Barry Ritholtz

SEPTEMBER 19, 2022

He has a fascinating background in technology and software, and is interested in all sorts of interesting things, ranging from climate change to humanism, to the huge transitions that humans have gone through as a species and what it means to society, investing, scarcity and just the quality of life that we will enjoy as a species.

Valuation 117

Valuation Investments Marketing Technology 117

Nerd's Eye View

OCTOBER 17, 2022

In addition, we've also updated our popular "Master Conference List" of all financial advisor conferences in 2023, for both advisors looking for a wider range of events to attend (if you want to delve deeper into a particular topical area), and for vendors looking for more conferences to exhibit at!

Practice Management 80

Practice Management Education Budgeting Manufacturing 80

The Charity CFO

SEPTEMBER 18, 2023

We’ll cover topics like leveraging corporations, and influencers to further the mission of organizations and bringing awareness to the cause. For example, there is a misconception that nonprofits are organizations that barely get by with little resources, capital, and are simply teetering survival day in and day out.

Nonprofit 52

Nonprofit Leverage CFO Advertising 52

Musings on Markets

JANUARY 28, 2024

That said, and notwithstanding decades of research and debate on the topic, there are still wide differences in how risk is defined and measured. Second, in our zeal to measure risk with numbers, we have lost sight of the reality that the effects of risk are as much on human psyche, as they are on economics. What is risk?

Hurdle Rate 93

Hurdle Rate Concentration Investments Finance 93

Musings on Markets

JANUARY 11, 2024

By 1986, though, it was showing its age, more a collection of topics about institutions and types of securities, than a cohesive class. I balked at teaching this motley collection of topics and wanted to teach a class on valuation, but I was told that there was not enough stuff in valuation to fill a class.

Corporate Finance 128

Corporate Finance Valuation Finance Investments 128

CFO Leadership

APRIL 5, 2023

As a veteran-owned human capital firm, Chamberlain Advisors understands the unique value proposition veterans bring to private-sector firms. Register here to go deeper on this topic with us during an April 28 th virtual discussion. Military veterans weren’t impacted by COVID-19 in the same way. The contrast is stark.

Financial Modeling 95

Financial Modeling Leadership Finance CFO 95

CFO News Room

DECEMBER 22, 2022

Have fun : If you look at the joy that young children show when they learn something new, it is obvious that human beings enjoy learning (though our education systems are often designed to stamp out that joy). I don’t post often, but when I do, my posts tend to focus on valuation, corporate finance and investment philosophy topics. .

Marketing 130

Marketing Corporate Finance Valuation Finance 130

Barry Ritholtz

JANUARY 3, 2024

Previously, he was Director of Research at BlueMountain Capital, Head of Global Financial Strategies at Credit Suisse, and Chief Investment Strategist at Legg Mason Capital Management. The psychology of going against the crowd, the perfect expert for today’s topic. Why is it so damn hard to fight the crowd?

Investments 73

Investments Numbers Marketing Banking 73

PYMNTS

SEPTEMBER 12, 2018

NewVantage Partners ‘ 2018 survey on the topic found nearly every executive surveyed (98.6 Interest in becoming a data-driven enterprise means businesses are looking toward technology to automate tasks and provide in-depth analysis that human talent cannot perform. percent only a year ago.

Investments 46

Investments Technology Planning Marketing 46

PYMNTS

JUNE 19, 2017

Technology services and consulting company Infosys sought to peel back the curtain of today’s revolution in its latest research, Human Amplification in The Enterprise , on the digital transformation enterprises are undergoing. If there are a great number of tasks being automated, will we soon see total replacement of work by humans?

Manufacturing 51

Manufacturing Education Leverage Technology 51

Barry Ritholtz

SEPTEMBER 7, 2022

Do they want to raise capital? Do they not want to raise capital? If they want to raise capital, what investor base are they really targeting? One topic that CEOs are very focused on at the moment is ESG, environmental, social and governance, and how they are bringing sustainable practices to the market. MARTIN: Yeah.

Communication 117

Communication Marketing Math Technology 117

PYMNTS

FEBRUARY 28, 2017

The headwinds of dwindling foot traffic, the headwinds of mounting costs, the headwinds of inefficient deployments of time and capital and people? With this data point, said Arietta, the cost of human capital itself is on the rise. In other words: Let humans be humans. Data Point Two: 2037.

