Michigan CFO

NOVEMBER 7, 2022

This trend makes SaaS valuation increasingly important. This thriving market has led to significant competition among investors and venture capital to invest in and acquire SaaS companies of any size or stage of growth. This makes determining an accurate SaaS valuation difficult. Why Do I Need a SaaS Valuation?

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Valuation CFO Leadership Forecasting 40

Musings on Markets

NOVEMBER 9, 2021

I have been writing about, and valuing, Tesla for most of its lifetime in public markets, and while it remains a company that draws strong reactions, it is also one that I truly enjoy valuing. If you are interested, you can see my valuations from 2014 , 2016 and 2017.

Valuation 99

Valuation Profit and Loss Manufacturing Investments 99

PYMNTS

JANUARY 6, 2021

Petco will file its initial public offering (IPO) with a valuation of almost $4 billion, according to a registration statement filed with the Securities and Exchange Commission (SEC) Wednesday (Jan. That will come with a price-per-share of $14 to $17. billion in 2019, with 66 percent of that number used to pay for pet food.

Valuation 102

Valuation eCommerce Forecasting Numbers 102

Musings on Markets

APRIL 21, 2022

My forecasted revenues for 2023 of $11.2 billion I estimated in 2021 (year 8 in my IPO valuation) as revenues in my IPO valuation of the company in November 2013, and its operating margin, even with generous assumptions on R&D, was 19.02% in 2021, still below my estimate of 19.76% in that year. billion, well below the $9.6

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Valuation Advertising Numbers Education 99

Musings on Markets

JULY 17, 2023

I am not a market prognosticator for a simple reason. I am just not good at it, and the first six months of 2023 illustrate why market timing is often the impossible dream, something that every investor aspires to be successful at, but very few succeed on a consistent basis.

Marketing 95

Marketing Treasury Currencies Valuation 95

Musings on Markets

JUNE 23, 2023

The first is that my portfolio has held up well this year, in a market that has been top-heavy and tech-driven, and one big reason is that it contains both NVIDIA and Microsoft, two companies that have benefited from the AI story. Love-Hate Relationship with Markets! I will start this post with a couple of confessions.

Valuation 91

Valuation Profit and Loss Investments Marketing 91

Creative CFP

MARCH 5, 2021

The purpose of a Business Valuation While most can only dream of selling their business for that amount of money, it is important to know how one goes about valuing a business, no matter what the size. A valuation may be required for periodic reporting (i.e. How do we value a business?

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Valuation Forecasting CFO Construction 52

Creative CFP

MARCH 5, 2021

The purpose of a Business Valuation While most can only dream of selling their business for that amount of money, it is important to know how one goes about valuing a business, no matter what the size. A valuation may be required for periodic reporting (i.e.

Valuation 52

Valuation Forecasting CFO Construction 52

Future CFO

JULY 5, 2023

The IPO markets in China and Hong Kong to become more robust in 2H 2023, said Deloitte China's Capital Market Services Group (CMSG) recently. The CMSG expects the A share market will have had 174 new listings raising RMB209.5 Shanghai Stock Exchange is forecast to have had 62 IPOs raising RMB114.4 billion in 1H 2022.

Marketing 52

Marketing Forecasting Economics Healthcare 52

CFO News Room

DECEMBER 18, 2022

in the premarket after forecasting a slowdown in orders for new homes, stemming from higher mortgage rates. The home builder also reported lower-than-expected earnings for its latest quarter, although revenue was slightly above analyst forecasts. Discovery lost 1.2% in the premarket. Lennar (LEN) – Lennar slid 2.6% in premarket action.

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Forecasting Valuation Marketing Planning 130

Musings on Markets

JANUARY 17, 2024

That positive result notwithstanding, the recovery was uneven, with a big chunk of the increase in market capitalization coming from seven companies (Facebook, Amazon, Apple, Microsoft, Alphabet, NVidia and Tesla) and wide divergences in performance across stocks, in performance. increase in market capitalization.

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Valuation Treasury Forecasting Marketing 77

PYMNTS

JANUARY 27, 2020

forecasts that its initial public offering (IPO) valuation will be far under the approximate $1 billion it had for its most recent funding. Public market investors have historically expected firms to make a profit within around 18 months of an offering. eCommerce mattress merchant Casper Sleep Inc. million at the high end.

