article thumbnail

Musings on Markets: Data Update 5 for 2022: The Bottom Line!

CFO News Room

To the extent that accountants mis-categorize expenses like leases and R&D, returns can be skewed, as can restructuring and one-time charges. Netflix, in particular, has upended how entertainment gets made, distributed and consumed, and in the process, drained value from established players.

Marketing 130
article thumbnail

Data Update 5 for 2022: The Bottom Line!

Musings on Markets

To the extent that accountants mis-categorize expenses like leases and R&D, returns can be skewed, as can restructuring and one-time charges. I will use this data to draw three broad conclusions: Low Hurdle Rate ?