Musings on Markets

NOVEMBER 9, 2021

If you review those valuations, you will notice that in each valuation, my story for the company expanded, and my valuations increased, but the market price for the company jumped even more, leading me to conclude in each of them that it was not a company that I would invest in.

Valuation 99

Valuation Profit and Loss Manufacturing Investments 99

Future CFO

JUNE 7, 2021

China's (A1 stable) economic rebound has strengthened and become more broad-based since the beginning of 2021, said Moody's recently. Output losses due to the pandemic led to a jump in economy-wide leverage in 2020, and a plunge in capital productivity, the firm added.

Profit and Loss 40

Profit and Loss Leverage Manufacturing Economics 40

CFO News Room

DECEMBER 10, 2022

The door was now open to federal “investments” in roads, canals, railroads, and other internal improvements. LAW was led by a Civil War officer named Albert Augustus Pope, who happened to have gotten in on the fad for cycling in a big way—he manufactured bicycles. Cycling would be much more enjoyable if our rutted roads were improved.

Construction 130

Construction Profit and Loss Treasury Economics 130

Planful

APRIL 16, 2021

Investing in business growth now can help you inform future decisions. Some growth investments aren’t necessarily competitive drivers. Mergers and acquisitions (M&A) can increase market share, but they require big upfront investments. dollars —that’s almost two trillion more than the previous year.

Prioritization 40

Prioritization Financial Planning and Analysis (FP&A) Mergers and Acquisitions (M&A) Profit and Loss 40

PYMNTS

OCTOBER 17, 2019

When scanned, the barcodes provide information about where a product was manufactured, lot numbers, authorized distributors and safe use.”. Not only that, but in a report from earlier this year , the Organisation for Economic Cooperation and Development (OECD) found that trading of pirated and counterfeit goods has risen significantly.

Pharmaceutical 40

Pharmaceutical Profit and Loss Manufacturing Sales 40

PYMNTS

NOVEMBER 16, 2017

Mary’s has endured a century’s worth of economic challenges since its founding, including the Great Depression and the 1935 bankruptcy and shuttering of the Amoskeag Manufacturing Company, a textile firm that served as a significant economic engine for the Greater Manchester area in the early 20th century. For its part, St.

Profit and Loss 40

Profit and Loss Economics Banking Construction 40

PYMNTS

OCTOBER 17, 2019

When scanned, the barcodes provide information about where a product was manufactured, lot numbers, authorized distributors and safe use.”. Not only that, but in a report from earlier this year , the Organisation for Economic Cooperation and Development (OECD) found that trading of pirated and counterfeit goods has risen significantly.

Pharmaceutical 40

Pharmaceutical Profit and Loss Manufacturing Sales 40

PYMNTS

JUNE 27, 2018

According to Frey, the current economic climate is particularly affected by sudden policy shifts that may not necessarily be rooted in sound economic fundamentals. It dovetails into pricing decisions — how to price products and services you ultimately sell to end customers — or where and how you negotiate contracts as a manufacturer.

Currencies 53

Currencies Foreign Exchange Risk Management Profit and Loss 53

PYMNTS

APRIL 18, 2018

PayNet’s data, which analyzed small business borrowing activity in February, found only a slight increase in SMB investment, but the seventh month in a row of loan origination decreases. jobs data are all affecting the currency, but that strong economic performance in the country is a good sign. “If

Marketing 40

Marketing Profit and Loss Benchmarking Currencies 40

Planful

JANUARY 11, 2022

And as the economic recovery continues and business operations slowly return to normal, the digital surge shows no signs of slowing down. Consistent with their 2018 forecast, McKinsey’s late 2020 study found that organizations that invested more in digital than their competitors were twice as likely to report outsize revenue growth.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Profit and Loss Reconciliations 40

Barry Ritholtz

DECEMBER 5, 2023

So, so let’s talk a little bit about your, your background ba in economics from Dartmouth. And that was very important because when this was the dawning of what is now a big analyst program across the country in all banks and investment banks. It’s a pleasure to be here. You get a Stanford MBA. That’s pretty reason.

Mergers and Acquisitions (M&A) 69

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

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. We will then follow up with a framework for thinking about how key people can affect the value of a business, with practical suggestions on valuing and pricing key people. Who is a key person?

Valuation 113

Valuation Profit and Loss Entertainment Investments 113

CFO News Room

NOVEMBER 5, 2022

Having valued and invested in Facebook multiple times in the last decade, I will throw my two cents in, but rather than make the earnings report the center of attention, I will use the company’s recent travails to talk about three issues that I think are big issues not only at Facebook, but for the entire market.

Marketing 130

Marketing Advertising Profit and Loss Investments 130

Musings on Markets

JULY 22, 2021

The primary attraction of the company, to investors, comes not from its current standing (modest revenues and big losses), but from its positioning to take advantage of the potential growth in the Indian food delivery market.

