CFO News Room

JANUARY 12, 2023

For others, it can be the portion of their capital with the longest time horizon (pension fund savings or 401Ks, if you are a young investor, for example), where they believe that any losses on risk capital can be made up over time. There are two macro factors that will come into play, and both are in play in markets today.

Investments 130

Investments Profit and Loss Treasury Marketing 130

CFO News Room

JANUARY 17, 2023

In this section, I will begin by looking at the bond market effects and then move on to equities and other asset classes, starting by looking at the localized reaction (for Ukranian and Russian securities) and then the global ripple effects. I revisited my valuation of the index, with the updated values: Spreadsheet to value the S&P 500.

Economics 130

Economics Valuation Treasury Forecasting 130

Musings on Markets

DECEMBER 2, 2020

Setting the Table As with any valuation, the first step in valuing Airbnb is trying to understand its history and its business model, including how it has navigated the economic consequences of the COVID. That said, though, it is worth peeking under the hood to see how this business model plays out as revenues and earnings.

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

Musings on Markets

NOVEMBER 1, 2023

As the price dropped below $200 today (October 30,2023), I decided that it was time for me to revisit and revalue the company, taking into account the news, financial and other, that has come out since my last valuation in January 2023, and to understand the dueling stories that are emerging about the company.

Valuation 114

Valuation Profit and Loss Numbers Sales 114

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

By The Numbers. Grubhub reported a net loss of $5.2 DoorDash raised $250 million in new funding in 2018, and quadrupled its valuation to $4 billion. Securities and Exchange Commission (SEC) for its upcoming public offering. Investor reaction to the disappointment was swift and brutal. million or $.06 million or $.60

Profit and Loss 59

Profit and Loss Forecasting Valuation Budgeting 59

Musings on Markets

JULY 1, 2022

For others, it can be the portion of their capital with the longest time horizon (pension fund savings or 401Ks, if you are a young investor, for example), where they believe that any losses on risk capital can be made up over time. There are two macro factors that will come into play, and both are in play in markets today.

Marketing 88

Marketing Investments Profit and Loss Treasury 88

Musings on Markets

MARCH 19, 2022

In this section, I will begin by looking at the bond market effects and then move on to equities and other asset classes, starting by looking at the localized reaction (for Ukranian and Russian securities) and then the global ripple effects. to 25% for the Eurozone.

Economics 100

Economics Valuation Treasury Forecasting 100

PYMNTS

FEBRUARY 8, 2019

By The Numbers. Grubhub reported a net loss of $5.2 DoorDash raised $250 million in new funding in 2018 and quadrupled its valuation to $4 billion. Securities and Exchange Commission for its upcoming public offering. Investor reaction to the disappointment was swift and brutal. million or $.06 million or $.60

Profit and Loss 40

Profit and Loss Forecasting Valuation Budgeting 40

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

Musings on Markets

SEPTEMBER 19, 2023

Customers get the time-savings and convenience from having grocery shopping (and delivery, if chosen) done for them, but they pay in the form on both delivery fees and a service charge of 5-10% of the bill, depending on the store picked and the number of items in the basket.

Profit and Loss 102

Profit and Loss Valuation Advertising Investments 102

CFO News Room

NOVEMBER 5, 2022

In the next post, I will use Facebook’s most recent earnings surprise to talk about inconsistencies in how accountants categorize corporate spending, and why these inconsistencies can skew investors perceptions of corporate profitability and financial health. billion in the third quarter of 2022. .

Marketing 130

Marketing Advertising Profit and Loss Investments 130

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

Musings on Markets

NOVEMBER 4, 2022

In the next post, I will use Facebook's most recent earnings surprise to talk about inconsistencies in how accountants categorize corporate spending, and why these inconsistencies can skew investors perceptions of corporate profitability and financial health. billion in the third quarter of 2022.