Valuation 56

Valuation Profit and Loss eCommerce Forecasting 56

PYMNTS

APRIL 3, 2020

Short-term rental site Airbnb has lowered its internal valuation to $26 billion, a 16 percent drop, as business continue to be hammered by lockdowns, Reuters reported , citing sources familiar with the matter. At its most recent funding round of $1 billion in September 2017, Airbnb had a valuation of $31 billion, the source said.

Valuation 56

Valuation Forecasting Startups Marketing 56

Future CFO

JULY 19, 2022

The IPO market in Hong Kong is set to slow in 2002, said Deloitte China recently wen releasing its interim review and outlook for the Chinese Mainland and Hong Kong markets. As a result, the IPO market in Hong Kong is expected to see slower performance in 2022 compared with the past four years. billion in 1H 2022.

Marketing 52

Marketing Valuation Forecasting Manufacturing 52

CFO News Room

NOVEMBER 13, 2022

Bumble – Shares of the company known for its dating platforms added 10% even after Bumble issued a weak current quarter revenue forecast and missed expectations. Fair Isaac also issued guidance that beat a StreetAccount forecast. after it beat expectations for the quarter and raised its full-year forecast.

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Profit and Loss Pharmaceutical Forecasting Valuation 130

CFO News Room

NOVEMBER 22, 2022

Abercrombie & Fitch – Shares of the retail stock jumped 19% after the apparel retailer beat Wall Street’s revenue forecasts for the third quarter and posted unexpected quarterly profit. Dick’s raised its full-year financial forecast as well. Check out the companies making headlines in midday trading.

Profit and Loss 130

Profit and Loss Forecasting Entertainment Valuation 130

CFO News Room

DECEMBER 3, 2022

in premarket trading after RBC Capital Markets downgraded the stock to “sector perform” from “outperform.” ” RBC praises the delivery service’s execution and management but says it is uncomfortable with the current valuation given the potential for order deceleration. ” Asana slumped 14.4%

Technology 130

Technology Construction Valuation Forecasting 130

Barry Ritholtz

AUGUST 1, 2023

After a monstrous 68% recovery from the March 2020 pandemic low, and another nearly 30% gain in 2021, markets decided to have one of their all-too-regular spasms. The wisdom of the crowd is why the efficient markets work most of the time, but it really helps to be aware when the crowd turns into an unthinking mob of hooligans.

Forecasting 98

Forecasting Concentration Valuation Economics 98

CFO News Room

JANUARY 26, 2023

One of the big news stories of last week was Jack Dorsey stepping down as CEO of Twitter, and the market’s response to that news was to push up Twitter’s stock price by almost 10%. In contrast, consider Yahoo!,

Marketing 130

Marketing Valuation Manufacturing Investments 130

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. Growth potential : I underestimated the company’s capacity to grow, by limiting its product reach.

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Valuation Investments Manufacturing Marketing 130

PYMNTS

FEBRUARY 20, 2020

The bank said the risk of a correction in the stock market is high and warned that the impact of COVID-19 would possibly be more significant than investors thought. Goldman Sachs analyst Peter Oppenheimer said the bank believes that the risk of the coronavirus against the stock market has been “underestimated.”

Marketing 69

Marketing Valuation Forecasting Banking 69

PYMNTS

JANUARY 21, 2020

And during the kickoff to a confab that is home to big ideas, big names and perhaps no shortage of controversy, seismic changes in industry and Big Tech got some time in the spotlight — and so did valuations and IPOs.

Valuation 52

Valuation Manufacturing Economics Forecasting 52

Barry Ritholtz

AUGUST 10, 2023

Vox ) • Why Do Forecasters Disagree about Their Monetary Policy Expectations? While forecasters generally disagree about the expected path of monetary policy, the level of disagreement as measured in the New York Fed’s Survey of Primary Dealers (SPD) has increased substantially since 2022.

Forecasting 98

Forecasting Valuation Investments Economics 98

Musings on Markets

JULY 22, 2021

Zomato, an Indian online food-delivery company, was opened up to public market investors on July 14, 2021, and its market debut is being watched for clues by a number of other online ventures in India, waiting in the wings to go public.

Marketing 86

Marketing Valuation Profit and Loss Advertising 86

PYMNTS

SEPTEMBER 20, 2019

You’d be forgiven for thinking that the WeWork IPO – rather, the shelving of that IPO , at least for now – heralds the end of rich valuations for firms viewed as entrenched in the early stages of disruption. Most notably, Stripe has said it will not tap markets through an IPO. We’re quite early in this opportunity.”.

