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. To the extent that accountants mis-categorize expenses like leases and R&D, returns can be skewed, as can restructuring and one-time charges.

Marketing 130

Marketing Hurdle Rate Investments Accounting 130

Musings on Markets

FEBRUARY 27, 2022

Even though we live in an age where user platforms and hyper revenue growth can drive company valuations, that adage remains true. To the extent that accountants mis-categorize expenses like leases and R&D, returns can be skewed, as can restructuring and one-time charges.

Hurdle Rate 99

Hurdle Rate Investments Accounting Entertainment 99

Barry Ritholtz

APRIL 29, 2025

We learned everything, you know, across from accounting to auditing to, to tax and valuation. I ended up in what was called the valuation services group, where we valued real estate and businesses either for transactions or for m and a activity. Starting with what’s keeping you entertained these days?

Concentration 52

Concentration Investments Benchmarking CFO 52

Barry Ritholtz

SEPTEMBER 23, 2024

You know, when you look at something like a Bloomingdale’s, what you have to ask yourself is, Bloomingdale’s is restructuring. And at this point in time, the bankruptcy processes, the restructuring processes weren’t that well developed, right? It’s going through a bankruptcy, right? You have to price it.

Restructuring 59

Restructuring Leverage Investments Banking 59

Barry Ritholtz

MARCH 5, 2024

What happened over the last year and a half or so is rates went up and valuations went down. I think those are the things that are gonna keep lawyers and restructuring advisors very busy for the foreseeable future. What’s been keeping you entertained either video or audio, Netflix or, or podcasts? Do originations change?

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Credit Risk Investments Banking 59

Barry Ritholtz

DECEMBER 20, 2022

It’s just a fascinating conversation about looking at the world from both bottoms up and top-down, as well as thinking about what valuations are like, how likely are macro events, the impact you’re getting not just the return on capital, but as famously said in fixed income, a return of your capital. KOENIGSBERGER: Yeah.

Restructuring 64

Restructuring Investments Marketing Banking 64

Barry Ritholtz

JUNE 13, 2023

And so we go back to the basics of what our job should be, risk underwriting, risk assessment, asset prices are different from asset valuation. I mean the valuation is the future cash flow discounted at a risk-free rate plus a risk premium. So as the market and the industry restructure, we’ll certainly be very opportunistic.

Investments 59

Investments Banking Entertainment Marketing 59