Musings on Markets

NOVEMBER 15, 2022

In the second post, I pointed to inconsistencies in how accountants classify operating, capital and financing expenses , and the consequences for reported accounting numbers. That is because the answer will vary across people, with some exhibiting a more natural tendency towards story-telling and others towards working with numbers.

Valuation 90

Valuation Advertising Numbers Investments 90

CFO News Room

NOVEMBER 16, 2022

In the second post, I pointed to inconsistencies in how accountants classify operating, capital and financing expenses , and the consequences for reported accounting numbers. In the first session of my valuation class, I pose a question, “What comes more naturally to you, telling a story or working with numbers?”

Marketing 130

Marketing Valuation Advertising Numbers 130

CFO News Room

DECEMBER 22, 2022

So, whether you are a number cruncher or story teller, I think you will find something to take away from the class. . You can even do the projects (a corporate financial analysis in the corporate finance class or valuing & pricing a company in the valuation class) that are required for the classes. Narrative and Numbers.

Marketing 130

Marketing Corporate Finance Valuation Finance 130

Musings on Markets

DECEMBER 21, 2022

So, whether you are a number cruncher or story teller, I think you will find something to take away from the class. You can even do the projects (a corporate financial analysis in the corporate finance class or valuing & pricing a company in the valuation class) that are required for the classes.

Corporate Finance 89

Corporate Finance Valuation Finance Financial Analysis 89

Barry Ritholtz

JANUARY 30, 2024

We, we had 60 or 70% of all kids entertainment time was spent on Nickelodeon. That, that seems like that’s an immense number of, of users. There were a whole number of these firms. They’re sort of like bootcamp for a couple years where they, you know, teach you to understand p and ls and financial modeling.

Investments 56

Investments Technology Leadership Marketing 56

Barry Ritholtz

APRIL 4, 2023

And then I left there and joined a number of my colleagues from Drexel and launched a business that as it turns out, was pretty much a carbon copy of the business we have today. And fortunately for us, there were a number of large scale alternative asset managers, like Carlyle, that were looking to grow in private credit.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Finance Investments Banking 56

Barry Ritholtz

DECEMBER 12, 2023

And because my mother and grandmother were looking at these trying to figure out what was going on, I was curious about the sea of numbers. And 00:28:03 [Speaker Changed] That’s an amazing number. And the value line has all these statistical patterns. But yeah, I think, I think it’s problematic in fixed income.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103