Musings on Markets

FEBRUARY 8, 2024

To put these numbers in perspective, the Mag Seven companies now have a market capitalization larger than that of all listed stocks in China, the second largest market in the world in market capitalization terms. I agree, but I remain a believer that intrinsic valuation is the only tool that you have for assessing whether g.

Marketing 118

Marketing Valuation Profit and Loss Advertising 118

CFO News Room

NOVEMBER 11, 2022

That skewing can affect valuation and pricing judgments about these firms, and correcting accounting inconsistencies is a key step towards leveling the playing field. To the extent that these numbers are used in computing financial ratios, it will affect your measures of operating income and return on invested capital.

Accounting 130

Accounting Marketing Advertising Valuation 130

CFO News Room

FEBRUARY 12, 2022

My September 2020 Valuations. I must admit I was surprised by my own valuations, since, given the low riskfree rates prevailing at the time, only one stock (Apple) looked significant over valued. Clearly, much has happened since these valuations. Updating the Numbers. to 14.9%.

Valuation 130

Valuation Profit and Loss Numbers Advertising 130

Musings on Markets

FEBRUARY 12, 2022

I must admit I was surprised by my own valuations, since, given the low riskfree rates prevailing at the time, only one stock (Apple) looked significant over valued. Clearly, much has happened since these valuations. For the latter, I am reporting on the trailing 12-month numbers, to ensure that I have the calendar year numbers.)

Valuation 99

Valuation Profit and Loss Numbers Advertising 99

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. So, how far has accounting come in bringing intangible assets on to balance sheets?

Valuation 106

Valuation Profit and Loss Accounting Investments 106

Musings on Markets

NOVEMBER 10, 2022

That skewing can affect valuation and pricing judgments about these firms, and correcting accounting inconsistencies is a key step towards leveling the playing field. Accounting 101 I am not an accountant, and have no desire to be one, but I have used their output (accounting statements) as raw material in valuation and corporate finance.

Accounting 77

Accounting Advertising Valuation Investments 77

Musings on Markets

JULY 22, 2021

Zomato, an Indian online food-delivery company, was opened up to public market investors on July 14, 2021, and its market debut is being watched for clues by a number of other online ventures in India, waiting in the wings to go public.

Marketing 89

Marketing Valuation Profit and Loss Advertising 89

CFO News Room

NOVEMBER 5, 2022

In the third and final post, I will argue that Facebook’s troubles with the market have as much to do with a failure of narrative, as they are about disappointing numbers, and present a template for what the company needs to do, to reclaim the high ground.

Marketing 130

Marketing Advertising Profit and Loss Investments 130

Future CFO

NOVEMBER 5, 2023

These issues include a broader correction in valuations compared to the highs of 2021, uncertainty surrounding the profitability pathways of some companies and a challenging capital market environment which makes potential exits more difficult to achieve. Online Media’s GMV grows to $26 billion, increasing 10% YoY.

Transportation 52

Transportation Advertising Valuation Investments 52

Musings on Markets

SEPTEMBER 19, 2023

Customers get the time-savings and convenience from having grocery shopping (and delivery, if chosen) done for them, but they pay in the form on both delivery fees and a service charge of 5-10% of the bill, depending on the store picked and the number of items in the basket.

Profit and Loss 104

Profit and Loss Valuation Advertising Investments 104

The Finance Weekly

JUNE 24, 2024

The broader range of products and services that Microsoft offers in software and cloud computing, along with an anticipated 16% growth rate, has bolstered investor confidence and contributed significantly to its high valuation. Why Most Profitable and Most Valuable Aren't Synonymous? For instance, a company with 2.34

Manufacturing 52

Manufacturing Valuation Advertising Sales 52

PYMNTS

AUGUST 23, 2019

Since its launch in February 2019, the Brex eCommerce offering has grown rapidly and added a number of distribution partnerships, including MDS, Payoneer and Plastiq, as well as a suite of rewards specific to the online retail industry across software, shipping and advertising. billion.

Technology 49

Technology Valuation eCommerce Advertising 49

Musings on Markets

NOVEMBER 4, 2022

In the third and final post, I will argue that Facebook's troubles with the market have as much to do with a failure of narrative, as they are about disappointing numbers, and present a template for what the company needs to do, to reclaim the high ground.

