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Return on Equity, Earnings Yield and Market Efficiency: Back to Basics!

Musings on Markets

The first was the response that I received to my last data update , where I looked at the profitability of businesses, and specifically at how a comparison of accounting returns on equity (capital) to costs of equity (capital) can yield a measure of excess returns.

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Transcript: Lisa Shalett, CIO Morgan Stanley

Barry Ritholtz

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. Because you were not just in the investing side, correct. As baby analysts.

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Investing Politics: Globalization Backlash and Government Disruption!

Musings on Markets

As businesses have globalized, consumers and investors have had no choice but to follow, and the things we buy (from food to furniture) and the companies that we invest in all reflecting these global influences. That crisis exposed the failures of the expert class, leading to a loss of trust that has never been recovered.

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Six Flags, Rivian, Bumble, Coinbase, Dutch Bros and more

CFO News Room

related investing news. after the company reported a smaller-than-expected quarterly loss and said its production would remain on track despite supply chain snafus. AstraZeneca – The pharmaceutical company added 6.6% after it raised full-year profits, pointing to strong sales among its cancer drugs. from 14.9%.

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Cognitive/AI Business Spending Expected To See Strong Growth

PYMNTS

Spending on cognitive and artificial intelligence (AI) systems is expected to see continued strong growth as businesses invest in projects in those areas. Two areas of focus for the investments include conversational AI applications and deep learning and machine learning applications. billion in 2022, more than three times the $24.0

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Invisible, yet Invaluable: Valuing Intangibles in the Birkenstock IPO!

Musings on Markets

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.

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Shares In Jumia Technologies Tumble After Q1 Results

PYMNTS

Shares in African eCommerce company Jumia Technologies took a dive on Monday (May 13) after Q1 losses were reported to be bigger than the year before, according to a report from Bloomberg. The firm became well-known after it targeted Valeant , a pharmaceutical firm. The company’s Q1 operating losses increased to 45.5