Musings on Markets

SEPTEMBER 19, 2023

Customers get the time-savings and convenience from having grocery shopping (and delivery, if chosen) done for them, but they pay in the form on both delivery fees and a service charge of 5-10% of the bill, depending on the store picked and the number of items in the basket.

Profit and Loss 102

Profit and Loss Valuation Advertising Investments 102

PYMNTS

APRIL 15, 2019

Lyft is a self-described peer-to-peer marketplace focused on “revolutionizing transportation” and reducing traffic congestion in cities. For Uber, transportation is a platform feature that is central to its business, but is not its end game. Uber’s valuation is pegged at $100 billion. Once Upon a Platform.

Transportation 73

Transportation Healthcare Economics Leverage 73

PYMNTS

JUNE 14, 2019

to hit a bit of a pause button on hiring, as evidenced by last week’s numbers. While analysts may fret about a billion dollars of red ink, and Uber is busy striving to extend its platform model well beyond the confines of transportation, Uber CEO Dara Khosrowshahi has said the roughly sledding post-IPO can be traced to the trade war.

Transportation 40

Transportation Valuation Economics Marketing 40

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.

Mergers and Acquisitions (M&A) 60

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

PYMNTS

AUGUST 13, 2018

Ten years after the world wide web and http was introduced, we had a powerful internet economy driving trillions of dollars in positive economic activity. And these young businesses — young as in less than a year old — have now raised capital based on multibillion-dollar valuations.

Banking 44

Banking Transportation Investments Currencies 44

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

Barry Ritholtz

MARCH 12, 2024

So a lot of the headline names, you see a lot of the stories you see about, about the financial crisis, a significant number of, of those investors we were helping in security selection, modeling, and analytics. You’re actually crunching a lot of numbers. So we built, we did that for a lot of the markets.

Profit and Loss 56

Profit and Loss Investments Marketing Securities 56

Barry Ritholtz

SEPTEMBER 26, 2022

He was instrumental in getting a number of very positive policy actions passed over the past decade. I’ve interviewed a number of people from Revolution. But thankfully, the next decade, things really accelerated in terms of the growth of the company and growth in the valuation, things like that. What do we eat?

Mergers and Acquisitions (M&A) 64

Mergers and Acquisitions (M&A) Startups Investments Healthcare 64

CFO News Room

DECEMBER 12, 2022

The two most likely to dissent, Labor Secretary Marty Walsh, who is close to the unions, and Transportation Secretary Pete Buttigieg, who has presidential ambitions, did Biden’s dirty work without any hesitation on Capitol Hill…. politics today. As a check, since New York is a BQ.1* Hospitalization data for Queens : Deaths.

Concentration 130

Concentration Accounting Numbers Healthcare 130

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. Still, they have been relieved about another shift: His phone now sends calls that are not from numbers in his contacts to voicemail, according to two people familiar with the change. Lower, naturally.)

Manufacturing 130

Manufacturing Economics Communication Healthcare 130