Musings on Markets

MAY 5, 2023

The overarching questions for us all are whether this crisis will spread to the rest of the economy and market, as it did in 2008, and how banking as a business, at least in the US, will be reshaped by this crisis, and while I am more a dabbler than an expert in banking, I am going to try answering those questions.

Banking 76

Banking Profit and Loss Securities Investments 76

CFO Simplified

AUGUST 7, 2023

On an annual basis, owners should secure a business valuation from a certified valuation expert to continually measure not only profits and losses, but also the amount of annual business value increase. To answer this question, they must rely on a certified valuation expert and wealth manager or financial advisor.

Valuation 98

Valuation Profit and Loss Planning Sales 98

PYMNTS

DECEMBER 4, 2020

Securities and Exchange Commission (SEC) on Friday (Dec. The number of shares and the pricing have not yet been released. . Pets are anticipated to stay popular, with the number of households with pets going up 4 percent in 2020 alone. The pet retail chain is also moving towards profitability after net losses the past two years.

Profit and Loss 66

Profit and Loss Valuation Sales Retail 66

PYMNTS

FEBRUARY 14, 2018

After a series of earning performances that left investors disappointed, OnDeck reported a profitable Q4. We believe OnDeck now has the right foundation from which to drive profitable growth and shareholder value.”. By the Numbers. Provision for loan losses was $34.4 percent of term loan originations.

Profit and Loss 40

Profit and Loss Risk Management Forecasting CFO 40

PYMNTS

AUGUST 31, 2020

Securities and Exchange Commission (SEC) into alleged poor management of the app, Bloomberg reported. That resulted in complainants losing thousands of dollars just as the pandemic was throwing the markets into flux. Others missed opportunities to profit.

Profit and Loss 72

Profit and Loss Securities Numbers Marketing 72

The Finance Weekly

MARCH 25, 2024

Safra Ada Catz Safra Ada Catz, the business leader overseeing ,, Oracle Corporation , a major tech company, handles key aspects like sales, marketing, finance, and legal matters. He held the position of Chief Financial Officer (CFO) at CBS Corporation, a major media player, for a good number of years. Ianniello Joseph R. as its CFO.

CFO 97

CFO Finance Forecasting GAAP 97

CFO News Room

JANUARY 12, 2023

As inflation has taken center stage, markets have gone into retreat globally, and across asset classes. In 2022, as bond rates have risen, stock prices have fallen, and crypto has imploded, even true believers are questioning what the bottom for markets might be, and when we will get there.

Investments 130

Investments Profit and Loss Treasury Marketing 130

PYMNTS

AUGUST 29, 2016

Blowing around last week was the revelation that Uber is good at lots of things, but as of yet, turning a profit isn’t quite one of them. Uber: Lots Of Patrons, Still Looking For A Profit. Gupta has reportedly told investors that second quarter losses are up, even in the U.S., where the firm reported a Q1 profit.

Profit and Loss 40

Profit and Loss Advertising Accounting Securities 40

PYMNTS

MAY 13, 2019

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. Jumia Technologies lost about 25 percent of its market value in just three sessions before Monday’s market opened. million a year prior.

Technology 40

Technology Profit and Loss Pharmaceutical eCommerce 40

PYMNTS

APRIL 25, 2016

which operates in a heretofore sexy industry — cybersecurity — came to market on Friday (April 22), listing its shares publicly. As The Wall Street Journal reported, the hope among tech firms was that a robust SecureWorks entrance to the public markets would indicate that some interest would be firming up in IPOs.

Securities 40

Securities Profit and Loss Valuation Investments 40

PYMNTS

JUNE 22, 2020

Securities and Exchange Commission (SEC) on Monday (June 22), the North Carolina-based company said it plans to raise $100 million. Still, nCino has yet to earn a profit. The company recorded net losses in fiscal 2018, 2019 and 2020 of $18.6 BofA Securities and Barclays are the managers for the proposed offering.

Profit and Loss 60

Profit and Loss Securities Banking Planning 60

Jedox Finance

SEPTEMBER 6, 2022

release makes the “big” and “little” things easier for you to report business progress, run routine tasks, and adapt models to your current market dynamics. Lastly, it’s now much easier to plan and configure secure virtual private network (VPN) connections for users accessing sensitive business data across the globe. Waterfall chart.

Planning 52

Planning Profit and Loss Forecasting Financial Analysis 52

Musings on Markets

NOVEMBER 9, 2021

I have been writing about, and valuing, Tesla for most of its lifetime in public markets, and while it remains a company that draws strong reactions, it is also one that I truly enjoy valuing. Tesla: The Back Story I first valued Tesla in 2013 , as a "luxury automobile company" and I have valued almost every year since.

