Investments Manufacturing Profit and Loss Valuation 
Musings on Markets
NOVEMBER 9, 2021
If you are interested, you can see my valuations from 2014 , 2016 and 2017. The automobile business has been in trouble for quite a while, struggling with anemic revenue growth in the aggregate, and abysmal profit margins, with even the very best in the group struggling to earn returns that match, let alone beat, their costs of capital.
Nerd's Eye View
APRIL 3, 2024
As has been the case for the past several quarters, the prevailing characteristic of the economy is one of bifurcation, with interest rate-sensitive sectors remaining in a recession (as evidenced by the manufacturing sector's 16-month-long contraction), while the services sector (which accounts for nearly 80% of U.S. GDP) continues to expand.
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Musings on Markets
FEBRUARY 8, 2024
That bias notwithstanding, these seven companies have been extraordinary investments, not just in 2023, but over the last decade, and there are lessons that we can learn from looking at the past. First, let's look at the performance of these seven stocks in 2023, when their collective market capitalization increased by a staggering $5.1
Musings on Markets
DECEMBER 10, 2023
Of course, and with small businesses, especially those built around personal services (a doctor or plumber’s practice), it is part of the valuation process, where the key person is valued or at least priced and incorporated into valuation. Who is a key person?
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. Sustained Profitability, with Cycles! From High Growth to Maturity!
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.
Barry Ritholtz
DECEMBER 5, 2023
And that was very important because when this was the dawning of what is now a big analyst program across the country in all banks and investment banks. There was no m and a departments in any investment bank really until the very late seventies. And I was fortunate to be accepted to both. That’s pretty reason.
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