Barry Ritholtz

JULY 11, 2023

JOHNSON: Yes, except that we do have a fiduciary trust, which is a high net worth business. And it’s always nice to have a lending arm when you have a high net worth business. I could do my own taxes. JOHNSON: Exactly, the tax… RITHOLTZ: The negative on a mutual fund is phantom taxes. JOHNSON: Just do it.

Mergers and Acquisitions (M&A) 85

Mergers and Acquisitions (M&A) Investments Finance Technology 85

PYMNTS

FEBRUARY 10, 2020

The jousting over eCommerce taxes — especially for U.S. Last week in India, the government proposed a tax on eCommerce transactions that will likely increase operating costs for sellers large and small. The tax, technically known as “Tax Deducted at Source” (TDS), is sent directly to an account held by the central government.

eCommerce 70

eCommerce Banking Sales Retail 70

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.

Valuation 113

Valuation Profit and Loss Entertainment Investments 113

Barry Ritholtz

OCTOBER 10, 2023

Can I just tag along? Tax cuts and fiscal stimulus, what’s not gonna be good for 00:25:03 [Speaker Changed] Equities. Preventing so, so they stop giving money for bed nets to prevent malaria in Africa and they start giving money to anthropic or whatever, to, to, to AI out people who, who are thinking about AI risk.

Math 60

Math Profit and Loss Numbers Marketing 60

Barry Ritholtz

APRIL 25, 2023

We of course can continue to negotiate around the fringes and help mitigate risk and optimize the transaction to fit a more ideal tax structure. HAMBURGER: And then they don’t look at the tax structure, right? RITHOLTZ: Went from churn and burn to net and forget. RITHOLTZ: Hey, the deal could always fall apart in legal.

Mergers and Acquisitions (M&A) 60

Mergers and Acquisitions (M&A) Compliance Investments Finance 60

Barry Ritholtz

MAY 16, 2023

Some guy pitches me on a series Q, or whatever they were doing back then, of Cars Direct, which was like … RITHOLTZ: I recall that. LINDZON: Cars Direct was like a hot late stage, end of the bubble era, where you could sell cars at a loss, but we’ll do it in volume. Anyways, the bubble ends… RITHOLTZ: Cars Direct goes tank.

Leverage 111

Leverage Investments Valuation Finance 111

CFO News Room

JANUARY 24, 2023

In a note to me, Hauser summed up the case against Zients: ‘Biden at his best has picked battles with corporate America, from the tax plan funding the IRA to appointing regulators like Rohit Chopra, Gary Gensler, and Lina Khan to take on predatory behavior. The price tag was just shy of $9,000 — a reduced rate. An iron octagon? —

Manufacturing 130

Manufacturing Construction Economics Banking 130