Retail 40

Retail eCommerce Technology Sales 40

CFO News Room

JANUARY 26, 2023

While there are some who venerate these founders, in what can only be called founder worship, there are others who have a more jaundiced view of them, both as human beings and as CEOs. In contrast, consider Yahoo!,

Marketing 130

Marketing Valuation Manufacturing Investments 130

Musings on Markets

DECEMBER 21, 2022

Have fun : If you look at the joy that young children show when they learn something new, it is obvious that human beings enjoy learning (though our education systems are often designed to stamp out that joy). I don't post often, but when I do, my posts tend to focus on valuation, corporate finance and investment philosophy topics.

Corporate Finance 89

Corporate Finance Valuation Finance Financial Analysis 89

VCFO

JULY 12, 2022

These concerns are further inflamed by the repetitious coverage of the topic by media. Some of the most successful businesses were created during downturns and recessions – a time when most businesses look to pull back, not invest as heavily in capital projects, and abandon some initiatives. Consider New Revenue Streams.

Benchmarking 81

Benchmarking Restructuring Economics Technology 81

Future CFO

SEPTEMBER 7, 2021

ESG reporting is becoming an increasingly important topic around the boardroom table as stakeholders and investors seek to understand the impact of organisations on all aspects of society. The focus on ESG has also introduced new challenges for companies looking to raise capital from institutional investors.

Finance 52

Finance Leverage Investments Compliance 52

PYMNTS

NOVEMBER 29, 2016

Startups often need the resources — including the capital, equipment and expertise offered by these organizations — to stay afloat in an increasingly competitive marketplace. We bring in experts on various topics and do office hours, where they can sit in an office with our companies and answer their questions.

Startups 40

Startups Technology Securities Investments 40

PYMNTS

MARCH 14, 2017

One of the topics we’ve touched on over the past few weeks in this column lies at the intersection of chatbots and eCommerce. It will also revolutionize how retailers will capitalize on value. It seems as though we’re at the beginning of seeing just what chatbots can do for retailers in the eCommerce space.

Retail 48

Retail eCommerce Technology Sales 48

CFO News Room

NOVEMBER 5, 2022

Investors, used to a decade of better-than-expected earnings and rising stock prices at these companies, have been blindsided by unexpected bad news in earnings reports, and have knocked down the market capitalization of these companies by hundreds of billions of dollars in the last few weeks.

Marketing 130

Marketing Advertising Profit and Loss Investments 130

Musings on Markets

DECEMBER 10, 2021

While there are some who venerate these founders, in what can only be called founder worship, there are others who have a more jaundiced view of them, both as human beings and as CEOs. In contrast, consider Yahoo!, Family Group Companies: The Life Cycle Effect?

Valuation 83

Valuation Manufacturing Investments Marketing 83

Musings on Markets

JULY 14, 2021

Thus, adding back stock-based compensation, capitalizing expenses that are designed to generate growth (like customer acquisition costs) and treating operating expenses as one-time or extraordinary, when they are neither, have become accepted practice.

GAAP 52

GAAP Forecasting Accounting Numbers 52

Musings on Markets

JANUARY 29, 2021

Melvin Capital and Citron, two of the highest profile names on the short selling list, both claimed to have fully exited their positions in the last few days, albeit with huge losses. It should therefore not come as a surprise that the forces playing out in other aspects of human behavior find their way into markets.

Profit and Loss 52

Profit and Loss Valuation Investments Sales 52

Musings on Markets

NOVEMBER 4, 2022

Investors, used to a decade of better-than-expected earnings and rising stock prices at these companies, have been blindsided by unexpected bad news in earnings reports, and have knocked down the market capitalization of these companies by hundreds of billions of dollars in the last few weeks.

Advertising 98

Advertising Profit and Loss Investments Marketing 98

BlueLight

JULY 30, 2020

In the following, you will find a synthesis of the key findings on the following topics: How do you view the responsibility of the CFO suite? This includes segmenting where revenue is coming from, how to best allocate capital, setting equity financing strategy, and identifying other sources of financing.”

CFO 52

CFO Financial Planning and Analysis (FP&A) Strategic Planning Startups 52

Barry Ritholtz

JANUARY 9, 2024

I published what’s called a comment, so like a very short one about this great tax law case with this guy who like won the lottery and then wanted to get his lottery winnings treated as capital gains. It was dealing with like the sort of guts of the bank and like new product development and capital and, and balance sheet.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Finance Math Banking 52

Musings on Markets

OCTOBER 6, 2023

A few days ago, I valued Instacart ahead of its initial public offering , and noted that the reception that the stock gets will be a good barometer of where risk capital stands in the market, right now. The unamortized or un-depreciated portions of these capital expenses are what we see as assets on balance sheets.

