Barry Ritholtz

NOVEMBER 26, 2024

And find the entire musical playlist of At the Money on Spotify Responsible Crypto Investing Matt Hougan How should retail investors responsibly think about crypto? I’m Barry Ritholtz, and on today’s edition of At the Money , we’re going to discuss how retail investors can responsibly invest in crypto.

Investments 59

Investments Currencies Financial Systems Marketing 59

CFA Institute

MARCH 4, 2024

He developed and patented a private equity performance valuation methodology, is a former member of the GIPS Alternative Strategies Working Group at CFA Institute and the author of a Guide on Alternative Investments for CFA Society Italy.

Valuation 52

Valuation Economics Investments Retail 52

Global Finance

DECEMBER 26, 2024

BBVA , which wins two awards, for Best Bank Digital FX Platform (Overall) and Best FX Solution for SMEs, has created different FX platforms to suit the diverse needs of both wholesale and retail customers. An app tailor-made for SMEs (small and midsize enterprises) is currently available in Peru, Colombia, Spain, and Mexico.

Foreign Exchange 96

Foreign Exchange Banking Currencies Treasury 96

Musings on Markets

FEBRUARY 12, 2025

I am not an accountant, but I do rely on accounting statements for the raw data that I use in corporate finance and valuation. The list of industry group with the lowest margins are heavily tilted towards manufacturing and retail, the former because of the costs of making their products and the latter because of their intermediary status.

Hurdle Rate 74

Hurdle Rate Accounting Investments Economics 74

Barry Ritholtz

APRIL 29, 2025

There aren’t many people who have this sort of perspective and perch to see the world of investing from both an institutional and insurance based perspective and a long, long-term retail investment perspective. We learned everything, you know, across from accounting to auditing to, to tax and valuation.

Concentration 52

Concentration Investments Benchmarking CFO 52

Trade Credit & Liquidity Management

JUNE 26, 2025

Help us grow the T rade Credit & Liquidity Management community by sharing this Newsletter Share Industry & Market Insights Vendor Press Releases TCLM Bookshelf Valuation: Measuring and Managing the Value of Companies, 8th Edition — J.

Valuation 52

Valuation Finance Retail Accounting 52

Barry Ritholtz

JANUARY 27, 2025

We do have some, some penetration into the, we’ll say, wealth and retail channel globally. And so I would, I’d encourage folks that long term valuation should be based off an expectation of growth, an expectation that that sooner or later will turn into earnings, which will ultimately turn into cash flows.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Investments Leverage Marketing 59

The CFI Group

FEBRUARY 17, 2025

In this edition of the Consumer Goods & Retail Newsletter, we explore: S ubsectors such as Food and Leisure remain dominant, while the valuation of the textile & apparel subsector continues to recover. Together, we continue to shape the future of consumer goods and retail M&A.

Retail 52

Retail Valuation Economics Sales 52

Barry Ritholtz

MAY 27, 2025

I love retail. Or 00:46:09 [Speaker Changed] Retailers. And, and so my point to you is, is once we define the categories, dominance matters, somebody will own the reason the, the, the market is paying upwards of, has been paying upwards of $15 billion a valuation on kava. But, but I, I have to tell you. And I love food.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Investments Entertainment Numbers 52

Musings on Markets

AUGUST 19, 2024

In fact, the business life cycle has become an integral part of the corporate finance, valuation and investing classes that I teach, and in many of the posts that I have written on this blog. In 2022, I decided that I had hit critical mass, in terms of corporate life cycle content, and that the material could be organized as a book.

Corporate Finance 123

Corporate Finance Valuation Investments Finance 123

PYMNTS

NOVEMBER 24, 2020

According to people familiar with the discussions, the new valuation could hit as much as $70 billion or maybe as much as $100 billion, Bloomberg said. FinTech Stripe is considering a funding round to value it higher than the $36 billion it got on its last round, Bloomberg reports.

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PYMNTS

AUGUST 31, 2020

There’s a storm brewing in the Indian retail scene, with Amazon at its center. Over the weekend, Reliance Industries – the company owned by India’s richest man, Mukesh Ambani – purchased Future Group ’s 2,000 retail stores and the Big Bazaar grocery chain. Whole Foods has 497 stores. billion consumers. “At

Retail 105

Retail eCommerce Valuation Manufacturing 105

PYMNTS

NOVEMBER 14, 2018

billion valuation, the publication said. Last month, it was revealed that Instacart raised $600 million, giving it a valuation of $7.6 At that time, the company had a valuation of $4.35 We want to make grocery shopping effortless by helping our customers get the groceries they need from the retailers they love.

