Musings on Markets

JANUARY 10, 2025

In corporate finance and investing, which are areas that I work in, I find myself doing double takes as I listen to politicians, market experts and economists making statements about company and market behavior that are fairy tales, and data is often my weapon for discerning the truth.

Corporate Finance 119

Corporate Finance Valuation Finance Numbers 119

PYMNTS

SEPTEMBER 18, 2020

Mobile banking upstart Chime has completed funding that has provided the firm with a $14.5 billion valuation, CNBC reported. Chime, which CEO Chris Britt co-founded in 2013, provides clients mobile banking accounts without charges, debit cards and automated teller machine (ATM) access. The company is geared toward U.S.

Valuation 105

Valuation Banking Startups Investments 105

PYMNTS

JANUARY 7, 2021

Cloud banking startup Mambu has raised €110 million (nearly $135 million) in a new funding round aimed at financing the company’s global expansion. TCV's investments include Netflix, RELEX, Spotify and WorldRemit. . The deal raises the valuation of Mambu and its software banking platform to more than €1.7

Valuation 102

Valuation Investments Nonprofit Banking 102

CFO News

SEPTEMBER 12, 2023

As per the revised norms, banks will have to classify their entire investment portfolio under three categories -- Held to Maturity (HTM), Available for Sale (AFS) and Fair Value through Profit and Loss (FVTPL).

Profit and Loss 98

Profit and Loss Investments Valuation Banking 98

Barry Ritholtz

FEBRUARY 7, 2024

 At the Money: Stock Picking vs. Value Investing with Jeremy Schwartz, Wisdom Tree. Should value investing be part of that strategy? TRANSCRIPT: Jeremy Schwartz Value Investing Barry Ritholtz : How much you pay for your stocks has a giant impact on how well they perform. What Is value investing?

Investments 118

Investments Valuation Construction Marketing 118

Musings on Markets

JANUARY 28, 2025

It was an interesting year for interest rates in the United States, one in which we got more evidence on the limited power that central banks have to alter the trajectory of market interest rates. We started 2024 with the consensus wisdom that rates would drop during the year, driven by expectations of rate cuts from the Fed.

Banking 69

Banking Treasury Forecasting Economics 69

Global Finance

DECEMBER 6, 2024

Morgan US Private Bank, discusses navigating rising rates, global tensions, and technological transformation. The global economy is transitioning to an era marked by higher growth, increased capital investment, and elevated interest rates. Frame: Its prompting them to adopt more agile and diversified investment strategies.

Banking 52

Banking Communication Strategic Planning Leverage 52

PYMNTS

JANUARY 31, 2021

The parent fund already invested $200 million in the space, according to the release. insurance industry is five times larger than that of the banking industry; yet the technology used by most insurance companies is antiquated. The revenue of the U.S.

Investments 101

Investments Valuation Technology Marketing 101

Musings on Markets

FEBRUARY 8, 2025

I spend most of my time in the far less rarefied air of corporate finance and valuation, where businesses try to decide what projects to invest in, and investors attempt to estimate business value. In this role, the cost of capital is an opportunity cost, measuring returns you can earn on investments on equivalent risk.

Hurdle Rate 72

Hurdle Rate Valuation Corporate Finance Currencies 72

Barry Ritholtz

NOVEMBER 26, 2024

Full transcript below. ~~~ About this week’s guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. I’m Barry Ritholtz, and on today’s edition of At the Money , we’re going to discuss how retail investors can responsibly invest in crypto.

Investments 59

Investments Currencies Financial Systems Marketing 59

VCFO

MARCH 30, 2023

Building Blocks and Best Practices for Driving Business Value Business valuation is not an original or uncommon topic. Access to Capital If one doesn’t have their own well of capital to tap into, having solid banking or equity relationships is a must. The post Building Blocks of Business Valuation appeared first on vcfo.

Valuation 86

Valuation SAP Concentration Benchmarking 86

PYMNTS

DECEMBER 17, 2020

Kakao Bank Corp. , a South Korean digital bank, has chosen Credit Suisse and KB Investment & Securities as its advisors for its upcoming initial public offering (IPO), Reuters reported. The bank's most current valuation is estimated to be around 10 trillion won ($9.1 Kakao Pay , the FinTech arm of Kakao Corp.

Banking 97

Banking Valuation Securities Investments 97

PYMNTS

APRIL 23, 2019

Chinese technology conglomerate Tencent has invested in Argentinian mobile banking startup Uala, according to a report from Reuters. Point72 Ventures and George Soros have also invested in the mobile payment company. He did not reveal the amount of the investment, but said it would significantly raise the company’s valuation.

