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

Future CFO

JULY 18, 2021

The fundamental disruption caused by the COVID-19 pandemic equates to an opportunity for the industry to remake itself in line with new societal realities and market needs. She explained that these days it is about integrating the experience of governance, valuation, reporting, products, and reinsurance to deliver value for shareholders.

Marketing 52

Marketing CFO Finance Leadership 52

Musings on Markets

DECEMBER 15, 2021

During my teaching lifetime, I have taught a wide swath of classes, ranging from banking to equity instruments, but in the last twenty years, my focus has been on three classes, c orporate finance, valuation and investment philosophies , with the last one taught only online.

Corporate Finance 56

Corporate Finance Valuation Finance Investments 56

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. Data universe : In my sample, I include all publicly traded firms with market capitalizations that exceed zero, traded anywhere in the world.

Marketing 130

Marketing Valuation Corporate Finance Financial Analysis 130

Musings on Markets

JANUARY 8, 2022

To start the year, I returned to a ritual that I have practiced for thirty years, and that is to take a look at not just market changes over the last year, but also to get measures of the financial standing and practices of companies around the world. Happy New Year, and I hope that 2022 brings you good tidings!

Valuation 91

Valuation Corporate Finance Currencies Finance 91

Fpanda Club

SEPTEMBER 2, 2021

This is true in all possible economic situations: in times of growth FP&A participates in setting business objectives, analyzing options of growth, assessing market opportunities and risks, while in times of recession FP&A can contribute to corrective action plans, cost-cutting and other initiatives to preserve company’s financial health.

Financial Planning and Analysis (FP&A) 130

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

Musings on Markets

JANUARY 5, 2024

That year, I computed these industry-level statistics for five variables that I found myself using repeatedly in my valuations, and once I had them, I could not think of a good reason to keep them secret. After all, I had no plans on becoming a data service, and making them available to others cost me absolutely nothing.

Valuation 98

Valuation Financial Analysis Analyzing Data Profit and Loss 98

Musings on Markets

JANUARY 9, 2021

I spent the first week of 2021 in the same way that I have spent the first week of every year since 1995, collecting data on publicly traded companies and analyzing how they navigated the cross currents of the prior year, both in operating and market value terms.

Valuation 52

Valuation Currencies Numbers Corporate 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

Musings on Markets

AUGUST 15, 2023

After the rating downgrade, my mailbox was inundated with questions of what this action meant for investing, in general, and for corporate finance and valuation practice, in particular, and this post is my attempt to answer them all with one post. The second is that the government be perceived as default-free.

Investments 80

Investments Currencies Treasury Hurdle Rate 80

Barry Ritholtz

JUNE 13, 2023

And so late 90s, that’s the emergence of the high yield market in Europe, you would print deals like never before. Now, on the positive and the silver lining was that this whole situation started putting a lot of light on, let’s say, the alternative market. Is it just the size of the US market? I think we learned a lot.

Investments 56

Investments Banking Entertainment Valuation 56

Musings on Markets

JULY 25, 2023

The other is pragmatic , since it is almost impossible to value a company or business, without a clear sense of how risk exposure varies across the world, since for many companies, either the inputs to or their production processes are in foreign markets or the output is outside domestic markets.

Hurdle Rate 52

Hurdle Rate Currencies Valuation Marketing 52