Valuation 62

Valuation Startups Retail Investments 62

PYMNTS

AUGUST 5, 2020

The 39 percent reduction came as investors rejected the company’s valuation, noting it should be priced as a consumer or financial company rather than a technology business, one of the sources said, according to Bloomberg. Rocket describes itself as the largest retail mortgage lender in the U.S.

Valuation 93

Valuation Construction Securities Retail 93

PYMNTS

OCTOBER 23, 2020

percent stake in Aditya Birla Fashion and Retail Limited (ABFRL), the company said in a statement on Friday (Oct. In September, rumors started circulating that Flipkart was making preparations for an initial public offering (IPO) with a $45 billion to $50 billion valuation. 1,500 crore) for a 7.8

Investments 99

Investments Retail Valuation eCommerce 99

PYMNTS

JANUARY 31, 2021

Honest was launched in 2012 and sells its products online and through 32,000 retail locations, according to the statement. In recent years, major retail players including Amazon , with its Earth + Eden diapers, and Walmart have entered into the business of selling high-end baby products.

Valuation 108

Valuation Retail Securities Investments 108

PYMNTS

JUNE 11, 2020

Instacart ‘s valuation is now almost $14 billion after a new funding round, the company announced in a press release. The company’s valuation is now $13.7 The round raised $225 million and was led by DST Global and General Catalyst. Existing investor D1 Capital Partners contributed as well. billion, the release states.

Valuation 63

Valuation Advertising Retail Technology 63

PYMNTS

OCTOBER 8, 2020

Instacart saw its valuation double to just over $17 billion, Kroger made its move on the prepared food market, Amazon brought its grocery business into the Prime Day fold while Whole Foods reports struggling to keep up with the post-pandemic boom town in grocery sales. Instacart's $200M Pick-Up and New $17.7B Whole Foods And The Food Boom.

Valuation 82

Valuation Sales Budgeting Marketing 82

PYMNTS

DECEMBER 15, 2016

According to the company, the app enables retailers to take advantage of Stripe at their physical locations and, at the same time, comply with EMV standards, which it said fills a liability gap among small business owners in the U.S. According to a recent Wall Street Journal report , Stripe has garnered a valuation of $9.2

Retail 70

Retail Valuation Startups Accounting 70

PYMNTS

AUGUST 21, 2020

But the payments and eCommerce industries saw plenty of news as well, from Apple reaching a $2 trillion valuation to the U.S. But while that’s still very much part of the company’s business, he said that Apple’s $2 trillion valuation is also about how much wider the company has set its sights in recent years.

Valuation 82

Valuation B2C B2B eCommerce 82

PYMNTS

AUGUST 10, 2020

10), Apple moved relentlessly closer to becoming the first public company on the planet with a $2 trillion valuation – though whether the tech giant’s stock price can maintain its current blistering pace is being debated by industry analysts. On Monday (Aug. Shares of Apple edged up 1.16 percent to $449.61 Shares of Apple edged up 1.16

Valuation 62

Valuation Sales Banking Securities 62

Global Finance

SEPTEMBER 5, 2024

Stockholm-based Klarna is believed to have a valuation of about $20 billion in advance of the IPO. Its status as a rising star in Europe’s fintech firmament took it to a valuation of $31 billion in March 2021, increasing to $45.6 billion in July of that year. billion in July 2022.

Sales 105

Sales Valuation Startups Finance 105

PYMNTS

DECEMBER 3, 2020

Online delivery platform Instacart is teaming up with regional Midwest retailer Meijer to provide same-day delivery of groceries. Customers rely on Instacart to get the groceries and goods they need from the retailers they love," Instacart President Nilam Ganenthiran said in a Thursday (Dec. 3) press release.

Retail 73

Retail Valuation Startups eCommerce 73

PYMNTS

MARCH 1, 2020

So far, Accolade has raised over $230 million with a valuation of roughly $620 million, according to PitchBook. million members in such sectors as media, technology, financial services, transportation, energy, and retail. The two firms have had an ongoing collaboration. .

Valuation 66

Valuation Startups Transportation Securities 66

PYMNTS

JANUARY 15, 2021

Poshmark saw its valuation more than double following its Nasdaq debut, with shares closing at $101.50, the Wall Street Journal (WSJ) reported on Thursday (Jan. Poshmark’s valuation is now over $3 billion, up from $1.25 FinTech installment lender Affirm more than doubled its valuation when it went public earlier this week.

