PYMNTS

JULY 12, 2018

Companies with an edge of data — including information, for instance, that can show how consumers behave in certain locations, shops and commerce situations — can provide that edge that often leads to a sale in this fiercely competitive world of digital retail. Different Methods. It helps me keep my engineers honest,” he joked.

Advertising 40

Advertising Math Construction Education 40

Barry Ritholtz

JANUARY 9, 2024

And so the thing we were doing was sort of solving like often securities law or tax or accounting problems for people with like derivatives. So like a component of it was like the standard derivatives math, right? And so like, you know, I got there and I learned derivatives math, right? Everything is securities fraud.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Finance Math Banking 52

CFO News Room

DECEMBER 5, 2022

Read the analysis about these announcements in this month’s column, and a discussion of more trends in advisor technology, including: eMoney Advisor launches a new Explore feature that helps clients move past just planning for their goals and instead have the opportunity to see what other goals might even be possible in the first place.

Planning 130

Planning Technology Valuation Communication 130

Barry Ritholtz

MAY 30, 2023

And so these were two stories, maybe three, before I’m 9-years-old of bad economics, bad culture, and a bad business plan. Different risk tolerance and different business plan. Because then I knew what the wholesale rate was and the retail rate. They have a dumb business plan. RITHOLTZ: Right.

Economics 57

Economics Education Profit and Loss Banking 57

Barry Ritholtz

AUGUST 29, 2023

Few people are in a position to see what’s going on in the world of investing, whether it’s institutional or retail, better than Vanguard CIO. I did an internship in the summer at Citibank Securities in fixed income sales and trading. And Greg Davis just does an amazing job. I think you will also. And you’re right.

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

DECEMBER 6, 2022

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. It has to be such a different set, the retirement planning is different, the safety net is different. And definitely, their retail market participation is significantly lower than you can see in the U.S.

Investments 61

Investments Marketing Numbers Risk Management 61

Barry Ritholtz

FEBRUARY 13, 2023

So the idea being, you know, that we could analyze, dissect companies anywhere from, you know, senior securities, secured down to distressed. Was that something you were planning on doing or — RIEDER: No. So I think there are 4,800 equities, different securities globally. RITHOLTZ: Is that how you ran R3?

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Investments Marketing Education 57

PYMNTS

OCTOBER 16, 2017

A launch date was planned. The ability to use an anonymous single currency to power a decentralized, permissionless distributed ledger operating over the public internet where miners compete to solve the math problems that enable the processing of transactions is a remarkable innovation. Crowds had assembled for the launch. In concept.

Currencies 71

Currencies Concentration Financial Systems Investments 71

Barry Ritholtz

MARCH 27, 2023

Was that where you plan to go? I invest less because I’m interested in what widgets a company does, and more in the capital structure and how to position yourself, what the other guy is going to do at the bond level or senior secured level, and how to position yourself to make money. But let’s roll back a little bit.

Investments 110

Investments Restructuring Profit and Loss Finance 110

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

Barry Ritholtz

DECEMBER 12, 2023

And I was a math nerd as a kid. And the division that I was in was below plan. ’cause bad things can happen to undifferentiated retailers. It’s what the much maligned retail investor was doing. And the value line has all these statistical patterns. They announced a $640 million loss and ouch. Real money.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103

Barry Ritholtz

JULY 31, 2023

Was the plan always to cover finance? I was hired to cover, I think, securities litigation or insurance regulation, something like truly technical and awful. RITHOLTZ: Retail just is nothing at all. hey, there’s no retail, order online. Wait, you’re selling video games in retail shops in malls?

Treasury 52

Treasury Economics Retail Entertainment 52

PYMNTS

MAY 11, 2016

From a retail industry perspective, while the wedding of two middle-aged people is as blessed an event as any other, the specifics of such an occasion do not occur at a frequency that would justify a company building its business model around it. The Knot used math to determine its most recent average cost of a wedding in the U.S.

Math 40

Math Retail Advertising Planning 40

PYMNTS

JULY 14, 2017

But firms, before the merger cancellation was announced, noted that continued spending in that manner was not a sustainable future plan. . Prime numbers may have been confusing in high school math, but here they are the type of numbers that make retailers smile. Fizzle: Biometric Data: Nothing’s sacred in security, it seems.

Advertising 40

Advertising Math Startups Forecasting 40

Barry Ritholtz

NOVEMBER 15, 2022

We’re in the business of sitting in between asset owners, financial advisors, institutions, retail and asset managers, right, the BlackRock, State Street, PIMCO’s of the world, and helping them understand each other. RITHOLTZ: And security is a huge one. RITHOLTZ: Okay. Sort of like a financial think tank? NADIG: Yeah.

Finance 108

Finance Investments Math Marketing 108

Barry Ritholtz

MAY 16, 2023

LINDZON: So first year at ’01, ‘02, you have Apple and they blew out the store model, the retail model, which no one thought. And I’m like, dad, I found I need 25 grand to get going and my dad said send me a business plan. LINDZON: No, so obviously, I did the business plan, I’m kidding. RITHOLTZ: Right.

Leverage 112

Leverage Investments Valuation Finance 112

Barry Ritholtz

SEPTEMBER 26, 2022

But unfortunately, just as the product came to market, the whole Atari game market blew up, and retailers didn’t want any new products. The math never seems to work out. CASE: Well, when we decided to do a road trip, we planned this for more than six months in advance. How long does each entrepreneur get?

Mergers and Acquisitions (M&A) 65

Mergers and Acquisitions (M&A) Startups Investments Healthcare 65

Barry Ritholtz

OCTOBER 3, 2023

You’re doing a lot of math in your head on the Fly. I’m doing, I’m doing an awful lot of math in my head on the fly. It had gone from a fairly, fairly heavy retail business to a very institutional business. And that’s how we created the securities division. We now had the securities business.

Marketing 108

Marketing Treasury Banking Profit and Loss 108

Barry Ritholtz

SEPTEMBER 26, 2022

“ Elon Musk says he would reverse Twitter’s Trump ban “ Don’t buy a new gasoline car unless you’re planning to get rid of it in just a few years, which is kind of dumb, because then you’re eating the depreciation. Amazon in retail… Especially when it’s consumer facing and depends on traffic.

Math 129

Math Manufacturing Education Leverage 129