CFO News Room

NOVEMBER 19, 2022

Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. Which means that contributing to and investing the funds in an HSA can be an efficient way to pay for healthcare costs, now or in the future. He can be reached at [email protected].

Planning 130

Planning Leadership Accounting Healthcare 130

Barry Ritholtz

OCTOBER 19, 2022

So we leverage that expertise and we help advisors speak to their clients about, you name it, market, savings, all the things that they’re talking about. So the harvest losses to offset future gains. So as we grow, become more efficient, we get scale, we sort of make a profit. They’ll construct the portfolio.

Investments 114

Investments Profit and Loss Education Advertising 114

CFO News Room

DECEMBER 26, 2022

Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. He can be reached at [email protected]. Read more of Adam’s articles here.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

PYMNTS

DECEMBER 31, 2019

The other area in which both Walmart and Amazon have assets to leverage is the healthcare space, where each have made big investments to capture what will inevitably be a growing share of the consumer’s paycheck. However, Amazon’s difficulties with PillPack didn’t stifle its attempts to enter the healthcare market.

Healthcare 54

Healthcare eCommerce Profit and Loss Retail 54

Barry Ritholtz

OCTOBER 8, 2024

So healthcare is your focus, your entire career. And one of the professors at Columbia who was a mentor of mine and, and I had worked with Izzy Edelman, his son, Joe Edelman, founded Perceptive, which is a firm that has been tremendously successful as, as healthcare investors. So it was my first time covering European healthcare.

Healthcare 59

Healthcare Investments Pharmaceutical Profit and Loss 59

Barry Ritholtz

JANUARY 24, 2023

And what was interesting was the first leveraged buyout of a public company happened when I was in graduate school. KLINSKY: In 1979, it was the first leveraged buyout of a public company. We had sold the family business, maybe buy another family business one day through a leveraged buyout. RITHOLTZ: That’s pretty safe.

Mergers and Acquisitions (M&A) 105

Mergers and Acquisitions (M&A) Investments Leverage Numbers 105

Barry Ritholtz

JUNE 13, 2023

The exposure you get in investment banking, I was a leveraged finance banker by background. CHABRAN: Obviously, food, energy, housing, and not even talking about school, healthcare, and obviously in Europe we have a totally different environment about this matter. I think it was a great training. I think we learned a lot.

Investments 59

Investments Banking Entertainment Marketing 59

Barry Ritholtz

APRIL 8, 2025

And, you know, therein began, I think the unraveling and, and a little bit of the, the loss of that, you know, cultural juice that had kind of historically made that firm special. And when we experience a loss, right, a 50% loss can happen right? I don’t wanna experience loss. In a very short period of time.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Investments Profit and Loss Numbers 59

Barry Ritholtz

JULY 31, 2023

Ends up turning about $27 million of swap premiums into 2 billion plus in profit. The next quarter Netflix announced it’s like first subscriber, either slowing growth or loss, I don’t remember, and sort of kicked off this now two year kind of slow bleed of peak streaming. What led to that approach? RITHOLTZ: Happens.

Treasury 52

Treasury Retail Economics Entertainment 52

The Big Picture

JUNE 16, 2025

Barry Ritholtz : And footnote Roger Lowenstein, when genius failed, is so instructive, not just because of the things you are referring to, failing to learn from history, the danger of leverage and, you know, tiny inefficiencies. He was going to repeal Obamacare and give us a big beautiful healthcare system. The same mistakes.

Math 52

Math Finance Investments Marketing 52

Barry Ritholtz

OCTOBER 3, 2023

It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. He knows how to manage risk, and he knows how to trade for a profit for a p and l. And occasionally people are gonna argue about, Hey, who has this loss? Or who has this profit? He knows how to run a team.

Marketing 112

Marketing Banking Treasury Profit and Loss 112

Barry Ritholtz

DECEMBER 24, 2024

These are ethically compromised executives who are just hell bent on increasing profits by any means necessary. By the time I left that beat in 2019, every single corporate boardroom I spoke to every CEO, every banker in industrials, healthcare, every industry was worried about Amazon. And these are not nice people. Toughen up.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Profit and Loss Retail Advertising 52

CFO News Room

FEBRUARY 2, 2023

Stay safe out there! * * * • “China Covid: Coffins sell out as rural losses mount” [ BBC ]. Now it’s in Science …. * * * • “House bill seeks to end CMS’ COVID-19 vaccine rule for healthcare facilities” [ Becker’s Hospital Review ]. • It’s easy to imagine a future without corrupt a s. Not a “rule.”

Advertising 130

Advertising Profit and Loss Healthcare Numbers 130