Advertising 98

Advertising Profit and Loss Investments Marketing 98

Barry Ritholtz

JULY 24, 2023

The fact that you’ve got declining risk appetite, declines are prolonged, deep and valuations mean revert. The second, and what’s interesting about that period, is the fact that valuations actually peaked in 1961. MIAN: Valuations are ebb and flow. But number two is from a demographic standpoint.

Construction 52

Construction Marketing Valuation Investments 52

CFO News Room

FEBRUARY 5, 2023

Given the historical roots of the biggest Indian family groups, the Adani Group has been a recent entrant, not making the top ten list (in terms of either operating metrics like revenues or market-based numbers like market capitalization or enterprise value) as recently as ten years ago, and barely making the top ten list five or six years ago.

Marketing 130

Marketing Investments Auditing Restructuring 130

Musings on Markets

FEBRUARY 4, 2023

Given the historical roots of the biggest Indian family groups, the Adani Group has been a recent entrant, not making the top ten list (in terms of either operating metrics like revenues or market-based numbers like market capitalization or enterprise value) as recently as ten years ago, and barely making the top ten list five or six years ago.

Investments 100

Investments Valuation Auditing Restructuring 100

CFO News Room

JANUARY 8, 2023

I will use this section to clarify what free cash flows are trying to measure, how they get used in investing and valuation, and the measurement questions that can cause measurement divergences. and which ones to include (cash acquisitions, foreign exchange gains or losses etc.).

Valuation 130

Valuation Profit and Loss Forecasting Investments 130

Musings on Markets

OCTOBER 25, 2022

I will use this section to clarify what free cash flows are trying to measure, how they get used in investing and valuation, and the measurement questions that can cause measurement divergences. 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

Barry Ritholtz

MARCH 21, 2023

But within the market, the so-called security markets line is pretty much entirely flat and has been in sample and out of sample for a ridiculously long amount of time, in a ridiculously large amount of places. You can use this in a number of ways. And that’s a pretty good number. RITHOLTZ: Okay. RITHOLTZ: Okay.

Profit and Loss 64

Profit and Loss Valuation Forecasting Investments 64

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 56

Profit and Loss Investments Marketing Securities 56

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. They announced a $640 million loss and ouch. And 00:28:03 [Speaker Changed] That’s an amazing number. The visibility on earnings they grew but they stayed profitable as, as they grew.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103

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 114

Valuation Education Finance Investments 114

PYMNTS

MARCH 7, 2016

Lately, though, they’re probably tossing and turning over the difficulties with raising capital coupled with the simultaneous descent of their venture’s valuations. And whether, if one and two come true, there’s a business model underneath all of it to profit from. ARE WE SOLVING THE RIGHT PROBLEMS FOR THE RIGHT PEOPLE?

Banking 46

Banking Profit and Loss Retail Manufacturing 46

Barry Ritholtz

NOVEMBER 7, 2023

 The transcript from this week’s, MiB: Zeke Faux, Number Go Up , is below. Zeke Fox’s book number go up inside crypto’s Wild Rise and staggering. Zeke Faux: 00:02:38 Yes, and I mean the title of the book number go up Inside Crypto’s Wild Rise and Staggering Fall. Little bit giveaway.

Numbers 60

Numbers Profit and Loss Banking Finance 60

Barry Ritholtz

FEBRUARY 20, 2024

’cause L-I-B-O-R was probably the most important number, certainly in credit, maybe in all of finance. And so you had a situation where you could take big positions in the euro dollar market, affect the price and the cash market and actually make a profit. He said, oh, it’d take at least two or three weeks, really?

Treasury 56

Treasury Marketing Economics Banking 56

CFO News Room

NOVEMBER 5, 2022

We also have a number of articles on taxes and end-of-year planning: The importance for advisors of understanding current RMD rules to ensure their clients take the proper distributions (and avoid a 50% penalty in the process!). Pundits continue to expect “SECURE 2.0” Enjoy the ‘light’ reading! Author: Adam Van Deusen. Team Kitces.

Mergers and Acquisitions (M&A) 130

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