFO News Room

JANUARY 22, 2023

It is the nature of stocks that you have good years and bad ones, and much as we like to forget about the latter during market booms, they recur at regular intervals, if for no other reason than to remind us that risk is not an abstraction, and that stocks don’t always win, even in the long term.

Forecasting 130

Forecasting Treasury Investments Economics 130

Future CFO

JANUARY 2, 2024

IPOs in China are expected to maintain its pace in 2024 while the Hong Kong market would rebound when US interest rate hikes end and funds redirect to Asia, said Deloitte China recently. Existing IPO issuance policies for the A-share market are likely to remain in force in 2024. The Hong Kong market recorded just three large listings.

Valuation 52

Valuation Forecasting Numbers Marketing 52

Centage

SEPTEMBER 5, 2023

The current economic climate is causing profound challenges for business owners across industries. Four: Understand Customer Valuation Your customers are the source of your revenue – and your profits. A low valuation customer who typically purchases high margin items later on is a good investment.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Budgeting Benchmarking Valuation 98

CFO News Room

JANUARY 23, 2023

At the start of 2022, it feels like Groundhog Day, with the same questions about economic growth and inflation looming for the year, and the same judgment about stocks, i.e., that they look expensive. US Equities, by sub-group It has always true that when markets move, up or down, not all sectors and sub-groups are treated equally.

Valuation 130

Valuation Treasury Investments Marketing 130

Centage

APRIL 4, 2023

The current economic climate is causing profound challenges for business owners across industries. Sophisticated FP&A software tools like Planning Maestro enable finance teams to automate routine tasks such as manual data entry, accelerating workflows and improving forecasting. Are you spending like crazy to acquire new customers?

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Budgeting Forecasting Prioritization 98

Musings on Markets

NOVEMBER 1, 2023

That attention has worked in the company's favor over much of its lifetime, as it has gone from a start-up to one of the largest market cap companies in the world, disrupting multiple businesses in the process. In subsequent valuations, I modified and adapted this story to reflect lessons that I learned about Tesla, along the way.

Valuation 114

Valuation Profit and Loss Numbers Sales 114

Future CFO

APRIL 11, 2021

The IPO markets in Hong Kong and China are well supported to continue to perform vibrantly in the rest of 2021, thanks to the ample liquidity from various monetary and economic easing measures in the world to dissipate the negative impact brought by the ongoing pandemic, said Deloitte China recently when releasing an outlook report. .

Marketing 40

Marketing Pharmaceutical Economics Valuation 40

Fpanda Club

SEPTEMBER 2, 2021

FP&A analyst, in turn, is a promising yet developing profession that can be interesting to graduates with finance, statistics, economics or business degrees as well as to finance professionals from adjacent disciplines. Planning, budgeting and forecasting are linked together forming financial planning processes.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Corporate Finance Communication Budgeting 130

Musings on Markets

MARCH 19, 2022

As the world's attention is focused on the war in the Ukraine, it is the human toll, in death and injury, that should get our immediate attention, and you may find a focus on economics and markets to be callous. Ukraine, a part of the Soviet Union, has had its shares of ups and downs, and its economic footprint is even smaller.

Economics 100

Economics Valuation Treasury Forecasting 100

Future CFO

OCTOBER 8, 2023

Despite this, market momentum is building, with Q3 having witnessed a notable improvement in post-IPO share price performance compared with previous quarters. In the past decade, IPO numbers and proceeds from emerging markets have both increased by more than 30%, primarily due to faster economic growth compared to developed countries.

Economics 52

Economics Valuation Forecasting Numbers 52

Musings on Markets

JANUARY 26, 2023

Another is that when valuing companies, I am, in addition to valuing a company to see if it is fairly priced, interested into the broader insights about business and valuation that emerge from the company. Growth potential : I underestimated the company's capacity to grow, by limiting its product reach.

Valuation 80

Valuation Investments Manufacturing Marketing 80

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. The risk premium that you demand has different names in different markets. What is it?

Treasury 78

Treasury Valuation Investments Corporate Finance 78

Centage

SEPTEMBER 5, 2023

The current economic climate is causing profound challenges for business owners across industries. Four: Understand Customer Valuation Your customers are the source of your revenue – and your profits. A low valuation customer who typically purchases high margin items later on is a good investment.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Benchmarking Valuation 52

Musings on Markets

SEPTEMBER 19, 2023

After years of rumors of an imminent IPO, Instacart has finally filed for a public offering of it’s shares, aspiring to raise about $600 million from markets, at a pricing of about $9-$10 billion for its equity.