Valuation 60

Valuation Startups eCommerce Sales 60

PYMNTS

FEBRUARY 6, 2020

In other published reports , Krim brushed aside the lower valuations, calling them “moments in time.”. billion valuation implied by its latest fundraising round. The recent closing price gives the company a market cap of less than $500 million, where once Casper had a $1.1

Valuation 52

Valuation eCommerce Retail Sales 52

PYMNTS

APRIL 24, 2019

The RealReal , an online retailer for authenticated luxury consignment, has authorized the sale of up to $70 million in new shares that could put its valuation at $1.06 Earlier this year, it was reported that the online retailer was considering an initial public offering (IPO) for later this year.

Valuation 55

Valuation Retail eCommerce Sales 55

PYMNTS

AUGUST 21, 2020

As it aims for an approximately $225 billion valuation, Ant Group intends to seek dual listings in Shanghai and Hong Kong in the weeks to come, Bloomberg reported, citing unnamed sources. A dual listing of $30 billion would come out ahead of the $29.4 billion take of Saudi Aramco per Bloomberg data.

Valuation 63

Valuation Planning Securities Retail 63

CFO News Room

DECEMBER 22, 2022

Starting in late January 2023, I will be back in the classroom, teaching valuation and corporate finance to the MBAs and valuation to the undergraduates, and these classes will continue through May 2023.

Marketing 130

Marketing Valuation Corporate Finance Finance 130

PYMNTS

JANUARY 27, 2020

forecasts that its initial public offering (IPO) valuation will be far under the approximate $1 billion it had for its most recent funding. The IPO would provide the company with a valuation of $768 million and would bring in $182.4 eCommerce mattress merchant Casper Sleep Inc. Casper , for its part, was valued at $1.1

Valuation 56

Valuation Profit and Loss eCommerce Forecasting 56

CFO News Room

NOVEMBER 16, 2022

As someone who has spent the last four decades talking, teaching and doing valuation that we have lost our way in valuation. Even as data has become more accessible and our tools have become more powerful, it is my belief that the quality of valuations has degraded over time.

Marketing 130

Marketing Valuation Advertising Numbers 130

PYMNTS

JUNE 11, 2020

Instacart ‘s valuation is now almost $14 billion after a new funding round, the company announced in a press release. The company’s valuation is now $13.7 The round raised $225 million and was led by DST Global and General Catalyst. Existing investor D1 Capital Partners contributed as well. billion, the release states.

Valuation 52

Valuation Advertising Retail Technology 52

CFO News Room

NOVEMBER 24, 2022

after the retailer said sales have slowed over the past few months. The apparel company pointed to a challenging retail environment and the impact of a stronger U.S. in the premarket after Citi upgraded the stock to neutral from sell, citing valuation. Nordstrom also cut its profit outlook for the fiscal year ending in January.

Profit and Loss 130

Profit and Loss Valuation Retail Sales 130

PYMNTS

OCTOBER 8, 2018

The companies aren’t saying what Klarna’s valuation is after the investment, but sources said $20 million is “much less than one percent of the company.”. “We It is expected to be live in 2019 across all of H&M’s 14 markets, with the U.K. and Sweden in the first phase of deployment.

Retail 68

Retail Valuation Leverage Economics 68

PYMNTS

AUGUST 5, 2020

That round was raised against a $1 billion valuation, leading Thrasio to claim that it is the fastest-ever U.S. Amazon sellers have seen such a spike during COVID-19 that it’s actually harder to agree on a valuation because, as he put it, “no one really knows what’s going to happen with the pandemic.”.

Valuation 134

Valuation Strategic Planning eCommerce Retail 134

PYMNTS

JANUARY 26, 2021

Flywire Said To IPO In Late 2021 With A $3 Billion Valuation. has tapped investment banks to gear up for an initial public offering (IPO) in 2021 that could provide the firm with an approximately $3 billion valuation, Reuters reported, citing unnamed sources. Payment processor Flywire Corp. Flywire is working with J.P.

Valuation 61

Valuation Technology Retail Investments 61

CFO News

APRIL 24, 2024

This round would take homegrown eyewear company Lenskart's valuation to over three times that of Warby Parker, a New York-based online retailer for spectacles and contact lens. Warby Parker listed on the NYSE late in 2022 and has a market capitalisation of around $1.55

Valuation 52

Valuation Investments Retail Marketing 52