Startups 62

Startups Investments Banking Valuation 62

Musings on Markets

JANUARY 11, 2024

I started in the MBA program at University of California at Los Angeles (UCLA) in 1979, at the tail-end of its basketball glory days, fully expecting to move on to a career in consulting or investment banking, when I was done.

Corporate Finance 145

Corporate Finance Valuation Finance Investments 145

PYMNTS

JULY 6, 2020

With a rally in shares, Square ‘s valuation is approaching the level of some of the biggest U.S. banks, Bloomberg reports. That makes it higher than the value of Truist Financial and all but four of the banks in the KBW Bank Index, Bloomberg writes.

Valuation 60

Valuation Banking Startups Accounting 60

PYMNTS

DECEMBER 3, 2020

challenger bank Monzo has closed a funding round with another 60 million pounds ($80.3 The company's valuation after this funding round is now 1.2 A down round, according to PYMNTS , is when a private company taps the market for fundraising, usually selling equity and coming back with lower valuations than before.

Valuation 72

Valuation Banking Economics Accounting 72

CFO News Room

DECEMBER 22, 2022

Starting in late January 2023, I will be back in the classroom, teaching valuation and corporate finance to the MBAs and valuation to the undergraduates, and these classes will continue through May 2023. It is ironic, and perhaps telling, that our understanding of statistics seems to have hit rock bottom in the age of big data.

Marketing 130

Marketing Valuation Corporate Finance Finance 130

PYMNTS

MAY 29, 2019

Robinhood Markets , the operator of a free mobile trading app, is close to garnering a valuation of $7 billion or more. CNBC , citing two people familiar with the deal, reported Robinhood has raised a minimum of $200 million in a recent late-stage fundraising round that will give it a valuation of between $7 billion and $8 billion.

Valuation 63

Valuation Cash Management Currencies Banking 63

Future CFO

MARCH 22, 2021

Higher yields for long-dated sovereign bonds will result in near-term losses for Asia Pacific banks as they recognise valuation changes on their available-for-sale (AFS) bond portfolios, but the capital impact should be manageable for most rated banks, said Fitch Ratings recently.

Valuation 52

Valuation Banking Securities Sales 52

PYMNTS

OCTOBER 22, 2020

In an interview with Paul Purcell , partner at Continental Advisors , four panelists — investors and analysts all — weighed in on the current investment climate … and whether that climate is getting overheated. And though valuations may be stretched, fundamentals are indeed sound. follow the money. The Big Picture . And Who’s Got It

Valuation 67

Valuation B2B Investments Leverage 67

PYMNTS

APRIL 23, 2020

The rise of FinTech, the increasing globalization of finance — and even ravages of the coronavirus, which is making us all bank and transact across phones — all have pointed to one simple, urgent question: Just what is a bank, anyway? In a recent PYMNTS study , What is a Bank: What U.S. As many as 36.8 Our survey shows that 64.2

Banking 100

Banking Valuation Cash Management Education 100

PYMNTS

JUNE 11, 2019

Brex, the credit card startup, announced Tuesday (June 11) it raised $100 million in venture funding, giving the company a valuation of $2.6 The funding comes a few months after Brex raised $125 million, giving it a valuation of $1.1 Brex extends credit to startups based on the amount of money in their corporate bank accounts.

Valuation 65

Valuation Startups eCommerce Investments 65

PYMNTS

SEPTEMBER 19, 2019

Deutsche Bank has acquired a 4.9 percent stake in the German-based FinTech Deposit Solutions, according to a Deutsche Bank press release on Thursday (Sept. Deposit Solutions provides open banking technology that allows more than 100 banks across 18 countries to offer their customers products from third-party banks.

Banking 75

Banking Mergers and Acquisitions (M&A) Restructuring Valuation 75

PYMNTS

APRIL 2, 2020

Every interaction tells banks what customers actually want, meaning FIs just need the right tools to interpret this data. Big Data analytics reached a market valuation of $29.87 billion by 2025, with banks of all sizes leveraging such capabilities. This gives bank staff educated predictions regarding interactions’ risk factors.

Banking 94

Banking Risk Management Credit Risk Advertising 94

PYMNTS

DECEMBER 5, 2019

Silicon Valley-based Chime has raised $500 million in a Series E funding round that sent its valuation soaring to $5.8 The funding, led by DST Global, is the largest individual equity investment for a challenger bank, surpassing NuBank’s $400 million, which was also led by DST Global, according to CB Insights.

