Barry Ritholtz

APRIL 8, 2025

Lisa Shallet, chief Investment Officer at Morgan Stanley has had a number of fascinating roles in Wall Street, which is kind of amusing considering she had no interest in working on Wall Street, and yet she was CEO and chairman at Sanford Bernstein. Tell us what, what the career plans were. Lisa Shalett : Not at all. As baby analysts.

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Investments Profit and Loss Numbers 57

Global Finance

MARCH 4, 2025

The uncertainty and rapid changes in the global market required quick adaptation and strategic financial planning to ensure the stability and continuity of our operations. And we have ongoing important collaborations with other companies such as Boehringer Ingelheim and Veloxis Pharmaceuticals.

CFO 52

CFO Pharmaceutical Finance Risk Management 52

CFO Dive

JULY 9, 2025

On Tuesday, the president said he was planning to introduce tariffs of 50% on copper imports and levies “at a very, very high rate, like 200%” on pharmaceutical products, as reported by CFO Dive sister publication Supply Chain Dive. Respondents lowered projections for revenue, earnings and capital investments.

CFO 140

CFO Risk Management SAP Compliance 140

CFO News

JUNE 9, 2025

billion investment, despite Donald Trump’s warning against building there. India’s iPhone output has soared, helping exports surpass even pharmaceuticals. Apple and Foxconn are deepening their India bet with a $1.5 But shifting from China isn’t easy.

Pharmaceutical 40

Pharmaceutical Planning Investments 40

Barry Ritholtz

MAY 20, 2025

And the firm is really a very interesting mix of quantitative value-based and factor-based investing. What was the career plan? 00:01:42 [Speaker Changed] The career plan originally was urban development and transportation. People ask how does that relate to investing? It’s really none and all of the above.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Investments Transportation Numbers 52

PYMNTS

AUGUST 5, 2020

Alibaba Health Information Technology plans to pump the $1.3 billion it raised in a secondary offering on the Hong Kong stock exchange to expand its eCommerce pharmaceutical business as it rides a wave of growth amid the coronavirus.

Pharmaceutical 57

Pharmaceutical eCommerce Healthcare Leverage 57

CFO News

NOVEMBER 15, 2023

India's top oil and gas producer, ONGC, plans to invest approximately Rs 1 lakh crore in establishing two petrochemical plants to directly convert crude oil into high-value chemical products.

Pharmaceutical 52

Pharmaceutical Investments Planning Manufacturing 52

PYMNTS

APRIL 5, 2020

Two initial public offerings (IPOs) are testing investors’ appetites amid the coronavirus pandemic, according to statements from Zentalis Pharmaceuticals and WiMi Hologram Cloud. Zentalis Pharmaceuticals, a biotech group based in San Diego, California, raised about $165 million. It will also seek acquisitions and investments.

Startups 58

Startups Investments Pharmaceutical Advertising 58

PYMNTS

AUGUST 28, 2020

We have deep dives on retail’s digital D2C shift, blank-check companies, and DoorDash’s IPO plans. DoorDash Moves Ahead With Q4 IPO Plans. DoorDash , the San Francisco-based prepared food delivery service, is planning to go public by year’s end, after filing confidentially in February. Goldman Sachs Eyes Creating $2B Tech Fund.

Retail 83

Retail Planning Pharmaceutical eCommerce 83

CFO News

OCTOBER 8, 2023

Kotak Strategic Situations Fund (KSSF) plans to invest around ₹1,600 crore in the active pharmaceutical ingredients (API) business acquired by Nimmagadda Prasad. The fund will support the acquisition through a $200 million funding, provided through a mix of structured debt and equity.

Pharmaceutical 52

Pharmaceutical Investments Finance Planning 52

CFO News Room

NOVEMBER 11, 2022

In my last post, I used Facebook’s recent troubles to talk about the importance of corporate governance, and how we, as investors, have abandoned the power to change management at many younger tech companies in return for being able to invest in young tech companies, with growth potential and well-regarded founders.

Accounting 130

Accounting Marketing Advertising Valuation 130

CFO News

APRIL 1, 2024

Abu Dhabi's Mubadala Investment Company plans to expand in India's healthcare sector, seeking deals in the $200-500 million range. With a focus on pharmaceuticals, outsourced pharma services, and medtech, Mubadala aims to deploy capital meaningfully in India.

