Musings on Markets

OCTOBER 6, 2023

The resulting debate among accountants about how to bring intangibles on to the books has spilled over into valuation practice, and many appraisers and analysts are wrongly, in my view, letting the accounting debate affect how they value companies.

Valuation 106

Valuation Profit and Loss Accounting Investments 106

Barry Ritholtz

SEPTEMBER 3, 2024

Barry Ritholtz: The old, the old joke, half of our advertising dollars are wasted. I think actually if you go public, there tends to be a more of a concentration in owners holding founder 00:17:41 [Speaker Changed] Stock. But there’s always gotta be some element of the valuation really being compelling.

Investments 58

Investments Valuation Concentration Marketing 58

Musings on Markets

DECEMBER 2, 2020

Setting the Table As with any valuation, the first step in valuing Airbnb is trying to understand its history and its business model, including how it has navigated the economic consequences of the COVID. Second, they also derive revenues from online advertising by hotels and travel providers.

Profit and Loss 52

Profit and Loss Valuation Investments Numbers 52

Barry Ritholtz

SEPTEMBER 10, 2024

He has a very interesting approach to thinking about market valuations and strategies and when to deploy capital, when to go with the crowd, when to lean against the crowd, and has amassed and excellent track record. Second part of our framework is valuation fundamental work. Well, that means valuations are probably too high.

Valuation 63

Valuation Investments Economics Marketing 63

Barry Ritholtz

DECEMBER 12, 2023

But in the New York Times, there was an advertisement that the value line investment survey needed analysts. Low price stock has historically had some very large concentrated positions. We thought it was free advertising for their index, but I guess guess they thought that their index was pre advertising for our fund or something.

Benchmarking 105

Benchmarking Concentration Investments Profit and Loss 105

Barry Ritholtz

AUGUST 15, 2023

What’s the valuation? So that comes out in position sizing and conviction and just making sure that you’re thinking about all the things that could go wrong if you’re taking a more concentrated position in something. I’m sorry, I’ve never advertised for the podcast other than a couple little experiments.

Investments 52

Investments Benchmarking Marketing Treasury 52

PYMNTS

AUGUST 13, 2018

During Facebook’s Q2 quarterly results last month, Facebook COO Sheryl Sandburg said monetization beyond advertising across all of the platforms that Facebook operates, including Messenger, was still “early days.”. And these young businesses — young as in less than a year old — have now raised capital based on multibillion-dollar valuations.

Banking 44

Banking Transportation Investments Accounting 44