Valuation 104

Valuation Profit and Loss Accounting Investments 104

Barry Ritholtz

MAY 30, 2023

And he starts talking about money and free enterprise and capitalism and ownership and balance sheets and all this stuff and I’m sitting there mesmerized. I didn’t have compounded capital, I had compounded hustle. But in capitalism and free enterprise, there is no rule book. RITHOLTZ: Right. Of course it is.

Economics 56

Economics Education Profit and Loss Banking 56

Barry Ritholtz

JUNE 7, 2023

Weinstein, Woodline Partners Co-Chief Investment Officer Mike Rockefeller, Fernbridge Capita Management Founder Brennan Diaz and Knighthead Capital Management Co-Founder Thomas Wagner. Mike Rockefeller is co-founder of the six billion dollar long short equity fund Woodline Capital. Knight Head capital recently. Is that right?

Investments 107

Investments Concentration Profit and Loss Economics 107

PYMNTS

JANUARY 7, 2020

Supply chain technology offers a level of automation, error mitigation and efficiencies that humans, in many cases, cannot provide. The Human Capital Challenge. Talent will also be one of several key topics at MHI’s MODEX industry conference in Atlanta this coming March, the company said in a recent press release.

Analyzing Data 55

Analyzing Data Technology Communication Marketing 55

CFO News Room

DECEMBER 27, 2022

RYAN ROSLANSKY: Yeah, I mean, it’s a hot topic right now, and let me share why I think it’s a hot topic, rightfully so. It’s human nature to get pulled into the cycle, but the more that you can stay adaptive, I think the better folks you’re going to be. So internal mobility’s just a really big topic for us right now.

Leadership 100

Leadership B2B Numbers Marketing 100

PYMNTS

AUGUST 22, 2016

Reality check though, seems an appropriate theme for several topics of discussion across the payments world, based on a few things that happened (or didn’t) last week that could benefit from such a, shall we say, intervention? But, instead of Ryan Seacrest, you have me. That efficient payment method is bitcoin.

Currencies 41

Currencies Banking Budgeting Accounting 41

Barry Ritholtz

AUGUST 15, 2023

 The transcript from this week’s, MiB: Ted Seides, Capital Allocators , is below. Ted Seides has a fascinating career in allocating capital, both on an institutional basis and as an academic, theoretical, philosophical approach. But he spent most of his career allocating capital to various hedge funds, private equity, venture, etc.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

CFO News Room

NOVEMBER 28, 2022

Furthermore, because clients today have access to myriad options (from robo-advisors to DIY retail platforms) for setting up an appropriate asset allocation (often at a lower cost than using a human advisor), portfolio management is not the differentiator that it once was. listening to understand their needs and helping them feel understood).

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

Barry Ritholtz

OCTOBER 24, 2022

So what our capital markets IP really is, is looking at what are the fundamental drivers have these asset classes? How do you think about private equity, venture capital or even hedge funds? But I think closet indexing was a big topic when I was in research and there was a lot of work around active share, and the like.

Investments 52

Investments Valuation Benchmarking Marketing 52

Barry Ritholtz

JULY 24, 2023

So every two or three times a month, I’ll write about some topic or theme that’s interesting. So I’ll interview someone from the community about a particular topic. What motivated that sort of approach to writing about dry technical topics like the economy or the Fed or AI? We do that through online events.

Construction 52

Construction Marketing Valuation Investments 52

Planful

OCTOBER 6, 2016

As companies and their leaders learn capitalize on new opportunities for growth in highly competitive markets, the role of the CFO is ever-more charged with preparing the company to meet these new growth challenges. He feels the CFO’s job is to find the best ways to capitalize on these technologies and business models.

CFO 40

CFO Prioritization Healthcare Advertising 40

Barry Ritholtz

SEPTEMBER 12, 2022

She really has an incredible background in everything from capital markets to derivatives, to wealth management. You’ve been involved with capital markets for your entire career. But there’s a big piece of it that’s digitization, right, and the platform, and how easy is it to access your advice and put capital to work.

Investments 114

Investments Marketing Profit and Loss Banking 114