PYMNTS

MARCH 27, 2019

On-demand workspace startup WeWork has secured significant funding from investors and has aggressive plans for global expansion, but the company’s losses are ballooning, according to reports in The New York Times this week. According to the company’s latest financial disclosure, the firm’s losses have hit $1.9

Profit and Loss 43

Profit and Loss Startups Valuation Securities 43

CFO News Room

JANUARY 8, 2023

It is never pleasant to be in the midst of a market correction, but a market correction does operate as a cleanser for excesses that enter into even the most disciplined investors’ playbooks in the good times. and which ones to include (cash acquisitions, foreign exchange gains or losses etc.).

Valuation 130

Valuation Profit and Loss Forecasting Investments 130

CFO News Room

DECEMBER 23, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Congress appears poised to pass “SECURE Act 2.0”, a series of measures that will have significant impacts on the world of retirement planning. And notably, while no single change in SECURE 2.0

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Valuation Securities 130

PYMNTS

JULY 7, 2020

The stock market swings can be confusing. . And the series of “down rounds” seem to imply there is a growing disconnect between public and private market valuations. NASDAQ.com noted that at the midpoint of that range, the implied valuation was about $1.4 billion valuation. billion valuation.

Profit and Loss 52

Profit and Loss Valuation Startups Marketing 52

CFO News Room

NOVEMBER 5, 2022

Morningstar has joined an increasingly competitive market of direct indexing platforms for advisors and their clients. Pundits continue to expect “SECURE 2.0” Why the torrid pace of RIA mergers and acquisitions activity seen in recent years could slow down in the current market and interest rate environment. Team Kitces.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Valuation 130

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. All Equity, All the time!

Investments 63

Investments Banking Valuation Profit and Loss 63

PYMNTS

SEPTEMBER 9, 2020

The target valuation points to the high expectations for the company, whose technology aims to handle large volumes of data. The Financial Times said that the Snowflake investments would mark “a rare venture into the enterprise technology market by Warren Buffett after a failed bet on IBM” earlier in the decade. million.

Profit and Loss 75

Profit and Loss Valuation Investments Sales 75

Musings on Markets

OCTOBER 25, 2022

It is never pleasant to be in the midst of a market correction, but a market correction does operate as a cleanser for excesses that enter into even the most disciplined investors' playbooks in the good times. and which ones to include (cash acquisitions, foreign exchange gains or losses etc.) What is Free cash flow (FCF)?

Valuation 92

Valuation Profit and Loss Forecasting Investments 92

Musings on Markets

SEPTEMBER 19, 2023

After years of rumors of an imminent IPO, Instacart has finally filed for a public offering of it’s shares, aspiring to raise about $600 million from markets, at a pricing of about $9-$10 billion for its equity. On the profitability front, the grocery business operates on slim margins, at every level.

Profit and Loss 102

Profit and Loss Valuation Advertising Investments 102

Musings on Markets

JULY 1, 2022

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.

Marketing 88

Marketing Investments Profit and Loss Treasury 88

PYMNTS

JULY 5, 2020

While the rest of the company’s divisions have been touted as highly-profitable, it now appears to be just a show, the report found. But such profits did not exist, the Times reported. A special audit conducted late last year by KPMG and seen by the paper revealed the profits appear to have existed largely on paper.

Auditing 68

Auditing Profit and Loss Valuation Accounting Firms 68

PYMNTS

DECEMBER 4, 2020

Securities and Exchange Commission (SEC) on Friday (Dec. Digital rival Chewy has seen its shares go up in excess of 150 percent this year, with a market value of $30.3 The pet retail chain is also moving towards profitability after net losses the past two years. It has also narrowed its losses by 77 percent to $20.3

Profit and Loss 66

Profit and Loss Valuation Sales Retail 66

Global Finance

MAY 10, 2024

Manufacturing shows promising signs of recovery while nearshoring and friendshoring in new markets are becoming stronger trends. Doussin, Hogan Lovells: National security and geopolitical concerns can greatly affect FDI. Bolwijn, UNCTAD: More projects are moving closer to their final markets. At an estimated $1.37

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Manufacturing Profit and Loss Investments 52

PYMNTS

APRIL 1, 2019

As of Friday (March 29), Lyft had a market valuation of higher than $22.25 While investors applauded the business model and timing of the ride-hailing company, there are concerns about its lack of profitability. Lyft set a record in terms of the company having the most losses in the year leading up to its IPO.

Profit and Loss 46

Profit and Loss Valuation Startups Securities 46

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

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

PYMNTS

MARCH 27, 2019

If it does price its shares higher, the ride-hailing startup could have a valuation of more than $23 billion, which is at the high end of the previous target. While there is a lot of interest in Lyft, there are also concerns about its lack of profitability. Lyft had losses of $911 million in 2018.

Profit and Loss 40

Profit and Loss Planning Startups Valuation 40

PYMNTS

DECEMBER 24, 2020

market for initial public offerings (IPOs) had a banner year in 2020 despite the pandemic — or perhaps because of it. Here are a few of the more noteworthy ones, listed in order of valuation at the time of going public: 1. The company also reported a $23 million profit for the second quarter — its first black ink in history.

