Musings on Markets

OCTOBER 6, 2023

The resulting debate among accountants about how to bring intangibles on to the books has spilled over into valuation practice, and many appraisers and analysts are wrongly, in my view, letting the accounting debate affect how they value companies. So, how far has accounting come in bringing intangible assets on to balance sheets?

Valuation

Musings on Markets

NOVEMBER 10, 2022

That skewing can affect valuation and pricing judgments about these firms, and correcting accounting inconsistencies is a key step towards leveling the playing field. Accounting 101 I am not an accountant, and have no desire to be one, but I have used their output (accounting statements) as raw material in valuation and corporate finance.

Accounting

CFO News Room

JANUARY 18, 2023

Even though we live in an age where user platforms and hyper revenue growth can drive company valuations, that adage remains true. The numbers yield interesting insights. . The proverbial bottom line for success in business is the capacity to deliver profits, at least in the long term.

Marketing

PYMNTS

JANUARY 23, 2019

Munchery came on the scene in 2010, and hit a valuation of $300 million in 2015. Careem will now provide food delivery services in Dubai and Jeddah, but the company sees the service eventually expanding to include pharmaceuticals. You’ll benefit from the sheer number of eyes on the app that can find your restaurant.”

Pharmaceutical

Musings on Markets

FEBRUARY 27, 2022

Even though we live in an age where user platforms and hyper revenue growth can drive company valuations, that adage remains true. The numbers yield interesting insights. The proverbial bottom line for success in business is the capacity to deliver profits, at least in the long term.

Hurdle Rate

Future CFO

APRIL 11, 2021

But, in general, as investors deepen their understanding about the new economy businesses, their valuations are expected to return to a more reasonable level, Deloitte China added. This indicates a 14% fall in number of IPOs, but an 842% surge in proceeds against 37 IPOs raising HK$14.1 Report highlights. billion (US$1.8 billion (US$7.9

Marketing

PYMNTS

JANUARY 19, 2018

Coming in at number one is India’s Rivigo , a logistics company that announced $50 million in Series D funding; according to reports, the investment has nearly pulled the company into unicorn territory. Rivigo focuses its B2B services on delivery and logistics for various verticals across India, including eCommerce and pharmaceutical firms.

B2B

Musings on Markets

DECEMBER 10, 2023

Of course, and with small businesses, especially those built around personal services (a doctor or plumber’s practice), it is part of the valuation process, where the key person is valued or at least priced and incorporated into valuation. To estimate key person value, there are three general approaches: 1.

Valuation

CFO News Room

JANUARY 17, 2023

The implied equity risk premium, which started the year at 4.24%, was at 4.73% by March 16, and the expected return on equity, which was close to an all-time low at 5.75% at the start of the year, was now up to 6.92%, still lower than historical norms, but closer to the numbers that we have seen in the last decade. YouTube Video.

Economics

Musings on Markets

MARCH 19, 2022

The implied equity risk premium, which started the year at 4.24%, was at 4.73% by March 16, and the expected return on equity, which was close to an all-time low at 5.75% at the start of the year, was now up to 6.92%, still lower than historical norms, but closer to the numbers that we have seen in the last decade. to 25% for the Eurozone.

Economics

CFO News Room

FEBRUARY 2, 2022

I left HSBC Group at the end of 1999, and some friends of mine that I’d known a long time had came on — came out of the fixed income side at a number of investment banks, generally, top II-rated (ph) mortgage research and more — traders, fixed income salesman, and to raise third-party capital broker-dealers required. CONROD: Sure.

Investments

Barry Ritholtz

OCTOBER 8, 2024

And actually, interestingly, Joe was director of research there for a number of years before I moved on to start Perceptive. I’m 00:19:11 [Speaker Changed] Really intrigued by the concept at some of the big pharma, the big pharmaceutical companies and their pipeline. You know, valuation sense, 00:30:47 [Speaker Changed] Right.

Healthcare

Barry Ritholtz

DECEMBER 12, 2023

And because my mother and grandmother were looking at these trying to figure out what was going on, I was curious about the sea of numbers. And 00:28:03 [Speaker Changed] That’s an amazing number. 00:44:11 [Speaker Changed] Kathy would may have her own valuation, so, but I can’t replicate it myself.

Benchmarking

Barry Ritholtz

DECEMBER 14, 2022

I was thinking any number of things and mostly that I didn’t really know what I wanted to be when I grew up, but I was not kind of at all informed by, you know, gender norms that people asked me a lot about now, in particular how do you know a woman, how did you think about ending up in this thing? MCCARTHY: Yeah, absolutely.

Mergers and Acquisitions (M&A)

Barry Ritholtz

MARCH 14, 2023

Everybody wants to sell a company when they get a good valuation. So up 18 or 19 percent for the year, you see those spectacular numbers. Obviously, profits, very important to company valuation — BERNSTEIN: Absolutely. The other thing we do, Barry, is we group valuation as a sentiment indicator. BERNSTEIN: Correct.

Quantitative Analysis

Barry Ritholtz

DECEMBER 17, 2024

In addition to being a portfolio manager and running a number of mutual funds and ETFs, he is just a world-class technology investor who understands the sector like few other people do. And you want to get every, every number right? Doesn’t it deserve a, a richer valuation? I’m shocked it’s only 29%.

Technology