Advertising 100

Advertising Profit and Loss Investments Marketing 100

PYMNTS

APRIL 2, 2020

billion spent on TV advertising in 2019 illustrates. Big Data analytics reached a market valuation of $29.87 This episode underscores that data for targeted customer offerings can come from anywhere and is not necessarily the result of meticulous number crunching. This issue is present in almost every industry, as the $70.3

Banking 94

Banking Risk Management Credit Risk Valuation 94

PYMNTS

FEBRUARY 3, 2017

Here are the numbers: $404.5 25 billion | Number Snapchat valuation could reach. $21 21 billion | Amount of diluted valuation as of 12/31/16. $1 10 percent | Level no one advertiser goes over. 10 percent | Level no one advertiser goes over. million | Revenue reported in 2016. 1.05 | Revenue per user in 2016.

Valuation 43

Valuation Advertising Securities Numbers 43

PYMNTS

APRIL 27, 2016

In the age of sky-high valuations, brands will look anywhere for hard numbers that prove they’re actually worth what they say they are. Twitter learned this the hard way when it first went public, and new numbers might take away yet another place to look for answers.

Advertising 40

Advertising Valuation Budgeting Forecasting 40

PYMNTS

JANUARY 13, 2021

And as those figures increase, so are Poshmark’s consumer engagement numbers — 6.2 The RealReal advertises and markets itself as a luxury consignment marketplace; Poshmark’s range of goods and sellers is wider. After losing $14.5 million in 2018 and $48.7 million in 2019, Poshmark made $21.1 million in the June 30 quarter and $10.7

Valuation 67

Valuation Advertising Retail Sales 67

Barry Ritholtz

SEPTEMBER 3, 2024

Heather comes from with a fascinating background, having previously been in a number of other places, most notably Morningstar, and, and she has a very specific approach to investment management and thinking about stock selection. They do a number of things at Diamond Hill that many other investment shops don’t.

Investments 58

Investments Valuation Concentration Marketing 58

PYMNTS

APRIL 5, 2019

Designed to focus on millennials and advertised as a high-minded community of users dedicated to paying it forward , the app allows users to take out as much as $1,000 in advances during a pay period. Once Earnin users have entered their data, bank account numbers and login, they can take out cash advances in increments as large as $100.

Valuation 40

Valuation Advertising Startups Accounting 40

Barry Ritholtz

MAY 7, 2024

She has a number of investments as as really a entrepreneur and a venture investor. San Diego State studying journalism and advertising. Joanne Bradford : I was a journalism major because it was the easiest major at the time, and I went and took advertising courses and went to work at my college newspaper. It was fun.

Advertising 58

Advertising Startups Technology Investments 58

Barry Ritholtz

SEPTEMBER 19, 2022

The advertising model, as we have learned is not aligned with customers’ interests, right? So along those lines, there are some venture firms that don’t really seem to care a lot about valuations and others seem to focus on a little bit. We’ve seen valuations come way down for public companies.

Valuation 121

Valuation Investments Marketing Technology 121

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. In addition, growth in the experiences business will also push this metric upwards, since Airbnb keeps a 20% share of those revenues.

Profit and Loss 52

Profit and Loss Valuation Investments Numbers 52

PYMNTS

MAY 3, 2019

The culprit was Google’s advertising revenue, the key top line contributor for the company. That startup is already in vaunted unicorn territory, having raised $220 million last September for a valuation north of $1 billion. It grew only 15 percent to a bit more than $30 billion (this is after traffic acquisition costs).

Currencies 40

Currencies Valuation Advertising Startups 40

PYMNTS

MARCH 31, 2017

Lidya said the new funding will go toward product development and expanding staff numbers; while the company is today focused on Nigeria, the company said it hopes to broaden SMEs’ access to finance across Africa with its digital platform that builds a custom SME credit score and links borrowers to a loan. eProcurement. eProcurement.

B2B 43

B2B B2C Startups Valuation 43

PYMNTS

MARCH 6, 2019

In the century since Pyrex took the kitchen by storm, the kitchen has been home to any number of innovations big and small. But with a valuation around $556 million, it is widely speculated that Instant Pot is the more monetarily valuable brand. A New Kind Of Pothead.

Valuation 43

Valuation Advertising Marketing Investments 43

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. So that’s, that’s number one.

