Fpanda Club

JULY 24, 2022

oracle Aesop formulated his investment insight "a bird in the hand is worth two in the bush" and since that time the model for calculating the value of an asset as the present value of the cash generated by this asset throughout its life has remained unchanged. In about 600 B.C. and help identify most probable outcomes.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Profit and Loss Benchmarking Valuation 130

E78 Partners

AUGUST 21, 2023

Macro Investment Market Challenges a Headwind for Private Equity Valuations Private Equity Sponsors are facing their most challenging valuation market since the great recession of 2008-09. Heightened inflation and interest rates will continue to be valuation headwinds.

Planning 52

Planning Valuation Restructuring Leverage 52

CFO News Room

JANUARY 24, 2023

Not surprisingly, Moneyball has found its way into business and investing as well. Mean Reversion works, until it does not : Much of investing over the last century in the US has been built on betting on mean reversion, i.e. that things revert back to historical norms, sooner rather than later.

Marketing 130

Marketing Valuation Corporate Finance Currencies 130

Musings on Markets

DECEMBER 15, 2021

For much of the last two years, rather than teach my classes in a classroom, I taught my classes from my home office, making a few low-cost, low-tech investments to improve my set up. My classroom teaching at Stern has been mostly corporate finance and valuation, to both MBAs and undergraduates.

Corporate Finance 56

Corporate Finance Valuation Finance Investments 56

Musings on Markets

JANUARY 8, 2022

Not surprisingly, Moneyball has found its way into business and investing as well. Mean Reversion works, until it does not : Much of investing over the last century in the US has been built on betting on mean reversion, i.e. that things revert back to historical norms, sooner rather than later.

Valuation 91

Valuation Corporate Finance Currencies Finance 91

Fpanda Club

SEPTEMBER 2, 2021

Planning, budgeting and forecasting are linked together forming financial planning processes. Financial analysis is a type of economic analysis based on the financial data and focused on the assessment of stability and evaluation of profitability of a company, business or project.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Corporate Finance Communication Budgeting 130

CFA Institute

NOVEMBER 19, 2018

What do swimming scallops have to do with investing in Asia? A lot, according to S. Joyce Li, CFA.

Investments 52

Investments Financial Analysis Valuation 52

Future CFO

JULY 18, 2021

She explained that these days it is about integrating the experience of governance, valuation, reporting, products, and reinsurance to deliver value for shareholders. Yeoh confided that her role is to advise and consult on appropriate investments and derive benefits from these strategies. Unique to insurance. Data-driven finance.

Marketing 52

Marketing CFO Finance Leadership 52

Musings on Markets

AUGUST 15, 2023

In every introductory finance class, you begin with the notion of a risk-free investment, and the rate on that investment becomes the base on which you build, to get to expected returns on risky assets and investments. What is a risk free investment?

Investments 80

Investments Currencies Treasury Hurdle Rate 80

Musings on Markets

JANUARY 5, 2024

In pursuit of an answer to that question, I used company-specific data from Value Line, one of the earliest entrants into the investment data business, to compute an industry average. In January 1993, I was valuing a retail company, and I found myself wondering what a reasonable margin was for a firm operating in the retail business.

Valuation 98

Valuation Financial Analysis Analyzing Data Profit and Loss 98

CFO News Room

JANUARY 7, 2023

Data: Trickle to a Flood! It is perhaps a reflection of my age that I remember when getting data to do corporate financial analysis or valuation was a chore. Check rules of thumb : Investing and corporate finance are full of rules of thumb, many of long standing.

Marketing 130

Marketing Valuation Corporate Finance Financial Analysis 130

Musings on Markets

JANUARY 9, 2021

All of the data that I use in my data analysis is in the public domain, and while I am lucky enough to have access to large (and expensive) databases like Bloomberg and S&P, there are tens of thousands of investors who have similar access. So, why bother?

Valuation 52

Valuation Currencies Numbers Corporate Finance 52

Future CFO

DECEMBER 7, 2020

ST: I’m reporting to the CEO and board of directors, providing leadership in all aspects of business and finance, including strategic planning, annual business plan, rolling forecast, financial management, treasury, regulatory reporting, internal controls, taxation, and procurement. All these are key to success.

CFO 52

CFO Financial Planning and Analysis (FP&A) Leadership Finance 52

Musings on Markets

JANUARY 6, 2023

It is perhaps a reflection of my age that I remember when getting data to do corporate financial analysis or valuation was a chore. Thus, without a sense of what comprises a high or low profit margin for a firm, or what the cost of capital is for the typical company, it is easy to create "fairy tale" valuations and analyses.

Valuation 52

Valuation Corporate Finance Financial Analysis Leverage 52

CFA Institute

DECEMBER 22, 2019

"What makes us uncomfortable about disruption is the uncertainty it brings into every number that we measure," says Aswath Damodaran.

Numbers 52

Numbers Performance Measuring Financial Analysis Valuation 52

Barry Ritholtz

JUNE 13, 2023

I found this to be really a fascinating conversation about approaching the world of investing from a different angle. So that was a while back, but nonetheless, I don’t know if it was love at first sight, but we got to get along pretty well, and after a few years working for investment banks, he then joined Goldman Sachs.

Investments 57

Investments Banking Entertainment Valuation 57

Musings on Markets

JULY 25, 2023

To the extent that divide is not just descriptive, but also drives real world investment, both companies and investors may be misallocating their capital, and I will argue for finer delineations of risk. I have my reasons. I know that the currency choice is the source of angst for many analysts, and I think unnecessarily so.

Hurdle Rate 52

Hurdle Rate Currencies Valuation Marketing 52