Centage

SEPTEMBER 5, 2023

The current economic climate is causing profound challenges for business owners across industries. Three: Benchmark Industry Profitability Ratios Your profit margin might look weak to you, but is it? Benchmark your industry before looking at your profitability so you know what to aim for. But how much are they really worth?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Benchmarking Budgeting Valuation 52

Barry Ritholtz

MARCH 20, 2024

For example, you can see what’s the biggest drawdown, how long did it last, how long and how often did a strategy beat its benchmark, and by what magnitude. Barry Ritholtz : So let’s break that into two halves, starting with valuation. Explain why P/E isn’t the best way to measure valuation.

Investments 65

Investments Benchmarking Valuation Math 65

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 98

Investments Currencies Treasury Hurdle Rate 98

Jedox Finance

APRIL 12, 2023

When focusing on growth ambitions, organizations must consider the variables that affect hiring and deploying a high-performing workforce, including economic uncertainty, talent shortages, and hybridized workplaces. That agility and flexibility is important as markets go from bullish to bearish, resulting in falling valuations.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Budgeting Benchmarking 52

Barry Ritholtz

AUGUST 16, 2022

RITHOLTZ: And last question about the various teams, does everybody have a different benchmark? How do you contextualize the economic data and the broad stamp recession when you’re thinking about managing risk? How does this impact global trade and other economic factors? How do you track performance? TROPIN: Yeah.

Profit and Loss 122

Profit and Loss Foreign Exchange Valuation Investments 122

Barry Ritholtz

SEPTEMBER 3, 2024

A bachelor’s in economics from Northwestern and then an MBA from University of Chicago. And so I kind of leveraged that when I went to Morningstar because they’re very focused on quality, the whole concept of economic moats, but also about buying companies when they’re trading at a discount to intrinsic value.

Investments 59

Investments Valuation Concentration Marketing 59

PYMNTS

JUNE 30, 2016

But what he’s found to be the most interesting in talking to who’s on the ground, is the differences in how people voted based on their age or economic status. In the very near future these companies may see the valuation of their businesses diminish, capital requirements change and even more investors looking to invest in the E.U.

Currencies 41

Currencies Benchmarking eCommerce Valuation 41

Barry Ritholtz

FEBRUARY 6, 2024

Its index and its benchmark. There’s also quantitative metrics that we look at Those have evolved, but always within that capa, that cluster of high returns on investment stability across the economic cycle are consistent and strong balance sheets. a year, way over both. It’s in the top 1% of its peers. In 2000, right.

Valuation 52

Valuation Investments Finance Math 52

PYMNTS

MAY 18, 2018

The scale of the proposed transaction, and therefore the quantum of its economics, is wholly different from those we’ve already signed,” the executive said, noting that Kroger was in the best position to be successful in the U.S. In the middle of it all, the company is looking to raise $10 billion with an implied valuation of $160 million.

Construction 40

Construction Benchmarking Retail Valuation 40

Barry Ritholtz

AUGUST 15, 2023

SEIDES: If the S&P is your benchmark, which it isn’t for these pools of capital. RITHOLTZ: What should be their benchmark? So the proper benchmark for those pools has to look a little bit like the underlying assets they’re investing in. So what do you use for a benchmark? 14, 15% a year? RITHOLTZ: Right.

Investments 52

Investments Benchmarking Marketing Treasury 52

Barry Ritholtz

NOVEMBER 21, 2023

You know, I think of like a Mike Spies or at Sutter Hill, you know, a Martine Cado and Andreessen, you know, Gurley when he was at Benchmark. It was about $170 million valuation. It’s 00:52:47 [Speaker Changed] A tough benchmark to beat. There are world class partners of ours in Silicon Valley. We are all analysts.

Investments 98

Investments Marketing Startups Accounting 98

Barry Ritholtz

FEBRUARY 17, 2025

But when you look at emerging markets and when you look at value, the opportunity for alpha is much, much greater than it is in traditional large cap growth stocks in the US And a lot of managers in that space actually beat their benchmark. So I decided to become an economics major and a psychology minor. Christine Philpots.

Investments 59

Investments Economics Marketing Benchmarking 59

Barry Ritholtz

OCTOBER 31, 2023

The best example I always love to give is that Amazon’s last private round was at a $60 million post money valuation. Post money valuations until the market has changed dramatically. 00:15:29 [Speaker Changed] That’s your benchmark, correct? So, so let’s talk a little bit about valuation.

Investments 65

Investments Marketing Numbers Valuation 65

Barry Ritholtz

AUGUST 29, 2023

So a variety of risk meetings, a variety of economic meetings. They create the benchmark. So when there’s a major turnover like that that happens, you always have the option, “Hey, can you do it exactly on the time that it enters the benchmark? So, our active team has been successful outperforming their benchmarks.

Investments 52

Investments Benchmarking Valuation Construction 52

CFO News Room

DECEMBER 17, 2022

To help determine an appropriate fee, advisors can then look to various benchmarking studies , which can provide industry-wide fee data , as well as information on specific fee structures and geographic areas that can help a firm owner tailor their fee. sequence of return risk ). Gregg Greenberg| InvestmentNews).

Planning 130

Planning Education Investments Benchmarking 130

Barry Ritholtz

OCTOBER 24, 2022

So I leave the Bureau of Labor Statistics and I move into economic consulting. And how do we think about them from a valuation perspective? NORTON: Concentrated portfolios or willing to stick our necks out and look different than a benchmark. That’s very funny. NORTON: Right. And so you can think of that.