Valuation 99

Valuation Profit and Loss Manufacturing Investments 99

Jedox Finance

OCTOBER 6, 2022

The profit and loss statement is one of the main parts of the annual statement that companies must prepare at the end of a financial year, along with the cash flow statement and accounting balance sheet. This article discusses influential factors, advantages, and common problems considering the profit and loss statement.

Profit and Loss 52

Profit and Loss GAAP Accounting Principles Accounting 52

Musings on Markets

MAY 7, 2023

I also used the banking framework to argue that good banks have stickier deposits, with a higher precent of these deposits being non-interest bearing, that they invest in loans and investment securities on which they earn interest rates that cover and exceed the default risk in these investments.

Investments 63

Investments Banking Valuation Profit and Loss 63

CFO News Room

JANUARY 6, 2023

While investing $2,000 to $3,000 can help you make progress towards any number of financial goals, there are situations where you may need to access your money in the near term. In any case, the investment options below will help you protect the principal of your investment while securing some return. Money Market Account.

Investments 130

Investments Accounting Finance Healthcare 130

PYMNTS

DECEMBER 24, 2020

market for initial public offerings (IPOs) had a banner year in 2020 despite the pandemic — or perhaps because of it. The company also reported a $23 million profit for the second quarter — its first black ink in history. However, GoodRx reported a $50 million Q3 loss in November, helping to send the stock partly back downward.

Profit and Loss 92

Profit and Loss Valuation eCommerce Planning 92

PYMNTS

FEBRUARY 20, 2019

LendingClub reported that loan originations were up double digits in the fourth quarter of 2018 , marked by growth in personal loans and auto loans in what the company termed as dynamic and competitive markets, and amid rising interest rates. 19) results looking for profitability in each of the year’s quarters. The top line of $181.5

Profit and Loss 57

Profit and Loss CFO Economics Securities 57

PYMNTS

MARCH 13, 2019

Securities and Exchange Commission (SEC) documents, and by speaking with CEO Sacha Poignonnec. We’re really focused on growing our existing business, leadership position, number of sellers and consumer adoption in those markets,” Poignonnec said. Though Jumia has not turned a profit so far, the company generated €93.8

eCommerce 51

eCommerce Profit and Loss Startups Valuation 51

PYMNTS

JUNE 30, 2019

He abused the trust placed in him and the senior position he held to profit from inside information.”. The charges stem from the massive data breach Equifax was hit by in 2017, which compromised the names, Social Security numbers, birth dates, and addresses of more than 145 million Americans. “BJay” Pak in a press release. “He

Profit and Loss 43

Profit and Loss Securities Numbers Marketing 43

CFO News Room

NOVEMBER 5, 2022

Investors, used to a decade of better-than-expected earnings and rising stock prices at these companies, have been blindsided by unexpected bad news in earnings reports, and have knocked down the market capitalization of these companies by hundreds of billions of dollars in the last few weeks.

Marketing 130

Marketing Advertising Profit and Loss Investments 130

CFO Strategic Partners

OCTOBER 6, 2021

Since the onset of the pandemic, many materials have become more difficult to secure, causing inventory problems. Not surprisingly, an overwhelming number of organizations who participated in the survey are struggling with staffing shortages and inability to find talent to optimize profits.

CFO 52

CFO Profit and Loss Healthcare Construction 52

PYMNTS

JULY 6, 2020

With the global pandemic continuing to cause market disruptions, the opportunities for fraudsters remain on the rise. Researchers found that furloughed employees are widely reporting that their bosses have asked them to continue to conduct their normal work duties despite being furloughed in order for their employers to secure funding.

Accounts Payable 59

Accounts Payable Profit and Loss B2B Invoicing 59

PYMNTS

JUNE 30, 2019

He abused the trust placed in him and the senior position he held to profit from inside information.”. The charges stem from the massive data breach Equifax was hit by in 2017, which compromised the names, Social Security numbers, birth dates, and addresses of more than 145 million Americans. “BJay” Pak in a press release. “He

Profit and Loss 40

Profit and Loss Securities Numbers Marketing 40

PYMNTS

JUNE 12, 2018

In the early days of online lending, the big appeal was access to funds for potential borrowers with few, if any, options for securing capital. The move comes in the face of growing evidence that the loans they have sold and secured have not quite performed up to par. ” Will those securities pay? Pushing For Quality.

