The Finance Weekly

JANUARY 10, 2022

The New Era of FP&A Financial planning is essentially about forecasting and achieving precise results for your company. If finance collaborates with marketing, for example, they should be aware of everything from the return on investment of advertising campaigns to the cost and outcome of trade shows.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Profit and Loss Budgeting 52

Barry Ritholtz

SEPTEMBER 3, 2024

It sounds like the career plan was always finance. Was that the plan? Heather Brilliant : It was not the plan. Barry Ritholtz: The old, the old joke, half of our advertising dollars are wasted. 00:23:35 [Speaker Changed] I mean very concentrated portfolios and long-term perspective. It’s about 80%.

Investments 58

Investments Valuation Concentration Marketing 58

PYMNTS

AUGUST 16, 2016

A study by McKinsey&Company on the grocery trade and consumers stated that “ecosystems in emerging markets are partly shaped by players that can concentrate and coordinate a critical mass of what otherwise is a complex set of routes to market.” One of those routes to market is the availability of cash. Free Basics and Free Internet.

Concentration 40

Concentration Advertising Education Planning 40

Musings on Markets

OCTOBER 6, 2023

The strong growth since 2020 provide a strong basis for why the company is planning its public offering now, but there is another factor that may explain the timing. The company has picked up anchor investors along the way, with the Norwegian sovereign fund planning to buy €300 million of the initial offering.

Valuation 106

Valuation Profit and Loss Accounting Investments 106

PYMNTS

SEPTEMBER 8, 2016

When we started researching online to see if there is a business that can come out of this, we saw Craigslist, Yelp, Thumbtack, but we didn’t see one mobile solution that just concentrated on photography. We don’t have a lot of money to throw at advertising. Launched in Nov. GH: Customer acquisition, I would say.

B2C 51

B2C Concentration Advertising B2B 51

PYMNTS

APRIL 30, 2018

Most of that spend will be concentrated in the U.S., In 2011, Buffett made a $10 billion investment in the company in support of then-new CEO Ginni Rometty’s turnaround plans. In January, the International Data Corporation (IDC) reported worldwide spending on blockchain solutions would increase to $2.1 billion by 2021.

Banking 73

Banking Investments Concentration Accounting 73

Musings on Markets

SEPTEMBER 11, 2023

That said, the movie business remained concentrated, with the biggest players dominating each segment of the business. Here again, the Disney experience is instructive, where Nelson Peltz's opposition to Chapek's plans clearly played a role in the CEO change this year.

Entertainment 76

Entertainment Profit and Loss Numbers Marketing 76

PYMNTS

MAY 9, 2016

People are holding onto their phones longer and there has to be a real “WOW” factor for people to trade their $600+ phones in every year or two – even with the Apple installment plan. Maybe not — and if everyone was paying the tax, they would all just pass it on to advertisers. Would Facebook blink?

Sales 42

Sales Retail Leverage Concentration 42

Barry Ritholtz

JULY 4, 2023

What were your early career plans? ADVERTISEMENT) RITHOLTZ: I really love “The Wall Street Journal” article about you that began, quote, “In the overwhelmingly male world of hedge funds, Ilana Weinstein is one of the most powerful women, but Ms. You go from Goldman Sachs to Harvard Business School to the Boston Consulting Group.

Investments 58

Investments Numbers Risk Management Concentration 58

Barry Ritholtz

DECEMBER 12, 2023

But in the New York Times, there was an advertisement that the value line investment survey needed analysts. And the division that I was in was below plan. Low price stock has historically had some very large concentrated positions. And so did all of the others except for Kellogg, Northwestern, which would admit me in a year.

Benchmarking 105

Benchmarking Concentration Investments Profit and Loss 105

PYMNTS

DECEMBER 7, 2020

The rules, which are set to take effect in the spring, will provide consumers with the right to opt out of tailored advertising and make firms share more about the way in which they harness consumer data, among other elements. But there is growing consensus in the U.K.

Healthcare 57

Healthcare Marketing Compliance Advertising 57

Barry Ritholtz

SEPTEMBER 10, 2024

Was investing always the career plan? So it’s, it’s just kind of ironic, and I’ll just throw this out as a bit of an advertisement, but like, we run a portfolio of 10 stocks, a concentrated portfolio, 00:27:41 [Speaker Changed] 10 stocks, 10 00:27:42 [Speaker Changed] Stocks, that’s it.

Valuation 63

Valuation Investments Economics Marketing 63

Barry Ritholtz

AUGUST 15, 2023

Was that the plan or was he just going to announce it? That was never part of the plan, didn’t happen. It’s part of their own tax planning. SEIDES: It’s mostly that and it goes to what you said, which is I love having these conversations and have never advertised on the podcast. SEIDES: Oh no.

Investments 52

Investments Benchmarking Marketing Treasury 52

Barry Ritholtz

APRIL 25, 2023

My father was an investment advisor, and he made his way to be an investment advisor from being a manager with a textile factory to selling insurance to find his way out of that business, went from insurance to financial planning, financial planning to the independent broker-dealer world, independent broker-dealer to hybrid IBD slash RIA.

Mergers and Acquisitions (M&A) 63

Mergers and Acquisitions (M&A) Compliance Investments Finance 63

Barry Ritholtz

OCTOBER 13, 2023

Morgan found that, from 1980-2020, around 40% of the time a concentrated position in a single stock experienced negative absolute returns. Swift began to execute a plan to regain control and in the process created a radical new blueprint for artists and music ownership. Recall J.P. Can It Be Done Again?

Benchmarking 52

Benchmarking Concentration Advertising Investments 52

Barry Ritholtz

APRIL 11, 2023

RITHOLTZ: And then we could talk about stock option plans and what is and isn’t above the line deducted. It’s not a great advertising model — RITHOLTZ: Right. DAMODARAN: — partly because what makes it attractive, which is limits on characters, also limits you in terms of advertising. DAMODARAN: Right.

Valuation 118

Valuation Education Finance Numbers 118

CFO News Room

JANUARY 17, 2023

This could be explained by several factors including insufficient concentration, improper formulation and/or amount of PVP-I, inadequate duration of exposure, inappropriate method of administration, and mucociliary clearance of PVP-I from the nasal cavity. As aforementioned, 0.45–10%

Concentration 130

Concentration Economics Manufacturing Numbers 130

CFO News Room

JANUARY 20, 2023

Similar ideas had been proposed in a reopening plan from the Koch-funded Heritage Foundation months earlier. It is extremely rare to find any PAC advertised at being below 45 dBA…. Held at AIER’s headquarters in Great Barrington, Mass., The declaration and its authors, three scientists from prestigious universities—Drs.

Nonprofit 130

Nonprofit Securities Treasury Economics 130