VCFO

MARCH 30, 2023

Building Blocks and Best Practices for Driving Business Value Business valuation is not an original or uncommon topic. A good place to start is benchmarking yourself against your competition. Are you considering selling your business in the next several years or looking to address a specific business valuation driver?

Valuation 86

Valuation SAP Concentration Benchmarking 86

Barry Ritholtz

SEPTEMBER 3, 2024

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. But maybe second to valuation as a primary consideration. It’s about 80%.

Investments 59

Investments Valuation Concentration Marketing 59

Barry Ritholtz

AUGUST 20, 2024

And the advice that he gave to David Einhorn about it that helped lead Einhorn to start really kicking the benchmark’s butt again for the past couple of years. We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments. It’s, it’s double concentrated risk.

Concentration 69

Concentration Valuation Marketing Investments 69

Barry Ritholtz

FEBRUARY 6, 2024

Its index and its benchmark. And speaking of the.com implosion, like Microsoft via a case study where we, in previous strategies, we held Microsoft for a very long time, that’s where the valuation could help us in the.com bus. a year, way over both. It’s in the top 1% of its peers. Morningstar five star gold rated.

Valuation 52

Valuation Investments Finance Math 52

Barry Ritholtz

OCTOBER 24, 2022

And how do we think about them from a valuation perspective? And actually, that sweet, that collection of strategies, which is in the Morningstar alternatives fund is where a lot of our portfolio managers were turning to at the end of last year when, you know, fixed income is so poor on a prospective basis, equity, valuations are really high.

Investments 52

Investments Valuation Benchmarking Marketing 52

Barry Ritholtz

DECEMBER 12, 2023

He has absolutely crushed his benchmark over that period. He’s crushed the Russell 2000, whatever benchmark you want to talk about. You’re 34th, you’re retiring after 34 years and you trounce what’s really the more appropriate benchmark, I would assume the Russell 2000. a year since 1989. Much better.

Benchmarking 105

Benchmarking Concentration Investments Profit and Loss 105

Musings on Markets

AUGUST 15, 2023

After the rating downgrade, my mailbox was inundated with questions of what this action meant for investing, in general, and for corporate finance and valuation practice, in particular, and this post is my attempt to answer them all with one post.

Investments 83

Investments Currencies Treasury Hurdle Rate 83