Nerd's Eye View

NOVEMBER 30, 2023

While the expectation is often that investing in these solutions will enhance efficiency, advisor capacity, and margins without proportionally increasing costs, the reality is that they typically have a modest impact on profitability (with no more than an estimated 10% margin of improvement).

Math 73

Math Communication Investments Technology 73

Barry Ritholtz

MAY 25, 2023

Regardless, I find DKE to be an incredibly useful tool that helps explain many of the individual errors we see in investing. Gaze, The Conversation, May 23, 2023 Math Professor Debunks the Dunning-Kruger Effect By Eric C. Perhaps its rise in pop culture is to blame).

Math 126

Math Finance Investments 126

PYMNTS

AUGUST 12, 2016

This, Ciabarra notes, is a notable difference in bottom line for small and medium sized businesses on tight margins – that requires essentially no investment or upgrade – or marketing costs – just willingness to participate in a virtual world that someone else maintains.

Math 47

Math Retail Sales Education 47

Barry Ritholtz

SEPTEMBER 10, 2022

That it was essential to success, not just in the arts, but science, business strategy and investing. KCP Group ). • Your Career Is Just One-Eighth of Your Life : Five pieces of career advice, shaped by economics, psychology, and a little bit of existential math. ( Here are some of the most interesting things I found. (

Math 121

Math Finance Economics Investments 121

Barry Ritholtz

JUNE 24, 2023

You need to understand how math, statistics and probabilities work. And you need the emotional discipline to stick with a reasonable investment strategy from manias to panics and everything in between. ( To be a successful investor you need to possess a number of different traits.

Math 104

Math Advertising Investments Securities 104

Barry Ritholtz

JANUARY 17, 2023

While declining interest rates have been responsible for stock growth (at least at the extremes), interest rate changes don’t always determine our investment destiny. Fisher Investments ) but see also Mapping the Death of NYC’s Cheap Slice : Inflation is ratcheting up the price of pizza in New York City. What does though? CityLab ). •

Math 97

Math Startups Sales Investments 97

Barry Ritholtz

FEBRUARY 10, 2023

Huddle Up ) Be sure to check out our Masters in Business interview this weekend with Rick Rieder , Chief Investment Officer of Global Fixed Income at BlackRock , Head of the Global Allocation Investment Team, and Senior Managing Director. Businessweek ) • The Super Bowl’s Most Reliable Stock Market Indicator?

Math 65

Math Manufacturing Investments Technology 65

PYMNTS

JULY 14, 2017

The big-box giant has invested a lot of resources into the digital experience this year, hoping to compete with Amazon, and revealed new back-to-school shopping tools Thursday. Back-to-school season is about to put Walmart’s revamped online ordering system to the test.

eCommerce 40

eCommerce Investments Math Education 40

PYMNTS

SEPTEMBER 4, 2020

We will continue to invest in upgrading our e-commerce capabilities to support both our retail partners and [our] own platform and continue to invest in creating fantastic physical brand experiences for shoppers and fans.”.

Math 64

Math Education Retail eCommerce 64

Barry Ritholtz

JULY 20, 2023

But just do the math: Would you prefer to give up 67 basis points (RWM’s dollar-weighted average fee is ~0.67%) or would you prefer to give up 30% of your gains PLUS pay an annual 0.79% fee for the TJUL ETF? My obvious bias is that my advisory firm charges clients to create financial plans and manage their assets.

Math 74

Math Planning Sales Retail 74

CFO News Room

FEBRUARY 6, 2022

Yes, TIPS may have a role to play in many portfolios, investment pros say. Introduced in 1997, TIPS stayed largely under the radar in the investment universe for years as inflation remained subdued. What investment strategies are you using in the face of rising prices? in January to 7% in December. SHARE YOUR THOUGHTS.

Treasury 130

Treasury Securities Valuation Math 130

PYMNTS

NOVEMBER 10, 2020

“On average, our customers will see a 20 percent lift in approvals and a 30 percent reduction in charge-offs just by deploying better math,” de Vere said. Those are the kind of numbers that explain why Zest received a $15 million investment last week from software developer Insight Partners. 15M In New Funding . ML Is ‘Where It’s At’.

Math 138

Math Credit Risk Compliance Banking 138

Barry Ritholtz

MARCH 31, 2023

Embattled First Republic Bank is no longer searching for a buyer as investment advisors and company executives seek to repair the company’s balance sheet before any sale might take place, FOX Business has learned. ( It’s how the world’s most valuable company built a better way of listening to Mozart and Beethoven.

