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McKinsey’s Koller: Valuation Isn’t Broken—Expectations Are

Global Finance

Global Finance : To what extent does geography play a role in affecting a company’s valuation? There’s no inherent valuation. From a corporate valuation perspective, they’re not particularly interesting. GF: Are there certain basic mistakes that happen at a company that hurts valuation or leads to their failure?

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Technology as a Value Creator for Private Equity Portfolio Companies

E78 Partners

Technology is reshaping private equity (PE) by enabling portfolio companies to achieve operational efficiency, revenue growth, and higher valuations. The technology function is now emerging as an indispensable partner in driving sustainable value creation and competitive advantage.

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DeepSeek crashes the AI Party: Story Break, Change or Shift?

Musings on Markets

The AI story, before DeepSeek The AI story has been building for a while, reflecting the convergence of two forces in technology - more computing power, often in smaller and smaller packages, and the accumulation of data, on technology platforms and elsewhere. What is it that makes the DeepSeek story so compelling?

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ATM: Valuation is an Exercise in Faith with Aswath Damodaran

Barry Ritholtz

 ATM: Valuation is an exercise in faith with Aswath Damodaran. Full transcript below. ~~~ About this week’s guest: Professor Aswath Damodaran of NYU Stern School of Business is known as the Dean of Valuation. . ~~~ About this week’s guest: Professor Aswath Damodaran of NYU Stern School of Business is known as the Dean of Valuation.

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Increasing Efficiency with Private Equity and Technology

E78 Partners

The coming together of private equity and technology is redefining how organizations operate, innovate, and compete. For private equity backed firms, adopting cutting-edge technological solutions is not just an advantageits a necessity for maximizing efficiency, driving growth, and maintaining a competitive edge.

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Marvell Technology, Horizon Therapeutics, DoorDash and more

CFO News Room

Marvell Technology Group. Check out the companies making headlines before the bell: Marvell Technology (MRVL) – The chip maker’s stock slid 4.9% ” RBC praises the delivery service’s execution and management but says it is uncomfortable with the current valuation given the potential for order deceleration.

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Valuation and Corporate Governance Consequences

CFO News Room

billion and predicted operating margin of 25% in that year reflected my optimistic take for the company, with substantial reinvestment (in acquisitions and technology) needed along the way (as seen in my reinvestment). Note that I am capitalizing R&D expenses to give the company healthier margins right now, to begin my valuation).

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