CFO News Room

JANUARY 18, 2023

Even though we live in an age where user platforms and hyper revenue growth can drive company valuations, that adage remains true. The largest sector, in the US, in terms of market capitalization, is information technology and I have argued that tech companies age in “dog years” , with compressed life cycles.

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Marketing Hurdle Rate Investments Accounting 130

Musings on Markets

FEBRUARY 27, 2022

Even though we live in an age where user platforms and hyper revenue growth can drive company valuations, that adage remains true. The largest sector, in the US, in terms of market capitalization, is information technology and I have argued that tech companies age in "dog years" , with compressed life cycles.

Hurdle Rate 80

Hurdle Rate Investments Accounting Entertainment 80

Barry Ritholtz

NOVEMBER 8, 2022

Railways were this revolutionary technology that was going to change the world, going to change civilization, the speed with which people — roughly at the same time, remember Mary Meeker of Morgan Stanley — RITHOLTZ: Sure. What valuations will we place upon the house that we’re purchasing? CHANCELLOR: Exactly.

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Valuation Finance Investments Banking 57

Barry Ritholtz

MAY 21, 2024

They were both steeped in technology. And one of the worst performing factors has been valuation. And I think that’s wrong because valuation does matter. You know, it matters over a longer time period than maybe just the next day or two 00:30:10 [Speaker Changed] Valuation matters. My parents were both in high tech.

Finance 57

Finance Marketing Numbers Math 57

CFO News Room

NOVEMBER 8, 2022

” look at the Monte Carlo simulations, look at what is the hurdle rate. So, last year, valuations were high, interest rates were low. And I said, “Look, you’ve got to look at where we are with valuations, and you have to look at where the 10-year Treasury is at. Is it at 1.5%?

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Restructuring Planning Marketing Accounting 130