Math 61

Math Banking Economics Securities 61

Barry Ritholtz

MAY 15, 2023

My back-to-work morning train WFH reads: • Ken Griffin’s Hand-Picked Math Prodigy Runs Market-Making Empire : Citadel Securities CEO Peng Zhao left for college at age 14, caught Griffin’s eye early in his career and built systems now mopping up market share. Social Leverage recently launched its 4th fund.

Math 57

Math Concentration Construction Leverage 57

PYMNTS

AUGUST 21, 2020

a Minneapolis-based investment bank and financial services company, told Pension & Investments (P&I) he expects branch closures and job cuts. Brian Kleinhanzl, an analyst at New York investment bank Keefe, Bruyette & Woods, told P&I job cuts would likely come in the company’s asset management division.

Math 57

Math Investments Banking 57

PYMNTS

JULY 16, 2019

The round was led by Updata Partners, with participation from existing investors including MATH Venture Partners, which led Built In’s previous two funding rounds. It also plans to boost investments in its core product and increase opportunities for professional development.

Math 40

Math Investments Technology Planning 40

Generation CFO

JANUARY 28, 2022

However, when he didn’t secure a senior contract at Bradford City, he left that path behind and went on to study maths at University. This transparency also helps build consensus-based scenario planning, where decisions can be explored and talked about before they’re enacted.

CFO 200

CFO Math Concentration Finance 200

Michigan CFO

JULY 13, 2021

Losses down, even though they keep investing heavily around the world.” Regardless of how complex or sophisticated the business is, math is math. Jason Calacanis, an early Uber investor, congratulated the company on Twitter for continuing to grow its sales while cutting its loss from $991 million in the previous quarter.

Profit and Loss 52

Profit and Loss Math Sales CFO 52

PYMNTS

SEPTEMBER 8, 2020

Byju's works to simplify math and science for kids through games and videos, according to Bloomberg, catering to students between kindergarten and 12th grade. Byju's has seen considerable investment activity, including from Facebook's Mark Zuckerberg's Chan Zuckerberg Initiative and Naspers. Byju's valuation is now at about $10.8

Education 53

Education Math Valuation Investments 53

Barry Ritholtz

OCTOBER 17, 2023

  The transcript from this week’s MiB: Graeme Forster, Orbis Investments , is below. Barry Ritholtz] This week on the podcast, I have an extra special guest, Graham Foster’s pm at Orbis Investment Management. They have a truly unique approach to investing. So I, I did a math degree at Oxford, which is more pure math.

Investments 52

Investments Valuation Math Numbers 52

PYMNTS

APRIL 13, 2017

It’s about the overall experience,” explained C2FO Managing Director Amanda Mathes in a recent conversation with PYMNTS. “A An impressive 71 percent said they will be investing more in logistics technologies, while nearly two-thirds said they’re planning an increase in analytics investments.

Math 47

Math B2C Retail B2B 47

PYMNTS

NOVEMBER 1, 2018

Walmart India revealed that it is investing about $500 million to open 47 new stores by 2022. “A typical store needs anywhere between $9 [million] to $10 million in terms of investment. .” “A typical store needs anywhere between $9 [million] to $10 million in terms of investment. So you can do the math.

Math 51

Math eCommerce B2B Investments 51

Barry Ritholtz

AUGUST 29, 2023

My Two-for-Tuesday morning train WFH reads: • Stock Pickers Never Had a Chance Against Hard Math of the Market : In years like this one, when just a few big companies outperform, it’s hard to assemble a winning portfolio. Businessweek ) but see With cash earning 5%, why risk money on the stock market?

Treasury 52

Treasury Math Economics Sales 52

PYMNTS

JUNE 6, 2017

From some guy’s garage in San Francisco, a group of math nerds has grown into one of the world’s finest-tuned machine learning operations. SigOpt now helps optimize fraud detection and investments like beer brewing and even the manufacturing of synthetic rhino horns. PYMNTS: What has been the biggest hurdle?

Math 67

Math Startups Manufacturing Advertising 67

Future CFO

NOVEMBER 29, 2023

I can vividly remember my first high school economics class, that was when I first realized that math wasn’t only theoretical. Building a world-class finance team demands a strategic investment in nurturing talents, shaping their expertise, and adapting swiftly to the ever-changing financial landscape.

