PYMNTS

FEBRUARY 7, 2020

Things were a bit more active on the Amazon front, with a big infrastructure investment pushing its market cap back over the $1 trillion line, a new B2B financing partnership with Goldman Sachs potentially in the offing and its expanding stores and services menu. Market Cap Watch: Back to the Trillionaire Club With Logistic Investments.

eCommerce 52

eCommerce Benchmarking Restructuring Credit Risk 52

PYMNTS

MARCH 23, 2018

Lazarus leveraged computer technology for inventory before most, which enabled him to discover trends faster than his competitors in the 1980s. What’s certain is that the company started cutting back on its stock and struggled — along with every other retailer — in the face of rising eCommerce popularity. Slow Decline Sets in.

Leverage 49

Leverage Restructuring Sales Planning 49

Barry Ritholtz

MARCH 7, 2023

So I was relating asset prices to GDP growth, to investment growth, to default rest, to factors like this. VASSALOU: In the case of value versus growth, it’s more related to the level of GDP growth and investment growth, and the different sectors of the economy. VASSALOU: I think it’s much more nuanced. VASSALOU: Yeah.

Investments 64

Investments Marketing Economics Risk Management 64

Barry Ritholtz

MARCH 27, 2023

I wanted to see the world, and whether it was investment banking, or basket weaving really had absolutely no bearing on my decision. RITHOLTZ: You describe what we now call junk bonds, we used to call high yield, what we now call distressed investing, we used to call vulture investing. But it was very tiny. RITHOLTZ: Right.

Investments 109

Investments Restructuring Profit and Loss Finance 109

CFO News Room

FEBRUARY 5, 2023

The India Rising story hit some turbulence last week, as one of its biggest corporate success stories, the Adani Group, was hit with a report from Hindenburg Research, an investing group that specializes in targeting and shorting companies that it believes have dubious accounting and business practices.

Marketing 130

Marketing Investments Auditing Restructuring 130

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

Musings on Markets

FEBRUARY 4, 2023

The India Rising story hit some turbulence last week, as one of its biggest corporate success stories, the Adani Group, was hit with a report from Hindenburg Research, an investing group that specializes in targeting and shorting companies that it believes have dubious accounting and business practices.

Investments 100

Investments Valuation Auditing Restructuring 100

Barry Ritholtz

SEPTEMBER 5, 2023

MILLER: Don’t want to hear, and they’re invested in the old way, and in fact, when I started going negative on the market, I remember being in a “New York Times” front page story about prices dropping X percent, and I remember a real estate brokerage CEO to remain nameless called me and said, “What are you doing?

Sales 52

Sales Marketing Numbers Construction 52

Barry Ritholtz

JUNE 20, 2023

We looked at everything from retail to nursing homes to hospitals to insurance companies to manufacturers. It’s only later, or at least in the book you described it that way, it’s only later that it’s household brands and retailers and names we know. This wasn’t a mom-and-pop investment. RITHOLTZ: Right.

Healthcare 56

Healthcare Finance Marketing Retail 56

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. How fundamental was that to your learning about investing, trading risk management, starting with futures? It had gone from a fairly, fairly heavy retail business to a very institutional business. Made sense.

Marketing 107

Marketing Treasury Banking Profit and Loss 107

CFO News Room

JANUARY 19, 2023

More than 33 percent of the firms reported declines in activity, exceeding the 24 percent that reported increases.” * * * Retail: “Shopper Rebellion Against Higher Prices Helps Slow Inflation” [ Wall Street Journal ]. Silbert is a 46-year-old finance veteran who began his career working on restructurings and dealing with downturns.

Manufacturing 130

Manufacturing Advertising Economics Planning 130