Centage

SEPTEMBER 5, 2023

Four: Understand Customer Valuation Your customers are the source of your revenue – and your profits. A low valuation customer who typically purchases high margin items later on is a good investment. A low valuation customer who typically purchases high margin items later on is a good investment.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Benchmarking Valuation 52

CFO News Room

FEBRUARY 3, 2023

I wrote about my most recent valuation of Tesla just over a week ago , and as has always been the case when I value this company, I have heard from both sides of the Tesla divide. Based at least on the reactions, I have realized that some may be misreading my story and valuation, ore reacting just to a picture in a tweet.

Valuation 130

Valuation Forecasting Investments Manufacturing 130

The Finance Weekly

FEBRUARY 14, 2022

This puts more pressure on the CFO, as it is yet another element to keep in mind when budgeting and forecasting. This can affect the supply chain and services along with manufacturing prices. With rising interest rates, investors tend to take a less risky approach, and valuations can fall as well.

Forecasting 52

Forecasting Valuation Budgeting CFO 52

Creative CFP

NOVEMBER 4, 2021

A key step in assessing the viability of a business plan is forecasting what could be achieved, taking into account as many factors as possible. A Financial Model, as the name suggests, seeks to model the potential performance of a business by combining relevant inputs and assumptions into a financial forecast.

Financial Modeling 52

Financial Modeling Manufacturing Forecasting CFO 52

Creative CFP

NOVEMBER 4, 2021

A key step in assessing the viability of a business plan is forecasting what could be achieved, taking into account as many factors as possible. A Financial Model, as the name suggests, seeks to model the potential performance of a business by combining relevant inputs and assumptions into a financial forecast.

Financial Modeling 52

Financial Modeling Manufacturing Forecasting Valuation 52

PYMNTS

JANUARY 17, 2020

based Float said it plans to expand to Australia with its cash flow forecasting technology designed for SMBs. The company secured the new investment from Marchmont Ventures, according to Insider.co.uk The money will be used to invest in Akseleran’s underlying technology and bolster staff levels. million in seed funding, U.K.-based

B2B 52

B2B Cash Flow Forecasting Valuation Startups 52

CFO News Room

JANUARY 26, 2023

To answer the question, I looked at two institutions, one academic and one practice-oriented, that are deeply invested in that idea, and spend considerable time advancing it. The Mythology of the Great CEO Are there a set of qualities that make for a great CEO? In contrast, consider Yahoo!,

Marketing 130

Marketing Valuation Manufacturing Investments 130

VCFO

MARCH 17, 2023

How Attention to Inventory Can Make or Break Manufacturers A major factor in determining the success of a manufacturer is how well it manages its inventory. When manufacturers have too little inventory, they can’t fully meet customer demands and lose out on revenue as a result. A benchmark exercise can also provide insight here.

Manufacturing 73

Manufacturing Benchmarking Forecasting Profit and Loss 73

Musings on Markets

FEBRUARY 2, 2023

I wrote about my most recent valuation of Tesla just over a week ago , and as has always been the case when I value this company, I have heard from both sides of the Tesla divide. Based at least on the reactions, I have realized that some may be misreading my story and valuation, ore reacting just to a picture in a tweet.

Valuation 99

Valuation Forecasting Investments Manufacturing 99

Musings on Markets

JUNE 23, 2023

In the last four decades, computer chips have become part of almost everything we use, from appliances to automobiles, and the companies that manufacture these chips have seen their fortunes rise, and sometimes be put at risk, as technology shifts. From High Growth to Maturity! NVIDIA: The Opportunist!

Valuation 91

Valuation Profit and Loss Investments Marketing 91

CFO News Room

JANUARY 27, 2023

Another is that when valuing companies, I am, in addition to valuing a company to see if it is fairly priced, interested into the broader insights about business and valuation that emerge from the company. per share in 2022. Growth potential : I underestimated the company’s capacity to grow, by limiting its product reach.