Valuation 49

Valuation Profit and Loss Compliance Forecasting 49

Barry Ritholtz

FEBRUARY 7, 2024

He co-hosts the Behind the Markets podcast with Wharton finance Professor Jeremy Siegel and has helped update and revise Siegel’s Stocks for the Long Run: The Definitive Guide to Financial Market Returns & Long-Term Investment Strategies. Dividends come from earnings, and so those are sort of anchors to valuation.

Investments 114

Investments Valuation Construction Concentration 114

PYMNTS

JUNE 10, 2020

It took almost two years for Daniel Ives ’ forecast to be on the money. trillion market capitalization, 9to5Mac reported. . Last week, Apple inched closer to the all-time high market cap when its stock sold at $326 a share. Apple’s valuation can approach the $1.5 company to reach a $1.52

Marketing 53

Marketing Valuation Forecasting Securities 53

CFO News Room

JANUARY 8, 2023

It is never pleasant to be in the midst of a market correction, but a market correction does operate as a cleanser for excesses that enter into even the most disciplined investors’ playbooks in the good times.

Valuation 130

Valuation Profit and Loss Forecasting Investments 130

PYMNTS

JANUARY 8, 2020

Food delivery company Grubhub is considering a few strategic options to continue to compete in an increasingly crowded market, including a potential sale or an acquisition by another company, according to a report by The Wall Street Journal. The Chicago-based company has hired financial advisers to help guide it through this difficult time.

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Sales Marketing Valuation Forecasting 52

PYMNTS

JANUARY 8, 2020

Food delivery company Grubhub is considering a few strategic options to continue to compete in an increasingly crowded market, including a potential sale or an acquisition by another company, according to a report by The Wall Street Journal. The Chicago-based company has hired financial advisers to help guide it through this difficult time.

Marketing 52

Marketing Valuation Forecasting Sales 52

CFO News Room

JANUARY 23, 2023

In this post, I will begin with a historical assessment of stock returns in the recent past, then move on to evaluate the returns that investors can expect to make, given how they are priced at the start of 2022, and end with a do-it-yourself valuation of the index right now.

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Valuation Treasury Investments Marketing 130

PYMNTS

DECEMBER 10, 2020

Airbnb 's record-breaking initial public offering (IPO) pricing topped expectations, with a share price of $68 on a $47 billion valuation, the Wall Street Journal (WSJ) reported on Thursday (Dec. Airbnb follows DoorDash’s stock market debut during a time when IPO filings are breaking records, with in excess of $140 billion raised on U.S.

Forecasting 62

Forecasting Valuation Startups eCommerce 62

Musings on Markets

NOVEMBER 1, 2023

That attention has worked in the company's favor over much of its lifetime, as it has gone from a start-up to one of the largest market cap companies in the world, disrupting multiple businesses in the process. In subsequent valuations, I modified and adapted this story to reflect lessons that I learned about Tesla, along the way.

Valuation 114

Valuation Profit and Loss Numbers Sales 114

Future CFO

JANUARY 2, 2024

IPOs in China are expected to maintain its pace in 2024 while the Hong Kong market would rebound when US interest rate hikes end and funds redirect to Asia, said Deloitte China recently. Existing IPO issuance policies for the A-share market are likely to remain in force in 2024. The Hong Kong market recorded just three large listings.

Valuation 52

Valuation Forecasting Numbers Marketing 52

Spreadym

JULY 14, 2023

Some common types of financial models include: Budgeting and forecasting models : These models are used to estimate and plan future financial performance by projecting revenues, expenses, and cash flows over a specific period. Valuation models: Valuation models are used to determine the intrinsic value of a business, asset, or investment.

Financial Modeling 52

Financial Modeling Mergers and Acquisitions (M&A) Valuation Budgeting 52

CFO News Room

JANUARY 17, 2023

As the world’s attention is focused on the war in the Ukraine, it is the human toll, in death and injury, that should get our immediate attention, and you may find a focus on economics and markets to be callous. The Market Reaction. Bond Markets and Default Risk. Equity Markets and Equity Risk Premiums. The Lead In.

Economics 130

Economics Valuation Treasury Forecasting 130

Musings on Markets

NOVEMBER 15, 2022

In my first two posts on Facebook, I noted that its most recent earnings report, and the market reaction to it, offers an opportunity for us to talk about bigger issues. Narrative and Value As someone who has spent the last four decades talking, teaching and doing valuation that we have lost our way in valuation.

Valuation 90

Valuation Advertising Numbers Investments 90