Profit and Loss 46

Profit and Loss Securities Sales Investments 46

PYMNTS

JANUARY 14, 2020

In terms of headline numbers, the banking giant reported earnings per share of $2.57, up 21 percent year on year and well above the $2.35 But drilling down a bit, to get a sense of the state of the consumer, retail banking saw fourth-quarter profit rise by about 5 percent to $4.2 The consumer is doing just fine. billion, down from $1.5

Profit and Loss 52

Profit and Loss Healthcare Banking CFO 52

PYMNTS

JANUARY 14, 2020

In terms of headline numbers, the banking giant reported earnings per share of $2.57, up 21 percent year on year and well above the $2.35 But drilling down a bit, to get a sense of the state of the consumer, retail banking saw fourth-quarter profit rise by about 5 percent to $4.2 The consumer is doing just fine. billion, down from $1.5

Profit and Loss 52

Profit and Loss Healthcare Banking CFO 52

CFO News Room

JANUARY 17, 2023

As the world’s attention is focused on the war in the Ukraine, it is the human toll, in death and injury, that should get our immediate attention, and you may find a focus on economics and markets to be callous. The Market Reaction. Bond Markets and Default Risk. Equity Markets and Equity Risk Premiums. The Lead In.

Economics 130

Economics Valuation Treasury Forecasting 130

Musings on Markets

DECEMBER 2, 2020

In this post, I will argue that there are good reasons for Airbnb's IPO timing, and make my first attempt at valuing this latest entrant into public markets. Acquisitions : As the number of hosts and guests on Airbnb have climbed over the years, the company has invested in building a more robust platform for its rentals.

Profit and Loss 52

Profit and Loss Valuation Investments Numbers 52

PYMNTS

AUGUST 26, 2016

The numbers were all pointing the wrong direction for Sears in Q2 — revenue fell 8.8 Apart from falling figures, Sears also announced it will receive $300 million of additional debt financing secured by a junior lien against inventory, receivables and other working capital. Profit was $208 million ($1.84 Sears didn’t.

Profit and Loss 40

Profit and Loss Manufacturing CFO Finance 40

PYMNTS

FEBRUARY 8, 2019

If bad days are measured by declines in stock market prices, then yesterday (Feb. By The Numbers. Grubhub reported a net loss of $5.2 Grubhub operates in an increasingly challenging market. Securities and Exchange Commission (SEC) for its upcoming public offering. 7) was a really bad day for Grubhub. million or $.06

Profit and Loss 59

Profit and Loss Forecasting Valuation Budgeting 59

PYMNTS

MARCH 1, 2017

There’s a war going on in the digital world, one that most consumers are unaware of, despite the impact it could have on their money and their privacy — a battle between fraudsters and security providers over account takeovers. billion in losses last year. Account takeovers accounted for more than $2.3

Accounting 56

Accounting Profit and Loss Securities Investments 56

Barry Ritholtz

DECEMBER 5, 2023

The transcript from this week’s, MiB: Michael Fisch, American Securities , is below. Michael Fish is co-founder and CEO of American Securities. I found this conversation to really be intriguing and I think you will also, with, with no further ado, my discussion with American Security, CEO, Michael Fish.

Mergers and Acquisitions (M&A) 69

Mergers and Acquisitions (M&A) Investments Valuation Numbers 69

PYMNTS

JUNE 8, 2018

based Immersive Labs for its cyber security war games demonstrates the enduring appeal of that adage. Businesses have long played war games (certain veterans might take issue with the use of “war” to describe issues related to profit and loss, but capitalist society long ago embraced the idea that “business is war”).

Profit and Loss 60

Profit and Loss Communication Transportation Leverage 60

PYMNTS

NOVEMBER 8, 2019

The problem with large investments – the type that run into the billions of dollars – is that just as gains can be astronomical, the losses can be devastating. WeWork never made it to market. There are any number of tech unicorns that have been grounded post-IPO, among them Slack , Lyft, Uber and Peloton.

Profit and Loss 40

Profit and Loss Valuation Education Currencies 40

PYMNTS

JUNE 5, 2019

The six people authorities say ran the ring would then sell the stolen phones on the black market, getting away with the scam for years.”. The scheme involved what the report called “untold numbers of customers whose accounts were used by the ring, as well as the (unnamed) carriers themselves, which typically bore the losses.”.

Profit and Loss 53

Profit and Loss Currencies Accounting Securities 53

PYMNTS

OCTOBER 28, 2016

faster – with 500 members)) and security (e.g. The Fed yesterday announced the formation of its Payments Security task force and has launched an online survey to collect comments on payment identity management, and data protection. 8 and responses will used to help determine just where efforts to improve security should lie.

Profit and Loss 43

Profit and Loss Leverage Securities Advertising 43