Profit and Loss 92

Profit and Loss Valuation eCommerce Planning 92

PYMNTS

MARCH 13, 2019

Securities and Exchange Commission (SEC) documents, and by speaking with CEO Sacha Poignonnec. The company’s valuation, share price and timeline have yet to be determined, but if all goes well, Jumia will be the first African tech startup to list on a major global exchange. Reports confirmed the news via U.S.

eCommerce 51

eCommerce Profit and Loss Startups Valuation 51

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 Marketing Treasury 130

Jedox Finance

JULY 11, 2023

Conversely, late adoption and omissions will pose challenges such as a reduction in market share, blacklisting, and severe penalties. This is particularly evident when considering how ESG key performance indicators (KPIs) are closely related to aspects in a profit and loss (P&L) statement and significantly impact financial outcomes.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Compliance Profit and Loss 52

PYMNTS

AUGUST 29, 2019

The word “subscription” appears more than 200 times in the Peloton S-1, which was filed with the Securities and Exchange Commission on Monday (Aug. Is it all enough to support a valuation that is (at least at the last capital raise) in the billions of dollars? million net loss in the previous year. Membership Data.

Profit and Loss 62

Profit and Loss Sales Valuation Marketing 62

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. By the start of 2020, Airbnb had already become one of the largest players in its market of vacation and travel rentals, a sign of success, but also a crimp on future growth.

Profit and Loss 52

Profit and Loss Valuation Investments Numbers 52

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. billion rescue, and also said it had taken its valuation of the beleaguered workspace company down by 80 percent, to around $5 billion at the end of the most recent quarter.

Profit and Loss 40

Profit and Loss Valuation Education Currencies 40

Cube Software

MAY 11, 2023

The answers—based on different sources of data like market research or historical sales information—guide internal decision-making to promote regular, sustainable growth as well as create contingency plans for worst-case or best-case scenarios. Pro forma statements are also used to secure financing. What will our finances look like?"

GAAP 40

GAAP Financial Planning and Analysis (FP&A) Profit and Loss Accounting Principles 40

Musings on Markets

MARCH 19, 2022

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 increase in default spreads was not restricted to foreign markets, as fear also pushed up spreads in the corporate bond market.

Economics 100

Economics Valuation Treasury Forecasting 100

Musings on Markets

FEBRUARY 4, 2023

The History The Adani Group, founded by Gautam Adani, started life as a commodity trading partnership business in Gujarat, and listed on stock markets in 1994, as Adani Exports, with a large chunk of its revenues coming from its operation of a local port in Mundra, with a subsequent entry into the edible oil business.

Investments 100

Investments Valuation Auditing Restructuring 100

Barry Ritholtz

APRIL 11, 2023

 The transcript from this week’s, MiB: Aswath Damodaran: Valuations, Narratives & Academia , is below. You’re known as the dean of valuation. He said, oh, dean of valuation, it’s easier to say. So let’s start with the question, what led you to focus on valuation? RITHOLTZ: Right. And I said, why?

Valuation 115

Valuation Education Finance Numbers 115

PYMNTS

FEBRUARY 8, 2019

If bad days are measured by declines in stock market prices, then yesterday (Feb. Grubhub reported a net loss of $5.2 Grubhub operates in an increasingly challenging market. DoorDash raised $250 million in new funding in 2018, and quadrupled its valuation to $4 billion. 7) was a really bad day for Grubhub. By The Numbers.

Profit and Loss 59

Profit and Loss Forecasting Valuation Budgeting 59

Musings on Markets

AUGUST 15, 2023

After the rating downgrade, my mailbox was inundated with questions of what this action meant for investing, in general, and for corporate finance and valuation practice, in particular, and this post is my attempt to answer them all with one post. For an investment to be risk free then, it has to meet two conditions.

Investments 80

Investments Currencies Treasury Hurdle Rate 80

Barry Ritholtz

MARCH 12, 2024

Sean Dobson has really had a fascinating career as a real estate investor, starting pretty much at the bottom and working his way up to becoming a investor in a variety of mortgage backed securities, individual homes, commercial real estate, really all aspects of the finding, buying and investing in, in real estate. Anything else?

Profit and Loss 57

Profit and Loss Investments Marketing Securities 57

Musings on Markets

NOVEMBER 4, 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.

Advertising 98

Advertising Profit and Loss Investments Marketing 98

PYMNTS

JUNE 25, 2018

The 2018 Q1 saw a combined valuation of VC investments nearing $50 billion — the fourth quarter in a row where VC funding has surpassed $45 million, KPMG noted. Though a startup could secure millions in venture capital funding, it could still take years to turn a profit. ”

Startups 52

Startups Banking Profit and Loss Healthcare 52

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

FEBRUARY 8, 2019

If bad days are measured by declines in stock market prices, then yesterday (Feb. Grubhub reported a net loss of $5.2 Grubhub operates in an increasingly challenging market. DoorDash raised $250 million in new funding in 2018 and quadrupled its valuation to $4 billion. 7) was a really bad day for Grubhub. By The Numbers.

Profit and Loss 40

Profit and Loss Forecasting Valuation Budgeting 40

Barry Ritholtz

JULY 24, 2023

He brings a fascinating approach and a bit of an outlier, contrarian way of looking at the world that has allowed him to identify specific changes in what’s taking place in the economy, in the markets, and essentially provide a helpful sounding board to many of the world’s best investors. the biggest risk in markets is ego.

Construction 52

Construction Marketing Valuation Investments 52

Barry Ritholtz

MARCH 21, 2023

So your doctoral thesis asserted that consistently beating market averages was attainable by exploiting both value and momentum. Because, you know, there’s this constant fight in academia, if you believe something works, does it work because markets are efficient in its compensation for risk, or for behavioral reasons?

Profit and Loss 65

Profit and Loss Valuation Forecasting Investments 65