Finance 52

Finance Leadership Auditing Math 52

PYMNTS

OCTOBER 22, 2018

Everybody can do the maths. In a recent survey, 80 percent of companies reported that Brexit has had a negative impact on investment decisions, while almost two-fifths (39 percent) said they would launch contingency plans if there was no clarity by next month. It is very open and very transparent.

Math 65

Math Leadership Planning Investments 65

PYMNTS

NOVEMBER 26, 2019

The curriculum will include practice tests and tailored content focused on math, physics, chemistry and biology. To remedy this, uLesson is offering an app-based home education kit for students that includes a dongle, SD card and a set of headphones. The venture has already created 3,000 animated videos for core subjects.

Education 71

Education Startups Math Planning 71

PYMNTS

AUGUST 20, 2019

So it is investing in its own order and delivery technology, including GPS tracking technology that would be rolled out by the end of the year. The math just doesn’t work for restaurants. This will be an innovation step that will bring even further transparency to the experience of tracking an order,” Allison said last month.

Math 49

Math Sales Technology Investments 49

The Finance Weekly

FEBRUARY 23, 2022

Breaking down the Math. Investors want the most accurate data possible, and without it, trust or actual investments may be harmed. A study by the University of Baltimore and Excel-based FP&A company, , DataRails , lays out the full economic costs of businesses sticking with manually prepared financial reports.

Financial Planning and Analysis (FP&A) 83

Financial Planning and Analysis (FP&A) Profit and Loss Budgeting Math 83

Barry Ritholtz

FEBRUARY 6, 2024

I love finding these people who are just absolute rock stars within their space that most of the investing public probably is not familiar with, haven’t heard about them. Tremendous track record, unusual background comes from computer science and software and, and pivoted into quantitative investing. Really fascinating guy.

Valuation 52

Valuation Investments Finance Math 52

Barry Ritholtz

SEPTEMBER 19, 2023

Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. Previously she was Chief Investment Officer at various state pension funds, including Maryland and Hawaii. I, I found this to be really an intriguing conversation with somebody who, whose investment charge is unconstrained. Two reasons.

Investments 57

Investments Math Risk Management Benchmarking 57

Adam Kae

OCTOBER 29, 2020

You'll need to do some math to understand: where your breakeven is. Invest more in new technology? Models, Forecasts, Calculations, Oh My! how many of your patients are in-network. how much your rate should increase to profit more for your practice. Think about what your practice's goals are. Do you want to grow more? Pay off debt?

Math 52

Math Forecasting Leverage Investments 52

PYMNTS

JUNE 14, 2016

The firm said via release that the latest funding brings the cumulative investment in the firm to date to just under $13 million. It’s simple math.”. We are here for good, referring to the building of a long-term sustainable business but one which also ensures we leave our users better off today than we found them yesterday.

Securities 52

Securities Math Marketing Sales 52

Barry Ritholtz

MARCH 20, 2024

At the Money: Benefits of Quantitative Investing (March 20, 2024) Throughout history, investing has been a lot more “Art” than “Science.” For most of the last century, investing was a lot more art than science. As it turns out, there are ways you can use data to your advantage, even if you’re not a math wizard.

Investments 61

Investments Benchmarking Valuation Math 61

PYMNTS

JULY 20, 2018

Capital One delivered another quarter of strong financial performance as we continued to invest to grow and drive our digital transformation,” Fairbank said in a statement. “We We saw credit improvement across our businesses, and growth math is now helping overall domestic credit card trends.”. The company reported earnings of $1.9

Profit and Loss 40

Profit and Loss Math Banking eCommerce 40

Barry Ritholtz

FEBRUARY 2, 2023

The investment was pitched as a nearly risk-free opportunity to earn annual returns of 50 percent by lending money to slip-and-fall victims awaiting checks after the settlement of their lawsuits.” emphasis added) The red flags were there for anyone who could put their greed aside and simply focus on the math.

Treasury 25

Treasury Math Investments Sales 25

Barry Ritholtz

SEPTEMBER 19, 2022

He has a fascinating background in technology and software, and is interested in all sorts of interesting things, ranging from climate change to humanism, to the huge transitions that humans have gone through as a species and what it means to society, investing, scarcity and just the quality of life that we will enjoy as a species.

Valuation 118

Valuation Investments Marketing Technology 118