Profit and Loss 102

Profit and Loss Valuation Advertising Investments 102

CFO News Room

JANUARY 9, 2023

By the start of 2022, the window for early action had closed and for much of this year, inflation has been the elephant in the room, driving markets and forcing central banks to be reactive, and its presence has already induced me to write three posts on its impact.

Treasury 130

Treasury Valuation Currencies Forecasting 130

CFO Share

MAY 5, 2023

The following are some strategies that we deploy with our clients during slowed economic growth. Forget 20%+ growth targets; 1-5% growth during an economic downturn is great for most businesses – certainly better than losing money. Follow market signals Demand shifts during recessions. Research competitors.

Profit and Loss 40

Profit and Loss Economics CFO Valuation 40

Musings on Markets

JANUARY 19, 2022

At the start of 2022, it feels like Groundhog Day, with the same questions about economic growth and inflation looming for the year, and the same judgment about stocks, i.e., that they look expensive. US Equities, by sub-group It has always true that when markets move, up or down, not all sectors and sub-groups are treated equally.

Valuation 80

Valuation Treasury Marketing Investments 80

Musings on Markets

JANUARY 21, 2023

It is the nature of stocks that you have good years and bad ones, and much as we like to forget about the latter during market booms, they recur at regular intervals, if for no other reason than to remind us that risk is not an abstraction, and that stocks don't always win, even in the long term.

Valuation 70

Valuation Treasury Investments Forecasting 70

CFO News Room

JANUARY 14, 2023

The nature of markets is that they are never quite settled, as investors recalibrate expectations constantly and reset prices. Clearly, we are not in one of those time periods, as markets approach bipolar territory, with big moves up and down.

Treasury 130

Treasury Economics Investments Marketing 130

PYMNTS

MARCH 19, 2020

Private deals are facing interruptions due to new economic risks, while “shelter in place” limitations are rendering it impossible to assess startups face-to-face in the same physical setting. And, in the markets, the S&P 500 finished out Wednesday nearly 30 percent under a record it set in February.

Investments 56

Investments Valuation Startups Economics 56

CFO News Room

DECEMBER 16, 2022

And while there’s no guarantee that any job will be immune to cutbacks or layoffs, some industries weather economic storms better than others. CFOs typically have a deep understanding of economic theory and practice and strong analytical and problem-solving skills. One industry that tends to be recession-resistant is finance.

Finance 130

Finance Budgeting Compliance Financial Analyst 130

E78 Partners

APRIL 13, 2023

Key Takeaways Private capital markets faced headwinds in 2022, but a boom is predicted due to more companies staying private longer, institutional investors increasing allocations to private equity, and a demographic shift as entrepreneurial Baby Boomers consider succession plans for their businesses. Are you prepared for this secular trend?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leadership Forecasting CFO 52

CFO News Room

JANUARY 20, 2023

In the first few weeks of 2022, we have had repeated reminders from the market that risk never goes away for good, even in the most buoyant markets, and that when it returns, investors still seem to be surprised that it is there.

Hurdle Rate 130

Hurdle Rate Currencies Investments Corporate Finance 130

Musings on Markets

SEPTEMBER 27, 2022

By the start of 2022, the window for early action had closed and for much of this year, inflation has been the elephant in the room, driving markets and forcing central banks to be reactive, and its presence has already induced me to write three posts on its impact.

Treasury 74

Treasury Valuation Currencies Forecasting 74

CFO News Room

JANUARY 26, 2023

An economic adviser in the Obama White House, David] Kamin isn’t the only one struck by a foreboding sense of déjà vu. Stats Watch Employment Situation: “United States Initial Jobless Claims” [ Trading Economics ]. Manufacturing: “United States Durable Goods Orders” [ Trading Economics ]. percent increase. This is yet to happen.

Manufacturing 130

Manufacturing Economics Communication Healthcare 130

PYMNTS

APRIL 28, 2020

It’s also confusing at times as options for homeowners looking to stay afloat and in their residences during this unexpected and difficult economic downturn can be a bit complicated to untangle. The current crisis will pass, albeit more slowly than some had initially forecasted, he said.

Valuation 57

Valuation Economics Education Forecasting 57