Nerd's Eye View

MAY 10, 2024

Also in industry news this week: The latest Social Security trustees report offered a slightly rosier picture for the health of the various Social Security trust funds thanks to improved economic conditions, though they warned that time is running out for legislators to take action to ensure the system will be able to pay out full benefits beyond the (..)

Valuation 90

Valuation Communication Securities Planning 90

CFO News Room

JANUARY 10, 2023

In this post, I will begin with a quick review of my 2021 valuation, then move on to the price action in 2021 and 2022 and then update my valuation to reflect the company’s current numbers. . My IPO Valuation. I valued Zomato, soon after it filed its prospectus for its initial public offering, in July 2021.

Valuation 130

Valuation Investments Currencies Marketing 130

Musings on Markets

FEBRUARY 8, 2024

To put these numbers in perspective, the Mag Seven companies now have a market capitalization larger than that of all listed stocks in China, the second largest market in the world in market capitalization terms. trillion in market cap, and that 2023 represented a correction back to a level only slightly above the value at the end of 2021.

Marketing 115

Marketing Valuation Profit and Loss Advertising 115

Future CFO

JANUARY 9, 2022

Global M&A to remain strong in 2022 as valuations reach historic highs, said Willis Towers Watson (WTW) recently. However, high valuations, deal complexity, competition for high-quality assets and pandemic-fuelled supply chain disruption will continue to have knock-on consequences for dealmakers, he noted. M&A cycles changing.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Valuation Numbers Economics 52

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. The shelving shows that investors are increasingly worried about how at least some “new economy” firms can weather economic cycles.

Valuation 49

Valuation Profit and Loss Compliance Forecasting 49

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.

Valuation 130

Valuation Treasury Investments Marketing 130

CFO News Room

JANUARY 24, 2023

That said, it is my experience with markets that has also made me skeptical about the over selling of both notions, since we have an entire branch of finance (behavioral finance/economics) that has developed to explain how more data does not always lead to better decisions and why crowds can often be collectively wrong.

Marketing 130

Marketing Valuation Corporate Finance Currencies 130

Centage

SEPTEMBER 5, 2023

The current economic climate is causing profound challenges for business owners across industries. In conjunction with your other numbers, your gross profit margin can tell you if your products are profitable enough, if you need to increase sales or if your expenses, like sales costs, are too high. into the calculation.

Financial Planning and Analysis (FP&A) 98

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

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 27, 2022

In this post, I will begin with a quick review of my 2021 valuation, then move on to the price action in 2021 and 2022 and then update my valuation to reflect the company's current numbers. My IPO Valuation I valued Zomato, soon after it filed its prospectus for its initial public offering, in July 2021. 76 per share.

Valuation 81

Valuation Investments Currencies Marketing 81

Future CFO

JANUARY 2, 2024

The National Stock Exchange of India is set to have come in 5th following a large number of deals, followed by Hong Kong Stock Exchange in 6th position, the firm added. This would represent a 27% drop in the number of IPOs in China and a 40% decline in funds raised. billion versus 424 IPOs raising RMB586.8 billion in 2022.

Valuation 52

Valuation Forecasting Numbers Marketing 52

Future CFO

MARCH 28, 2023

Slower economic growth , declining consumer confidence, falling manufacturing output, high inflation, and mounting global and regional uncertainties resulted in a perfect storm which dampened investor sentiment, the firm noted. “In The number of active investors in Asia Pacific fell 2% year-on-year, the first drop since 2015.

Valuation 52

Valuation Manufacturing Transportation Economics 52

Musings on Markets

OCTOBER 4, 2023

The NASDAQ also gave back gains in the third quarter, but is up 27.27% for the year, but those gaudy numbers obscure a sobering reality. On inflation, we started the year with the consensus view that inflation would come down, but only because of economic weakness.

Marketing 104

Marketing Treasury Valuation Investments 104

Barry Ritholtz

AUGUST 1, 2023

Recall John Kenneth Galbraith’s observation: “The only function of economic forecasting is to make astrology look respectable.” But we won’t know how big a losing trade it might be until early 2024, when we see the updated valuations. Some folks who are more familiar with the numbers than I have suggested it will not be pretty.

Forecasting 98

Forecasting Concentration Valuation Economics 98

Nerd's Eye View

OCTOBER 28, 2022

RIA merger and acquisition activity has been brisk and valuations have remained elevated during the past year, but industry observers are debating whether economic headwinds could slow activity in the coming year. The key considerations for advisors considering terminating a forgivable note early.

Practice Management 84

Practice Management Valuation Economics Investments 84

PYMNTS

OCTOBER 2, 2020

Despite — or perhaps because of — the pandemic, a number of strategic and financial deals are taking shape. There are a lot of companies coming into this space that are very well-capitalized” and willing to make deals where, for example, venture capital firms may be pulling back a bit amid so much economic uncertainty.

Mergers and Acquisitions (M&A) 110

Mergers and Acquisitions (M&A) Valuation B2B Economics 110

PYMNTS

JANUARY 10, 2019

Some GPs and LPs have already expressed concern that excess capital has led to inflated round sizes and valuations. In the event of any adjustments in the global economic or political backdrop, valuations may see a correction from their currently elevated levels, but private market investment activity will likely continue unabated.

Startups 77

Startups Valuation Investments Economics 77

Future CFO

APRIL 12, 2022

In Q1 2022, unlike its peer Hong Kong , China's new listing market faced less direct, huge impact from major macro-economic and geopolitical events, including US tapering and interest rate hikes and the Russia-Ukraine conflict, Deloitte China pointed out. . billion in the same period of 2021 and the number of listings down 53% from 32.