Healthcare 40

Healthcare Planning Pharmaceutical Investments 40

Global Finance

JUNE 4, 2024

Currency: Sri Lankan rupee Investment promotion agency: The Board of Investment of Sri Lanka (BOI) Investment incentives: All incentives are subject to approvals and registrations. The BOI approves private FDI and local investments. billion. .): billion GDP growth (2023): 4.5% Inflation: (April 2024): 1.5%

Economics 105

Economics Currencies Restructuring Foreign Exchange 105

CFO News

SEPTEMBER 19, 2023

The Indian government plans to modify the production-linked incentive (PLI) scheme for sectors such as pharmaceuticals, drones, and textiles to encourage investment and boost manufacturing. The changes include extending timelines for the pharmaceutical sector and adding additional products in certain sectors.

Pharmaceutical 52

Pharmaceutical Manufacturing Investments Planning 52

CFO News Room

NOVEMBER 6, 2022

Strong and trusting relationships allow the parties to share risks and rewards, invest in each other’s capabilities, and collaborate to achieve common goals. Take a pharmaceutical company that had outsourced its facilities management to a supplier for almost 25 years.

Pharmaceutical 130

Pharmaceutical Communication Accounting Economics 130

CFO News Room

NOVEMBER 13, 2022

Leaders under economic pressure will likely prioritize short-term measures of growth, so there will be a bias toward marketing tactics with a clearer return on investment, such as search, social, and e-commerce. This doesn’t have to mean cutting overall investment; it could involve simply redeploying resources to their highest and best use.

Budgeting 130

Budgeting Marketing Math Advertising 130

PYMNTS

MAY 15, 2019

” IBM continues to invest significantly in blockchain to mitigate friction in supply chains. That same year, IBM also directed its blockchain supply chain management efforts toward the pharmaceuticals sector, launching a solution to streamline procurement processes in partnership with Heijia.

Pharmaceutical 77

Pharmaceutical Investments Planning Technology 77

PYMNTS

OCTOBER 2, 2019

The company is also working on a “last mile” of transportation to expand its networks, and is planning to launch restaurant and grocery delivery as well as pharmaceuticals. Uber is also investing heavily in other ventures like food delivery, electric bikes and self-driving cars.

Pharmaceutical 75

Pharmaceutical Startups Transportation Leadership 75

PYMNTS

OCTOBER 27, 2019

is making investment plans for its second Vision Fund , Bloomberg reported. Sources have said that the Japanese conglomerate is reportedly in talks about funding Alto Pharmacy , a pharmaceutical delivery startup; Creator , which is focused on robotic burger-making; and Memphis Meats, a maker of lab-grown meat.

Investments 40

Investments Pharmaceutical Startups Planning 40

PYMNTS

APRIL 30, 2019

SoftBank is set to make a $1 billion investment in Latin American delivery app Rappi. Citing sources familiar with the matter, Bloomberg reported that the investment will probably be led by the newly formed Innovation Fund, which was launched by SoftBank Chief Operating Officer Marcelo Claure for technology investments in Latin America.

Pharmaceutical 60

Pharmaceutical Healthcare Valuation Investments 60

CFO News Room

NOVEMBER 16, 2022

In fact, I concluded the post by arguing that investors in Facebook were pricing in their belief that the billions of dollars the company had invested in the Metaverse would be wasted, and argued that Facebook faced some of the blame, for not telling a compelling story to back the investment.

Marketing 130

Marketing Valuation Advertising Numbers 130

PYMNTS

JUNE 1, 2020

BostInno reported that fundraising for new investments by venture capital and private equity firms was less but still evident. The company, which has offices in Waltham and Montreal, said it plans to create drugs that target the immune system’s first line of defense.

Startups 60

Startups Pharmaceutical Technology Investments 60

PYMNTS

MAY 4, 2020

It feels that way, he noted, because technologies do exist to begin mitigating and reversing some of the vulnerabilities the COVID-19 pandemic has exposed — something he knows firsthand since his company focuses on investments in firms developing innovative technological upgrades to the healthcare vertical. Breaking The Data Silos.

Healthcare 91

Healthcare Pharmaceutical Prioritization Investments 91

PYMNTS

MAY 8, 2020

Though it did not disclose how much it raised, Singapore FinTech platform Nium announced a new investment round led by Visa and several existing backers. The company said it plans to further build out its payments offering and continue to target SMBs, corporates and FIs as it expands throughout Europe, India, the U.K. and the U.S.

Securities 64

Securities Banking Startups B2B 64

Musings on Markets

NOVEMBER 10, 2022

In my last post, I used Facebook's recent troubles to talk about the importance of corporate governance, and how we, as investors, have abandoned the power to change management at many younger tech companies in return for being able to invest in young tech companies, with growth potential and well-regarded founders.

