CFO News Room

JANUARY 17, 2023

Finally, I looked at firms based upon price to book ratios as of January 1, 2022, as a rough proxy for growth/maturity, and at net debt to EBITDA multiples, as a measure of indebtedness: In this crisis, the conventional wisdom has held, at least so far, with mature companies holding their values better than growth companies.

Economics 130

Economics Valuation Treasury Forecasting 130

PYMNTS

JULY 5, 2018

History, though, is often wonderfully contradictory, even contrarian, and as the internet age matures, it is becoming more difficult to imagine digital life without the benefit of television. Samba also offers digital tags that let companies figure out who visits their websites after ads appear.

Marketing 44

Marketing Manufacturing Entertainment Technology 44

Musings on Markets

MARCH 19, 2022

While the value crowd, bereft of victories for a long time, may be inclined to do a victory dance, it is worth noting that the same phenomenon occurred between February and March of 2020, at the start of the COVID crisis, but that growth companies quickly recouped their losses and finished ahead of mature companies by the end of 2020.

Economics 100

Economics Valuation Treasury Forecasting 100

Musings on Markets

DECEMBER 10, 2023

From Alfred Sloan at General Motors to Jack Welch at General Electric to Steve Jobs at Apple, there is a history of CEOs being tagged as superstars (and indispensable to the organizations that they head), in successful companies. Time will tell, but it is not an implausible claim.

Valuation 113

Valuation Profit and Loss Entertainment Investments 113