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

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 61

Restructuring Investments Marketing Banking 61

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 80

Hurdle Rate Investments Accounting Entertainment 80

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 57

Investments Banking Entertainment Valuation 57

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) 57

Mergers and Acquisitions (M&A) Credit Risk Investments Banking 57

Barry Ritholtz

SEPTEMBER 5, 2023

And we’d sort of turn that into a valuation business. MILLER: Well actually I thought, leading up to the great financial crisis, I thought to myself, we’re going to be out of business within a couple of years because nobody wanted an independent valuation. What are the, you know, I’d literally have it in my handheld.

Sales 52

Sales Marketing Numbers Construction 52

Barry Ritholtz

SEPTEMBER 26, 2023

And if they don’t, we’re happy to own them at the valuation that we are creating that company act. I’m not, I’m not really into fiction or, or entertaining reading. Tell us about what’s going on today that makes it so interesting. 00:37:26 [Speaker Changed] Huh. That’s really quite intriguing.

Investments 52

Investments Banking Economics Construction 52