Valuation 63

Valuation Investments Economics Marketing 63

PYMNTS

JUNE 8, 2016

There’s also the fact that the reported cause of the big drop in Yahoo’s proposed valuation was the reveal at the Sunnyvale meetings last month that Yahoo’s online advertising business is declining more rapidly than once supposed. Verizon offers Yahoo its best turnaround option.

Investments 40

Investments Advertising Valuation Sales 40

Musings on Markets

OCTOBER 19, 2021

First, it will reduce the number of noise disclosures, i.e., those that pass the materiality threshold for earnings, but don't have a significant impact on value. Total Addressable Market (TAM) Companies going public have increasingly supported high valuations by pointing to market potential, using large TAMs as one of the justifications.

Profit and Loss 73

Profit and Loss Accounting Numbers IFRS 73

Barry Ritholtz

MAY 9, 2023

He co-chairs a number of the asset management investment committees. So I interviewed with a bunch of banks, got a number of job offers by the end of the week, and joined Goldman Sachs in October 1998. I ended up being hired onto the high yield desk as a research analyst and did that for a number of years, a couple of years.

Investments 118

Investments Banking Advertising Numbers 118

PYMNTS

SEPTEMBER 5, 2017

That included a number of smart speakers: The Panasonic GA10, the Sony LF-S50G, the Anker Zolo Mojo, the MobVoi TicHome Mini, and the JBL Link. A rose by any other name would smell as sweet, but Google by any other name would have a totally different valuation. XXVI is the Roman numeral for 26, the number of letters in the alphabet.

Restructuring 40

Restructuring Valuation Numbers Planning 40

PYMNTS

APRIL 15, 2019

Uber’s valuation is pegged at $100 billion. Lyft’s valuation is less than 20 percent of that. Cities were built for people and not cars, they note, and the sheer number of vehicles on the road has turned that upside-down. We’ve seen online advertising disrupted by Google, Facebook and now Amazon.

Transportation 73

Transportation Healthcare Economics Leverage 73

PYMNTS

JULY 6, 2016

. “You typically take the company public at some point,” noted JustFab co-founder and co-CEO Adam Goldenberg in a recent interview with the LA Times when speaking on his startup’s impressive track record of fundraising and their unicorn valuation of $1 billion about two years ago. The brand has run into controversy.

eCommerce 40

eCommerce Retail Startups Valuation 40

PYMNTS

JUNE 16, 2018

Adam Ferrier, consumer psychologist and the author of The Advertising Effect: How to Change Behaviour , told Fast Company that it comes down to a few main differences. According to research , the number one reason millennial fathers use their phones for retail is for product reviews and ratings, with comparing prices a close second.

Forecasting 41

Forecasting Retail Prioritization Valuation 41

CFO News Room

FEBRUARY 2, 2022

Facebook also cited inflation as a weight on advertiser spending. The earnings report shows Facebook’s business is under pressure on a number of fronts, at a moment when Mr. Zuckerberg is betting the company’s future on VR headsets, AR glasses and virtual worlds, known as the metaverse, in which users can live and work.

Profit and Loss 130

Profit and Loss Valuation Advertising Investments 130

Barry Ritholtz

FEBRUARY 13, 2023

And like I say, that’s part of why it’s translated to a number of people coming to BlackRock and be with me today. RIEDER: So I had known Larry Fink and Rob Caputo, our CEO and president, for a number of years. ADVERTISEMENT) RITHOLTZ: So you’ve been with BlackRock since the financial crisis.

Mergers and Acquisitions (M&A) 58

Mergers and Acquisitions (M&A) Investments Marketing Education 58

Barry Ritholtz

JUNE 18, 2024

Barry Ritholtz : Now, if I remember correctly, late nineties cracks in the facade were already showing of, you know, the, the monolithic radio, TV advertising world. I got the sense that, so Churnin takes 51% for a fairly modest valuation, 10 or $15 million. Big advertisers would never give Barstool Sports a look the way they do now.

Entertainment 58

Entertainment Investments Math Advertising 58

Barry Ritholtz

DECEMBER 12, 2023

And because my mother and grandmother were looking at these trying to figure out what was going on, I was curious about the sea of numbers. But in the New York Times, there was an advertisement that the value line investment survey needed analysts. And 00:28:03 [Speaker Changed] That’s an amazing number.

Benchmarking 105

Benchmarking Concentration Investments Profit and Loss 105