Manufacturing 98

Manufacturing Valuation Numbers Economics 98

CFO News Room

NOVEMBER 11, 2022

That skewing can affect valuation and pricing judgments about these firms, and correcting accounting inconsistencies is a key step towards leveling the playing field. To the extent that these numbers are used in computing financial ratios, it will affect your measures of operating income and return on invested capital.

Accounting 130

Accounting Marketing Advertising Valuation 130

CFO News Room

FEBRUARY 3, 2023

I wrote about my most recent valuation of Tesla just over a week ago , and as has always been the case when I value this company, I have heard from both sides of the Tesla divide. Based at least on the reactions, I have realized that some may be misreading my story and valuation, ore reacting just to a picture in a tweet.

Valuation 130

Valuation Forecasting Investments Manufacturing 130

Musings on Markets

MAY 7, 2023

The Intrinsic Value of Bank Equity I am a dabbler in all things valuation-related, and I find the process fascinating, as stories about businesses get translated into valuation inputs, and finally into value. With most non-financial service businesses, you face a choice in how you approach valuation. All Equity, All the time!

Investments 63

Investments Banking Valuation Profit and Loss 63

PYMNTS

OCTOBER 8, 2020

The number of shares that will be offered and the price range have not been determined, the release stated. The company announced in July that it was considering an IPO , with a potential valuation of $10 billion through a deal with Goldman Sachs. The IPO will take place after the SEC review process is complete. It was valued at $2.9

Valuation 100

Valuation Economics eCommerce Securities 100

Future CFO

OCTOBER 8, 2023

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. Until this point of 2023, emerging markets accounted for 77% of the global share by number and 75% by value.

Economics 52

Economics Valuation Forecasting Numbers 52

Future CFO

JULY 5, 2023

The market is expected to record more IPO funds raised in the whole of 2023 than it did in 2022, a record year, boosted by a continuous revival in economic and business activities, Government policies and measures to stabiliae growth, and the normal issuance of IPOs. billion in 1H 2023 against 169 IPOs raising RMB311.9 billion in 1H 2022.

Marketing 52

Marketing Forecasting Economics Healthcare 52

Future CFO

FEBRUARY 5, 2023

The report points to a survey of nearly 300 M&A executives, conducted by Bain in October 2022, who shared that they anticipate closing a similar number of deals if not more this year, the firm noted. in 2022, off an all-time high in 2021.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Profit and Loss Healthcare Valuation 52

Centage

SEPTEMBER 5, 2023

The current economic climate is causing profound challenges for business owners across industries. In conjunction with your other numbers, your gross profit margin can tell you if your products are profitable enough, if you need to increase sales or if your expenses, like sales costs, are too high. into the calculation.

Financial Planning and Analysis (FP&A) 52

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

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. The year that was.

Valuation 80

Valuation Treasury Marketing Investments 80

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

PYMNTS

SEPTEMBER 15, 2020

Sweden-based Klarna, which provides the ability to pay for consumer goods with installments at a number of retailers, has seen a boost during the pandemic. billion, a sizable increase from the company's last valuation of $5.5 The investment will value the company at $10.65 billion in 2019.

Valuation 82

Valuation Investments Economics eCommerce 82

Future CFO

NOVEMBER 19, 2023

The advisory firm recommends that well capitalised enterprises take advantage of this by pursuing acquisitions of smaller technology focused businesses (techquisitions) with lower valuations and less access to funding than would typically be available in clearer economic conditions.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Valuation Startups Technology 52

Musings on Markets

DECEMBER 10, 2023

Of course, and with small businesses, especially those built around personal services (a doctor or plumber’s practice), it is part of the valuation process, where the key person is valued or at least priced and incorporated into valuation. To estimate key person value, there are three general approaches: 1.

Valuation 113

Valuation Profit and Loss Entertainment Investments 113

Future CFO

JULY 19, 2022

Weak, less liquid markets prompted a plunge in the number of new listings and funds raised in many key capital markets, including New York and Hong Kong, the review adds. This forecast represents a 31% drop in the number of companies going public but a 49% rise in proceeds raised. billion in 1H 2022.

Marketing 52

Marketing Valuation Forecasting Manufacturing 52

CFO News Room

JANUARY 18, 2023

Even though we live in an age where user platforms and hyper revenue growth can drive company valuations, that adage remains true. The last few years have been eventful for all companies, with the COVID crisis and ensuing economic shut down causing pain for companies, with recovery coming in 2021, as the global economy opened up again.

Marketing 130

Marketing Hurdle Rate Investments Accounting 130

Future CFO

OCTOBER 22, 2020

Q3 2020 bucked the traditionally slow IPO period as the markets were awash with liquidity resulting in the most active third quarter in the last 20 years by proceeds, and the second highest third quarter by deal numbers, said EY recently. . Regional numbers. Asia-Pacific saw 554 IPOs raise US$85.3b

Valuation 52

Valuation Healthcare Numbers Economics 52

CFO Share

MAY 6, 2022

You still own the same number of shares, but the total number of shares has increased. The sooner your exit, the less risk meaning you get a higher valuation. This advice hinges on other factors like economic conditions – downturn or bullish–and how much demand for your business you’ve generated. Three years?

Startups 98

Startups Leverage Valuation Investments 98

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

PYMNTS

SEPTEMBER 6, 2019

News came late this week that the parent company of the shared working space firm WeWork is mulling whether to go public at what is being reported as a “significant discount” to valuations seen the last time it raised money through the private markets. This certainly shakes up confidence and makes people pause.”.

Valuation 58

Valuation Investments Economics Finance 58