Valuation 57

Valuation Banking Startups Accounting 57

CFO News Room

JANUARY 25, 2023

For much of the last two years, rather than teach my classes in a classroom, I taught my classes from my home office, making a few low-cost, low-tech investments to improve my set up. My classroom teaching at Stern has been mostly corporate finance and valuation, to both MBAs and undergraduates.

Marketing 130

Marketing Corporate Finance Valuation Finance 130

Nerd's Eye View

OCTOBER 4, 2023

Furthermore, inflation, though down from its peak in early 2022, remains above the Federal Reserve's long-term target of 2% despite the bank's attempts to tamp it down. What's driving many of the economic conditions today are higher interest rates resulting from the Fed's efforts to fight inflation.

Valuation 98

Valuation Economics Marketing Manufacturing 98

PYMNTS

NOVEMBER 28, 2019

Robinhood has announced that it giving up on its plans to become a federally insured bank. The stock-trading startup is voluntarily pulling its bank charter application with the Office of the Comptroller of the Currency, which was submitted earlier this year. The feature will enable customers to earn 2.05

Banking 75

Banking Valuation Cash Management Currencies 75

Michigan CFO

DECEMBER 28, 2022

Manufacturing business valuation is an important process that defines the value of a given manufacturing company. Having an accurate idea of that value is essential for ownership, partners, and third parties to make appropriate decisions about financing, investing in, and buying or selling a manufacturing business. preparing to sell.

Valuation 52

Valuation Manufacturing CFO Finance 52

Musings on Markets

AUGUST 15, 2023

In every introductory finance class, you begin with the notion of a risk-free investment, and the rate on that investment becomes the base on which you build, to get to expected returns on risky assets and investments. What is a risk free investment?

Investments 98

Investments Currencies Treasury Hurdle Rate 98

CFO Thought Leader

OCTOBER 28, 2024

“We had to reassign resources to the right areas and ensure our investments aligned with revenue goals,” he recalls. Networking is crucial—connect with professionals in finance across the entire spectrum, including banking, VCs, and other operating companies. and now, one in four of our customers is headquartered abroad.

Leadership 64

Leadership CFO Finance Compliance 64

PYMNTS

JULY 7, 2020

While banks may be big, slow, lumbering elephants, when they operate as a herd, they can mow down a horse,” said Linville, a former CEO of global cards and consumer services at Citigroup. “I’m I’m very bullish on big banks’ ability to pivot.”. ” What Banks Should Do Here.

Banking 89

Banking Valuation Construction B2B 89

PYMNTS

DECEMBER 30, 2020

Highlighting the increasing interest in this startup space is this week's B2B venture capital roundup, which recaps the final two weeks of 2020 in B2B FinTech investments. There were several notable rounds, including high-value deals for supply chain management, B2B eCommerce and small business banking. million investment, Tech.eu

B2B 84

B2B eCommerce Banking Accounts Payable 84

PYMNTS

SEPTEMBER 22, 2019

SoftBank Group is considering a gamble on Brazil and might advise high-growth firms to invest in the country, Reuters reported on Friday (Sept. Although he did not explain, Maciel also said that SoftBank was going to announce a large investment in Brazil. In Brazil, 82 percent of all assets are controlled by five banks.

Investments 65

Investments Transportation Valuation Startups 65

CFO Thought Leader

DECEMBER 2, 2024

Despite years spent closely collaborating with CFOs as an investment banker, Lam tell us he quickly discovered a new level of accountability in the role. Over two decades, he honed his expertise in mergers and acquisitions, valuation, and strategic advisory, collaborating with CFOs on transformative deals.

CFO 52

CFO Prioritization Leadership Valuation 52

PYMNTS

DECEMBER 9, 2019

Automated business payments processing firm AvidXchange is launching a new fundraising round that could give the firm a $2 billion valuation, The New York Times reported on Monday (Dec. billion valuation led by PayPal Co-founder Peter Thiel and Mastercard. 9), citing sources. This latest fundraising could top $300 million.

Valuation 52

Valuation Accounts Payable Invoicing Accounting 52

PYMNTS

APRIL 30, 2019

Investing on the part of venture capitalists in financial technology startups — otherwise known as FinTechs — declined during the first quarter of 2019, with China feeling the most pain. The Financial Times pointed to N26, the German bank, as one example. It has a valuation of $2.7

Investments 70

Investments Valuation Startups Numbers 70