Accounting 98

Accounting Advertising Valuation Investments 98

Future CFO

MARCH 13, 2023

Gartner surveys looking to 2022 show that CFOs, controllers and heads of financial planning and analysis (FP&A) are all focused on digital initiatives that will lay critical groundwork for an autonomous future. Cedric Assaouloff , digital and innovation lead at R&D finance pharmaceutical company F.

Finance 98

Finance Financial Planning and Analysis (FP&A) Leadership Pharmaceutical 98

PYMNTS

NOVEMBER 29, 2018

Investment in Intelligence of Things (IoT) is expected to surge in the coming years, with companies projected to increase spending on the design, creation and operation of IoT solutions from $186.1 For Udelv , that means providing self-driving car-powered delivery services to grocery stores, pharmaceutical companies and more.

Pharmaceutical 69

Pharmaceutical Transportation Securities Technology 69

PYMNTS

DECEMBER 17, 2018

Careem Now will start with food delivery services in Dubai and Jeddah, but the company sees the service eventually expanding to include pharmaceuticals. Careem plans to invest a sizable amount of money into the new service – to the tune of $150 million. “We Careem plans to see similar growth with the new service.

Pharmaceutical 51

Pharmaceutical Planning Investments Marketing 51

Musings on Markets

NOVEMBER 15, 2022

In fact, I concluded the post by arguing that investors in Facebook were pricing in their belief that the billions of dollars the company had invested in the Metaverse would be wasted, and argued that Facebook faced some of the blame, for not telling a compelling story to back the investment.

Valuation 99

Valuation Advertising Numbers Investments 99

CFO Talks

AUGUST 15, 2024

Practical Steps: Invest in AI and Machine Learning : Utilize AI to automate routine tasks such as data entry, payroll processing, and even some aspects of compliance and risk management. Practical Steps: Scenario Planning : Regularly engage in scenario planning exercises to anticipate possible future situations.

CFO 52

CFO Finance Problem Solving Budgeting 52

PYMNTS

JANUARY 23, 2019

Munchery even offered monthly membership plans for its prepared, healthy meals, tying itself to the subscription eCommerce trend. Careem will now provide food delivery services in Dubai and Jeddah, but the company sees the service eventually expanding to include pharmaceuticals.

Pharmaceutical 72

Pharmaceutical Valuation Retail eCommerce 72

PYMNTS

JUNE 19, 2020

Amazon strictly prohibits counterfeit products and, in 2019 alone, invested more than $500 million and had more than 8,000 employees protecting its store from fraud and abuse, including counterfeiting and IP infringing products. “As In line with Amazon’s past joint litigation, Valentino will receive any proceeds from this suit.

Pharmaceutical 72

Pharmaceutical Sales Economics Accounting 72

PYMNTS

JANUARY 5, 2018

An impairment charge related to the retailer’s Chinese wholesale partner Guangzhou Pharmaceuticals also hurt profits. News of the impairment charge came after Walgreens announced it would invest in another Chinese partner , China National Accord Medicines. Following the purchase, Walgreens announced plans to close 600 stores.

Sales 52

Sales Pharmaceutical Retail Investments 52

Global Finance

SEPTEMBER 9, 2024

China’s strategy is characterized by centralized planning, with direct state funding funneling into specific AI projects and the development of national computing centers. Additionally, according to Dougherty, a vibrant private sector, fueled by significant capital investment, is effectively commercializing and refining AI applications.

Economics 111

Economics Construction Leverage Technology 111

PYMNTS

JULY 9, 2020

In an interview with Karen Webster, Truepill Co-Founder and President Sid Viswanathan and CEO Umar Afridi said that the staid pharmaceutical industry is due for a jolt from technology (specifically application programming interfaces or APIs), and a direct-to-consumer (DTC) focus. Call it the Amazonification of healthcare. How The RX Flows.

Healthcare 75

Healthcare Pharmaceutical B2B Leverage 75

Future CFO

AUGUST 30, 2021

Companies in the region plan to give employees larger rises next year as they recover from the economic fallout of the pandemic and face mounting challenges attracting and retaining employees, according to the latest Salary Budget Planning Report by the company. Average salary increases projected at 3.7% for 2021 and 3.7%

Pharmaceutical 40

Pharmaceutical Budgeting Manufacturing Forecasting 40

Musings on Markets

OCTOBER 6, 2023

The Rise of Intangibles While the debate about intangibles, and how best to value them, is relatively recent, it is unquestionable that intangibles have been a part of valuation, and the investment process, through history. With that said, it is clear that the debate about intangibles has become more intense in the last two decades.

Valuation 128

Valuation Profit and Loss Accounting Investments 128