Valuation 130

Valuation Investments Manufacturing Marketing 130

Musings on Markets

DECEMBER 10, 2021

To answer the question, I looked at two institutions, one academic and one practice-oriented, that are deeply invested in that idea, and spend considerable time advancing it. The compressed corporate life cycle, and the potential for CEO/company mismatches that it creates, adds a layer of additional uncertainty to valuation.

Valuation 83

Valuation Manufacturing Investments Marketing 83

Musings on Markets

JANUARY 26, 2023

Another is that when valuing companies, I am, in addition to valuing a company to see if it is fairly priced, interested into the broader insights about business and valuation that emerge from the company. per share in 2022. Growth potential : I underestimated the company's capacity to grow, by limiting its product reach.

Valuation 80

Valuation Investments Manufacturing Marketing 80

Musings on Markets

JULY 22, 2021

In addition, since so much of the excitement about the stock comes from the potential for growth in the Indian food delivery market, I set the stage for that analysis by comparing the Indian market to food delivery markets in other parts of the world, as a prelude to forecasting its future path.

Marketing 86

Marketing Valuation Profit and Loss Advertising 86

Nerd's Eye View

JANUARY 3, 2024

The sentiment is especially poignant when it comes to economic forecasting, as it's nearly impossible to get an accurate picture of the current state of the economy at any given moment. While the manufacturing sector (which makes up 'only' 8% of the U.S.

Economics 82

Economics Marketing Forecasting Valuation 82

Musings on Markets

OCTOBER 19, 2021

The net effect is that investors feel more confused now, when investing in companies, than ever before, even though the push towards more disclosures has ostensibly been for their benefit. We would recommend requiring that companies that disclose TAM figures couple them with forecasts of their market share of those TAM figures.

Profit and Loss 70

Profit and Loss Accounting Numbers IFRS 70

Barry Ritholtz

SEPTEMBER 26, 2023

I found this to be just a masterclass in everything you need to know about distressed credit investing, private credit, the role of the economy, the fed interest rates, inflation, bottoms up, credit picking, and how to manage a firm and a fund in light of just massive dislocations in your space, as well as the overall economy.

Investments 52

Investments Economics Banking Construction 52

Barry Ritholtz

APRIL 18, 2023

When he began, PE was a little bit of a niche boutique sort of investment, and over the ensuing 25 years, it has grown to be really a major asset class with giant opportunities that have been expressed by then small, now very large companies, of which Blackstone is one of the largest. The first job for Morgan Stanley was McCown De Leeuw.

Investments 60

Investments Valuation Marketing Currencies 60

PYMNTS

FEBRUARY 28, 2019

Most agricultural and manufactured goods were bought and sold within the country’s boundaries — and when products were exported internationally, the dollar was the invoicing currency of choice. Bank forecasts can be useful for understanding the consensus, but not in planning for the future. For much of U.S.

Risk Management 53

Risk Management Currencies Foreign Exchange Forecasting 53

Barry Ritholtz

MARCH 14, 2023

He was the chief investment strategist at Merrill Lynch where he worked for more than 20 years. If you’re at all interested in thinking about asset allocation, top-down analysis, how to think about the world of investing, not as a stock picker, but as a broad macro perspective, none better than Rich Bernstein.

Quantitative Analysis 60

Quantitative Analysis Investments Valuation Marketing 60

Barry Ritholtz

MAY 21, 2024

She is one of the few people who combine quantitative investing with behavioral finance. No, I think that that’s the part of it that I find the most interesting is the idea that, you know, a stock price doesn’t really have a, you know, the fair value of an an investment instrument is somewhat arbitrary. Right, right.

Finance 56

Finance Marketing Numbers Math 56

Barry Ritholtz

MARCH 12, 2024

Sean Dobson has really had a fascinating career as a real estate investor, starting pretty much at the bottom and working his way up to becoming a investor in a variety of mortgage backed securities, individual homes, commercial real estate, really all aspects of the finding, buying and investing in, in real estate. Was impeccable, right?

Profit and Loss 56

Profit and Loss Investments Marketing Securities 56