Marketing 86

Marketing Valuation Profit and Loss Advertising 86

Musings on Markets

NOVEMBER 4, 2022

Having valued and invested in Facebook multiple times in the last decade, I will throw my two cents in, but rather than make the earnings report the center of attention, I will use the company's recent travails to talk about three issues that I think are big issues not only at Facebook, but for the entire market.

Advertising 98

Advertising Profit and Loss Investments Marketing 98

CFO Talks

DECEMBER 26, 2021

So that’s climate change reporting, where it seems that the world’s investors would stop investing in your company, if you do not issue a progress report on how to get your company to net zero. As they move from manufacturing to retail, to the service industry, they get this experience that they need to be at the pinnacle.

CFO 40

CFO Profit and Loss Finance Accounting 40

Musings on Markets

OCTOBER 19, 2021

The net effect is that investors feel more confused now, when investing in companies, than ever before, even though the push towards more disclosures has ostensibly been for their benefit. As we look at the explosion of disclosures around the world, there are many obvious culprits. One size (does not) fit all!

Profit and Loss 70

Profit and Loss Accounting Numbers IFRS 70

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. Uber, Walmart and every other firm that is making plans for big change in the first half of this year, however, has an economic black swan to shoo from its path first.

Marketing 56

Marketing Profit and Loss Leadership eCommerce 56

Barry Ritholtz

JULY 18, 2023

They run about $10 billion across all sorts of really fascinating investing lines. Not only do they do distressed investing and deep value investing, but they have an insurance business, they have a sports practice. They really look anywhere and everywhere. I thought this was a fascinating conversation and I think you will also.

Investments 52

Investments Profit and Loss Restructuring Accounting 52

CFO News Room

NOVEMBER 22, 2022

The compensation, ultimately, was dependent on a mix of products, and then the investment revenue coming in. But that means if you’re in a company that, at the end of the day, manufactures product, the people in those groups tend to be people that move a lot of the product because that’s the business of the company.

Planning 130

Planning Communication Profit and Loss Education 130

Barry Ritholtz

JULY 24, 2023

And so when I asked myself the question, am I qualified to provide investment advice? And so for the longest time, I actually thought that my unconventional background, I wasn’t an Ivy League student, I didn’t train at an investment bank, I wasn’t working for a hedge fund, I started my career as a bank teller.

Construction 52

Construction Marketing Valuation Investments 52

Barry Ritholtz

MARCH 12, 2024

Sean Dobson has really had a fascinating career as a real estate investor, starting pretty much at the bottom and working his way up to becoming a investor in a variety of mortgage backed securities, individual homes, commercial real estate, really all aspects of the finding, buying and investing in, in real estate. Was impeccable, right?

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. HOFFMAN: So obviously, I’ve — you know, economically minded from the jump.

Treasury 52

Treasury Economics Retail Entertainment 52

PYMNTS

MARCH 7, 2016

Yes, the sobering reality of having to really make money has become an unwelcome wake-up call for those who masked the real value of their business with the never-ending piles of VC cash that just kept underwriting losses and kicked the revenue can way down the road. ARE WE SOLVING THE RIGHT PROBLEMS FOR THE RIGHT PEOPLE?

Banking 46

Banking Profit and Loss Retail Manufacturing 46

Barry Ritholtz

APRIL 2, 2024

He is so knowledgeable about so many unusual areas in economics. You’re the author of 200 plus papers, six books, deaths of Despair, which you wrote with Anne Case who happens to be your wife, was a New York Times bestseller and your latest book, economics in America, an Immigrant Economist, explores the Land of inequality.

Healthcare 56

Healthcare Economics Math Education 56

Barry Ritholtz

JANUARY 31, 2023

Neil Dutta has been doing economic analysis and research from a market-based perspective for over 20 years. I found this to be just an absolutely fascinating discussion about how to best contextualize the world of economic data around you, in a way that’s useful for you as an investor. With no further ado, RenMac’s Neil Dutta.

Economics 56

Economics Marketing Manufacturing Profit and Loss 56

CFO News Room

DECEMBER 20, 2022

The bank’s illegal conduct led to billions of dollars in financial harm to its customers and, for thousands of customers, the loss of their vehicles and homes. Earlier this year, many people with Argus optical implants — which allow blind people to see — lost their vision when the manufacturer, Second Sight, went bust.

Profit and Loss 130

Profit and Loss Numbers Accounting Planning 130

Barry Ritholtz

OCTOBER 24, 2023

And you know, a bad diet tends to be associated with lower economic strata. You, 00:15:38 [Speaker Changed] You write in the book that they tried to manufacture this themselves, they have zero manufacturing expertise. Profiteering fraud. Not great outcome. What the hell were they thinking? Absolute disaster.

Manufacturing 56

Manufacturing Healthcare Leadership Profit and Loss 56

CFO News Room

FEBRUARY 2, 2023

Stay safe out there! * * * • “China Covid: Coffins sell out as rural losses mount” [ BBC ]. Finally, even if consumers are still guaranteed free access or protected against some costs, they could face access challenges if sufficient supplies are not available from manufacturers or procured by pharmacies or other providers.

Advertising 130

Advertising Healthcare Profit and Loss Education 130