Investments 52

Investments Valuation Benchmarking Marketing 52

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 pushes valuations higher over time.

Concentration 69

Concentration Valuation Marketing Investments 69

CFO News Room

FEBRUARY 2, 2022

economics, correct. RITHOLTZ: Oh, not the control, just the economics. capital problem helps improve our economic sharing …. CONROD: I — I think the — in this low interest rate environment people are looking for yield and income, and how do they — they have a — they have a benchmark. Is that right? CONROD: Yeah.

Investments 100

Investments Numbers Economics Marketing 100

Barry Ritholtz

JULY 24, 2023

The fact that you’ve got declining risk appetite, declines are prolonged, deep and valuations mean revert. The second, and what’s interesting about that period, is the fact that valuations actually peaked in 1961. MIAN: Valuations are ebb and flow. RITHOLTZ: So let’s take a couple of examples.

Marketing 52

Marketing Construction Valuation Investments 52

Barry Ritholtz

OCTOBER 17, 2023

And they also have a unique approach to feeds when they’re generating alpha, when they’re outperforming their benchmark, they take a performance fee. A degree in mathematics from Oxford, a doctorate in mathematical epidemiology and economics from Cambridge. What made you add economics to your, to your graduate degree?

Investments 52

Investments Valuation Numbers Math 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 106

Benchmarking Concentration Investments Profit and Loss 106

PYMNTS

AUGUST 10, 2020

Psychologically, it’s a benchmark of economic health, even if it is divorced from reality. And because it hasn’t thrown corporate valuations into the ditch, hopefully, companies have been able to bring back furloughed workers. That’s not to say the stock market isn’t important.

Retail 59

Retail Benchmarking eCommerce Valuation 59

Barry Ritholtz

FEBRUARY 13, 2023

And because remember, Lehman had the Lehman Agg and that was the benchmark. There is above benchmark returns to be generated by active selection of credit quality duration and specific bonds. Now, we’re shifting to more international places like China, Europe, et cetera, that are really growing, and that valuations are cheaper.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Investments Marketing Education 59

Global Finance

MARCH 3, 2025

Globally, Social bonds will be constrained by a lack of benchmark-sized projects, while transition-labeled bonds and sustainability-linked bonds (SLBs) will remain niche segments as they navigate evolving market sentiment, the ratings agency posted on its website. Its now upgrading and extending the lifetime of its machines.

Finance 90

Finance Construction Banking Benchmarking 90

Barry Ritholtz

MAY 21, 2024

And one of the worst performing factors has been valuation. So we’re now in an environment where all the 45-year-old portfolio managers out there have been, have worked their entire careers in these momentum fueled markets, and they’ve been trained to believe that valuation doesn’t matter.

Finance 59

Finance Marketing Numbers Investments 59

Barry Ritholtz

MARCH 26, 2024

You get a BA in economics and poli sci from the University of Delaware. And it had to do with the discipline of the models that he used and how he segmented economic liquidity, investor liquidity, and then technicals and and breath conditions and understood how they melded together. What was the original career plan?

Investments 59

Investments Marketing Concentration Economics 59

Barry Ritholtz

MARCH 14, 2023

You get a BA in Economics from Hamilton College. So what we did was we figured out the economic rationale, the macroeconomic influences about why growth and value work at any point in time. Everybody wants to sell a company when they get a good valuation. So we do a lot of valuation work. You get an MBA from NYU.

Quantitative Analysis 65

Quantitative Analysis Investments Valuation Marketing 65

Barry Ritholtz

MARCH 21, 2023

But if you buy low multiples and sell high multiples, either in a long-only beat the benchmark sense, whether over and underweight, and you did the same thing everyone does and call me a hedge fund manager. And value and momentum do, whether it’s relative outperformance against a benchmark or absolute performance in a hedge fund.

Profit and Loss 69

Profit and Loss Valuation Forecasting Investments 69

CFO News Room

NOVEMBER 15, 2022

The bankruptcy filing of FTX has even more fundamentally damaged perceptions of the asset class, and sent valuations tumbling to lows not seen in several years. . His research focuses on financial markets, monetary policy, and problems in economic measurement. Its fourth-largest holding, in recent filings, is Chevron Corporation.

Economics 130

Economics Investments Finance Benchmarking 130

Barry Ritholtz

NOVEMBER 25, 2024

There’s very few, I would argue probably no consistent predictors of, of any sort of economic or market cyclicality. 00:21:21 [Speaker Changed] So this story came out that, oh, value is defensive because it has this valuation buffer to it 00:21:28 [Speaker Changed] In that one example. They took a point and they drew a line.

Leverage 59

Leverage Investments Marketing Math 59

Barry Ritholtz

FEBRUARY 20, 2024

You get an economics PhD from California, Berkeley in 82, and around the same time you become an economist at the Federal Reserve Board from 81 to 83. And, and since then, you, you’ve gone on to do some work reforming L-I-B-O-R as the benchmark for rates. Let, let’s talk a little bit about your background.

Treasury 59

Treasury Marketing Banking Economics 59

Barry Ritholtz

JUNE 30, 2024

By virtually every benchmark, in fact, we’re exceeding growth expectations. She leads the company’s 50-person team of engineers, attorneys, and analysts, and is a member of the firm’s valuation & investment committees and board of directors. Before co-founding Legalist at 20, Eva studied economics at Harvard College.

Math 59

Math Concentration Benchmarking Valuation 59